Core Insights - The pig market is facing significant pressure in October, with prices dropping sharply after the holiday season, raising concerns about maintaining prices above 5 yuan per kilogram [2][4][8]. Group 1: Market Dynamics - The backlog of pigs that accumulated from May to August is now impacting the market, with a projected increase of over 5% in the slaughter plans for large-scale pig enterprises in October [4]. - The cost of pig farming has escalated, with some enterprises reporting costs as low as 11 yuan per kilogram, leading to widespread losses as the average price has fallen to around 11.4 yuan per kilogram [5][8]. - The sentiment among farmers has weakened significantly due to the failure of price support during the holiday season, with fears that prices could drop below 5 yuan per kilogram [7][8]. Group 2: Future Outlook - The government is keen on reducing pig production capacity but aims to avoid a drastic decline in prices, as indicated by recent stockpiling initiatives [9][10]. - October is characterized by lower meat consumption due to cooler weather and increased supply, but there is potential for improved demand in November as southern regions begin their curing processes [12]. - Although some regions may see prices dip below 5 yuan, a widespread drop below this threshold is considered unlikely, with prices expected to stabilize between 5 and 5.5 yuan [12].
二师兄这回真跌猛了,不会5元/斤也保不住了吧?
Sou Hu Cai Jing·2025-10-11 08:52