一夜又跌回5字头了！生猪的真实情况藏不住了！

Core Viewpoint - The recent decline in pig prices is attributed to a combination of factors including narrowing price differentials, weak consumer expectations, and increased supply pressures from farmers [3][10][13] Group 1: Price Dynamics - The average price of live pigs has recently dropped back to the 5 yuan range after briefly exceeding 6 yuan [2] - The price of large pigs has decreased due to a narrowing price differential, which previously incentivized farmers to engage in secondary fattening [3][6] - Despite a forecasted decrease in pig output in November, prices continue to fall due to existing supply levels and farmers' reluctance to sell at a loss [13] Group 2: Consumer Behavior - Consumer expectations for pork demand are weakening, influenced by limited disposable income and the availability of cheaper alternatives like poultry [10] - The timing of the upcoming Spring Festival in mid-February reduces the urgency for concentrated pork purchases, further dampening demand [10] Group 3: Supply and Risk Factors - Recent outbreaks of pig diseases in certain regions have raised concerns among farmers, leading to increased supply as they opt to sell rather than risk further losses [11] - The ongoing losses faced by many pig farming operations are accelerating the process of capacity reduction in the industry, although this may benefit the market in the long term [13]