2026一号文件部署畜牧业路径：强化生猪产能综合调控

Core Viewpoint - The 2026 Central Document outlines the path for China's livestock industry, emphasizing comprehensive regulation of pig production capacity and targeted measures for the pork and dairy sectors [1]. Group 1: Pig Industry - The policy for pig production has shifted from "monitoring and regulation" in 2025 to "comprehensive regulation" in 2026 [2]. - As of December 31, 2025, the average price of pigs was 12.13 yuan/kg, down 23% from 15.72 yuan/kg a year earlier, indicating an oversupply in the market [2]. - The Ministry of Agriculture and Rural Affairs has set a target to reduce the breeding sow capacity by 1 million heads, implementing detailed measures such as banning secondary fattening and controlling slaughter weights [2]. - As of the end of 2025, the number of breeding sows was 39.61 million, slightly above the normal level of 39 million, suggesting further room for capacity reduction [3]. Group 2: Dairy Industry - The document emphasizes the need to consolidate the results of previous relief efforts in the dairy sector and proposes multiple measures to promote dairy product consumption [1]. - The dairy industry has been facing long-term downward pressure, particularly in the raw milk sector, which has been in a prolonged downturn [1].