商务部对欧盟猪肉征反倾销税，产业链或现弹性释放

Group 1 - The Ministry of Commerce announced an anti-dumping tax on imported pork and pork by-products from the EU, effective from December 17, 2025, with rates ranging from 4.9% to 19.8% for a duration of five years [1] - The decision was made in response to significant damage caused to the domestic industry due to dumping practices, reflecting strong calls for protection from local producers [1] - The report indicates that the investigation was conducted fairly, with input from various stakeholders, leading to the conclusion that EU imports have harmed the domestic pork industry [1] Group 2 - The implementation of the anti-dumping tax is seen as a positive signal for the pig farming industry, which is currently at the bottom of its cycle [2] - Investment strategies should follow a "breeding first, animal health and feed later" logic, with close monitoring of key metrics such as the number of breeding sows, pork prices, and monthly sales data to validate trends [2]