标肥价差开始走扩了,猪价真要涨?
Sou Hu Cai Jing·2025-12-25 12:31

Group 1 - The core viewpoint is that pig prices are entering an upward trend, driven by reduced supply and expanding price differentials in the market [2][7] - The upcoming opportunities for pig price increases are identified as the New Year and pre-Spring Festival periods, with the latter expected to have a more significant impact on demand [3][5] Group 2 - Factors contributing to increased consumption include lower temperatures, which are expected to boost pork consumption as winter progresses [5] - There are three waves of consumption anticipated: the first wave is related to traditional cured meats, the second wave is for New Year celebrations, and the third wave is for the Spring Festival, which is expected to drive demand significantly [5][7] - The trend of secondary fattening is rising, with an increase in the outflow of medium and large pigs, as farmers anticipate higher prices due to increased demand leading up to the Spring Festival [7][9] - Market sentiment remains weak, but there is an expectation that pig prices will stabilize and begin to rise steadily soon [9]