At present, Qin Yinglin, the richest man in Henan, is the most muscular.
On October 25th, 65438/kloc-0, Mu Yuan announced the 2020 annual performance forecast. Pigs have been flying in the wind for a year, and Qin Yinglin has also handed over a report card of "Top Student Class".
According to the data, in 2020, Mu Yuan sold a total of 1, 8 1, 000 pigs, with an average of nearly 50,000 pigs per day.
In 20 19 years, the figure was10.25 million, a sharp increase of 77% year-on-year. This means that many pigs that were originally free-range households have entered the pigpen of the pastoral source, which represents the improvement of industry concentration to a certain extent.
The same is true in reality. There are fewer and fewer pigs in rural areas, and there is nothing to kill pigs for the New Year at the end of the year. In the rural people's new year purchase list, pork ranks in the forefront.
Theoretically speaking, it is a good thing to raise pigs on a large scale, which can reduce the cost of breeding and let the people buy more affordable pork. But in fact, there is always only one factor that affects the price of pork, and that is the relationship between supply and demand.
When pigs are more and more concentrated in the hands of a few people, the supply of pork is controlled to a certain extent. As long as pig farmers are unwilling to sell normally, the price of pigs will never come down.
The monitoring data of 65438126/0 showed that the average price of ternary live pigs abroad was 34.76 yuan/kg, and Liu Yonghao's own pig farmers said that the normal pig price should be 7-8 yuan, which shows the strength of pig farmers' reluctance to sell.
From this perspective, the emergence of super-large pig farmers may not be a good thing.
The price of pigs has been so firm. How much did Mu Yuan earn? The data in the announcement is that the revenue is 55 billion and the estimated net profit is 27-29 billion.
Similarly, compared with 20 19, the income per mu of 20 19 is 20.2 billion, which is equivalent to creating 1.7 mu per year.
And the profit growth is even more fierce. We take the median of 28 billion. I remember that Muyuan once said on 20 19 that the profit of 20 19 6 19 has exceeded the sum of previous years, which means that the profit in 2020 is more than twice its annual sum.
According to the profit rate, it is amazing. Muyuan's net interest rate reached 565,438+0% in 2020, which has surpassed Kweichow Moutai (the net interest rate of Kweichow Moutai in 2065,438+09 was 48.2%).
What ordinary people eat almost every day is actually drier than Maotai, which may be unexpected by the "Second Senior Brother".
According to the data published by Mu Yuan, it can be calculated that the net profit of raising a pig is about 1.546 yuan. If the average slaughter pig 1 10 kg, Mu Yuan shares will make a net profit of 7 yuan per kg of pork.
20 19, Mu Yuan shares replied to the breeding cost on the investor interaction platform, which is about 7 yuan per catty. In 2020, with the increase of scale and the improvement of aquaculture technology, the cost will definitely be lower than that of 7 yuan.
This shows that the net interest rate of this super Maotai is true.
In 2020, it is undoubtedly the best year in the history of Muyuan Co., Ltd., with pig raising earning a lot of money and a bumper harvest in the capital market.
The market value of Muyuan shares has doubled, and now it has stood at 320 billion, becoming the "first brother" of agriculture, forestry, animal husbandry and fishery industry.
Qin Yinglin's net worth soared by 654.38+000 billion a year, becoming one of the top ten richest people in China and the second Henan native after Xu Jiayin.
It is worth mentioning that although only 1, 865,438+0,654,38+0,000 pigs will be sold in Mu Yuan in 2020, it was made clear in an earlier announcement that the production capacity could reach 50 million pigs by the end of 2020, and the land needed for the production capacity of 80 million pigs was reserved.
It can be predicted that Qin Yinglin's position as the "first brother" of pig raising is stable.
Of course, in 2020, Qin Yinglin is not the only one who will make a lot of money on Two Brothers. Liu Yonghao, New Hope, Wen Pengcheng of Wen's shares and Zhengbang Technology are all big winners.
Although at present, except Muyuan, the other three giants have not issued an announcement, but the data in the third quarterly report can already be seen.
It is worth mentioning that the price of live pigs has just ended recently and started to rise again. As the Spring Festival is just around the corner, it is only a dream that the price of live pigs will return to 20 yuan in a short time.