5月白条猪肉价格或有上涨空间

Group 1 - The core viewpoint indicates that the pork market is experiencing intensified supply-demand dynamics, with white pork prices expected to fluctuate slightly upward in May due to a potential tightening of supply and slight improvement in demand [1][2]. - In April, the average price of white pork in northern key markets was 18.94 yuan/kg, a 1.85% increase month-on-month, while in southern key markets, it was 19.61 yuan/kg, a 1.95% decrease month-on-month [1]. - The overall supply in April remained stable, with no significant positive impact on downstream demand, leading to intensified supply-demand competition [1]. Group 2 - In April, the average daily arrival volume in key wholesale markets was 25,300 heads, a 0.40% increase month-on-month [2]. - For May, the supply of suitable weight pigs is expected to increase slightly, but market participants have a bullish outlook, leading to increased secondary fattening, making it difficult for slaughter enterprises to procure pigs [2]. - The overall expectation for May is that white pork prices may experience slight fluctuations upward, despite low consumer demand and competitive pricing from substitutes [2].