牧原股份(002714.SZ):今年以来,公司的豆粕用量占比在7%左右

Core Viewpoint - The company is focusing on reducing its reliance on soybean by utilizing soybean meal as a feed ingredient, which currently accounts for about 7% of its feed usage this year [1] Group 1: Feed Ingredient Strategy - The company does not directly purchase soybeans but uses soybean meal as a feed raw material [1] - The company plans to adjust its feed nutritional formula flexibly based on market trends of feed raw materials while ensuring optimal nutrition for its pig herd [1] - There is potential for further reduction in the use of soybean meal in the company's feed, which will be determined by the prices of soybean meal and amino acids [1] Group 2: Technological Advancements - The company is applying low-soy diets technology by substituting soybean meal with bio-synthesized amino acids to enhance the economic efficiency of its feed formulations [1] - The company aims to continue exploring low-soy diet technologies by leveraging advancements in synthetic biology [1] - The initiative is part of the company's contribution to the national food security strategy by reducing dependence on soybean imports [1]