Report Summary 1. Investment Rating - There is no information about the industry investment rating in the report. 2. Core View - The report suggests short - term callback for long positions in pig prices and focuses on long - term bullish opportunities. Next week, the supply of the pig market may increase slightly while the demand may decrease slightly, so the price is likely to remain weakly stable [2][24]. 3. Summary by Section 2. Supply Situation Analysis - Next week, the farming side will have normal slaughter. Large - scale enterprises' slaughter progress is acceptable. Second - fattening and large - weight pigs from individual farmers are being sold gradually with average transactions. The supply side may increase slightly [2][24]. 3. Demand Situation Analysis - Slaughtering enterprises purchase as needed, and there is a small amount of second - fattening entry. After the May Day holiday, demand has decreased, especially for large pigs. The demand side may decrease slightly [2][24]. 4. Cost Profit Analysis - There is no specific analysis content in the provided text. 5. Market Outlook - The supply side may see a slight increase in slaughter (from individual farmers), and the demand side will experience a slight reduction. On one hand, second - fattening has decreased, and on the other hand, demand has declined after the May Day holiday, especially for large pigs. The price is likely to remain weakly stable [2][24].
猪价短期回调做多,中期关注多头机会
Ning Zheng Qi Huo·2025-05-12 12:11