Chapter 183 Moisturizing things silently
Half a month has passed since the global food futures flash crash in mid-August.
During this period.
ABCD ceded a large number of industries in South America and replaced them with COFCO, China Agricultural Corporation, Beidahuang Group, and New Hope Group.
Hailufeng Company, on the other hand, has no idea of going overseas and has been advancing its domestic layout step by step.
As ABCD sold off a large part of South America's industries at low prices, officials finally made relevant announcements, stating that in order to achieve the goal of carbon neutrality, they will actively promote the import of genetically modified soybeans from around the world to refine biodiesel, and the import scale will increase year by year.
However, after this announcement, soybean futures prices did not surge much, and remained fluctuating between 2,800 and 2,900 Chinese yuan per ton.
Fortunately, more people were interested in taking over the offer. Although it suffered heavy losses, ABCD still sold some high-priced contracts at low prices.
As market expectations have been locked in, the CIF price of physical soybeans has also dropped from about 3,900 yuan per ton to about 3,100∽3,200 yuan per ton.
Domestic soybean purchase prices have also fallen in response. Currently, the purchase price of soybean fields in the Northeast has been reduced a lot. Among them, the purchase price of non-GMO 45% protein soybeans is only 3,100 yuan per ton, or 1.55 yuan per catty.
This price is unacceptable to soybean farmers.
Fortunately, the government implemented a patch in time. On this basis, the soybean farmers will receive a subsidy of 0.5 yuan per catty, barely allowing the soybean farmers to avoid losing money.
Of course, this subsidy is limited to this year. Starting next year, domestic soybeans will no longer have relevant subsidies.
The reason for this arrangement is that the planting of Sendou soybeans will be promoted on a large scale next year.
By then, the annual yield of soybeans planted in the Northeast and Loess Plateau will be 500 to 600 kilograms per mu; the annual yield per mu in Huang, Huai, and Hainan will be stable at 600 kilograms in principle.
The purchase price of the fields is basically maintained at around 1.5∽1.6 yuan, and the income from one acre of soybeans is basically around 1,700 yuan. It seems that there is not much profit.
But don’t forget that soybeans can be mixed with wheat and corn. Without much increase in fertilizer costs, it is equivalent to harvesting 500 kilograms more soybeans per acre. This part is purely profitable.
As for whether foreign soybeans will continue to lower prices, this is obviously impossible.
Even for Brazilian beans, which are known for their low cost, the planting cost is US$250 per ton. Adding transportation costs and a 3% export tariff, the average cost per ton is US$340, equivalent to 2,414 Chinese dollars per ton.
The cost of growing U.S. beans is slightly higher than that of Brazilian beans, at around US$270 per ton. Other costs are similar to those of Brazilian beans, with a comprehensive cost of US$360, equivalent to US$2,556 per ton.
Originally, the gross profit per ton was only 500∽600 yuan.
If you lower the price again, it will be a loss-making business.
And at this time, Siris is not afraid of soybean dumping.
After all, soybeans are a low-cost by-product of fertilizing fields for farmers. They can be grown in many farmlands that were originally planted with wheat and corn.
In other words, in addition to the patent fee of 10 yuan per mu for Hailufeng Company, the production cost of domestic fairy bean soybeans also includes harvesting fees and pesticide fees. In addition, fertilizer fees have been covered by corn and wheat fertilizers. among.
The production cost of fairy beans is about 500 yuan per ton (excluding land rent).
This is also the key point where ABCD had to give up the South American soybean industry and part of the corn industry.
If we don’t give up these industries, we will have to pay for everything.
…
Beijing.
Xinfadi vegetable market.
As the premier large-scale wholesale market in Beijing, there is a dazzling array of agricultural products and foods, including meat.
Various meat wholesalers in the market quietly changed their wholesale prices.
The highest price of chicken on September 11 was 10.6 yuan/kg, the lowest price was 9.1 yuan/kg, and the bulk price was 8.8 yuan/kg.
The average price of pork is 17.5 yuan/kg, the average price of beef is 51 yuan/kg, and the average price of mutton is 39 yuan/kg.
Following the big price cuts of seafood and aquatic products in March this year, the prices of chickens, ducks, geese, pigs, cattle and sheep also showed a trend of big price cuts.
However, this big price cut is not the impact of low-priced imported meat from abroad, but the drop in feed costs brought about by fairy beans and soybeans.
At present, major domestic feed manufacturers have lowered the wholesale price of feed, especially pig feed and poultry feed with high grain and soybean meal content, by about 20%.
The most obvious ones are white-feathered chickens and yellow-feathered chickens. The breeding cycle of these chickens only takes about 42 to 70 days. They are the first wave of breeding categories to be affected by large feed price cuts.
The cost of fishmeal before stacking has been reduced.
At present, the breeding cost of domestic white-feathered chickens when they are released for slaughter has dropped to 6.3 yuan per kilogram. When converted into chicken meat, the cost of chicken meat per kilogram is 7.7 yuan (including processing fees).
The market was bustling with people.
"Lao Lin, 5 pieces of Grade A chicken breasts, plus 3 pieces of Grade A chicken wings..."
Meat wholesaler Lao Lin recorded the inventory with a smile: "Boss Du, business is booming! Is business good recently?"
"Haha, if the price of chicken can be as low as this half month, business will naturally be easier." Boss Du continued: "By the way, 10 more chicken racks."
“You all want A-quality goods?”
"Of course."
"Old rule, send me to the store in the afternoon."
"No problem."
Boss Du came to a frozen fish wholesale market opposite.
As soon as he came in, the wholesaler with Mediterranean hairstyle smiled and handed over a panda cigarette: "Boss Du, business is booming."
Taking the cigarette and putting it on his ear, Boss Du hurriedly said: "Boss Huang, please bring 10 pieces of Hailufeng's Egyptian fish steaks and 3 pieces of Hailufeng's Egyptian fish skin."
"10 pieces of fish fillets and 3 pieces of fish skin? No problem. The address is still at the Yunxiao Road Food Street?" Boss Huang asked while writing the order.
Boss Du quickly reminded: "Well, make no mistake, my store is called Happy Chicken Steak, and last time your guy delivered it to the Coke Fried Chicken next door."
"I know, I will explain clearly." Boss Huang looked a little embarrassed.
"That's it, see you later."
"Walk slowly."
Boss Du then went to purchase shortening for fried foods and found that the price of soybean oil-based shortening had dropped to about 11 yuan per kilogram.
Soybeans have a huge direct or indirect impact on the food industry and catering industry.
Especially for fried food and fried restaurants, the operating costs are closely related to the price of soybeans.
After buying the shortening, Boss Du went to buy various condiments, and then drove back to the store in Yunxiao Road Food Street.
As soon as I came back, the man from Lao Huang, a wholesaler of fish and meat products, had already delivered the fish fillets and skins.
"Dad, how is the market today?" Du Xiaoming, who was thawing fish skin and fish steak, asked with concern.
"The wholesale price of chicken is a few cents lower than yesterday. The fish meat and skin are still the same, but the shortening has dropped by three yuan."
At this moment, a middle-aged woman walked in with an ugly face: "Lao Du, you are back. The Coke fried chicken shop next door is holding an event again, buy one, get one free."
"Honey, don't worry, they do theirs and we do ours, no one is afraid of the other." Boss Du said through gritted teeth.
"If the wholesale price of chicken and fish hadn't dropped, this business would really be out of business." Tang Like looked helpless.
Du Xiaoming shook his head: "There is no way, everyone is cutting prices, we can only follow the price cuts."
While chatting, the family was busy preparing food, finishing the last step of cheese chicken steak, spicy chicken steak, fried chicken rack, Orleans grilled wings, boneless chicken fillet, fish and chips, and boneless fish fillet. The frying will not start until the guests come to your door.
Originally, they did not plan to open this store. The store covers an area of 20 square meters and the monthly rent is 15,000 yuan. Adding water, electricity, gas and other miscellaneous expenses, the fixed cost comes to about 20,000 yuan.
This means that the daily turnover of their store must reach 1,500 yuan to barely break even.
It's just that Du Xiaoming returned from studying in Great Britain last year. Since he couldn't find a job, Boss Du and his wife could only continue to run this small shop and let their son help in the shop to prevent him from wandering.
Du Xiaoming had no choice but to stay and help while thinking about how to improve the operating conditions of his own store.
In June, after research, he imitated the fish and chips he had eaten while studying abroad, and developed boneless fish fillets based on the characteristics of boneless chicken fillets, which allowed the shop's daily turnover to reach about 2,000 yuan. .
By September, as the price of chicken dropped, surrounding fried chicken restaurants also successively lowered their prices, and Du Xiaoming's chicken products had to follow suit.
However, amid this huge price reduction, there is some good news, that is, sales volume has increased by 3∽40%, bringing their store's daily turnover to about 3,000 yuan.
As the sun sets.
The number of customers in the food court is also increasing rapidly. "Boss, please have a big portion of fish and chips." A middle-aged man who also studied in Great Britain shouted on a shared bicycle.
"Okay." Du Xiaoming quickly wrapped the seasoned fish in batter and put it directly into one of the special fryers.
Zizizi…
The middle-aged man parked the car and complained to his colleagues about the past: "I haven't eaten this food in more than ten years. When I was at the University of Edinburgh, in addition to cooking by myself, I could only eat fish, chips and hamburgers. At that time, I could only eat fish, chips and hamburgers. I'm about to collapse."
"Have you ever looked up at the stars?" his colleague joked.
"No, there really isn't much delicious food in Great Britain. French and Chinese food are extremely expensive, and Tianzhu curry is barely edible."
Du Xiaoming raised his head: "Brother, are you studying abroad at the University of Edinburgh? I am also studying abroad in Great Britain, but I am studying at Pheasant University."
"Which one does the boss read? London South Bank? Bolton? Or Birmingham City?"
"City of Birmingham."
"This! It's indeed worse."
6◇9◇Book◇Bar
"Yeah! It's hard for me to find a job now, so I can only sell fried chicken here." Du Xiaoming shook his head mockingly, and then put the fried fish fillets and French fries into a brown paper bag: "Brother, I want ketchup. , or chili sauce? Or yellow mustard sauce? ”
"Ketchup."
"How much?"
"15 yuan."
"Sweep it."
"15 yuan received via WeChat..."
The old man and his colleague shared the fish and chips at a bus shelter on the roadside and ate them while they were hot.
"Huhu..."
"The taste is okay, Lao Zhou. Is this taste different from what you had in Britain?"
Lao Zhou took a big bite: "Of course there is a difference. The fish and chips in Britain use cod. The fish in this shop is definitely not cod, but the seasoning is good."
"It turns out that British fish and chips are made from cod! My wife bought imported cod steaks from Hippo some time ago. A box costs 150 yuan. It's so expensive." His colleague picked up a small bag of ketchup and squeezed it into the fried fish. On the fish.
"But this fish steak tastes pretty good, and it doesn't have an obvious earthy smell. It should be sea fish." Lao Zhou picked up the French fries and dipped them in ketchup.
While eating, his colleague analyzed what kind of fish the fish was: "A pound of fish costs 15 yuan. Why is sea fish so cheap?"
The wholesale price of these mass-produced Egyptian fish fillets to dealers is 8.6 yuan per kilogram, and the retail price in online stores is 9.9 yuan per kilogram.
When wholesalers sell to restaurants, the price is generally 9.9 yuan per kilogram.
At this time, the large portion of fish and chips that the two of them were eating weighed one pound. With the addition of chips, flour, seasonings, ketchup, brown paper bags and other costs, the cost of one serving was almost 7 yuan. About 8 yuan can be earned.
The gross profit margin of catering must be at least 30%∽60%, otherwise you won’t make much money.
Lao Zhou and the two of them finished the fish and chips in a short time.
Du Xiaoming's family is already so busy that after get off work, Beipiao workers come to the food court in an endless stream to look for food.
Happy Chicken Steak focuses on value for money.
"Boss, pack a package C!"
"Okay, wait a minute." Tang Like picked up the disposable lunch box and put in a third piece of fried fish, two Orleans chicken wings, a dozen pieces of golden and crispy fried fish skin, and a A large pile of French fries and a spoonful of mashed potatoes, then top with half a vegetable tomato and a large handful of cabbage shredded as thinly as hair.
Pack it up.
"Alipay received 12 yuan."
"Scan it." The young man raised the screen of his mobile phone and said.
"Okay, young man."
This cheap fast food was also Du Xiaoming's idea.
Don't look at the fact that this fast food can fill you up in total. In fact, its cost is only more than six yuan, and the gross profit is more than five yuan.
This is also a hot-selling product in their store recently. More than a hundred copies can be sold every evening, and sales are still increasing.
A fast food with fish, meat, vegetables and fruits, and plenty of protein, fat, carbohydrates, vitamins, fiber and minerals costs only 12 yuan. For a place like Beijing where land is at a premium, it is undoubtedly the best choice for migrant workers from Beijing. The gospel of man.
Of course, there are similar cheap fast food options in other parts of the capital.
Prices in domestic big cities are actually a relative concept.
For example, food markets and cheap fast food are even cheaper than those in third- and fourth-tier cities. The reason is that the supply chain is relatively complete and the market competition is fierce.
On the contrary, the prices of vegetables, fruits and fast food in third- and fourth-tier cities are sometimes not much cheaper than those in first-tier cities.
However, this time the national retail prices of seafood, aquatic products, chickens, ducks, geese, pigs, cattle, sheep, eggs, milk, and edible oils have generally dropped by 10 to 15%, which has had an extremely huge impact on society.
The consumer consumption index (CPI) in August this year fell by 2.3% year-on-year
A further decline is expected in September.
Food and drink in China have become increasingly cheaper.
If you don't pursue mid-to-high-end agricultural products such as cherries, strawberries, and white truffles, ordinary people can eat well for three to four hundred yuan a month by cooking for themselves.
To be more extreme, you can also learn from Brother Zao in Tieba, and grow your own spirulina as food, and you can survive on only a dozen yuan a month.
However, self-propagating spirulina as food requires certain skills and hands-on ability, and attention must be paid to the contamination of spirulina by miscellaneous bacteria.
In fact, buying large packages of milk powder and soy protein powder can also solve food problems. This kind of life-sustaining meal only costs a few cents per meal, but the taste is difficult to adapt to.
For example, on the Ah B platform at this time, there are people teaching strategies.
When purchasing Egyptian fish fillets from Hailufeng Company online, the wholesale price is 172 yuan for a 20kg piece.
The fish meat of Egyptian pond lice is high in protein and fat, as well as various vitamins. With potatoes as the staple food, a person only needs more than 200 yuan a month, which can basically meet the nutritional needs of the human body.
Fortunately, the number of people taking life-sustaining meals has begun to decrease a lot as the economy recovers.
Especially in Hebei and Henan provinces, a large number of migrant workers with experience in operating agricultural machinery were recruited to work in Monan by Hailufeng Company, United Mining, COFCO, and Beidahuang Group.
In addition, many migrant workers in civil engineering projects also go north to work in large numbers.
Monan suddenly became a hot land.
The Monan branch of Hailufeng Company alone has hired more than 2,000 people across North China and will continue to expand next year.
After all, to operate 30 million acres of land, even large-scale mechanized high-standard farmland, plus various supporting facilities, would require hundreds of thousands of employees.
The local population in Monan is definitely not enough.
Taking Zhelim City, where the Monan Branch is located, as an example, the population is only about 2.8 million. Excluding the elderly, weak, sick and disabled, the working-age labor force is calculated as 60%, and the number is only 1.68 million.
After subtracting government agencies, institutions, state-owned enterprises, self-employed households, farmers and planters, as well as the young labor force who have migrated to other places, there is basically not much left.
Fortunately, there is a large labor pool in the North China Plain, and a large number of migrant workers in the infrastructure industry were semi-employed. It is relatively easy to recruit people to work in Monan.
Although real estate is still in a state of limbo, it is a certainty that Monan and Northwest China will benefit from the emergence of Xiandou soybeans and become the next economic hot spots in the country.
Sendou soybeans are not only related to food security, but also revitalize a large number of related industries.
For example, agricultural machinery, construction machinery, fertilizers, pesticides, and agricultural consumables will add 2∽300 million acres of cultivated land in the future, requiring massive manpower and material resources.
This provides domestic excess production capacity, provides a large consumer market, and saves the precarious market confidence.
Sometimes, market confidence is really important.
If the public loses confidence in the market, their spending power will shrink rapidly, and many people will subconsciously reduce spending and choose to hold currency and wait to see the development of the market.
Recently, officials have been planning to introduce a new agricultural development plan with a capital of 1 trillion, focusing on promoting the transformation of deserts in southern Monand and northwest China to form a large area of large farms, pastures and supporting related industries.
If all goes well, Monanhui and the northwest region will probably be able to directly resettle nearly 3 million employed people, and at the same time indirectly create nearly 10 million employed people.
This will also trigger a chain reaction, allowing the North China Plain and the Guanzhong Plain to gain a larger economic hinterland, further stimulating the rapid economic growth in the north.
Whether it is to reduce the unemployment rate or to balance the north-south and east-west economies, this one trillion investment is worth it.
(End of chapter)