Pig prices have not been ideal since March, after the first time in the year after the sudden U-turn and fall of pig prices, then can these two rounds of storage boost pig prices? Look at the specific analysis:
The number of large-scale farms has increased, and pig prices have continued to fall
On March 9, the market treasure data showed that the average price of live pigs in the country was 6.06 yuan / catty, down 0.03 yuan / catty compared with yesterday. Today, the national pig price has been stable and falling, of which 12 provinces have fallen in pig prices, no rising provinces, and the rest are stable. Today, the national pig price has been stable and declined, of which the provinces where pig prices have fallen are mainly concentrated in South China, Southwest China and other places. By region:
The northern region is stable and mainly accompanied by decline. Heilongjiang outside the three yuan pig stable, the mainstream price of 5.3-5.9 yuan / catty; Jilin stable, the mainstream price of 5.5-6.0 yuan / jin; Liaoning stable, the mainstream price of 5.5-6.0 yuan / catty. The digestion of white strips is flat, and slaughtering enterprises still have the willingness to collect pigs at low prices, but some farmers are reluctant to sell at high prices, and the difficulty of slaughtering enterprises to collect pigs at low prices has increased, and the decline in pig prices has narrowed.
The South fell locally. Chongqing outside the three yuan pig fell 0.1 yuan / jin, the mainstream price of 5.8-6.2 yuan / jin; Sichuan fell 0.1 yuan / jin, the mainstream price of 6.0-6.4 yuan / jin; Yunnan fell 0.1 yuan / jin, the mainstream price of 5.2-5.8 yuan / jin; Guizhou stable, the mainstream price of 5.7-6.2 yuan / jin. Terminal demand is still weak, the market pig supply is abundant, and slaughter enterprises continue to collect pigs at low prices.
The second batch of pork storage in the year started, and the opportunity for pig prices to rise came?
From the perspective of the difficulty of slaughtering pigs, the difficulty of pig acquisition in slaughtering enterprises today shows a differentiated trend, the difficulty of slaughtering enterprises to collect pigs in some parts of the north has increased, and the acquisition situation in the south is acceptable. The performance on the demand side is flat, the sales difficulty of slaughtering enterprises white strips still exists, the loss is more common, and the consumer side is bearish market conditions.
On the 7th, Hua reserve network issued a notice that it will collect and store 38,000 tons of central reserve frozen pork on the 10th. Judging from the market treasure survey, most farmers believe that the collection and storage has little impact on pig prices. At this stage, the pig output is still growing inertia. Recently, listed pig companies have successively released pig out data from January to February, and most pig companies have sold more pigs than the same period last year, of which Makihara sold 7.831 million pigs in January and February this year, an increase of 60.24% year-on-year. According to the annual target announced by listed pig companies, the probability of pig enterprises producing pigs during the year will be higher than last year. On the consumption side, due to the repeated outbreak of the new crown epidemic, pork consumption was not as good as in the same period of previous years. Strong supply and weak demand, the market treasure is expected to continue to bear the downside of pig prices in the near future (market views and operational suggestions are for reference only).
丨Source: Zhinongtong Quote Treasure 丨 Original Author: Li Haiyan
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