发改委要求生猪头部企业带头减产，能繁母猪存栏量首被明确调减

Core Viewpoint - The National Development and Reform Commission (NDRC) has mandated leading pig farming companies to take the lead in reducing production capacity, which exceeds market expectations for capacity control measures [1][2] Group 1: Production Capacity Control - The NDRC and the Ministry of Agriculture and Rural Affairs held a meeting with major pig farming companies to discuss the implementation of production capacity control measures [1] - Leading companies are required to reduce the number of breeding sows and control the weight of pigs at the time of sale to around 120 kg [1] - By 2026, the number of breeding sows is expected to decrease year-on-year, as part of the new directives [1] Group 2: Financial and Fiscal Measures - The capacity control measures are supported by a series of financial policies, including strict control over credit for expanding pig production and reducing subsidies that stimulate production growth [1] - The industry has seen a decline in pig prices, with the price of external three yuan pigs dropping to 12.93 yuan/kg on September 18, marking a one-year low [1] Group 3: Industry Response - Industry experts anticipate that the implementation of these measures will lead to a certain degree of success in reducing production capacity [1] - Previous meetings have emphasized the need for strict adherence to capacity control measures, including the rational elimination of breeding sows and the reduction of secondary fattening [2]