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方毕军:蛋价短期仍可乐观

2017-09-05 07:51:43   中国经济网

近期,蛋价“节节攀升”,目前已稳居4元/斤关口上方。湖北浠水蛋鸡协会秘书长方毕军认为,今年下半年,由于利润丰厚,鸡蛋现货价格将维持在4元/斤以上,且盈利有望持续至明年上半年。

鸡场大面积关停

方毕军曾从事蛋鸡养殖达6年之久,可谓是蛋鸡行业的“资深人士”。2013年,浠水县正式成立蛋鸡业协会,方毕军被高票推选为蛋鸡业协会常务秘书长,并连任至今。目前浠水蛋鸡业协会已发展成为全国有一定市场影响力的行业协会。提及浠水目前的养殖量,方毕军表示,浠水及其周边地区的养殖量比年初时有大幅减少。

“年初的养殖量有近1900万只,而根据我们截至6月30日统计的数据显示只有880万只左右。到现在为止,又淘汰了几十万只,所以现在大概在800万只。”他表示,浠水周边地区也是大幅减少的。“去年新建的一些鸡场,今年因为资金链断裂退出了不少。总体来看,浠水地区减少了60%,周边减了20-30%。”

除了资金链断裂因素外,环保因素也是养殖量减少的主要原因之一。方毕军说,浠水地区养殖密度很大,目前因环保整改,在禁养地区关停了大概183家鸡场。其中,春节前关停了150多家,春节后到现在关停20多家,整改了100多家,大概涉及300多万羽蛋鸡。从减产区域来看,全县所有处于禁养区的养殖场全部关停或者搬迁,全县所有因环保不达标的鸡舍必须改造,最低做到出干粪。由于中小型养殖场一般处于乡镇周围,所以这次整改对象以中小型养殖场力度最为大。

根据2016年初浠水蛋鸡业协会、芝华数据浠水信息站的统计数据显示,浠水地区存栏规模主要集中在2000-4000羽、5000-9999羽、10000-50000羽,占比分别为48.87%、30.25%、18.16%,以阶梯式笼养为主,采用乳头触压式饮水装置。这是目前蛋鸡市场广泛使用的集中饲养方式,而改变这种模式为更为环保的养殖模式,则是浠水县环保事业的重点。

明年蛋价或先扬后抑

随着当前蛋价逐步升高,浠水及周边区域内还出现了450-500天以上延迟淘汰现象。方毕军表示,最近几周,500多天的淘汰鸡仍较多。目前,主力鸡群大概还是在250天以上到400天区间,也有存栏在500天左右的鸡,这种情况可能根据蛋价的上升情况有所延续。他认为,今年下半年利润丰厚,现货价格将维持在4元/斤以上,盈利将持续至明年上半年。

对于明年下半年,方毕军表示并不看好。他分析道,受目前这波可能会持续到年底的良好盈利因素驱使,叠加秋雏将季节性补栏旺季,部分前期被迫去产能的养殖户会在今年四季度及明年一季度“重整旗鼓”,填补产能缺口。届时明年三四季度以后,新增鸡群数量会比较大,行业会重新回到供大于求格局。

“目前补栏虽不积极,但不代表未来四季度会差。环保达标的养殖场,该养还得养,只不过现在还不是补栏的高峰季节,待行情企稳上涨的大格局确定,后市依旧存在疯狂补栏现象的可能。”他认为,浠水存栏幅度确实是在下降,但周边鄂东的量却在不断增加。环保因素不会导致整体的养殖量发生趋势性下降,只会改变原本的地域分布和存栏结构。明年上半年应该仍有一定盈利,而下半年的蛋价可能会跌至成本线以下。

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