Group 1 - The core viewpoint is that after a significant drop in pig prices in July, there has been a recovery in August, particularly in northern regions, with prices returning above 7 yuan per kilogram [2][4] - The support for the bottom of pig prices is believed to be strong, as the market is unlikely to see a complete and sustained drop back to previous lows [4] - Downstream consumption is gradually improving, with expectations of increased demand due to seasonal changes and upcoming holidays, which may lead to controlled pig sales [5][6] Group 2 - The trend of decreasing average weight of slaughtered pigs has been observed, reaching a six-year low, indicating effective measures in reducing production capacity and weight [6][8] - Despite the stabilization of pig prices, the overall supply pressure remains, making significant price increases challenging [8] - The fluctuations in pig prices also impact the corn and wheat markets, with current conditions suggesting that corn prices may remain strong in August due to stable demand from feed [10]
涨回来了！猪市终于松了一口气，但还有更麻烦的事！
Sou Hu Cai Jing·2025-08-02 02:16