Avian Flu Is Hard To Recover In The Short Term.

< p > < strong > poultry breeding companies benefit from them < /strong > /p >

Less than P, feather and feather, this small industry may become a key factor in the performance reversal of some listed agricultural companies.

< /p >

< p > affected by the H7N9 avian influenza epidemic, slaughtering of chickens and ducks has been greatly reduced this year. At the same time, the fear of live birds in some areas has also led to a sharp decrease in the consumption demand of poultry, which both contributed to a marked decline in the number of birds fed by poultry farmers.

< /p >

< p > duck hair is on duck, and the number of poultry breeding and slaughtering has reduced the duck feather market.

Due to the shortage of market supply, the price of duck feather has nearly doubled this year, and the price of down products will continue to rise along with the production of downstream down industry entering the peak season.

This provides opportunities for the recovery of the performance of some related companies.

< /p >

< p > < strong > flying duck feather > /strong > /p >

< p > according to the latest market statistics, the price of the down price is now around 680 yuan per kilogram, and at the beginning of the year is 450 yuan per kilogram, or more than 50%.

As the raw material of feather down, duck hair has doubled since the beginning of the year.

The increase in raw materials such as duck feather and duck's feather is mainly due to the increase of market demand and the stimulation caused by emergencies such as avian flu.

< /p >

< p > feather is a by-product of duck meat processing. It is not artificial, and has the advantages of natural environmental protection, strong permeability and high heat preservation coefficient.

At present, the large demand for down is mainly used for Down garments, and the down weight of a down jacket is between 150 and 200 grams.

The growth of down jacket consumption has directly led to a large demand for goose and duck feathers.

< /p >

< p >, with the improvement of people's economic level, the application of feather down has gradually extended to other fields such as home textiles.

For example, the market demand of feather quilts has expanded rapidly in recent years, and the down weight of a feather quilt is between 1500 grams and 2000 grams at least, 10 times that of down garments.

With the increasing demand for downstream home textiles and other industries, the demand for down products has increased dramatically, resulting in a huge increase in demand for raw materials.

This year, there was a sharp drop in the number of slaughter due to avian flu, which caused a serious imbalance between supply and demand of raw materials such as duck feather and duck's feather.

< /p >

< p > < strong > down supply is difficult to recover in the short term < /strong > < /p >.

< p > although the influence of avian influenza is gradually subsiding, but the recovery of consumption of chicken and ducks still needs the pmission of production cycle.

Initially, it will take at least 2-3 months.

Considering that 6, 7 and August are the busy season for downstream factories to produce winter down and down quilts (manufacturers need to prepare them in advance), it is expected that the price of duck feather and duck's eiderdown will remain high in the next March and may continue to rise.

< /p >

In the P A share market, relevant companies may continue to benefit.

For example, Huaying agriculture is a listed company based on duck farming. It has formed a complete industrial chain for breeding, breeding, processing and down processing of ducks and broilers.

According to the data disclosed by the company's annual report in 2012, 4700 tons of feather were planned for processing in 2013, and the sales price was increased by 50% on the basis of last year's price. It is estimated that the sales revenue of duck hair may increase by more than 70% over last year. Of course, the income of duck feather is only a part of the company's business income.

< /p >

< p > taking into account the recent rebound in duck and duck seedlings, the price of duck seedlings in the main producing area has rebounded to 2.45 yuan / feather from the lowest 0.3 yuan / feather. It is expected that the price of ducks and ducks will continue to rise steadily with the gradual weakening of bird flu and moderate consumption recovery, which is expected to drive the company's performance to improve.

< /p >