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卓创资讯:9月进口猪肉价格短时上涨国产猪肉创年内新低
Xin Lang Cai Jing· 2025-09-18 03:11
Core Viewpoint - The article discusses the impact of the EU anti-dumping measures on the prices of imported pork products in China, highlighting significant price increases for imported ribs, heads, and feet, while domestic pork prices remain low due to oversupply and weak demand [1] Group 1: Price Trends - In early September 2025, the price of imported ribs surged, with a maximum daily increase of 4000 yuan per ton due to the EU's anti-dumping ruling [1] - Domestic fresh and frozen pork prices are at record lows, with oversupply in the market leading to a decline in prices [1] - As of September 16, 2025, domestic pork prices are expected to remain low, with a potential slight rebound towards the end of the month due to the Mid-Autumn Festival and National Day [1] Group 2: Supply and Demand Dynamics - The domestic pork supply is currently abundant, with demand weakening after the back-to-school and Zhongyuan Festival stocking periods [1] - The fourth quarter is anticipated to see a slight increase in domestic fresh pork prices due to the seasonal demand and an increase in suitable weight pig sources [1] - Import volumes for pork and by-products are expected to remain high, with a reported 626,400 tons of pork imported from January to July 2025, a 4.11% increase compared to the same period last year [1]
双汇发展:将密切关注政策及市场动态开展进口业务
Sou Hu Cai Jing· 2025-08-04 04:11
Core Viewpoint - The company is monitoring market dynamics and policies closely to manage its import business effectively, aiming for stable development in favorable market conditions [1] Group 1 - The company received an inquiry regarding the volume of imported pork in the first half of the year and the impact of trade tariffs on cost [1] - The company indicated that detailed operational results for the first half of 2025 will be disclosed in the upcoming semi-annual report [1] - The company expressed gratitude for investor interest and emphasized its commitment to adapting to market conditions [1]