The house sellers look at the pigs, the wine maker looks at the car ... Will the stride continue or go back?
China-Singapore Jingwei Client (May 11th) (Zhang Shunan) The wine sellers are interested in car making, food and beverage investment, and house selling. They are starting to raise pigs ... It is no longer new for listed companies to play cross-border. , The pace is not small. When the heat recedes, will the "foot" that has stepped out withdraw, or continue to move forward?
"Second Brother" became a cross-border darling
New latitude and longitude in the data map
In 2019, the year of the pig crashed into the super pig cycle, pork prices skyrocketed, and pig companies made a lot of money. Seeing this scenario, many companies began to "hold hands" in the pig industry.
Not long ago, Vanke entered the pig world with a forge and swept the screen. On the evening of May 7th, Vanke's recruitment mini program "Wan Zhaojun" issued a "recruitment order". The recruitment included a pig farm development manager, a general manager of a settlement farm, a professional manager of pig farm pre-settlement, a pig farm development report construction specialist, Five social recruitment positions including pig farm veterinarians.
In the past, Country Garden recruited the head of the pig farming department, and today Vanke recruits the general manager of the pig farm, but the reputation of the "Second Brother" has not only recently become popular. As early as 2009, NetEase CEO Ding Lei called out the pig raising plan; at the end of 2014, Wang Jianlin announced to go to Guizhou to raise pigs, and the subsequent pork was sold to the country through Wanda Plaza; in 2016, Xu Jiayin invested 300 million yuan to build more than 110 in Guizhou. Farming and animal husbandry base mainly for raising pigs. However, both Wanda and Evergrande at the time targeted the goal of "poverty alleviation".
In addition, in February 2018, Alibaba announced the "ET Brain" pig raising plan; in November of the same year, JD.com also announced its entry into the pig industry and cooperated with China Agricultural University and the Chinese Academy of Agricultural Sciences to launch an artificial intelligence pig raising program.
International capital has not let this "fat meat" go. Goldman Sachs has spent nearly 300 million US dollars to buy pig farms in Hunan and Fujian provinces; Deutsche Bank also invested 60 million US dollars to obtain 30% of Shanghai Hongbo Group's pig farms. Of shares.
What happened to the "foot" that went out?
Taking pig farming as an example, the latest data from the Ministry of Commerce shows that from April 27 to May 3, the wholesale price of pork was 43.05 yuan per kilogram, down 2.5% from the previous week. With the gradual restoration of hog production capacity, the price of pigs has tended to ease, and may steadily decline in the future. Looking back at NetEase founder Ding Lei's road to pig farming is not easy. During this period, news of the death of the pig farming plan frequently came out. It was not until 7 years later that Ding Lei's "weiyang pig" was launched to the market.
From the perspective of housing companies, building a house and agriculture are two different roads, one is quick turnover and the other requires slow work. Zhang Hongwei, Chief Analyst of Tongce Group, analyzed that for developers, diversification in related industries is easier to succeed, while entering new energy vehicles, mineral water, agriculture, etc., the probability of failure is often higher. It is not reliable for developers to raise pigs.
Zhang Hongwei believes that China is still in the process of rapid urbanization, and the urbanization rate in the next 10-15 years will inevitably reach 70% -80%. In the future, the rural areas of "combining villages" and "combining towns" are an inevitable trend. This process will inevitably free up a large amount of agricultural land and collective land. The developer's "pig raising" is the intention of the drunkard not to drink, and the real purpose is to use the "pig raising" opportunity to seize the opportunity of future urbanization "enclosure".
It is worth mentioning that this year, masks have become a must-have item for all people. Major companies such as Sinopec, Gree, SAIC-GM-Wuling, Foxconn, Hongdou Apparel, etc. have begun to do "part-time" masks. .
New latitude and longitude in the data map
In addition, cross-border car manufacturing is also popular. Earlier, the new model "Hyunjie" of Kaiyi Automobile, which was acquired by Wuliangyehua for 2.491 billion yuan, was unveiled, and home appliance companies such as Sony, Skyworth and Gree also began to enter the bureau. According to industry analysts, there is a common problem with "cross-border" car manufacturing: there is little thunder and heavy rain, and there are not many companies that can launch mass-produced models.
The famous economist Song Qinghui said that car manufacturing is a traditional industry known for its technology, talent and scale effect, and capital is only one aspect. Compared with the traditional big-name car companies that have accumulated for decades or even hundreds of years, some of the new car-making forces in China still need to slowly accumulate and precipitate.
Some companies cross borders to catch the wind, and others cross borders to save themselves. In 2019, many self-owned car companies, including Haima and Lifan, have joined the sales camp. The industry believes that car companies frequently sell their homes are related to the difficulties they face.
Pan He Lin, a senior researcher at Pangu think tank, said that the reason for selling houses is that the sales of self-owned brands have fallen sharply in 2019, and there must be a certain amount of cash flow and funds to protect or maintain the basic operation of car companies. Pan Helin also said that real estate is only part of the resource, not the main business. Selling a house can only be used as a short-term emergency measure for car companies. It is not realistic in the long run. To improve the viability of independent brands, it is car companies that have achieved long-term development. The essential.
No matter what the reason is cross-border, the effectiveness still needs to be tested by the market. (Sino-Singapore Jingwei APP)
All rights reserved by Sino-Singapore Jingwei. Without written authorization, no unit or individual may reproduce, extract or use in other ways.