涨涨涨!1月的猪还能涨,能涨多高?
Sou Hu Cai Jing·2026-01-01 07:18

Group 1 - The core viewpoint is that pig prices have increased significantly since the end of December, reaching an average of 12 yuan/kg by January 1, 2026, indicating a successful price rise during the New Year period [2] - There is ongoing debate in the market regarding whether pig prices can continue to rise in January, with some believing that prices may drop after the holiday stockpiling ends [2] - The main driver of the recent price increase is the heightened sentiment among farmers to hold back pigs from market, influenced by weak market conditions and the upcoming Spring Festival [4] Group 2 - Consumer demand for pork is gradually increasing, with many taking advantage of lower prices to stock up, which provides some support for pig prices [6] - Despite the increase in consumer demand, there is a significant supply of pigs, with slaughter numbers in November showing a year-on-year increase of 17.4% [7] - From January to November, the total number of pigs slaughtered reached 36.246 million, a year-on-year increase of 19.3%, indicating ongoing supply pressure [8] Group 3 - There is a concern that the current stockpiling behavior may lead to a slowdown in future consumer demand, as it effectively preempts later consumption [10] - Although there is potential for prices to exceed the highs seen in October, the risk of increased selling from farmers may limit further price increases [10]

涨涨涨!1月的猪还能涨,能涨多高? - Reportify