Group 1 - The current pig market is experiencing a seasonal downturn, with lower consumer demand and prices not rising as expected during the winter season [1][2] - In Sichuan, the average price of pork is around 12.13 yuan/kg, down 0.7% week-on-week and 27.1% year-on-year, indicating a prolonged low-price environment [3] - The number of breeding sows in China has decreased to below 40 million for the first time in 17 months, but remains above the normal level of 39 million [1] Group 2 - Many pig farmers are facing losses, with self-breeding operations losing approximately 100-130 yuan per head, and purchased piglets resulting in losses of 160-200 yuan per head [3] - The industry is shifting from a focus on capacity expansion to cost control, risk management, and value extraction along the supply chain [4] - Companies are adopting advanced technologies and management practices, such as precision feeding and genetic improvements, to enhance productivity and reduce costs [4]
旺季不旺成常态！从扩产能到控成本，生猪行业迎来大洗牌！
Yang Shi Wang·2025-12-23 06:06