中央冻猪肉收储即将开启，短期或提振板块情绪

Group 1 - The national average pig-to-grain price has fallen below 6:1, entering the third warning zone, prompting the National Development and Reform Commission (NDRC) to initiate central frozen pork reserve storage [1] - The imbalance between supply and demand is the primary reason for the decline in pig-to-grain prices, with increased supply due to concentrated pig slaughtering and heightened disease risks in southern regions, while demand remains weak during the summer season [1] - The central reserve's storage of 10,000 tons of frozen pork, although limited in scale, is expected to alleviate supply pressure and positively influence market sentiment [1] Group 2 - The industry is transitioning to a high-quality development phase after a period of rapid scale-up and excess profits, characterized by extended profit cycles and reduced volatility [2] - The "anti-involution" process in the pig farming industry is expected to lead to stable and high-quality development, with ongoing cost optimization and industry consolidation providing opportunities for profit growth [2] - Companies with cost advantages in pig farming are likely to achieve long-term profitability as the industry matures [2]