数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 宏观层面因素支撑，生猪价格平稳震荡，不过中期基本面偏空，价格仍将承压。建议短线反弹抛空为主。 研究员: 张昕 期货从业资格号F03109641 期货投资咨询从业证书号Z0018457 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 生猪产业日报 2025-05-07 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 13985 | 25 主力合约持仓量:生猪(日,手) | 72161 | 1403 | | | 仓单数量:生猪 ...

生猪产业日报 2025-05-06 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 13960 | 50 主力合约持仓量:生猪(日,手) | 70758 | 1030 | | | 仓单数量:生猪(日,手) | 705 | 0 期货前20名持仓:净买单量:生猪(日,手) | -15794 | -408 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 15000 | -200 生猪价 吉林 四平(日,元/吨) | 14500 | -200 | | | 生猪价 广东 云浮(日,元/吨) | 15600 | 0 生猪主力基差(日,元/吨) | 1040 | -250 | | 上游情况 | 生猪存栏(月,万头) | 41731 | -1012 生猪存栏:能繁母猪(月,万头) | 4039 | -27 | | 产业情况 | CPI:当月同比(月,%) | -0.1 | 0.6 现货价:豆粕:张家港(日,元/吨) | 3200 | -200 ...

库现象犹存。生猪基差从深度贴水回缩至相对正常范围，主力合约收跌1.62%，中期基本面偏空，后市偏弱 研究员: 柳瑜萍 期货从业资格号F0308127 期货投资咨询从业证书号Z0012251 震荡运行。 免责声明 生猪产业日报 2025-04-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 13930 | -200 主力合约持仓量:生猪(日,手) | 72948 | -421 | | | 仓单数量:生猪(日,手) | 705 | 0 期货前20名持仓:净买单量:生猪(日,手) | -15765 | 564 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 15000 | 100 生猪价 吉林 四平(日,元/吨) | 14700 | 0 | | | 生猪价 广东 云浮(日,元/吨) | 15600 | 0 生猪主力基差(日,元/吨) | 1070 | 300 | | 上游情况 | 生猪存栏(月,万头) | 41731 | -1 ...

生猪产业日报 2025-04-28 库现象犹存。生猪主力合约基差从深度贴水回缩至相对正常范围，短期供需博弈，生猪价格震荡运行，不 研究员: 柳瑜萍 期货从业资格号F0308127 期货投资咨询从业证书号Z0012251 过中期基本面偏空，预计后市重心小幅下移。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 数据指标 | | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14130 | -20 主力合约持仓量:生猪(日,手) | 73369 | 1071 | | | 仓单数量:生猪(日,手) ...

生猪产业日报 2025-04-23 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14365 | -120 主力合约持仓量:生猪(日,手) | 79891 | 1239 | | | 仓单数量:生猪(日,手) | 665 | 150 期货前20名持仓:净买单量:生猪(日,手) | -20336 | -252 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 15100 | 0 生猪价 吉林 四平(日,元/吨) | 14800 | 0 | | | 生猪价 广东 云浮(日,元/吨) | 15900 | 200 生猪主力基差(日,元/吨) | 735 | 120 | | 上游情况 | 生猪存栏(月,万头) | 42743 | 49 生猪存栏:能繁母猪(月,万头) | 4066 | 4 | | 产业情况 | CPI:当月同比(月,%) | -0.7 | -1.2 现货价:豆粕:张家港(日,元/吨) | 3700 | 180 | | | ...

Report General Information - Report Name: Pig Industry Daily Report 2025-04-21 [1] - Researcher: Liu Yuping [2] - Researcher's Futures Practice Qualification Number: F0308127 [2] - Researcher's Futures Investment Consulting Practice Certificate Number: Z0012251 [2] Report Investment Rating - No investment rating information provided in the report Core Viewpoints - The sow production capacity is on an increasing trend, and there is medium - term supply pressure. However, in the short term, the active entry of secondary fattening and the reluctance of farmers to sell at low prices buffer the supply pressure [2]. - Last week, the upward trend of the slaughterhouse's operating rate was blocked. But approaching the May Day holiday, the terminal demand may improve later [2]. - Overall, the secondary fattening market and pre - holiday demand are expected to improve, supporting the stable fluctuation of spot prices. The short - term pig futures market is expected to fluctuate slightly stronger, but the medium - term supply pressure remains, and the upside space should be viewed with caution. Attention should be paid to the price difference between standard and fat pigs, the slaughter situation, and the slaughter weight [2]. Summary by Directory 1. Futures Disk - The closing price of the main futures contract for pigs is 14,555 yuan/ton, with a week - on - week increase of 90 yuan/ton [2]. - The position of the main contract for pigs is 79,537 lots, with a week - on - week increase of 1,945 lots [2]. - The number of pig warehouse receipts is 515 lots, with no week - on - week change [2]. - The net long position of the top 20 futures positions for pigs is - 18,432 lots, with a week - on - week increase of 564 lots [2]. 2. Spot Prices - The pig price in Zhumadian, Henan is 15,000 yuan/ton, with a week - on - week decrease of 100 yuan/ton [2]. - The pig price in Siping, Jilin is 14,700 yuan/ton, with a week - on - week decrease of 100 yuan/ton [2]. - The pig price in Yunfu, Guangdong is 15,600 yuan/ton, with a week - on - week increase of 200 yuan/ton [2]. - The main basis for pigs is 445 yuan/ton, with a week - on - week decrease of 190 yuan/ton [2]. 3. Upstream Situation - The monthly pig inventory is 42,7430,000 heads, with an increase of 490,000 heads [2]. - The monthly inventory of breeding sows is 4,0660,000 heads, with an increase of 40,000 heads [2]. 4. Industry Situation - The year - on - year change of CPI in the current month is - 0.7%, with a decrease of 1.2 percentage points [2]. - The spot price of soybean meal in Zhangjiagang is 3,450 yuan/ton, with a week - on - week increase of 230 yuan/ton [2]. - The spot price of corn is 2,268.04 yuan/ton, with no week - on - week change [2]. - The Dalian Commodity Exchange's pig feed cost index is 940.11, with a week - on - week increase of 6.19 [2]. - The monthly output of feed is 27,772,000 tons, with a decrease of 664,000 tons [2]. - The weekly price of binary breeding sows is 1,641 yuan/head, with no week - on - week change [2]. - The weekly breeding profit for purchasing piglets is 21.88 yuan/head, with a week - on - week increase of 33.74 yuan/head [2]. - The weekly breeding profit for self - breeding and self - raising pigs is 79.46 yuan/head, with a week - on - week increase of 28.31 yuan/head [2]. - The monthly import volume of pork is 80,000 tons, with a decrease of 20,000 tons [2]. - The weekly average price of white - striped chickens in the main producing areas is 13.5 yuan/kg, with a week - on - week decrease of 0.3 yuan/kg [2]. 5. Downstream Situation - The monthly slaughter volume of designated pig slaughtering enterprises is 2,1770,000 heads, with a decrease of 1,6390,000 heads [2]. - The monthly value of catering revenue in total social consumer goods retail is 423.5 billion yuan, with a decrease of 131.4 billion yuan [2]. 6. Industry News - According to the sample data of key breeding enterprises from Shanghai Ganglian, the daily national pig slaughter volume of key breeding enterprises on April 21, 2025, was 257,630 heads, a 3.49% decrease from Friday [2].

生猪产业日报 2025-04-16 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14325 | -185 主力合约持仓量:生猪(日,手) | 75597 | -226 | | | 仓单数量:生猪(日,手) | 290 | 0 期货前20名持仓:净买单量:生猪(日,手) | -18254 | -14 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) | 15000 | 0 生猪价 吉林 四平(日,元/吨) | 14700 | -200 | | | 生猪价 广东 云浮(日,元/吨) | 15400 | 100 生猪主力基差(日,元/吨) | 675 | 185 | | 上游情况 | 生猪存栏(月,万头) | 42743 | 49 生猪存栏:能繁母猪(月,万头) | 4066 | 4 | | 产业情况 | CPI:当月同比(月,%) | -0.7 | -1.2 现货价:豆粕:张家港(日,元/吨) | 3300 | -60 | | | ...

，上方空间受限，震荡行情看待，关注标肥价差、出栏情况以及出栏重量。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 生猪产业日报 2025-04-14 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14470 | 125 主力合约持仓量:生猪(日,手) | 75525 | 8989 | | | 仓单数量:生猪(日,手) | 290 | 290 期货前20名持仓:净买单量:生猪(日,手) | -17393 | 3000 | | 现货价格 | 生猪价 河南 驻马店(日,元/吨) ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 然承压，以震荡走势为主，关注前期二育及压栏出栏情况以及出栏重量。 研究员: 柳瑜萍 期货从业资格号F0308127 期货投资咨询从业证书号Z0012251 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 生猪产业日报 2025-04-10 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | 期货主力合约收盘价:生猪(日,元/吨) | 14295 | 810 主力合约持仓量:生猪(日,手) | 64927 | 26394 | | | 仓单数量:生猪(日,手) | 0 | ...