9月猪肉价格或继续偏弱

Group 1 - The core viewpoint indicates that the pork market in September is likely to remain in a state of oversupply, leading to continued weak prices [3] - After the Spring Festival, the average transaction price of white strip pork in August was 17.72 yuan/kg, a month-on-month decrease of 4.77% and a year-on-year decrease of 32.10%, primarily due to oversupply [1] - The supply side shows that most large-scale farms are still actively selling, but the enthusiasm for secondary fattening is more cautious, indicating a potentially sufficient pork supply [1][3] Group 2 - On the demand side, the start of school in September has slightly boosted orders from wholesale markets, supermarkets, and direct sales stores, but this increase is not enough to match the supply growth [1] - The seasonal index indicates a seasonal decline in demand in September, which is unfavorable for pork prices [2]