Core Viewpoint - The rise in pig prices is primarily driven by supply-side reductions rather than demand increases, leading to a growing "fear of heights" sentiment in the market [2]. Group 1: Supply Factors - The concentration of pig sales before the Spring Festival on February 17 has led to a decrease in theoretical pig output for January [3]. - The entry of secondary fattening has diverted some standard pigs, contributing to the decline in pig output [4]. - Recent weather changes, including rain and snow, have limited impact on the current price increase, as the price has been rising for some time [6]. Group 2: Price Trends - The average price of live pigs has reached 12.81 yuan per kilogram, an increase of 0.08 yuan from the previous day, with prices in some southern regions nearing 14 yuan per kilogram [7]. - The market sentiment is increasingly cautious, with concerns about downstream demand and potential selling pressure from producers as prices rise [9]. Group 3: Demand Outlook - Historical trends indicate a significant increase in pork consumption around the Spring Festival, suggesting that demand will likely rise this year as well [11]. - The affordability of pork this year may lead to increased pre-holiday purchases, supporting further price increases [11].
顾不了那么多了,先涨起来再说!二师兄一涨不回头!
Sou Hu Cai Jing·2026-01-18 14:00