Core Viewpoint - The recent increase in pig prices, which has risen for three consecutive days, is attributed to new variables despite existing pressures on production capacity and weak consumption [2]. Group 1: Factors Influencing Price Increase - The onset of significant temperature drops across most regions is expected to boost meat consumption, prompting farmers to capitalize on this opportunity [4]. - The pig prices have fallen to a four-year low, triggering a bottom-fishing sentiment among farmers, as many are reluctant to sell at such low prices [5]. - There are expectations for increased consumption in the fourth quarter, as historically, this period sees the highest pork consumption of the year, despite current weak demand [6]. Group 2: Market Dynamics and Future Outlook - Despite the recent price increases, the overall market conditions remain unchanged, with high production capacity, high stock levels, and weak consumption persisting [8]. - The likelihood of further significant price declines is limited, as the market has reached a new low, and farmers are showing increased resistance to selling at lower prices [8]. - The ongoing capacity reduction remains a primary focus, indicating that the market may experience prolonged low prices into the next year, regardless of short-term fluctuations [10].
马上4连涨!二师兄说支棱就支棱起来了?
Sou Hu Cai Jing·2025-10-17 10:40