Chapter 250 Overcapacity
November 10.
Jiang Miao and his group came to the capital in a low-key manner.
As soon as he came over, Shuya came over to pick him up.
Hailufeng Company has a dormitory area in the suburbs of Beijing, where Jiang Miao, Shuya and others temporarily moved in.
This kind of security work is easier to do in this kind of company, and there is no need to coordinate hotels specifically.
Jiang Miao looked out the car window, two police cars had already been parked on the side of the road at the gate of the dormitory area. The local area obviously also attached great importance to the safety of Jiang Miao and his wife.
And as soon as he arrived.
That night, he was taken by He Youwei's father He Jintang to meet several old people, but no one knew what they had talked about that night.
The next day, the news that Jiang Miao arrived in the capital was spread in the senior management of the academic and commercial circles of the capital.
I hope that everyone who can meet Jiang Miao is asking questions, but this kind of meeting is not only approved by Hailufeng Company, but also needs to pass the review of relevant departments and Jiang Miao’s consent to get a chance to meet.
Therefore, there were not many people who were approved to meet Jiang Miao and his wife.
In a villa in the dormitory area. "Academician Li, it's been a long time since I saw you, please sit down." Jiang Miao shook hands with Academician Li of the Feed Association. "In a few days, I will call Professor Jiang, Academician Jiang." Academician Li joked.
Two people took their seats.
Jiang Miao smiled and shook his head while pouring tea: "Academician Li was joking, just call me my name, after all, I am a junior at age."
"Then I'm not polite to you , A Miao! You will definitely not have much time in the next week, so I will just talk about it short. "Academician Li was not too polite. He continued: "I came here to visit you this time, mainly because Two things. "
"Academician Li said it's okay."
"One thing is mainly the matter with the Feed Association. At present, domestic feed costs are constantly declining. Many companies are undecided about whether to expand production in the future. They want to ask your opinions."
"Opinion?" Jiang Miao took a sip of tea, thought quickly for a while, and then slowly said: "The industry is worried that the future feed capacity will be overcapacity, and the market will not be able to digest so much production capacity?"
" Yes! I have discussed this with old acquaintances in the industry. Now the prices of animal protein and plant protein are declining, and the production capacity is rising year by year. The domestic market will soon enter the saturation stage, and there are many uncertainties in the foreign market. "
Jiang Miao nodded slightly: "This trend is indeed very obvious."
Academician Li mentioned another thing: "The oil tea in your company in southern Gan seems to have a considerable production capacity this year! Will the plant proteins of those tea seed cakes enter the feed field? ”
Upon hearing this, Jiang Miao shook his head: "The protein content of tea seed cake is relatively low and it is toxic. Our company plans to use tea seed cake as a raw material for microbial fuel cells, biogas, and organic fertilizers."
" Microbial fuel cells, biogas, organic fertilizers? I have seen this technology before, but the profit is barely acceptable. "Academician Li obviously understands these technologies.
"The project's comprehensive gross profit margin is currently around 5% to 8%. "Jiang Miao didn't hide anything.
For example, the pig farm of Haida Group is currently using this technology and was put into full production some time ago.
However, Haida Group uses pig manure as raw material, and its gross profit margin can reach about 20% to 30%.
Although tea seed cakes are waste, if used to extract plant protein, their value is definitely much higher than pig manure.
But there is no way, the future plant protein production capacity in China will definitely be seriously oversupply, especially the plant protein used as feed. The production capacity of hundreds of millions of tons of soybeans is enough to crush the plant protein of other agricultural products.
Fortunately, Hailufeng Company's tea seed oil industry has not suffered too severe impact. The main reason is that the quality of tea seed oil is good, which is a high-quality edible oil better than olive oil.
At present, Hailufeng Company's retail price per liter of special tea oil is 30 yuan in retail channels, which is close to 27 yuan to 29 yuan per liter of peanut oil.
The entire Gannan branch currently has 240,000 mu of oil tea trees entering the fruiting stage, and the production capacity is very abundant.
At present, the harvest season of oil tea is generally concentrated in late autumn and early winter.
If the oil tea seeds are placed in a normal indoor environment without special treatment, and the ambient humidity, temperature and other conditions are relatively ordinary, they can usually be stored for 3 to 6 months.
Especially in humid areas in the south, the storage time may be shorter, while in relatively dry areas in the north, it may be a little longer, but basically within this time range, it is easy to deteriorate, moldy and other conditions over time. .
If the oil tea seeds are placed in a dry, ventilated, and low-temperature environment, such as the temperature is below 10 degrees Celsius, the humidity is below 60%, and the oil tea seeds themselves have been fully dried to reduce the moisture content to 8% to About 12%, in this case, the oil tea seeds can be stored for 1 to 2 years.
But Hailufeng Company did not adopt it.
Gannan Branch has developed a set of its own unique low-cost storage technology, which is to use the newly developed boron cloth. After filling it with nitrogen, the storage time of oil tea seeds can be extended to about 1.5 years in a sealed environment.
However, under normal circumstances, the Gannan Branch will not store the oil tea seeds for 1.5 years. It is usually after picking and the longest storage is about 10 months. The reason for this is naturally to ensure that the factory has a fresh oil tea supply market throughout the year.
Jiang Miao and Academician Li discussed the future of the feed industry. Both of them believed that the feed industry must expand production capacity in a moderate manner and make relevant preparations for the collapse of foreign markets.
After all, judging from the situation in recent years, although foreign countries have increased their imports of feed from Cyris, many regions are not willing to be controlled by Cyris's companies and are doing various small actions .
Although domestic feed production costs are cheap, it does not mean that there is no way to fight back abroad.
For example, tax increases are an important means to regulate costs.
When the export of dairy products and meat products is abandoned, or the region is not an export area for meat products and meat products, the import scale can be suppressed by increasing the tax on imported feed.
Sometimes, many regions do not consider costs, but food security issues.
Especially in Europe, regions such as those known as developed countries, they naturally have a kind of resistance and distrust of the products produced by Cyris.
Even if the refusal to import low-priced feed will lead to an increase in the production cost of meat products, it actually has nothing to do with some wealthy and powerful groups.
So Jiang Miao was not blindly optimistic.
No mistakes, one poem, one post, one content, one in 6, one book, one bar, one read!
This is another important reason why Hailufeng Company's feed industry has not expanded violently.
With the uncertainty of the international market, domestic low-priced feed is rolling up again, and it is definitely not a wise move to expand production on a large scale.
For example, Haida Group did not expand production this year, but instead concentrated its efforts to build supporting power-biogas-organic fertilizer co-production projects in various pig farming bases.
By improving the diversification of the industry, we will enhance our own risk resistance.
Not just Haida Group, other related agricultural enterprises are engaged in industrial chains and diversified operations.
For example, in addition to going to South America to develop farms and feed factories, they introduced Hailufeng Company's power-biogas-organic fertilizer project in China, and opened a large area of soybean farms in the south of the desert. The forage production base is also improving the beef beef and sheep breeding industry.
All agricultural groups are rapidly improving their industrial chains. Agricultural enterprises that cannot keep up with the times will only lag behind more and more until they are eliminated by the market.
Deeply cultivating the domestic industrial chain and prudently developing the international market has basically become a consensus among large domestic agricultural enterprises.
Academician Li said another thing: "Amiao, will your fairy silk soybeans in Minqin be promoted to the mainland in the future?"
Jiang Miao shook his head: "There is no such plan for the time being. The main reason is that the farmland in the mainland is too scattered and it is easy to be stolen by foreign forces. Therefore, we will definitely be able to establish isolated farms in Gansu Province, western desert and western regions in a short period of time."< br>
"That's a pity. If planting can be promoted in the mainland and Northeast China, it might be possible to consume some of the excess soy protein." Academician Li said helplessly.
"Nothing perfect."
He once again filled Academician Li with tea.
Academician Li took a sip of tea and continued: "Professor Lin's sponge battery will consume a lot of plant protein in the future, which will help reduce the domestic production capacity pressure."
In fact, Academician Li I didn’t expect that in just a few years, the domestic plant protein supply situation will undergo earth-shaking changes.
Before, nearly 100 million tons of soybeans were imported every year, and everyone was uneasy and anxious about such a huge import scale.
Now I have to think about how to consume excess soybean production capacity and face this happy trouble, the domestic industry has also tried every means.
Just look at the current A-shares.
Any company related to soy derivatives can come up with a reasonable product development model, and its stocks will rise slowly.
For example, what are soybean oil candles, soybean oil soaps, soybean oil refining raw materials, soybean oil refining derivatives, etc.
Even snack companies are joining in the fun and developing soybean meal biscuits, potato chips, fried beans, etc.
As long as derivative products can be taken out, it is profitable because the raw materials are very sufficient.
Many organic fertilizer companies are already developing various fermented bean cake fertilizers and related liquid fertilizers.
In the past, these organic fertilizer companies dared not think about this kind of thing. After all, using soybean meal to ferment organic fertilizer is a big problem, and the official is also restricting this kind of application discovery, and now all restrictions are opened.
Not to mention using soybean meal as organic fertilizer, even using soybean meal as bricks, I guess no one would say anything.
A company is indeed conducting deep processing of soybean meal raw materials, then manufacturing rayon, and then using rayon for building materials. This direction is still very popular in A-shares.
(This chapter ends)