Moscow. 29 Dec. INTERFAX - the greenhouse vegetables Market in 2017, developed in the context of maintaining the ban on export of tomatoes from Turkey, which had resumed in limited quantities only from 1 November.
According to the review of the Institute for agricultural market studies (IKAR), the main greenhouse product - cucumbers - gave a good boost in production, but the price in the offseason is still the same as last year. To maintain a high growth rate in the production of tomatoes on the market which from 1 November, returned to the Turkish products.
Until 2016 the main focus of the Russian greenhouse companies have made in growing cucumbers as the most profitable vegetable crops (40%). This choice was conditioned by the peculiarities of production and withdrawal from the Russian market European cucumbers, then and Turkish, which prior to the ban (1 January 2016) had up to a quarter of imports.
In 2016, the Russian industrial greenhouses raised 524 thousand tons of cucumbers. By year-end 2017, this figure could reach 580-600 thousand tons, forecast in ICARUS.
Import of cucumbers in the past year will be with a small increase of 5-8%, or 6-10 thousand tons.
The ban on import of Turkish cucumbers was filmed in October.
Thus, experts predict, at the end of 2017 the market of hothouse cucumbers can grow by 10%, to 704 thousand tons, industrial production in greenhouses by 11% to 580 thousand tons, the growth of imports by 7 percent to 124 thousand tons.
However, despite the increase, high variability of seasonal prices remains. So, this summer, the wholesale price of a kilo of cucumbers was reduced by 20-30 rubles, and in December has reached 120-130 rubles in some regions - up to 150-160 rubles.
According to experts, the year 2016 was the year of the start of a significant increase in the production of greenhouse tomatoes, which amounted to 17%. In 2017, the growth continued. As experts predict, it will be 16%, production will reach 290 thousand tons.
Considering the return on the Russian market for Turkish tomatoes, the market volume in 2017, experts predict at the level of 995 thousand tonnes, 15% more than in 2016. Import (taking into account the revaluation surplus on "grey" import) will increase by 15%, to 705 thousand tons.
According to experts, the growth of production of greenhouse vegetables in 2017 is provided for the most part due to the introduction of new greenhouse facilities. According to the Association "Greenhouses of Russia", in 2016 the share of greenhouses equipped with system lighting, was about 14%. In 2017, it can reach 20%.
In the near future on the development of the market of greenhouse vegetables may influence the official return of Turkish products to market in volumes that are close to the previous and the current economic situation in the country as a whole.
Prospects of all agricultural markets will be discussed more at the 9th International Conference for agricultural producers and suppliers of inputs and services for agricultural sector WHERE the MARGIN 2018. The conference conducts , the Institute for agricultural market with the support of the Association of industrial unions agro-food complex of Russia and the Union of sugar producers of Russia , on 1-2 February 2018 in the Radisson Slavianskaya hotel in Moscow http://ikar.ru/gdemarzha/
#Market #Nefteservis is extremely sensitive to changes in oil prices. On this segment trying to save mining companies with the deterioration of the market environment, reducing capex by reducing the volume of procurement and the renegotiation of oilfield contracts. So the sector has to develop a new #strategy and adapt to market conditions.
To understand possible trends of the oilfield services market, Deloitte analyzed the changes in the strategies of service companies of different size and level of diversification.
How can the leaders of companies in the real estate sector to adapt their business models with the development of the ecosystem in which they operate? In 2018 will exist four priorities that can help them to overcome the disadvantages and at the same time to ensure maximum value and achieving growth.
#market #property #prospects
The two major cereals (rice and buckwheat) began in September groats season 2017/18 continued to show mixed price trends. Millet, the "loser" of the previous 2 seasons, the beginning of all more confident to play the lost price position. Oat flakes "Hercules" in the first months of the current season fell markedly.
Average producer prices of major cereals in zones of commodity production, RUB/t with VAT
In 2017/18/x g. continued a tremendous drop in the price of buckwheat, which began in the previous season. It was to be expected because the gross harvest of this crop in 2016-17, he set records. They almost doubled the needs of the Russian market, amounting to 1186 thousand tons and 1520 tonnes respectively. As a result of the previously highly marginal culture crap was a big failure for agricultural producers.
Comparative dynamics of purchasing prices on buckwheat and wheat 3 CL. in the Altai region, RUB/t with VAT
Saturation of the market of buckwheat is extremely high due to the significant reserves and largest production in recent seasons.
Buckwheat production, kt
The exports of buckwheat, in spite of some growth in recent months (20 thousand tons in September-November this year against 14.8 thousand tons for 3 months. season 2016/17) remains small compared to the massive domestic supply, including accumulated reserves.
By the end of December, producer prices of buckwheat in the Altai region, its largest producer, fell to its lowest level since March 2014.
It would be a logical step on the part of farmers to significantly reduce the crops of buckwheat in 2018 to a level that ensures the normal needs of the market.
Gross harvest of rice in recent years is quite high and relatively stable, varying from slightly above or slightly below 1 million tons, which corresponds to domestic and export demand. So, in 2017, the harvest totaled 984 thousand tons against 1081 THD. MT in 2016.
However, in 2017, as in the previous, due to adverse weather conditions during the growing season and harvesting quality raw left much to be desired. The yield of cereals in the past and current seasons is also considerably below the average of previous years.
In General, the end of the season is expected to be a tense balance in the domestic rice. It is not excluded, the decline in exports.
In the last few seasons in the export of Russian rice reduced the share of the raw and growing share of cereals. Turkey remains the largest importer, purchasing as raw and cereals.
The export of Russian products (in raw equivalent), kt
In the future, prices for high-quality crude will rise given its scarcity. Respectively, and on the rump it is highly likely their further strengthening. With the reduction in the price gap between domestic and imported rice, the supply from abroad can increase.
An improvement in market conditions, as well as the return in the turnover of previously reduced areas can contribute to the expansion of rice crops for harvest in 2018, In 2017, they decreased to 187 thousand hectares as against 208 thousand hectares a year earlier. This was partly due to the optimization of crop rotation a number of farms, partly because prices for the raw and cereal was in the 2016/17 season on a low level.
The 2017/18 season has started with the significant weakening of prices for oat flakes "Hercules". The reason – sharp reduction of prices for food oats, which are under the yoke of high yield (5.5 MMT vs. 4.8 MMT in 2016) and reduced prices for most other crops.
Procurement prices for food oats in the Altai region, RUB/t with VAT
Only at the end of 2017 the price of oats has stabilized and even rose slightly.
Some manufacturers of oatmeal tried to increase the price tag after the raw material. However, buyers were not ready to buy "Hercules" at an increased cost. The groats were forced to return to the previously prevailing price level.
Despite the fact that in some seasons, the price for cereals is markedly reduced or grow, "Hercules" still among the other major cereals remained the most stable in terms of price cereal products.
Millet in recent years has disappointed with agricultural producers because of low prices due to the high gross yield. As a result, in 2017 there has been a sharp reduction of crops of this culture. The gross yield was significantly below the needs of the market, which is estimated to ICARUS in the amount of 450-500 thousand tons.
Dynamics of production of millet in Russia
* Sown area and gross harvest – the left axis, yield – right axis.
Thus, as predicted by ICARUS since mid-summer, switchgrass is very deficient crop in the current season. Prices have already started to grow gradually in the future the trend to improve will continue. Respectively, the price of millet on the level of processing and wholesale will also recover from the previous fall.
However, we do not expect such a sharp price increase, as it was in 2010/11 after two consecutive very bad years.
Average wholesale prices of wheat, RUB/t with VAT
Prospects of all agricultural markets will be discussed more at the 9th International Conference for agricultural producers and suppliers of inputs and services for agricultural sector WHERE the MARGIN 2018. Conference conducted by the Institute for agricultural market with the support of the Association of industrial unions agro-food complex of Russia and the Union of sugar producers of Russia , on 1-2 February 2018 in the Radisson Slavianskaya hotel in Moscow http://ikar.ru/gdemarzha/
What are #the results of the agricultural season 2017 and what will happen to the villagers next year?
Significant growth of prices for grain in 2018 can be expected. Not likely to increase and state support to the same preferential loans in the Rostov region is actually allocated less funds than in the current season. However, it is hoped that the authorities will work out better mechanisms of communicating, as well as the grain logistics – and this will improve the profitability in crop production. This and many other questions were discussed at the December, the final meeting of the club of agronatura ID "Peasant", which we traditionally call the heads of major agricultural companies of the South of Russia.
State support and soft loans is one of the main agricultural "subjects" of 2017. The translation of a number of supports to the "one subsidy", the first experience of issuing loans at 5%, attempts to "raise" livestock – not all initiatives of the Federal government were complacently accepted in the agricultural community. The greatest criticism was caused, of course, a new credit system.
The money will be but little?
– We stated a few times, but it's hopeless, – said the Director of the Lenin Gennady Klimov. – Probably, Alexander Nikolayevich Tkachev KFKH too big, we to loans does not get...
Often such opinions we hear from farmers, managers of small farms. But surprisingly, even medium and large by southern standards of the enterprise (10-30 ha) did not receive a penny under 5%. Or received less than requested – and much later than was necessary.
– Apply 4-5 times in the different banks, and never approved the application, confirms the Deputy Director of OOO "Energy" Vasily current time. – While we have included in the list, the money ran out. He promised that the loans will be transparent. Well, this is how it happened: they simply do not.
On the farm the "Light" of the claimed amount was approved about 10%, says the Chairman of the agriculture Alexander Goncharov. And despite the promise to answer within five days, the decision came a month and a half.
Very difficult situation on the Volga. According to the President of public organisation "the Volgograd farmer im V. I. Stepa" Mikhail Sharonov, in his field of preferential loans received only one fifth of those who they claimed. The main part went to several of the largest holdings.
We waited a long time – why couldn't you just say that the money ran out? – outraged Sharon. – The application more than a billion rubles was left unanswered!
According to Deputy Minister of agriculture of the Rostov region Olga Gorbaneva, preferential loans – a very good and proper tool if requirements really correspond to loans granted loans. But this year it didn't happen.
– For our region was envisaged about 900 million rubles in preferential loans under the needs of the four billion – declared the Deputy Minister. Already on 21 September the Ministry of agriculture of the Russian Federation stopped producing the selection of projects in connection with what was not clear limits for the next year. In 2018, for this purpose we have laid down to 750 million, less than it was.
And part of those funds will be spent on maintenance of loans of 2017. But in the course of the year support can add, and usually add. Those are the short term loans. Of investments loans to the regions limits are not reported. But if someone has investment plans, it is best to apply now.
One of the main complaints of farmers is the opacity of the procedure. Got the approval in the Bank, but was met with a refusal from the Ministry of agriculture: such situations have already been. And how to understand why it happened?
– There are regulations that lay down the requirements for borrowers – responsible Olga Gorbaneva. – Where indicated priority sectors: dairy farming, greenhouse production, etc. For transparency there are issues, Yes. Throughout the years worked out a software product in which applications in banks and registers of the Ministry of agriculture free and monitored online. When it enters, the principles of selection will become obvious. Once again: if the limits meet the requirements, these issues would not have arisen.
This season, much was done in the worked out mechanisms and improved regulatory framework. In 2018, everything should be much more decent, concludes the Deputy Minister.
PJSC "Center-invest" – one of the regional banks, the inclusion of which in the system of preferential crediting was waiting for farmers. In the end it happened, but the money had already been distributed. Chairman of the Board of Directors of the Bank of Basil Vysokova are not confused.
Chairman of the Board of Directors of the Bank "Center-invest" Vasily Vysokov: "the State of small business is a small business state officials"
– In 1999 after working in a single Federal Fund, I wrote the book "Small business: made in Russia", – says Vysokov. – And it is on the basis of his experience he explained: everywhere and always, under any government and state support of small business is a small business state officials. There's nothing, except pulling the blanket among a narrow circle of people. All of this support is only 2% of the taxes paid by business. Well reduce you taxes by 2%, and all will be well! But I have optimism. However, it is based on other principles. We are entering a new trajectory of development when there are constant changes on the background of the crisis. In these conditions, we just have to learn to live. Especially that of the South of Russia has a number of advantages: even if the recession overall, we still a responsibility to the country was fed.
If you don't count preferential lending what support we can expect don to farmers in 2018? According to Olga Gorbaneva, the overall volume remains at the level of the current year: 6 billion.
For the second year as the animal is declared in region by industry "rapid development", so a significant part of the subsidies directed to this area. Support for reimbursement for the purchase of breeding livestock has increased fourfold compared with the year 2016 and amounted to 370 million rubles.
– This year we funded these costs solely from the regional budget, – says Olga Gorbaneva. The Federation subsidizes only the acquisition of domestic cattle. We leave our support in the same volume, and also will reimburse the purchase of cattle imports. Furthermore, there is a Federal payment of direct costs on investment projects: the construction of greenhouses – 20% and on dairy farms and breeding and genetic centres – 30%.
However, despite the claimed amount, the "milk" of the support is not enough, say farmers.
– I will give you some figures, – says Gennady Klimov. – We have a milking herd of 800 heads. We have a short time increased milk production doubled from two to four thousand tons per year. Import substitution, etc. Is pulled to the increase in salaries, deductions – we have the animal tied 100 people. Then we say, "Unbound support is not necessary. It is not necessary, it is not necessary – all combine and direct subsidized loans". Loans no. We the people have mobilized, productivity up! The battalions are asked to fire – we crossed the river! Where is the fire? Last year, we received 18 million rubles of support, and will receive two million... How so?
By the way, sad, but expected news: in 2018, don farmers again left without disjoint support, the notorious "pulecharkhi" (not including vegetable cultivation). A year ago, the Ministry of agriculture of Russia has excluded the Rostov region (and a number of regions favourable for crop production climate) of the number of recipients. In response, the don authorities have identified 224 million rubles to support regions with a low level of soil fertility. Whether to keep the regional "porechanka" in 2018, is still unknown – depends on the decision of the Governor Vasily Golubev. But provided funds for regional subsidies of 20% of the cost of buying domestic appliances. This measure acts on the don for several years.
– Tools are provided only for those who is engaged in farming, gardening, growing grapes, – Olga Gorbaneva. Even despite this limitation, support is very in demand in 2017, all 250 million rubles have been mastered prior to the beginning of September.
And again about "pagestart": she are not happy even those regions where it is preserved. An important touch to the portrait of a modern state policy.
– Unrelated support in the Volgograd region there, but in my household (12 thousand hectares), it amounted to 1.2 million rubles, or 100 rubles per hectare, – says Mikhail Sharonov. – And to get it we survived the whole debate with our Ministry of agriculture. About a thousand farmers, who claimed, generally have not received it. Found some minor bugs, tax arrears 30 to 50 rubles.
The price does not fall. But don't you grow up?
State support is not the only topic to discuss the outcome. In the current season, Russian grain #market has experienced several disasters: record-breaking harvests that I had to hurry to take the sudden closing (and then opening) the important markets, mini-revolution in the struggle of the tax service of illegal compensation of the VAT... Each of these scenes is worthy of a separate conference.
The General Director IKAR Dmitry Rylko: "the World is awash in the southern wheat"
The CEO of the Institute for agricultural market studies (Moscow, ICARUS), is well known to farmers expert Dmitry Rylko has summed up the season:
– Recently in Istanbul was a big grain conference and my colleague analyst Dan Basse made a report, which was called "the World is awash in Russian wheat." In fact, he basks in the South Russian wheat, because 80-85% of the highest export comes from three agricultural regions. Moreover, for the first time in many years, the Kuban and Rostov region became the third and fourth regions in the world (!) in the export of wheat. Ahead of only Western Australia and the state of Kansas.
The third observation is to the South, noticed it less, but record harvests are accompanied with big problems with profitability. In other regions the situation very sad, where prices fell significantly below the export parity. Hang out on the scary depressed levels.
Fourth: the adoption of the Charter in the sphere of turnover of agricultural products (requires companies to buy grain only from trusted sellers and not work with "grey" intermediaries. – Approx. ed.) is fundamental to the earthquake occurring before our eyes. It will change the market beyond recognition, and one of the novelties is that exporters have unexpectedly started to buy grain directly from farms.
This fact was confirmed by the head of procurement "TD "RIF"" (the largest exporter of grain in Russia in the last two years), Alexander Pogorelov:
– Charter put everything in its place. We are working exclusively with farmers, – he admitted. – No Agency contracts.
By the way, not all farmers are satisfied with this situation. According to the co-owner of OOO "Agrofirm "Progress"" Valery Nezhenets, because of the initiatives of the tax service left the market and fair mediation of the company. And now the purchase of grain monopolized traders. Where is monopoly, there is manipulation of prices.
The head of the Association "the Volgograd farmer" Mikhail Sharonov, agrees with his colleague.
In October, one company, one of the ten largest exporters, suggested that we buy wheat with 13.5% protein in 5.9 RUR/kg, he said. – Grain protein 12.5% of cost 5.5 rubles/kg., And the whole area was faced with a similar situation. Another firm offered to 7.1 rubles per kg Okay, sent them the documents.
They made contact soon after 21 days! "How can you work?" – ask. And they answer: "Know how much we like you? Do not want – do not operate". And here is the result of my 8 thousand tons of grain none kilograms not purchased by the trader.
According to Dmitry Rylko, another consequence of the Charter is that exporters suddenly took the elevators, because now they can't control the quality of grain farms. Before the formation of parties and compliance with the quality just did intermediary companies, who massively left the market. In turn, this has led to radical changes in logistics services, the Railways were suddenly very popular. Not enough cars, and all complain about the deficit, although the traffic volume record.
All of this escalated and so long-lasting problem.
In Russia it is necessary systematically to develop the logistics infrastructure of the grain market, said the Executive Director of the Grain Union of Rostov region Yury Parshukov. In particular, the government should subsidize the farmers, the direct cost of the construction of Elevator complexes. Moreover, we need a full strategy of development of export, taking into account all the possible directions and options of logistics.
– It is necessary at the Federal level to determine the most efficient export flows, says Parshukov. – Related: why the Siberian grain goes South and not in China? Maybe, there is generally a need to develop processing?
Export capacity at the ports is the least problematic area, says Dmitry Rylko. Over the past few years, Russia has expanded several terminals in Novo, Russian, Azov, is preparing a large-scale project with storage capacity of 8 million tons in Taman. If it is implemented, there will be serious upheaval in the export logistics. But that is outside of the coastal contour, remain huge challenges.
The Volga region we years 35 lagged behind competitors, – admits the head of IKAR. If ten cars per day are unloaded at the Elevator, it is considered cool. In normal countries, in eight hours loaded 10 thousand tons. Again, the vehicle was targeted because of overloading, the transport of "river-sea" is just the trouble. There needs to be investment with state support. It is hardly a private business he can afford it.
What will be the end of the season.? There is nothing "hopeful" the head of IKAR until a commits – this is the dynamic of the ruble.
We see that the forward (i.e., designed for delivery in the future. – Approx. ed.) the transaction for exports provide approximately half a dollar-a dollar increase each month, – says Dmitry Rylko. – That is today on the terms FOB Novorossiysk price is $ 190-191 per ton, and in April – $ 193-194. Slightly raise. Good growth is expected for corn in the following months, but with this culture in the South is not very good, less than last year. If you look at the new season, we see a good condition of winter crops in the South. Consistently looks neighboring Ukraine. It really shakes a little, plus ten, minus two on the thermometer, but if you survive, it will be a good harvest... In Europe with winter also doing well.
Sunflower: as we predicted, the whole country is the rise of prices, it started around December. It can be predicted: sunflower we produce less than in 2016. And the Ukraine as well. But we limit the world prices for sunflower oil. They are still low. Revolution in the price of sunflower will not. It starts powerfully to grow, only if there's some huge failure in Argentina or Brazil. Yet there is calm.
To wait for a good wheat prices in the coming years is not necessary, says the President of holding company "Ural-don" Alexander Yaroshenko.
– I started farming in 2003, he recalls. – Then in the world mowed 560 million tons of grain. Price in Novorossiysk was $ 140 per ton. Next year mowed almost 600 million tons, and the price dropped to $ 110. The same now – had planned to gather 732 million tons, and out of nearly 755 million tonnes of grain. We must understand that the price will not grow. Our objective is to reduce the production cost. To less than $ 110.
Will increase the demand for high protein wheat and whether the farmers at the beginning of the year to invest in its quality? CEO of #ICARUS does not give a clear answer. But farmers have to consider some important nuances.
– A key importer of this kind of product is Turkey, – says Dmitry Rylko. But it behaves unpredictably. In this year the Turks suddenly saw that wheat with protein of 13.5-14.5 per cent it is much cheaper to take in Germany or Lithuania, than in the South of Russia. And Zatar grain in Europe. By the way, few people know, but Lithuania in recent years has become a very powerful exporter of wheat...
Russian why the South lost the competition? Assessment Dmitry Rylko, this happened due to the fact that the rates of freight of the ship on the sea of Azov in the current season has increased tremendously. And it "ate" a favorable difference in price.
Now are transported by sea huge amounts of grain, says Rylko. – Such never was, the demand grew. In addition, in 2017, suddenly there was a "coal" subject. In high season the owners realized that they had better and more profitable to haul coal than #grain . #Freight soared, and this opportunistic factor broke high protein market. If we believe that this is a temporary clouding and in the new year everything will return to normal, we remain guaranteed 2.5 million tons of high quality wheat to Turkey, and about 100 thousand tons for Italy. If confusion with long delayed freight, Northern Europe beats us to the market, and sell the wheat will have less.
In General, summarizes Dmitry Rylko, of the planned exports to 35 million tons, about 25 million tonnes of #wheat protein 12-12,5%. It is most popular. Another 5-6 million tons of this new direction for Russia – wheat with 10.5 percent protein. It consumes the same Turkey, the Philippines, Vietnam, Thailand. The rest – quality "Troika", which has a "shove" in different countries.
With regard to profitability of the crop business, a large margin here and really can hardly be expected, admits the head of IKAR. Unless, of course, will not happen the global drought somewhere in Australia. Experience around the world shows that farmers have to invest in the granary, sorting grain according to protein level and to sell in different quantities under the demands of the market.
– If you want to earn, you have to do to deal with the separation and mixing of grain, says Dmitry Rylko. – Do not give this function to exporters or intermediaries. In the foreseeable future will all boil down to this: you will have a penny per pound, and they are in the mix.
The Chairman of perhaps the most prosperous collective farms of the Kuban, SPK "Lenin's Banner" Yuri Haraman adheres to alternative points of view.
– The one-sidedness of the development of our #APC led to the fact that the grain is full, and we don't know where to put it, he says. – That in our economy there are no problems! We get 55 thousand tons of grain of which 25 thousand tons we use. Produce 30 thousand tons of milk. For every hectare of land we have one animal cattle – a total of 14.5 thousand heads! We receive half a billion rubles of revenue, and of these one billion gives you just the animal. Lay the gardens, grow vegetables, have their own chain of stores, processing of grain – trading of flour, bread... Maybe we are to blame for the fact that they painted themselves into a corner?!
...Perhaps, it is a question worth considering in 2018.
Prospects of all agricultural markets will be discussed more at the 9th International Conference for agricultural producers and suppliers of inputs and services for agricultural sector WHERE the MARGIN 2018. The conference conducts , the Institute for agricultural market with the support of the Association of industrial unions agro-food complex of Russia and the Union of sugar producers of Russia , on 1-2 February 2018 in the Radisson Slavianskaya hotel in Moscow http://ikar.ru/gdemarzha/
President Vladimir Putin approved the November decision of the government on the establishment until 2024 system solid labeling on the basis of "Operator-CRPT". In the company suggest that the concept of the labels will be ready in early 2018, the proposed model is the single operator of public-private partnership for the whole product market, payment for code unit labeling for all products. Yesterday the state Duma adopted amendments to legislation, carrying up to 2020 mandatory labelling of medicines— apparently, this system will be integrated into future unified network.
In the disposal of "b" was a letter from the Chairman of the government Dmitry Medvedev, President Vladimir Putin, informing about the approval of the White house proposals, rostec to create the system of digital marking products in Russia for the period up to 2024. According to "Kommersant" in the government the question was discussed at the meeting on 10 November, 19 December, the President approved the proposal for implementation of the system and on the choice of the commercial part of its implementation under a public-private partnership — creation of a single system operator on the basis of "Operator-CRPT". Center advanced technology development (CRPD), a subsidiary of which is LLC— a joint company "Elvis-Plus group" Alexander Galitsky, provider billing systems "MegaFon", JSC "Peter-Service" and concern "Automatics" GK "rostec". In the meeting on 10 November was attended by representatives of Rostec and the group of USM, the main owner of MegaFon.
According to the Chairman of the Board of Directors CRPT Michael Dubin, "the PPP model on the basis of a single operator is the most effective for this project — this will reflect positively on terms and quality". According to "Kommersant", the main arguments in favor of the PPP scheme in the project are the timing of its implementation. The idea of "continuous" marking a significant part of the commodity market in the world has ever been implemented, however, sensitive from the point of view of circulation of counterfeit or tax point of view the markets it is since the 2000s in different variants introduced in the EU (meds 2018, tobacco, 2019), China (projects on medicines and food products in 2007, partially lifted as unsuccessful), USA (medication 2023), Brazil (meds 2016, tobacco in 2007, beer and soft drinks from the year 2098), Turkey and about ten countries around the world. In the EU the operator of the system on drugs is a government Agency EDQM, Brazil and Turkey, the project involved a Swiss company SICPA in China project on drugs after 2014 Alibaba sells in the US system in the field is decentralized.
As indicated in the presentation of BCG on this issue, the scheme with centralized operator allows PPP to implement the project quickly enough and gives the possibility of development of system of additional services for business — labeling allows saving on logistics and storage, to develop digital marketing and win not only on the restriction of the circulation on the market of counterfeit goods — the marginal effect for markets on the horizon five years is estimated at 4.5–5% sales growth. Accordingly, the cost of marking market BCG is estimated at 0,2–0,3% of the price of the package of drugs, tobacco market by 0.3 — 0.5%. The potential effects for markets is estimated extremely in 50-70 billion rubles of additional sales a year (for tobacco market up to 90 billion roubles), incomes of the system operator — about 10 billion rubles per year. The main goal of the state in the project not only in additional tax revenue, but primarily in the "whitewashing" of the business and reduce the turnover of counterfeit goods to the detriment of the consumer and in the case of a number of markets threatening his life and health.
The scheme "payment for unit code" CRPT proposed as an alternative to the other two models (payment per transaction and the full budget financing) and as a cheaper and allow you to pay for the system, not consumers or taxpayers, and producers and importers. One system for all elected because of the large number of requests for individual projects in this area — recall from January 15, the Ministry of industry and trade and the tobacco companies using technologies CRPT launch pilot digital labelling of tobacco products, to 2018, said Mr. Dubin, it is also a "pilot" in the footwear market. There are initiatives of the Ministry of agriculture for certain groups of the food market, there is a "pilot" on drugs, the system works on at the RFID-labeling of fur, finally, works that were created over ten years, the state system of marking alcohol products, USAIS the costs of unification and the future establishment of "gateways" separate informsystem for the needs of the Ministry and the FTS would grow exponentially.
According to Mr. Dubin, "the government's approval of the concept, in which the stages of creation in Russia of a transparent market of goods will be detailed planned in the beginning of next year." Judging by the content of the amendment state Duma to the second reading to the draft on the labelling of medicines (see "Kommersant-Online"), probably from 2020 medicinal subsystem will be part of the system. CREPT in 2018, it intends to concentrate on "pilot", infrastructure, localization of production equipment, integration of system introduced from July 2019 as required online cash, on.
The nearest wheat futures last week fell by 8.27 USD to 144,03 USD. The decline in futures has continued on to 12.12.17. Reaching 12 Dec marks in 142,29 USD futures strengthened slightly to 13.12.17 the nearest future was 144,13 USD
Conjuncture of the world market of grain and leguminous crops: the cash and futures markets 04.12.17 for 08.12.17 G.
The nearest wheat futures last week fell by 8.27 USD to 144,03 USD. The decline in futures has continued on to 12.12.17. Reaching 12 Dec marks in 142,29 USD futures strengthened slightly to 13.12.17 the nearest future was 144,13 USD. Export sales of the week amounted to 321,434 kt (while waiting for the market 250-450 thousand tons). The expectation of significant crop this season continues to weigh on the market. Additionally, all week the market is weak from speculative sales and the strengthening of the dollar (which again weakens the competitiveness of U.S. exporters in the global market). Problems with the implementation of wheat grown by U.S. farmers have become almost familiar, but the increase in the predicted values of exports (Agency ICAR) to 1.3 million t of additional excited traders. The December report brought additional pressure on wheat. The forecast of ending stocks of wheat in the world was once again increased, which can not put pressure on the futures.
In the forecast balance sheet for wheat in December was the increased production of wheat immediately to 3,231 million tonnes 751,975 million tonnes to 755,206 million tons of the biggest adjustment of wheat production affected the countries of the EU (+1.0 million tonnes 151,489 million tonnes to 152,500 MT), Canada (+3.0 million tons to 27.0 million tons to 30.0 million tons). After the publication of the forecast estimates of the wheat crop in the world (+3,231 million tons) increase in exports to 1.6 million tonnes, the market naturally began to decline. Wheat is experiencing considerable pressure from excessive supply and lack of strong demand. Improving forecasts once again demonstrated that the wheat market will have a long time to feel the pressure.
For the U.S. forecast production and consumption of wheat were not so serious. The decline has affected exports (0.5 million tons) from 26.5 million tonnes to 26.0 million tonnes.
The market for wheat. At the end of the week to 08.12.17 the nearest wheat futures declined 2.5 USD to 190,09 USD. European grain still depends on the behavior of the exchange Chicago, but further limited to the intensification of export from Russia.
The corn market for the reporting week declined by 1.87 USD to 133,85 USD. Export sales for last week totaled 876,394 thousand tons were within market expectations.
Released report, global retail summit partners BBCG and the Academy of retail World Retail Congress. In focus China, India, USA, Germany, UK and Russia! The report has combined the insights of experts from the world of retail, major events, data and predictions for the holiday shopping season, and expectations for the year to come.
The main trend is the increasing influence of the largest digital platforms/ecosystems like Amazon and Alibaba in all key markets is noted by most experts. The development of model new retail is already having an impact on the markets and the integration of offline stores and will only increase in the world. There is also a growing proportion of festivals of discounts, holiday sales in the annual turnover of retail.
Briefly summarizing the data and projections for selected countries:
- The retail market of China grew in 2017 by 10%, the key role it is already playing strategy new retail implemented Alibaba and JD.com. The retail market in Japan and South Korea have demonstrated mixed dynamics in 2017, but experts predict a stabilization and slight growth. Australia increased by 3% this year, data from the survey of top managers of retail, talking about the growing influence of Amazon on the market. India has experienced this year, the denomination and introduction of the sales tax, which negatively affected demand. But in the new year, the national business expects growth in demand and investment. Brazil, after experiencing a powerful crisis 2015-16 (over 200,000 stores were closed, the overall unemployment rate of 11.5%) eventually returns to the fragile recovery, 2018 is projected at 3% GDP growth year-on-year. The retail market in the US is in a positive trend in the second half of 2017, experts predict 4% growth in Christmas sales year-on-year. However, the profitability of these sales for retail are in doubt, because of the stagnation of wages. On the contrary, is expected to further strengthen the discount. And, the worst: Amazon grows again this year at 30% share of the online sales giant is close to 30% of the total new year sales! Germany in the area of positive and stable growth for the year expected 3% growth in the consumer sector. The main driver of the market - online retail, +10% growth year-on-year. More than 55% of major multi-channel networks will grow for the year, the share of smaller players will be reduced. The UK market is in negative trend, the distance between the most successful (Primark, Aldi, Selfridges, Zara) and Laggards is increasing, reduced profitability of the retail business, cut jobs in retail and the number of players.
The full report can be found at: https://yadi.sk/i/9pZJkdqu3Qc54J.
The Congress the elite of world retail World Retail Congress will take place 17-19 April in Madrid with the support of the BBCG, who is coordinating the trip of the Russian delegation. Contact person: Ekaterina Vasina, contact: firstname.lastname@example.org +7 495 785-22-06 EXT. 1261. A full programme of events BBCG and the Academy of Retail in 2018 you will find here:
Academy of Retail https://yadi.sk/i/_oYo50rP3Qc53i
Experts and participants one of the largest grain forum will summarize the year for agricultural and processing enterprises of the agricultural sector, but will also pay attention to the assessment of the quality of the crop-2017, questions of state support for agriculture and prospects of development of markets in South-East Asia. Separately, the forum participants will discuss the state of the market of oilseeds.
The most important for farmers topics grain forum affected annually. High level of analytical information and the unique composition of experts for 10 years did Winter grain conference in Belokurikha authoritative event for a wide range of specialists: from small businesses to managers of agricultural corporations. The conference indicates a direction of formation of development strategies of enterprises of the grain industry and leads to effective decision-making not only due to the concentration current market information, but also thanks to the acquisition of quality business contacts.
Their participation in the conference in 2018 as experts have confirmed, the Deputy Chairman of Vnesheconombank, member of the management Board Andrey Klepach, CEO of the Institute for agricultural market studies Dmitry Rylko, General Director of "Prozerno" Vladimir Petrichenko, the President of the Union of grain processors of Kazakhstan Evgeny Gan, the head of the School of Oriental studies of the HSE Alexey Maslov, Director for work with clients GFKRus Victoria Davitaia, President of the Union of grain processors of Altai, Honored worker of food industry of the Russian Federation, General Director of the Association of grain processing enterprises of JSC "Grana" Valery Gachman, the Director of the Altai branch of the fgbi "Center for grain quality assessment" Maria Shostak and other industry experts.
"Winter grain conference" in 2018 will be interesting for heads of grain processing enterprises, grain traders, agricultural producers, manufacturers and dealers of equipment for the food industry, heads of companies, offering services in the field of agriculture, etc.
Organizers of conference: Administration of Altai Krai, the Union of grain processors of Altai, "Altai flour mills", the Institute for agricultural market and OOO "Prozerno". The event is supported by the Ministry of agriculture of the Russian Federation.
Information partners of "Winter grain conference": Agrometeorology "Svetich" (http://www.svetich.info), the magazine "APK Expert" (https://sdexpert.ru), journal of agricultural enterprises "Modern farmer" magazine "Grain expert", the newspaper "Altayskaya Niva" and other media.
A detailed programme of the conference can be found on the website: http://zzk22.ru
Turkish producers for many months and asked Russia about the resumption of import of tomatoes. Why Moscow in the end went to meet Ankara and what will happen now with the Russian farmers, figuring DW.
Almost two years after the ban on the import into Russia of Turkish vegetables, including tomatoes, products from this country back on the shelves of Russian stores. From mid-November on the Russian warehouses reappeared tomatoes, on the resumption of the export of which is many months asked the Turkish manufacturers. The Russian side was in no hurry to open its market, guided by their own greenhouses. Why Moscow is in the end still went to meet Ankara and what will happen now with the Russian farmers, figuring DW.
The balance of power in the Russian market of tomatoes in 2017
In 2015, Russia imported 671,3 thousand tons of tomatoes, most of them (more than 339 thousand tons) from Turkey. On the second place on volumes of supply were Belarus, the third - China. In 2016, after Turkey banned the import of your products in Russia, the balance of power has changed. One of the leaders in exports escaped Morocco, Azerbaijan and China. "This year Azerbaijan took the first place, increasing the supply of tomatoes in Russia for 9 months of 2017 (compared to the same period last year) by 58% to 136 thousand tons," - said the head of analytical Department of the consulting company Direct INFO Eugene Ivanov.
Morocco, by contrast, a third reduced volume of deliveries to Russia of tomatoes, which was used by Chinese suppliers: growth of +17% over 9 months in 2017 and the second place among exporting countries. In total, according to the forecast Direct INFO, in 2017, Russia will be almost 500 thousand tons of tomatoes. The three leaders will look as follows: Azerbaijan (155 thousand tons), China (over 101 thousand tons), Morocco (89,5 thousand tons).
Russian greenhouses run the risk of losing market share
As for Russian producers, according to the Ministry of agriculture on November 28, for the period from 1 January 2017 were collected 229 thousand tons of tomatoes (in 2016 - 182,5 thousand).
Despite the increase in the yield of Russian products leave a considerable share to imports. Says Eugene Ivanov, "with organic growth in the market volumes of the Russian production grow fast enough, and what are the suppliers of imported products."
What to expect of the Russian greenhouse farms
The return of Turkey to the Russian market poses risks for Russian manufacturers, experts believe. As stated by DW managing partner of consulting company Retail4you, expert of the agrarian market Serhiy Lishchuk, "greenhouse agriculture in Russia, only enter a phase of construction and return on investment. The cost of production high due to the shortage of sun and low temperatures in the winter." According to his forecast, after the opening of the market for Turkey's time-to-payback for the Russian producers of tomatoes increased by 50-100%.
Especially insulting it must be in light of the fact that after the ban on European and Turkish tomatoes was released nearly 40% of the market. The expert of Institute of a conjuncture of the agrarian market (IKAR) Natalia Penkova notes that Russian producers were quick to take advantage "part of the greenhouses has been expanding, others have started to modernize production. There are many new investment projects, focused on growing tomatoes, and most of them in the cultivation of tomato transmitted, that is, in the winter time when we have a lot of imports."
What is the pricing policy
According to experts IKAR, as long as Turkey was present in the Russian market, the main factor of its high competitiveness was the low price. Russian tomatoes are more expensive, but, according to Natalia Penkova, better. The question remains, what would you prefer the Russian consumer. "The price of tomatoes in the winter continues to be an important issue for the Russians, the purchasing power of the income which at best does not change and continues to fall,"- says Eugene Ivanov.
In his opinion, if the return on the market of Turkish products will be accompanied by the dumping, risks of losing market share for the Russian greenhouse tomatoes will be quite large. Turkish products will compete also in low - and medium-price segments with tomatoes from China and Morocco.
With regard to the position of Azerbaijan, despite the fact that its products, rather, refers to high - and mid-price segments of the market Eugene Ivanov believes that this country will retain its leadership in 2017 and early 2018.
According to the data, which leads Sergei Lishchuk, today in the retail greenhouse tomatoes are an average of 160 rubles per kilogram, the Azerbaijan - about 250 rubles, other high-quality - about 300 rubles. After the arrival of Turkish tomatoes expert predicts cost reduction of up to 120 rubles. Adequate price, he said, should be 80-100 rubles, and it can be achieved "when the market turbulence will pass."
Why did Russia agreed to return the Turkish products
Russian authorities attribute this to the Turkish side of the long-awaited permission to import tomatoes because in the offseason the Russian growers it is difficult to completely cover the needs of the market due to climatic conditions. This, in particular, said in October the Minister of agriculture Alexander Tkachev, while emphasizing that Turkish imports will not affect Russian producers.
Eugene Ivanov believes that without the admission of Turkey to the Russian market deficit it wouldn't have turned out as the suppliers from China, Morocco and Azerbaijan could cover the needs in tomatoes, even in case of problems with the Russian production. For this reason, the expert concludes that "the decision to start up again Turkish tomatoes on the Russian market is 99% politics."
The acquisition of assets Parus Agro Group, estimated by experts at $345 million, was the largest in 2017
The year was marked by the intensification of processes in M&A. Only for the first half of the amount of transactions in the agricultural sector exceeded $1 billion, the largest acquisition in monetary terms was the purchase of "Agrocomplex" to them. N. I. Tkachev, who is associated with the family of the Minister of agriculture, land assets of 102 million hectares in the Krasnodar, Stavropol and Adygea Republic.
Agrokompleks them. N. I. Tkachev, Chairman of the Board of Directors which is the Roman Batalov — in-law of the current Minister of agriculture Alexander Tkachev, for the third consecutive year is one of the most active players in M&A. a Company with an enviable regularity, making certain acquisitions. Last year, the deal of the agricultural holding on the purchase of "Akashevskaya" poultry farm in the Mari El Republic was the largest (estimated by experts at 30-40 million rubles excluding debt). The acquisition of the company Parus Agro Group and its agricultural land (102 hectares in the Krasnodar and Stavropol territories, as well as Adygea Republic) became the most expensive in 2017: KPMG has estimated it at us $345 million
The land market stabiliziruemost?
If in 2010-2012 activity for transactions in agribusiness was almost zero in the last five years, they are often enough, says Director of the analytical center "Sovekon" Andrei Sizov. However, not all of them become public.
The number and amount of transactions in the agricultural sector this year exceeded the comparable figures for 2016. According to KPMG, the total value of M&A in agriculture in the first half reached about $1 billion, while for the entire year of 2016 was only $1.3 billion If the acquisition of "Agrocomplex" can be called the most expensive in value, the largest deal to buy the business was the sale of the assets of Swedish Black Earth Farming the holding "Volgo-Conselheiro" (belongs to the family of a member of the Board of "LUKOIL" Sergey Kukura's), estimated at $200 million excluding debt. The latter acquired 246 hectares, the estimated amount of the transaction is approximately $184 million, "This was the last major consolidated asset which was offered for sale, — said the head of practice on working with the agricultural sector KPMG Vitaly Sheremet. —
Comparable lots on the market, so agricultural holdings will focus on improving operational efficiency and profitability".
In the land market there were other transactions, though and not such scale. So, the Cherkizovo group bought "NAPKO" (147 ha) for 4.9 billion rubles Concern "Rossium" acquired assets "Agronova-L" — 70 thousand hectares in Lipetsk and Tambov region, an estimated 5-6 billion rubles. "KDV of Groups", in addition to sugar plant of the company "the White frigate" has got 60 thousand hectares of land in the Oryol region. The amount of the transaction is approximately RUB 1.6 bn Continued to expand and Agroholding "the Steppe" (enters in AFK "System"): this spring it acquired a 50 thousand hectares in Stavropol region and Rostov region, spending was estimated to be about 4.4 billion rubles. "the Deals took place at market this year — either particular cases of optimization of logistics/parcel structure, or big lots, for which the offer price is substantially below market, — said Sheremet. — In General we can say that in 2017 the land market has stabilized." There are several reasons. But mostly it is associated with a decrease in the rate of inflation and decrease of profitability in the industry. While buying interest has remained at the same level, the expert said.
Managing Director of the consulting company Vladislav Novoselov BEFL, in contrast, believes that the demand for agricultural land this year has increased. It happened, first, thanks to the industry's capital, and secondly, due to the growth of the selling companies/farms, whose owners decided to lock in profits on their investments. There were proposals for the sale of failed projects that brought its owners only losses, he recalls. The CEO of the Institute for agricultural market studies (IKAR) Dmitry Rylko agrees with Novoselov: the presence of such a number of land transactions speaks about the revival of the market. "A large number of selhozarteli for sale on the background of some stabilization of the economic situation in the country, he commented. — As a result, the number of investors able to return to the market for agricultural assets, considering this industry is strategic and still undervalued". However, over land please, as a rule, the "stupid money" from the standpoint of immediate prospects, the expert notes.
The amount of the transaction on purchase of "Agricultural complex" Parus Agro Rylko, too, finds "somewhat overstated". "If you believe the assessment of the acquisition of "Agrocomplex", 1 ha purchased from Parus Agro land is worth $2,956 thousand. — podkidyvaet it. — A lot". And the acquired asset expert calls "sophisticated enough": the land is predominantly leased to shareholders, some leases are close enough to expiration and procedures for extension of the lease in Russia is always associated with certain risks. On the other hand, if you look at the transaction in the long term — all the land in the South of Russia continues to be undervalued, and for a company that already has a huge land Bank in the southern regions of the country, another asset only plus, think manufacturers.
To manage these huge assets is difficult, Sizov adds. Especially given the rapid growth of the holding company in recent years, so such a large-scale business very likely difficulties with the management, he said. "The more land Bank, the harder to manage a company — echoes of settlers. — At the same time, large amounts of land in different agrozona provide an opportunity for the diversification of crop rotation". Success will depend on how effectively Agrokompleks to establish control and what strategies will be used to ensure a stable return, he said. For example, a company may introduce rigid centralization and control (for example "Avangard-agro"), or to provide large powers with appropriate motivation of top managers of individual clusters. In Russia often go for the first option, Novoselov recalls. President of investment-research company "Ambika" Mikhail Orlov, in contrast, believes that "the Agrocomplex" to cope with the management of such large assets, because the holding "has tremendous administrative resources."
In 2017, in addition to the purchase Parus Agro Group, Agrokompleks also acquired the company "Mingrelian" (previously belonged to the group of "Krasnodarzernoprodukt"), which grows rice in the Krasnodar region. About 3.5 thousand hectares. the cost of the transaction, according to open sources, is estimated at 340-408 mln. - on October, Agrokompleks controlled 650 thousand hectares of farmland on the rights of ownership and lease. In the ranking of "Agroinvestor" on the sown area of the company was on the third place: by 2016, the estimated holding planted 460 hectares.
Also Agrokompleks is the fastest growing company along with "Prodimex", "Miratorg", "Rusagro", and this year by the agricultural holding "Step", says Novoselov. If, according to the BEFL, in 2014 the company was in 17th place on volume of land under control, at the beginning of 2017 moved into fourth. "It is difficult to say whether they will continue Agrokompleks to expand, says an expert. Management has not publicly said what the land Bank to target. Due to the aggressive expansion of acreage, of course, remember the history of the failure of companies such as Sakho, "Razgulyay", "Ivolga-holding", etc., one of the factors of unsuccessful outcome of which was a rapid expansion of assets without effective management". But success stories of large agricultural holdings among the more adds Novoselov. Theoretically, the product diversification helps to reduce risks, he said. But the downside of such diversification — the risk of administrative errors. As a rule, if business was not able to organize an effective crop, the animal will not save the situation.
Industry leaders will continue to become stronger
Most experts believe the presence of transactions in agribusiness rather positive trend, but there are those who disagree with it. For example, according to Orlov, the increase in the number of acquisitions of land assets of large agricultural holdings spoke about the problems in the agricultural sector, as only a small number of large players can develop in the agricultural sector. "It turns out that the larger the enterprise, the greater the chances of him successfully to work, he says. — And I would like to small farms also developed. But they lack access to resources, including long-term financing". Besides, adds Orlov, major holdings represent about 12-13% of the total arable land of Russia, and more than 85% of farmland belongs to small and medium-sized farms. The strategy of development of the industry need to build, taking into account the interests of all market participants and not just large agricultural holdings, he was adamant.
Consolidation of land assets is a steady trend in recent years. "In such a situation small and medium-sized agribusinesses need to build a business on your strengths, including everyday management, checking the quality of the used seed, plant protection products and other resources, strict observance of agricultural technologies, optimal fiscal policy for procurement of resources in seasons of low prices," — said Novoselov.
According to experts, the consolidation of stable enterprises in the agricultural sector will continue. Sizov believes that in the coming years a large number of farmland will be acquired in the Volga region, since the economic situation for farmers in the region have improved. The big players are most likely to continue implementing its strategy to build assets, agrees settlers. In particular, the "agribusiness" is steadily expanding the area under farming. "The steppe" said that he was going to bring the land Bank to 500 thousand hectares. Solar products is also planned to expand the area under irrigation in the framework of the project "Bioterra" in the Saratov region reminds the expert. You can also expect transactions for the purchase of land various players at the regional holdings, which currently sell their assets. If to speak about the situation in General, in recent years a noticeable interest of investors to regions with cheap, but having development potential agricultural lands, concludes settlers.
Land is getting more expensive
Until the beginning of 2017 in the land market recorded an increase in prices, says Vladislav Novoselov BEFL of. Compared to 2012, the average growth ranged from 30 to 70% in ruble terms, especially in the centre and South of Russia. For example, in the Oryol and Tula regions of the earth for five years has risen by 40-50%, in Voronezh region — 60%, in Krasnodar territory — not less than 70%. However, in 2017, especially in its second half, this growth stopped, and in some regions there has been a decline. The main cause of these changes — falling prices for agricultural commodities and, as a consequence, the profitability of agribusiness.
"Agrokompleks" appeared in 1993, by combining the feed mill, which CEO was the father of the current head of the Ministry of agriculture Nikolay Tkachev and where Tkachev-Junior worked since 1983, and feeding base "Sunrise". In 1994, the company entered Vyselkovskiy Elevator, storage and processing their own grain led to the opening of the bakery shop. In 1995, "AGROKOMPLEX" joined maslozavod "Beisugskoie" and poultry "Civilian" that gave impetus to the development of the processing industry and poultry. The plant started to produce first products from raw materials, released on their own businesses.
In 1999, the crops, the company has increased significantly with the entry into the Agroholding enterprises "homeland", "ear", "Friendship" and several others. In 2005, the structure also includes an integrated poultry farm "Slavic" and "Krasnodar broiler" in 2010, the company "Golden Horde" of the Slavic district of the Krasnodar region, which initiated the development of another direction — rice. In 2012, the company acquired local businesses "to them. I. Garmash", "Cheburgolskoye", "Russia", "Shkurinskaya".
The sharp rise in investment activity "Agrocomplex" happened after the Sochi Olympics in 2014. According to the rating BEFL, by April 2015 the company has doubled its land Bank, bringing it to 200 thousand hectares. Then, under the control of the holding company moved the Rostov agricultural group Valinor Kirill Podolsky — "Valars agro", "Valinor-Management" and "Elkom". In addition, the "agro" bought the farm "Kushchevskaya" and ZAO "Kushchevskaya" — the company, controlled by the structures of the family of Sergei Hoe accused of the organization in 2010 mass murder in the Kuban village Kushchevskaya. Among other purchases holding five dairy farms of the company "Vimm-the bill-Dann" (the transaction was completed in early 2016), pig farm "Kuban bacon", the largest Adyghe agricultural enterprise "Kievo-Zhuraki APK" (specializiruetsya of pig breeding and crop production) and "the Krasnodar integrated poultry farm".
By April 2016, the arable land of "Agrocomplex" has increased twice up to 456 thousand hectares In that year it became known about the acquisition of rice holding assets of "Razgulyai" — about 33 thousand ha. in addition, the FAS approved the purchase of two rice farms with a total sown area in 11 thousand hectares. the structure Tkachev acquired Rostov pig breeding holding company "Russian pork", and in August the farm "Akashevskaya" (Mari El). In addition, the company entered coach Pawlowski and sugar plants.
Control of the new market, it is suggested that the self-regulatory organization
Regulation of the cryptocurrency market is proposed to give the industrial organization. Such initiative was put forward by the expert Council under the state Duma Committee on Finance. It includes the state Duma deputies, representatives of the Ministry of Finance, Ministry of economic development, Federal financial monitoring service, the FSB, Ministry of internal Affairs, Sberbank, VTB, etc. Previously proposed to adopt a law defining the concepts of cryptocurrencies, blockchain and ICO (Initial Coin Offering — the initial placement of the cryptocurrency). Some experts believe self-regulation is optimal for this market due to its rapid development. Others fear that industry organization will lobby for the interests of their members, not taking into account the views of small players.
The meeting of the expert Council discussed the creation in Russia of the self-regulatory organization (SRO) for the market of cryptocurrencies (copy of Protocol is available at "News").
The right approach in this situation would be in creating the framework of the law, said at the meeting, the member of the Supervisory Council of VTB Bank Valery Petrov. — We also have the ability to quickly solve the issue. To discuss basic approaches, on the one hand. But on the other hand, to focus on regulation through SROs.
The idea of the framework regulation of the new industry at the meeting was supported by the Chairman of the Duma Committee on financial market Anatoly Aksakov. According to him, the future law must be "very flexible, allowing the market properly and safely to work."
The meeting noted that to take on the role of SRO in the industry can Russian Association of cryptocurrency and blockchain (RAKIB, Chairman of the Supervisory Board — Advisor to the President of the Russian Federation Herman Klimenko).
Director of the legal Department of the Central Bank of Russia Alexei Guznov said at the meeting that before the creation of SROs need to understand "on what basis and what common signs that industry is merged into the framework of self-regulation". After that you should enter information about SRO in regulatory documents.
Thus, as follows from the minutes, the head of the center of financial technologies "SKOLKOVO" Foundation Pavel Novikov noted that in industries where the probability of fraud, now uses the mechanisms of self-regulation — for example, in the field of microfinance organizations, the bookmaking business, construction, etc.
Head of center of financial technologies "SKOLKOVO" Foundation Pavel Novikov.
Industry [cryptocurrencies] are invented so that myself to adjust — said Pavel Novikov. — Excessive regulation can, of course, to kill her.
Director RAKIB Arseny Delzin told "Izvestia" that the creation SRO will allow to react to market changes more quickly than in the case of other forms of regulation.
— The state cannot constantly adapt to the changes of the industry, — said Arseny Meltin "news". She will formulate work rules is to protect investors and projects, the rights and obligations of the parties and will control their implementation. But all these requirements must be agreed with the international community.
Co-founder of the blockchain ecosystem of consumer goods INS Ecosystem Dmitry Zhulin expressed concern that the SRO is first and foremost to protect the interests of the big players in the industry.
— This organization includes the largest companies that can lobby their interests at the state level, — says Dmitry Zhulin. This can cause start-UPS and small firms are discriminated against. It is important to take into account the opinion of all market participants, small companies and individuals, not just state-owned companies.
According to the instructions of the President of Russia, the law on regulation of the market of cryptocurrency is to be adopted before July 1, 2018.
According to community experts and investors blockchain economy DeCenter, the global market for ICO increases rapidly: in 2016, compared with $96.4 million, 2017 — $3.6 billion.
In 2018 the Russian manufacturers of agricultural machinery by analogy with Russian SSJ-100 will offset the cost of the guarantee residual value of equipment leasing companies. While this is a focus of only 57 million rubles, which will allow you to implement, approximately 200 pieces of equipment. However, experts believe that these funds will be sufficient, and such support will be in demand in both domestic and foreign markets.
March 2018 the Russian market of agricultural machinery will get a new kind of state — guarantees of the residual value of agricultural equipment. Measure planned priority project "international cooperation and the export industry" and is aimed at increasing demand and the formation of the secondary market of agricultural machinery, said the head of Ministry of industry and trade Denis Manturov at a meeting with the head of the Association "Rosspetsmash" Konstantin Babkin. "Respectale", "Kommersant" said that in 2018 on a measure laid down 57 million rubles, it is planned that a government decree will be signed no later than March 2018. With the guarantee of the residual value for the year will be to implement more than 200 pieces of equipment and use will help the Russian manufacturers, said the Association. A mechanism is needed to companies involved in the production and sales of equipment, to provide guarantees for part of the cost of equipment, with possible subsequent sale in the secondary market, explained "Kommersant" Deputy "Respectale" Denis Maksimkin.
We are talking about deliveries to leasing companies — with the supply of equipment distributor guarantee leasing companies that a few years to buy products at a certain price. This will reduce the risk of the leasing company and thus the cost of procuring, leasing of equipment for its customers. Under this mechanism, the plants will provide the dealer discount, which will then be offset by the export center (REC), told "Kommersant" in industry associations.
The source"", familiar with a situation, explains that in foreign markets secondary market the industry has not been formed, the supply of many countries single. This gives leasing companies understand at what price it will be possible to resell the former to operate the equipment. Therefore, your risks they lay in the cost of leasing of Russian agricultural machinery, resulting in higher payments. For example, if the American harvester in Canada is $270 thousand, and lease payment per year is $30 thousand, the Russian harvester at a cost of $230 thousand amount of the payment reaches $52 thousand, even though the original price of the machine below, says the interlocutor of Kommersant.
A similar measure is already used in Russian aircraft for the implementation of SSJ 100 in 2016 (for 12 years) has allocated 1.05 billion rubles, in 2017 — 676 mln RUB. In 2018, the payments will amount to 1.6 billion rubles., and in 2019 — 2.4 billion rubles. the need for the introduction of such support measures explained similar motives — insurance of the buyer against unforeseen losses upon the sale of the vessel, since the project is young, the secondary market for these aircraft is not yet formed and no understanding of how much they will cost after operation.
Dmitry Babanskiy of SBS Consulting said that in General, the mechanism to guarantee the residual value are relevant and must be present in both domestic and foreign markets. However, he argues that the funding for approximately 200 vehicles, it is acceptable, "it is necessary to test the instrument."
"The increased demand for our services for production of customized parts and Assembly tooling by 3D printing from the instrument manufacturing companies and service companies for the repair of vehicles forced us to open a branch in Moscow. Increasingly, it appears that logistics and transportation of parts we spend much more time than on their production. These two factors are key for making decisions about opening new branches of the company" — commented the decision of Oleg Lysak, Director General, TICK "LVM at".
Currently TICK "LVM at" provides services for the development and manufacture of new products and structures on the basis of additive technologies, adaptation of existing products under the technology of 3D printing, as well as the launch of contract production on the basis of additive technologies.
Among customers and partners TICK "LVM at" not only large companies such as JSC "United Metallurgical Company", LLC "Gazpromneft-Snabzhenie" who are interested in the development of new and modernization of already manufactured products using additive technologies, and technological material-based startups: TEN.Medprint, Straiten, 3ДБимИмплант other, creating new products based on 3D printing markets medical devices, automotive and many others.
High efficiency of the solutions offered by the company LVM at, based on tight collaboration with technological leaders in the additive manufacturing market. In 2016-2017, agreements were signed about cooperation with the German company Concept Laser is one of the market leaders in metal 3D printing, and the American company STRATASYS, the global leader of the market for plastic 3D printing. Through cooperation with contract manufacturing and services Group TEN (Troitsk, NC "Technopark") developed by the LVM at the products not only are supplied "turnkey iron", but can be released in small series, and, if necessary, localized on any modern production in the shortest possible time.
The Moscow office of an engineering company "LVM at" will be located on the territory of NC "Technopark".
The harvest has decreased, but it will not create serious problems in the consumer market
Rice production in the country by the end of 2017 will be reduced, but still exceed 1 million tonnes, the fee Reduction will contribute to the growth of prices, predicts the Deputy Director of IKAR Irina Glazunov. The cost increase is already observed in the market. So, if at the end of October the purchasing prices for paddy rice in the Krasnodar region ranged from 15 thousand rubles per ton to 17 thousand rubles/ton depending on quality characteristics, in the first decade of November they had risen to 17-18 thousand RUB./t. At the beginning of the season 2016/17 paddy cost 14-15 thousand RUB./t. "In the future, prices for high-quality crude will likely continue to grow, given his lack of," — said the expert "Agroinvestor". In addition, the improvement of the price situation is likely to be a stimulus for the expansion of crops of agriculture in the following year, she adds.
According to the southern rice Union (URS) the quality of paddy this year, slightly higher than in 2016, which gives reason to predict a higher yield of cereals. So, if last year in the processing of raw cereals, the share of the last was unusually low, averaging not more than 50%, this year the processors estimate the yield of cereals at the level of 52-54%, which to some extent compensates for the low yield of rice this year. The gross output of agriculture in the Krasnodar region, which accounts for about 85% of the national crop forecast YURS, will not exceed 750 tonnes in standard weight (in 2016 — 815,2 kt). "The relatively low harvest this year will not create serious problems in the consumer market, which is quite natural mechanisms for self-regulation — comments of the Executive Director of the Union Yuri Radchenko. — On the one hand, the missing volume can be quickly filled by imports. On the other, even at current prices export sales have comparable profitability with sales in the domestic market, and therefore part of the Russian rice traditionally exported, can stay in Russia."
The largest producer of rice in the country, the company "AFG national", this year's harvest of rice by 4 thousand tons more compared to last year — 186 thousand tonnes in standard weight, although the targets for the collection of agriculture was not achieved, says the head of the agricultural division of the holding company Alexey Popov. "We have expanded the area sown under rice by 1.7 thousand ha to 30.7 thousand ha, but the yield was lower than expected," he says. Indicators generally declined in Krasnodar Krai, which is associated in particular with the weather conditions: the negative influence of low temperature during the sowing and sharp fluctuations between heavy rainfall and abnormal heat in the summer. The quality of the harvested rice was about the same as last year or slightly above as on the Kuban enterprises "AFG national", and in General on the edge, said a top Manager. The situation is slightly better with the quality of the grain in the Rostov farms of the holding, he adds.
According to the agriculture Ministry, on November 23, the rice was threshed with 177,3 thousand ha or 95.2% of the cultivated area (in 2016 — 201,8 thousand hectares). Obtained 1.1 million tonnes in bunker weight, which is 200 thousand tons less than in the same period a year earlier. The average yield of 63.5 t/ha (in 2016, and 64.5 t/ha).