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"二师兄"集体沦陷?温氏股份、正邦科技等半年报预亏 抵御"猪周期"国家再部署 _ 东方财富网


  整体而言,温氏股份以“公司+农户”模式为主,公司向农户提供仔猪、饲料、疫苗、设备和技术;农民自己建猪舍,再由公司出售和购买所有产品。
  而牧原则以一体化自营模式见长。其在饲料加工、生猪养殖、商品猪饲养等方面进行了全产业链布局,自主经营模式投资大、单体规模大、管控更优、出口量更稳定。
  对此,独立财经评论员周正国认为,上述集中养殖和通过农户“散养”的两种模式各有利弊。一家供应商如果是集中养模式,效率高、速度快、产能大、单位成本低,但是产量高、总成本高,可以将其看做“战列舰”。
  “而通过与农户合作,搜集农户养殖的方式属于分散养,可以将其看做‘小船群舰队’。成本由农户分担,效率低一些,但是总成本没有集中到一家公司上,应对负面风险能力高。”周正国表 ....

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