转段侠

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

转段侠。能出口猪肉到中国的屠宰企业都列在这份文档,总数量只有 28 家(每个月会更新),理论上只用跟踪这些企业的开工/产能情况即可精准预估对华出口产能情况:

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Plants Reinstated to Export

Est. 18079, Smithfield Packing Co., Tarheel, NC – Pork and pork products including heart and livers, with the exception of kidneys, stomach, intestine and bungs, that are produced on or after August 1, 2012 are eligible for export to China. Kidneys, stomach, intestine and bungs and other pork by-products produced on or after September 18, 2012 are eligible for export to China.

Est. 791, Clemens Food Group [formerly Hatfield Quality Meats], Hatfield, PA – pork and pork products processed on and after August 30, 2013.

P-7100, Tyson Foods Inc, Nashville, AR, poultry produced on and after August 30, 2013.

P-20245, Equity Group-KY Division, LLC, Albany, KY, poultry products produced on and after August 30, 2013.

P-667, Mountaire Farms of Delmarva, Selbyville, DE poultry products produced on and after August 30, 2013.

P-40183, Sanderson Farms, Inc. – Kinston, Kinston, NC – poultry products produced on and after August 30, 2013,

Est. 717M, Farmland Foods, Inc., Monmonth, IL – products produced on or after October 16, 2015.

Est. 995, Swift Pork Company, Louisville, KY – products produced on or after October 16, 2015.

Est. 3648 Fulton Market Cold Storage, Lyons, IL- products produced or stored after October 16, 2015.

Est. 3190, Americold Logistics LLC, Fremont, NE- products produced or stored after October 16, 2015.

Est. 32006, Frozen Assets Cold Storage, Chicago, IL – products produced or stor

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