In august there was a wave of strong rebounds in the pig market. According to numerous data monitoring by pigs, the average price of three extra-national pigs on 31 august 2026 was $10. 82 per kilogram, an increase of 0. 14 per kilogram over yesterday. At the national level, the price of raw pigs in 30 provinces has been rededicated, the north and south markets are warming up, and the price boom is again spreading across the country. Will the current round rise and push the price of pigs through the $12/kg threshold
Given the current market situation, today's surge in pig prices is a gradual result of both supply and demand games. On the supply side, at the end of the month, most of the groups completed their monthly run-off tasks, actively slowed out the bar, reduced the flow of regenerative pigs to the market, and the group rose sharply and the mood in the market improved. At the demand level, while the current stage of pork consumption has not been accompanied by an outbreak of growth, the opening of school meals, catering supplies has led to marginal warming that has somewhat supported pig prices。
It is important to note, however, that although the national price of pigs is now rebounding again, market segmentation remains prominent. The fat pig price was strong and the price increase for the pig was slightly less robust. At the same time, there is a high stock of frozen meat, and the freezing stock capacity of the country's main slaughtering enterprise is 32. 56 per cent, an increase of 15 per cent over the same period, which suppresses the rebound space for the current round of pigs。
Intra-industry institutional analysis, which now includes even four quarters of a permutation of the price of pigs, is likely to be of a phase-over nature. Until the fourth quarter of a real boom comes, there is still considerable resistance to an increase of $12/kg in the price of pigs. Even if the price of a pig goes up to over $12/kg in the short term, it is easy to fall again without sustained supply contractions and consumption recovery being sustained。
In the post-market outlook, the market for raw pigs in early september was likely to continue the trend of pre-fiscal shocks and, although the pace of price increases is expected to continue, the increase is either modest or modest, with moderate restoration still prevailing overall. From the bottom-up logic of the industry, the overall production capacity of the pig is not suddenly substantially decomposed, the overall market supply base is adequate and does not have a sustained and large capacity base, and 12 yuan/kg is still subject to repeated competition, and it is not appropriate for farmers to be too optimistic。
