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光大证券:节日效应提振猪价,关注出栏提速后的供给压力

Everbright: The holiday effect boosts pig prices, pay attention to the supply pressure after the acceleration of market releases.

Breakings ·  Jan 6 08:13

Everbright's Research Reports indicate that supported by holiday consumption increases and the scaled-back production of large pig enterprises, pork prices have shown a phased rebound around New Year's Day. On the inventory side, last week, the average weight of Yungyi's market-ready pigs dropped by 1.7 kilograms, approaching the level from early November. After a faster market release, the supply of medium to large pigs has tightened further, leading to a significant expansion of the price difference for fat pigs. Looking ahead, the theoretical market-ready pig supply in January is high, and post-holiday, there is still a strong sentiment towards raising pigs at high prices, with significant pressure on the supply side.

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