Minnesota Pork Congress Report
明尼苏达州猪肉大会报告
Last week we attended the Minnesota Pork Congress held in Minneapolis.Our Report:
上周，我们参加了在明尼阿波利斯举办的明尼苏达州猪肉大会。以下是我们的报告：
USDA reported as of December 1st, Minnesota had 580,000 breeding animals and 7.2 million hogs on feed.Minnesota is the third largest sow herd population by state after Iowa and North Carolina.
根据美国农业部报告，明尼苏达州12月1日有580,000头种猪及720万头生猪存栏。明尼苏达州是母猪存栏排名第三的州，排在爱荷华州和北卡罗莱纳州之后。
The main topic at the Minnesota Pork Congress was PED, PED and then PED.We talked to many that had it, that have it and that are afraid they will get it.
明尼苏达州猪肉大会的主要议题全部都是猪流行性腹泻。我们同很多人交谈，他们要么发生过，要么正在发生这一疾病。其余的人都害怕会发生。
Lots of people have lost lots of pigs due to PED.It has been devastating to producers and their employees.Not only financially but the huge death losses have a hard effect on the employees hauling out the dead pigs.
很多人由于猪流行性腹泻损失了大量的猪。这对生产者和他们的雇员来说都是一场灾难。大量的死亡不仅造成了经济损失，员工将死猪拖出同样是很大的工作量。
Some Numbers we have seen reported are an average of 1800 pigs lost per 1,000 sows during PED breaks.Losses are greater when you factor in poorer breeding results due to sows weaned so soon after farrowing.The number 2.5 pigs lost per sow per annum seems to be about right.We expect 5 million pigs will be lost to PED in a twelve month period.2 million sows time 2.5 pigs = 5 million.A true market mover.
我们看到的一些报道数据是，猪流行性腹泻爆发期间，平均每1000头母猪会损失1800头猪。母猪分娩后过早断奶会造成配种效果不佳，并带来更大的损失。有可能平均每头母猪每年损失2.5头断奶猪。2百万头母猪乘以2.5头猪，等于5百万头。我们预计在12个月内的猪流行性腹泻爆发期间，造成了5百万头猪的损失。这造成了市场波动。
Expansion talk at Minnesota was just that…talk.Nothing is happening, we discussed with several building and equipment people.Consensus is, nothing is happening (meaning building sow barns).
明尼苏达州谈到的扩张问题只是说说而已。我们问了很多建筑及设备厂家，什么都没有发生。我们得到的共识是，什么都没有发生（即没有建设新的母猪场）。
Also talked to Bankers, nothing happening on expansion.The equity loss in the last few years has left big holes to fill.
我们也问了银行人士，他们说没有出现扩张。过去几年的资产亏空留下了巨大的空洞需要填补。
At the Pork Congress part of the PED discussion revolved around the cash price of early weans and feeder pigs (Cash USDA last week average early weans $86.33, 40lb feeder pigs $95.05).Many believe the PED breaks have created the need for small pigs at an unprecedented level to fill the empty barns and meet contract obligations.We believe it’s just a matter of a couple weeks for 40lb. feeder pigs to break $100.
猪肉大会的猪流行性腹泻讨论环节围绕早期断奶猪和生长猪现货价格展开（上周美国农业部的早期断奶猪现货平均价格为86.33美元，40磅生长猪的价格为95.05美元）。许多人相信，猪流行性腹泻的爆发创造了史无前例的小猪需求，以填补空猪舍并遵守合同义务。我们相信只要两周，40磅的生长猪价格就会突破100美元。
Hormel last week announced they will begin purchasing Canadian born pigs raised in USA (B Pigs).
荷美尔上周宣布，他们将开始采购在加拿大出生并在美国饲养的猪（二类猪）。
PED is big but talk is fewer PRRS breaks this year.We were told if you have PRRS and PED breaks at some time it’s one heck of a mess.We were also told that it will be very hard to make an effective vaccine for the PED virus as it is quite complex.
今年猪流行性腹泻的情形很严重，但很少人谈到蓝耳病的爆发。他们说，如果你同时出现蓝耳病和猪流行性腹泻，那绝对是见鬼了。我们还被告知，由于其复杂性，制作有效的猪流行性腹泻疫苗是非常困难。
On the breeding stock front at Minnesota, it appears packer are backing off extremely lean hogs.Food Service and Retailers are looking for better tasting, marbled pork.This will increase the demand for Durocs.
在明尼苏达，似乎屠宰厂瘦肉率高的猪。食品企业及零售商都在寻找口味更好的雪花猪肉。这使得对杜洛克的需求有所增加。
PED breaks are chopping gilt supply of some of the breeding stock companies.
猪流行性腹泻的爆发使得一些种猪公司的后备母猪供应出现困难。
PIC’s push to new pricing schemes for A-1 Customers is getting resistance.PIC not has 10 boar lines?As we predicted almost all Genetiporc personnel at the time of PIC’s purchase are no longer with PIC/Genetiporc.PIC’s vision to cut almost $10 million in overhead after Genetiporc purchase has left lots of collateral damage on the people front.
PIC对A-1客户推行新的价格体系，正在受到抵制。PIC没有10个公猪品系？正如我们预计的，几乎所有吉博克员工在被PIC收购并离开了PIC/吉博克。PIC的愿景是收购吉博克后削减近1千万美元的日常费用，这对一线员工造成了大量的附带损害。
This coming week we will be at the Iowa Pork Congress.Please visit the Genesus exhibit and join us for the Genesus reception, 4:30 PM – 8PM at the Iowa Events Center on Wednesday January 22, 2014.Next week we will report our observations on the Iowa Pork Congress.
下周，我们将出席艾奥瓦州猪肉大会。欢迎访问加裕展位并参加我们加裕的接待会，2014年1月22日（周三）下午4:30至晚上8点在爱荷华州活动中心。下周，我们将报告我们在艾奥瓦州猪肉大会的所见所闻。
