From now on, testing the rich and the poor only needs a pound of pork.
A stratification of consumption on the table is kicking off, this time the protagonist is pork.
Pork is an essential meat on the Chinese table. Dongpo meat, Huiguo meat, and plum-boiled meat occupy a large number of Chinese cuisine.
According to the National Bureau of Statistics, pork accounts for more than 40% of urban residents' consumption, while rural residents consume more than 50%.
It is precisely because of the deep dependence, we can see China's consumption stratification through "one pig." With the dramatic changes in the internal and external situation, China's pork prices have appeared in an extremely rare scene.
Perhaps in the near future, to test the class of a person, it may be enough for a pound of pork.
Speaking of it, pork prices have recently been extremely mysterious.
Usually, pork prices will experience a seasonal decline every October, but this year's pork prices are unusual, sitting on a round of roller coasters. In different places, pork prices can vary greatly!
In the northern regions of Liaoning and Inner Mongolia, pig farmers are selling pigs that have been raised for half a year to local slaughterers at a price of five per mu. In these southern parts of Chongqing, the price of live pigs is about to break through the historical high point, ten pounds a pound.
According to China's pig network data, from August to now, pork prices in the main sales areas such as Guangdong have continued to rise, with an average increase of 1-2 yuan per kilogram, an increase of 12%. However, the prices of major producing areas such as Liaoning have been linked to the opposite direction of the Hutong, which is more than 12%.
The different situations of a South and a North can be described as "two days of ice and fire".
The difference in this situation is mainly due to the market's intervention.
In August, an unspeakable natural disaster came quietly. You know the name of the "Death". It swept through 11 provinces including Tianjin, Shanxi, Yunnan, Hunan, Guizhou, Chongqing, Hubei, Jiangxi, Fujian, Sichuan and Shanghai. At present, it has been "connected into pieces" in various regions.
Subsequently, China launched a “de-capacity” campaign for live pigs. According to Caixin, the total number of live pigs that have been culled and harmless has exceeded 100,000. Compared with the huge domestic total, this quantity is not enough to shake the balance between supply and demand in the market.
However, after the demon winds have passed, China has opened the most stringent inter-provincial embargo in history.
At the beginning of November, the State Post Bureau issued an urgent notice requesting that no live pigs and unpublished and uncooked pork products should be accepted, and that the safety precautions of the epidemic situation in the provinces where the epidemic has occurred should be strengthened.
From December 1st, the registration and supervision of pig transport vehicles will be fully implemented. The Ministry of Agriculture and Rural Affairs, the Ministry of Transport and the Ministry of Public Security issued notices to strengthen the supervision of pig transport, do a good job in the registration of pig transport vehicles, and comprehensively strengthen the regulatory measures for the registration of pig transport vehicles.
This large market directly subverts the "Southern Pig North" structure currently being laid out. For example, the three northeastern provinces are one of the main producing areas under the “Southern Pigs North” layout. In 2016, the number of pigs in the three northeastern provinces accounted for 60% of the country. Among them, a group of people just came from the south. Because in the past environmental storm, their pig farms in the south were dismantled, and they were not willing to compromise with reality, and they took the courage to go north to open up the wasteland and head to the Eden in the northeast.
However, people are not as good as days. The “inter-provincial embargo” makes it impossible for pigs in these main producing areas of the three provinces to be transported to the original sales area and stay in the local area. The local consumption energy is relatively limited, and it is impossible to completely digest the remaining output. The slow sales have begun to spread and the price has fallen.
The upstream acquisition link continued to push prices, causing the price of live pigs to drop to less than 4 yuan, which almost fell below their cost line - 5 yuan / kg.
By the same token, in the South, prices have risen because supply has been reduced.
The risk of rising.
But in this storm, drowning is banned from feeding pigs, and small retail pig farmers have to switch to more expensive feeds, which is undoubtedly fatal.
From the development of piglets to the ability to slaughter, the cost of raising pigs is 250 yuan, while the feed is 907 yuan. The price of the latter is 363% of drowning.
The house leaks are in the rain, and another kind of feed for pigs, corn prices are also rising.
These small retail pig farmers accounted for 40% of the pig market. Seeing that profits are being squeezed step by step, even on the verge of loss, there may be a large number of small and medium-sized farmers overwhelmed in the future, disappearing into the market.
"The price hurts the farmer" is crushing some people's dreams.
According to the law of the market, the pressure on the supply side must be transmitted to the consumer side.
China is a big producer of pork and a major consumer of pork. Even with more than 50 million tons of production per year, we consume more, and there are still a small number of gaps that need to be filled by imports. With the approaching of the southern bacon and sausages in December, China is preparing to enter the peak of annual pork consumption.
On the one hand, production capacity continues to decline, production enthusiasm continues to decline, and on the other hand, it is a huge consumption inertia. In accordance with this situation, the pig cycle is likely to move from the "price to the injured" to the second half - "high price hurts."
For ordinary people, the burden of future life is the rising price of pork and the continued rise in CPI.
Some people sigh like this - "The facade of the 1,500 yuan rent has risen to 6,000 a decade ago. The rent will continue to rise. How much is the end? The profit of selling 100 gimmicks is only enough to buy 1 jin. Pork, and the profit of selling 10 pork, is enough to buy 1 down jacket."
The price change of a small piece of pork has involved the hearts of countless people and changed the living conditions of the inferior society.
However, for the rich, these may not be called "things" -
Today, more and more capital heads believe that the most stringent inter-provincial transportation in history will eventually end. They began to discuss the need to enter the "smart pigs."
The Danish Crown, a large pig-raising pig that has been overshadowed by the cookie, is preparing to spend 400 million yuan to formally enter the Chinese market and build its own pig breeding base.
At the beginning of November, Jingdong took the opportunity to enter the era of "smart pig raising" and became the third Internet company to enter the "pig-heeling industry" after NetEase and Ali.
In the future, there will be a wave of high-quality pigs listening to music and enjoying the SPA into the Chinese market. In this layout, the customer groups targeted by the Danish Crown and JD.com are not ordinary people who are holding baskets of food and arguing for five cents, but rather high-end consumers with a scale of nearly 300 million people.
Those in the upper class have already completed the consumption upgrade. Their four attacks, buy and buy, perfectly explain why the occupancy rate of five-star hotel rooms is rising, and why the per capita shopping spending of overseas is leading the world.
For the inferior society, this may not be such a good time. This is the best time for stepping into the upper class.
In the future, to test the class of a person, it may be a pound of pork.