5连跌!二师兄为啥突然掉链子了?
Sou Hu Cai Jing·2026-01-30 15:31

Group 1 - The overall pig price in January was initially strong but started to decline towards the end of the month, currently hovering around 12.6 yuan/kg, moving further away from the 13 yuan/kg threshold [2] - Despite the approach of the Chinese New Year, which typically boosts pork prices due to increased consumption, the market has experienced five consecutive price drops [3][10] - The decline in prices is attributed to weak consumer demand while the supply side is under pressure, with some producers holding back on sales in anticipation of higher prices during the holiday [6][10] Group 2 - After a brief price adjustment post-New Year, the pig price continued to rise due to reduced supply from large pig farming enterprises and increased holding back by some farmers [5][6] - As the Chinese New Year approaches, expectations in the market have shifted, with larger enterprises focusing on overall profitability rather than solely on holiday sales, leading to increased sales to meet targets [7] - Overall pork consumption has not shown significant improvement, with only a slight increase in slaughterhouse operating rates [9] Group 3 - The pressure on farmers has led to some selling off their stock, contributing to the ongoing price decline, although the overall drop in prices is expected to be limited [10][11] - There is still market expectation for consumption to improve, albeit likely below previous years' levels, with a trend of shorter stocking periods observed [12] - Rising costs for feed, such as corn and soybean meal, have increased the psychological resistance to price drops among farmers, suggesting that prices may stabilize or rise as consumption increases closer to the holiday [14]

5连跌!二师兄为啥突然掉链子了? - Reportify