【BOYAR监测】生猪市场每日简评【12.1】

Core Insights - The average price of external three yuan pigs in China increased to 11.45 yuan/kg as of December 1, 2025, reflecting a rise of 0.26 yuan/kg from the previous week [1] - The average price of piglets rose to 19.20 yuan/kg, up by 0.02 yuan/kg from last week [1] - The average price of white strip meat reached 15.32 yuan/kg, an increase of 0.17 yuan/kg compared to last week [1] Price Trends - The pig feed ratio is currently at 3.45:1, which is an increase of 0.08 from last week [1] - The southern region experienced a more significant price increase, contributing to the overall national average rise [1] - Market sentiment improved due to a combination of factors, including reduced supply from large-scale farms and seasonal temperature drops in the northern region, which are favorable for the cured meat market [1] Market Outlook - Short-term expectations indicate a gradual recovery in consumer demand as temperatures drop, although the supply from large-scale farms is beginning to increase [1] - Current temperature conditions are not sufficient to support a peak in cured meat demand, leading to limited upward movement in white strip meat prices [1] - The price difference between live pigs and white strip meat remains below 4 yuan/kg, indicating limited order growth from slaughter enterprises [1] - Market sentiment is mixed, with expectations of weak adjustments in pig prices in the coming days, influenced by the outflow rhythm from large-scale farms and the sales situation of white strip meat [1]