Zheng Quan Ri Bao Wang·2026-02-10 12:27Group 1 - The core viewpoint of the article indicates that the beef market is entering a new upward cycle driven by policies, capacity adjustments, and demand recovery, particularly as the Spring Festival approaches, leading to a seasonal price increase [1][2] - The average price of beef in China's wholesale markets was reported at 66.13 yuan per kilogram on February 10, showing a slight increase from 65.94 yuan per kilogram on January 4 and 65.95 yuan per kilogram on February 2, reflecting a stable upward trend [1] - Analysts suggest that the beef industry is transitioning from a long-term downward trend, with the market expected to face a "high rebound, weak seasonality, and a weak market finish" in 2025 due to the interplay between ample supply and weak demand [1][2] Group 2 - The implementation of new import policies starting January 1, 2026, which will impose additional tariffs of 55% on beef imports beyond a specified quota, is expected to reduce import volumes and increase costs, thereby alleviating domestic supply pressure and supporting domestic beef prices [1][2] - Analysts from Guoxin Securities predict that the tightening of import policies will lead to a decrease in beef imports and an increase in domestic beef prices, creating a favorable environment for domestic beef producers [2] - The collaboration between Shandong Delisi Food Co., Ltd. and the internet platform Feixiong Lingxian represents a strategic move towards resource integration and upgrading within the industry, aiming to enhance the quality and cost-effectiveness of beef sourcing [3] Group 3 - The Chinese beef industry is at a critical juncture as it transitions between old and new cycles, with domestic production capacity expected to shrink and tightening import policies reducing the supply of low-cost beef [4] - As the macroeconomic environment stabilizes and restaurant consumption gradually recovers, demand for beef is anticipated to strengthen, benefiting various segments of the industry, including breeding, slaughtering, processing, and branding [4] - The optimization of industry structure and price recovery is likely to create new development opportunities for the beef sector [4]