Report Industry Investment Rating - Not provided Core View - The overall supply of live pigs is abundant, with a 2.04% month-on-month increase in the feed sales volume of sample enterprises in July, which has been increasing for four consecutive months, and an over 5% month-on-month increase in the slaughter plan of large-scale farms in August. Meanwhile, the demand side is difficult to boost. Although the purchase of 10,000 tons of pork can temporarily stabilize market confidence, the real turning point still awaits the substantial progress of capacity reduction [2] Summary by Relevant Catalogs Supply and Demand Analysis - Supply: The feed sales volume of sample enterprises in July increased by 2.04% month-on-month and has been increasing for four consecutive months. The slaughter plan of large-scale farms in August increased by over 5% month-on-month, indicating abundant overall supply [2] - Demand: The demand side is difficult to boost, and the real turning point depends on the substantial progress of capacity reduction [2]
东吴期货生猪周报-20250825
Dong Ya Qi Huo·2025-08-25 11:48