消费旺季、集团拉涨，猪价“破8”在即？附：9月3日猪价

Core Viewpoint - The domestic pig market has experienced fluctuations in prices, with a recent upward trend due to seasonal demand and changes in supply dynamics, although potential pressures on prices remain [1] Price Trends - After hitting a low of 13.91 yuan/kg in June, pig prices rose to 15.4 yuan/kg in early July, but subsequently fell again due to supply pressures and weak demand [1] - By the end of August, pig prices dropped to a new low of 13.71 yuan/kg, but have since shown signs of recovery, with prices returning to the "7 yuan era" [1] Supply and Demand Dynamics - The increase in pig prices is supported by seasonal demand as schools reopen and restaurant purchases rise, leading to improved consumer demand for pork [1] - The slaughtering rate of sample enterprises reached approximately 31.5%, indicating a strong demand for pig sources [1] - However, there are concerns about oversupply as pig production capacity is expected to increase in September, which may counteract the recent price increases [1] Regional Price Variations - As of September 3, 2023, pig prices vary across regions, with Guangdong at 15.9 yuan/kg and Xinjiang at 12.75 yuan/kg, reflecting regional supply and demand conditions [2]