比如神农集团7月的生猪出栏量更是创下今年最低。 8月7日，《每日经济新闻》记者（以下简称每经记者）致电了上述猪企公开电话，有关人士表示这一现 象同前期仔猪销量大有关。这一逻辑在于，从仔猪到育肥有5至6个月周期，若仔猪销量大，对应育肥猪 的出栏量就会减少。相关分析师表示，7月出栏量环比下降也同学校放暑假有关。 个别猪企7月出栏量创今年新低 8月第二周，牧原股份、金新农、神农集团、东瑞股份等猪企相继披露了7月的销售月报。每经记者发 现，7月猪企销售月报的最大特点是出栏量出现环比下降。 最近一段时间，牧原股份、金新农、神农集团等猪企披露了7月销售简报。记者发现一大共性特征，即7 月出栏量环比大降。 每经记者致电了上述猪企公开电话，牧原股份有关人士表示，同前期仔猪销量大有关。神农集团有关人 士的回答和此类似，也提到与年初仔猪行情好、销量大有关。 金新农有关人士则表示，7月生猪销售头数波动属于正常现象，公司每个月的出栏都有波动。比如5月公 司销售生猪8.11万头，6月销售11.22万头。 值得一提的是，记者查询发现，去年7月同期并未体现出行业出栏环比下降的一致性，有的增长，有的 下降。比如牧原股份去年7月的出栏量增长特 ...

Core Viewpoint - Despite the continuous decline in pig prices, many listed pig farming companies are expected to report profits in the first half of 2025, primarily due to effective cost control measures [1][2][4]. Group 1: Company Performance - 14 pig farming companies have disclosed their performance forecasts for the first half of 2025, with 8 companies expected to turn losses into profits, including New Hope, Juxing Agriculture, and others [2][3]. - Muyuan Foods anticipates a net profit of 10.2 billion to 10.7 billion yuan, representing a year-on-year increase of 1129.97% to 1190.26%, driven by a 32.5% increase in pig sales [2][3]. - New Hope expects a net profit of 680 million to 780 million yuan, indicating a turnaround from losses, with improved production metrics and reduced costs [2][3]. - Shennong Group forecasts a net profit of 341 million to 420 million yuan, a year-on-year increase of 175.12% to 238.85%, attributed to a 40.93% increase in pig sales and lower raw material costs [3]. Group 2: Industry Trends - The pig farming industry is undergoing a "reverse involution" aimed at regulating sow capacity and boosting pig prices, with a focus on reducing the number of breeding sows by approximately 1 million [4][5]. - The top three companies, Muyuan Foods, Wens Foodstuff Group, and New Hope, account for over 78% of total pig sales, indicating a trend towards increased industry concentration [4]. - The average selling prices of pigs have declined significantly, with Muyuan Foods reporting an average price of 14.08 yuan/kg in June, down 21% year-on-year [4][6]. Group 3: Market Outlook - Experts express cautious optimism for the pig market in the second half of the year, predicting a seasonal price increase but not a significant rise due to ample supply [6]. - The reduction in breeding sow capacity and overall weight of pigs is expected to positively impact pig prices in the medium to long term [6]. - The focus of competition in the pig farming industry is shifting from mere scale expansion to cost control and quality improvement, emphasizing the importance of detailed management practices [6].