Mei Ri Jing Ji Xin Wen·2025-09-17 11:13Core Viewpoint - The recent pig production capacity regulation meeting held on September 16 emphasizes the control of breeding sow capacity, aiming to stabilize the supply of pigs for the upcoming year [1][2][3] Group 1: Meeting Details - The meeting included major pig farming companies such as Muyuan Foods, Wens Foodstuff Group, and New Hope Group, indicating the importance of the discussion [2] - Participants were prohibited from bringing communication devices and were instructed not to disclose meeting content, highlighting the sensitivity of the topics discussed [2] - Key topics included controlling breeding sow capacity, limiting "secondary fattening," and ensuring reduced weight at pig slaughter [2][3] Group 2: Breeding Sow Capacity Targets - The target for breeding sow inventory is to reduce it by approximately 1 million heads to 39.5 million, based on the "Implementation Plan for Pig Production Capacity Regulation (2024 Revision)" [3] - The normal breeding sow inventory is expected to stabilize around 39 million heads, with projections indicating a peak of 40.8 million heads in November 2024 [3] Group 3: Company Responses - Major companies like Muyuan Foods and New Hope have committed to not increasing breeding sow capacity and are actively managing their inventory in response to national policies [4][5] - Muyuan Foods plans to reduce its breeding sow inventory to 3.3 million heads by the end of the year and is focused on lowering the average weight of pigs for slaughter [4] - New Hope has maintained stable breeding sow inventory levels throughout 2023 and aims to enhance efficiency and compliance to stabilize the market [5]