中国大豆产业链需求弹性分析与仿真模拟OACHSSCD
Elasticity Analysis and Simulation of Demand in China's Soybean Industry Chain
在大食物观背景下,我们应探索蛋白饲料来源多元化.本文从产业链视角分析了大豆的市场竞争结构,测算了豆粕与其他蛋白饲料原料、豆油与其他植物油的需求价格弹性,剖析了大豆需求刚性的深层次原因.基于系统动力学方法构建并仿真了大豆需求系统,通过情景模拟分析豆粕减量替代、国产大豆产能提升、进口产品多元化等在降低大豆对外依存度中的作用.主要结论有以下几点.(1)蛋白饲料市场供需不匹配,豆粕在蛋白饲料原料中的占比连年提高,挤占了其他蛋白饲料的市场份额,相比于豆粕,其他蛋白饲料更具需求刚性.(2)豆粕需求是引起大豆需求刚性的主要因素.2019年后,豆粕拉动的大豆需求超过豆油拉动的大豆需求.且其他蛋白饲料对豆粕的替代能力较差,而豆油与其他植物油之间存在较强的替代性.(3)我国大豆及其副产品需求已经见顶,进入结构调整阶段.降低豆粕在蛋白饲料中的占比,提升单产与种植面积,增加豆粕进口可以有效地提升大豆自给率.本文在探索降低大豆对外依赖度的空间与路径上具有现实参考价值.
Under the background of the big food view,it necessary to explore the diversification of protein feed sources.This paper analyzes the market competition structure of soybean from the perspective of industrial chain,calculates the price demand elasticity of soybean meal and other protein feed raw materials,soybean oil and other vegetable oil,and analyzes the deep-seated reasons for the rigidity of soybean demand.Based on system dynamics,the soybean demand system was constructed and simulated.The effects of soybean meal reduction and substitution,domestic soybean production capacity improvement,and diversification of import sources on reducing soybean external dependence were analyzed through scenario simulation.The main conclusions are as follows.1.There is a mismatch between supply and demand in the protein feed market.The proportion of soybean meal in the protein feed raw materials has increased year by year,squeezing the market share of other protein feeds.Compared with soybean meal,other protein feeds are more rigid in demand.2.The demand for soybean meal is the main factor causing the rigidity of soybean demand.Soybean meal-induced demand for soybeans has been much larger than soybean oil-induced demand for soybeans after 2019.And the substitutability of other protein feeds for soybean meal is poor,while there is strong substitutability between soybean oil and other vegetable oils.3.The demand for soybeans and their by-products in China has peaked and entered the stage of structural adjustment.Reducing the proportion of soybean meal in protein feed and increasing the yield and planting area can effectively improve the self-sufficiency rate of soybean.This paper has practical reference value in exploring the space and path of diversified sources of soybean and its by-products.
章少宾;杨惠媛;石宝峰
江西水利电力大学工商管理学院西北农林科技大学经济管理学院西北农林科技大学经济管理学院
生物科学
大豆需求大豆产业链市场竞争结构蛋白饲料市场
《经济学报》 2026 (3)
122-140,19
本研究受国家重点研发计划课题"大宗商品价格风险监测评估与预警技术及平台"(2023YFC3305104)的资助.
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