全国配合饲料市场的供应形成和军事行动影响饲料行业的业绩

S. M. Temnenko, V. V. Shyyan, D. F. Marchenkov
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摘要

文章介绍了影响乌克兰配合饲料市场报价形成的因素。特别是在 2022 年全面入侵之前,市场上的主要参与者是农业控股的配合饲料厂。同时,约三分之一的市场属于 MHP Holding,消费配合饲料的主要行业是家禽和养猪业。在和平时期,配合饲料价格的形成主要受两个因素的影响:饲料原料的价格和饲料添加剂的成本。因此,在 2020-2021 年,市场面临着配合饲料价格的大幅上涨,其原因是粮食和葵花籽减产。随着俄罗斯联邦对乌克兰领土的全面入侵和战争的开始,农业部门遭受了巨大损失。由于领土的丧失、农田的开采、农业机械的毁坏、粮仓的毁坏、海港的封锁和物流链的中断,乌克兰的饲料工业需要大量的资金投入才能恢复。与此同时,考虑周全地使用伙伴国在胜利后拨给乌克兰的重建资金将有助于该行业的改革。特别是,刺激中小型企业的发展将有助于减少大企业对全国配合饲料市场供应方的影响。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
SUPPLY FORMATION IN THE NATIONAL COMPOUND FEED MARKET AND MILITARY OPERATIONS AFFECT THE PERFORMANCE OF THE FEED INDUSTRY
The article describes the factors that influence for formation the offer on the compound feed market in Ukraine. In particular, in the period before the full-scale invasion in 2022, the main players in the market were compound feed plant integrated into agricultural holdings. At the same time, about a third of the market belonged to the MHP Holding, and the main industries consuming compound feed were poultry and pig farming. In peacetime, the formation of the price of compound feed was influenced by two main factors: the price of feed raw materials and the cost of feed additives. Thus, in 2020-2021, the market faced a significant increase in the price of compound feed, which was caused by the reduction in grain and sunflower production. With the beginning of the full-scale invasion of the russian federation on the territory of Ukraine and war, the agricultural sector suffered huge losses. Due to the loss of territories, mining of farmlands, destruction of agricultural machinery, destruction of granaries, blocking of seaports and disruption of logistics chains, the fodder industry of Ukraine require large capital investments for its recovery. At the same time, a thoughtful use of the funds allocated for the reconstruction of Ukraine by the partner states after the victory will help reform the industry. In particular, stimulating the development of small and medium-sized enterprises will help reduce the influence of big business on the supply side of the national market of compound feed.
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