猪肉市场：9月中旬价跌至17.15元/公斤，短期或低位徘徊

Core Viewpoint - Domestic pork prices have reached a new low for the year, with oversupply issues expected to persist in the short term [1] Group 1: Price Trends - As of September 12, 2025, the price of lean pork in China has dropped to 17.15 yuan per kilogram, marking the lowest level of the year [1] - This price represents a decrease of 3.50% compared to the beginning of the month and a significant decline of 32.44% compared to the same period in 2024 [1] Group 2: Supply and Demand Dynamics - There is currently no significant improvement in terminal demand, while upstream breeding operations are actively selling off stock [1] - Slaughterhouses are controlling inventory strictly, leading to an oversupply of white pork [1] - Due to sluggish sales, slaughterhouses are reducing prices to increase volume, contributing to the downward price trend [1] Group 3: Future Outlook - The oversupply situation is unlikely to change in the short term, with prices expected to hover at low levels through mid-September [1] - As the double festival approaches at the end of the month, there may be a slight improvement in demand, which could support a price rebound, although any increase is likely to be limited due to the increased supply [1]