猪肉春节前价格上行预期有限

Core Viewpoint - The traditional seasonal characteristics of pork consumption are weakening, with the upcoming festive season not showing significant demand due to persistently low market prices [1] Group 1: Market Trends - The pork market is entering a festive consumption peak, but the characteristics of the traditional pre-Spring Festival peak may not be evident this year [1] - As of November 27, the national average pork price was 15.18 yuan per kilogram, reflecting a month-on-month increase of 2.89% but a year-on-year decrease of 28.96% [1] - The highest price recorded in November was 15.76 yuan per kilogram, while the lowest was 14.74 yuan per kilogram [1] Group 2: Consumer Behavior - There is a noted shift in consumer dietary structure and consumption concepts, leading to a gradual decline in traditional peak consumption periods such as "Golden September and Silver October" and winter sausage and cured meat production [1] - Analysts indicate that the seasonal characteristics of pork consumption are expected to further weaken by 2025 [1]