猪价冲高失败！七八月份的高点没了？

Group 1 - The pig market experiences distinct seasonal fluctuations, but these are not solely driven by demand. For instance, while the fourth quarter is typically a peak consumption period for pork, historical trends indicate that price highs often occur in July and August [2][5] - In July, pig prices initially surged, reaching 15.4 yuan per kilogram, but subsequently declined after mid-month, continuing a downward trend for over ten days [2] - The decline in pig prices is attributed to changing market sentiments, with this year's outlook being notably weaker compared to last year, which saw a strong rebound in prices [6][7] Group 2 - The increase in pig production last year has led to significant pressure on pig stocks this year, with a reported 36.619 million pigs slaughtered in the first half of the year, a 0.6% increase year-on-year, and a 1.3% rise in pork production [10] - Demand for pork remains stagnant, contributing to a supply-demand imbalance characterized by strong supply and weak demand, which has further driven down prices [13] - Although there is a possibility of price increases, the likelihood of significant price surges is low due to reduced enthusiasm for breeding and fattening pigs, coupled with unpredictable weather and rising feed costs, which have led to a more relaxed supply situation [15]