生猪市场：四季度供给增需求弱，旺季不旺魔咒或仍存

Core Viewpoint - The fourth quarter is expected to experience a "旺季不旺" (peak season not prosperous) situation in the pig industry, despite entering the consumption peak season, due to various factors affecting supply and demand [1] Supply Side - The number of breeding sows is showing a slight downward trend, and it is anticipated to continue decreasing in the fourth quarter [1] - The slaughter levels for the fourth quarter are becoming clearer, with an expected increase in pork supply due to higher slaughter volumes and weight factors [1] Demand Side - Although the fourth quarter typically marks a peak consumption period, the support for demand may not meet expectations [1] - There is a tendency for secondary fattening to lean towards net slaughter during this period [1] Environmental Factors - The La Niña phenomenon is expected to influence weather patterns, leading to drought in the south and flooding in the north, with a high probability of increased rainfall in winter [1]