Core Viewpoint - Domestic pork prices have reached a new low for the year, with oversupply issues expected to persist in the short term [1] Group 1: Price Trends - As of September 12, 2025, the price of lean pork in China has dropped to 17.15 yuan per kilogram, marking the lowest level of the year [1] - This price represents a decrease of 3.50% compared to the beginning of the month and a significant decline of 32.44% compared to the same period in 2024 [1] Group 2: Supply and Demand Dynamics - There is currently no significant improvement in terminal demand, while upstream breeding operations are actively selling off stock [1] - Slaughterhouses are controlling inventory strictly, leading to an oversupply of white pork [1] - Due to sluggish sales, slaughterhouses are reducing prices to increase volume, contributing to the downward price trend [1] Group 3: Future Outlook - The oversupply situation is unlikely to change in the short term, with prices expected to hover at low levels through mid-September [1] - As the double festival approaches at the end of the month, there may be a slight improvement in demand, which could support a price rebound, although any increase is likely to be limited due to the increased supply [1]

Core Viewpoint - Domestic pork prices have reached a new low for the year in mid-September, primarily due to oversupply and weak demand [1] Price Trends - As of September 12, 2025, the price of lean pork in China has dropped to 17.15 yuan per kilogram, marking the lowest level of the year [1] - This represents a decrease of 3.50% compared to the beginning of the month and a significant decline of 32.44% compared to the same period in 2024 [1] Supply and Demand Dynamics - There is currently no significant improvement in terminal demand, while upstream breeding operations are actively selling off stock [1] - Slaughterhouses are controlling inventory strictly, leading to an oversupply of pork [1] - The sluggish sales at slaughterhouses have resulted in price reductions to stimulate volume, causing prices to continue to decline [1] Future Outlook - The oversupply situation is expected to persist in the short term, with prices likely to hover at low levels in mid-September [1] - As the double festival approaches in late September, there may be a slight improvement in demand, which could support a price rebound; however, due to increased supply, any price increase is expected to be limited [1]

近日，记者从浙江宁波农副肉禽蛋批发市场了解到，冷鲜白条猪肉批发价目前稳定在每斤9.3元，同比 下降30.98%，部分猪肉产品价格降至近三年同期最低水平。同时，该批发市场日均销售量1265.1头，同 比增加约20%。 浙江宁波：猪肉价格同比下降超三成 销量大幅增长 监测数据显示，今年8月以来，宁波猪肉价格持续下行，已降至近三年同期最低水平。 宁波农副肉禽蛋批发市场经营户 朱立新：价格跟上个月相比，下降10%左右，现在前腿肉价格是9元/ 斤，仔排是17元/斤，里脊肉是17元/斤，五花肉是12元/斤。 近期，由于夏季天气炎热、消费季节性偏弱，加之前期二次育肥生猪出栏，猪肉市场供应有所增加，自 7月份第3周起全国生猪屠宰量连续增加，猪肉价格呈下降走势。 随着猪肉价格下降，带动了销量的增长。目前在宁波农副肉禽蛋批发市场，白条肉的日均销售量同比增 长约20%。 业内人士表示，猪肉价格自今年2月起便呈现下行趋势。从当前情况来看，猪肉价格下降的主要因素是 供过于求。后续随着秋意渐浓，"贴秋膘"的传统时节即将到来，消费者对猪肉的需求有望逐步回暖。 国家将于近期开展中央冻猪肉储备收储 夏季是猪肉消费淡季，近期全国猪肉价格和生猪价 ...

展望8月份，供应端依旧维持高位运行。伴随气温回落，消费需求或将回暖，白条猪肉价格有望低位偏 强调整。 7月河南猪肉价格震荡下跌 7月份河南白条猪肉市场价格呈现震荡下跌运行趋势。卓创资讯监测显示，截至7月24日，开封白条猪肉 价格为18.30元／公斤，较月初下跌1.20元／公斤，跌幅6.15%。月均价来看，7月份开封白条猪肉月均 价格为19.04元／公斤，环比上涨3.19%，同比下跌20.89%。 价格下跌的主要原因为区域内供给增量显著。截至7月25日，卓创资讯统计的河南省白条猪肉鲜销量达 到了22584头，较月初增量12.17%，供应量显著增加。而因节假日影响，部分团膳需求回落。因此造成 了后半阶段白条猪肉价格跌速加快。 与全国均价相比，7月份河南白条猪肉价格下跌幅度相对更大，主要原因为河南地区猪肉供应压力更 大，部分养殖场在价格下跌阶段出现了销售情况。 7月份河南白条猪肉价格震荡趋弱运行，学校等团餐需求回落明显，白条猪肉价格高位难以支撑。 此外由于暑假以及部分室外项目暂停的原因，团体餐食类用肉需求明显回落，猪肉消费淡季特征显著。 在供应增量情况下，需求的回落增加了7月河南猪肉价格下行的压力。 8月河南白条猪 ...

【5月河南猪肉价格先跌后涨，预计6月先弱后强且均价环比窄幅下移】5月份，河南猪肉市场价格先跌 后涨，价格重心窄幅下移。截至5月29日，河南猪肉5月均价19.05元/公斤，环比下跌0.83%，同比下跌 6.88%。月内高点19.40元/公斤在月初，低点18.25元/公斤在5月23日，高低价差1.15元/公斤，波动幅度 较上月扩大109%。 5月，河南猪肉整体价格略高于全国平均水平，日均价差0.41元/公斤。因5月上半旬 河南区域鲜肉供应量偏紧，支撑价格相对强势。 5月河南猪肉供应量高位运行。5月初白条猪肉鲜销量 达28166头，为春节后最高，虽后续几周下滑，但5月平均鲜销量维持年内高位，使价格上行乏力。 鲜 销量提升与生猪出栏量增长相关。2025年河南生猪出栏量同比明显增加，4月样本企业出栏量同比增 68.05%，较上月同比增幅扩大13.98个百分点。5月出栏量预计仍保持较高同比增幅，5月周均鲜销量 24524头，同比增27.73%。 五一小长假后，河南猪肉消费量回落，端午节带动需求回暖，5月末出现翘 尾效应。5月样本企业日均屠宰量27202头，环比下跌6.58%，同比增10.57%。5月末屠宰量小幅反弹，5 ...