东吴期货生猪周报-20250730

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core View of the Report - Northern pig prices showed a slight recovery but lacked sustained momentum. The supply side remained abundant, failing to continuously support prices, and the demand side was mediocre with no significant increase. Only a few provinces saw price changes due to reduced slaughter volume on weekends, while the rest of the market weakened. Southern pig prices were mostly stable, with only individual markets showing minor adjustments. Due to the slow slaughter progress in the first half of the month, the supply of pigs at the end of the month was relatively sufficient, and the consumer market was sluggish [2]. 3) Summary by Relevant Catalog - Price and Supply - Demand Analysis - Northern pig prices lacked continuous upward momentum due to abundant supply and mediocre demand. Southern pig prices were stable with sufficient supply and weak consumption [2]. - Data Graphs - There were multiple data graphs including those on average pig slaughter price, pig warehouse receipt quantity seasonality, relationship between breeding sow inventory and pig prices, comparison of national and Henan pig prices, pig inventory structure change, average pig slaughter weight, PSY production index of breeding sows, frozen pork storage rate, average price of culled sows, culled sow quantity, pig purchase and self - breeding profit seasonality, pig slaughter gross profit seasonality, key slaughter enterprise operating rate, and average price of piglets [3][4][5][6][8][9][10][12].