【Reading guide】Winter solstice solar terms, a yuan restart, as the saying goes, "winter solstice a yangsheng", so far into the number of nine cold days, but, due to the influence of the domestic low temperature cold wave weather, the past nine days are far colder than the "three nine", and by the cold air activities gradually stopped, the temperature in the north and south of the country will also enter the stage of slowly rising, but, at present, most of the Middle East in China, compared with previous years is still lower 5 7. Affected by low temperature weather, recently, the domestic pork consumption level has also continued to rise, in particular, in the north and south regions, the demand for residents to pickle waxed goods has increased, and the operating rate of slaughterhouses has also continued to rise, however, from the feedback of the domestic market, pig prices are "weak", the rise and fall of the north and south are "upside down", and the pickled meat is good and can not bring the pig price unilaterally, and the pressure of pigs and pork is still the key to limiting the seasonality of pig prices!Hogs**
According to the analysis of institutional data, on December 23, 2023, the national three-yuan pig price was 1427 yuan kg,**0.01 yuan, pig price ** "weak", * to weak and stable adjustment, the domestic market north and south rise and fall "upside down", in the northern region, pig prices are generally **, and in the southwest and south China, pig prices continue to ** lower situation!
At present, the southwest pickled meat into the peak, however, the pig price is weak, which also makes the market quite surprised, from the grassroots feedback, southwest Sichuan and Chongqing part of the wholesale market, white pig on the loose volume, the market performance in general, pork purchase and sales under the situation, the increase is obviously prominent, which also inhibits the good performance of pickling!However, in the northern region, after the end of October, the first pig farms in East China, Central China and North China continued to appear epidemic phenomenon, farmers small and medium-sized pigs were passively slaughtered, and the elimination of large pigs and sows was accelerated, which weakened the pressure of the stage of the increase, and the pig price appeared to be a strong trend under the support of the breeding end
From the market feedback, at present, the national north and south markets, in the northern region, the northeast ** in 137 14 yuan kg, North China market ** in 14 145 yuan, northwest market**129~14.2 yuan kg. In East China, the pig ** is at 145~15.7 yuan kg, Shandong, Anhui and Jiangsu** at 1515~15.5 yuan, Zhejiang**15$7. In Central China, the pig ** is at 143~14.7 yuan kg, Henan ** at 147 yuan kg, two lakes ** at 143~14.45 yuan kg. In the South China market, the two Guangxi regions ** in 141~14.9 yuan kg!
At present, the pig market, pig prices are under pressure, from the grassroots feedback, in the demand follow-up end, by the winter solstice, residents to make up for the winter demand increases, pork sales gradually increase, the southern region of pickled meat has also entered the most vigorous stage of the year, pork consumption demand has improved significantly, from the slaughterhouse operating rate to understand, at present, the sample slaughterhouse centralized operating rate of more than 40%, and the frozen pork storage capacity rate to maintain 24The level of 73% shows that pork consumption has increased significantly recently!This is also the key positive to support pig prices!
In addition, by the long-term low operation of pigs, the ratio of pig food is in the second level of excessive **, the official restart of the pork storage plan, a new round of pork storage appeared on December 25, and the storage plan is in 230,000 tons, which also improved the market sentiment and supported the bullish confidence of the breeding end!
Therefore, by the stage of farmers bullish support to become stronger, pork consumption demand cash, pig prices into the strongest trend, however, I personally believe that pig prices still lack a substantial opportunity, on the one hand, in the near future, in the north and south of the country, fat pigs weakened, the standard fertilizer price spread inverted phenomenon increased, the sluggish performance of large pigs or will exacerbate the panic mentality of farmers!On the other hand, near the end of the year, the southwest pickled meat further improvement space is limited, and the breeding end of the slaughter pressure has increased significantly, in particular, this month the group pig enterprises slaughter plan more, the end of the month slaughter impulse performance is more positive, superimposed, the domestic frozen inventory level is running at a high level, frozen pork for the market has a certain pressure!
Therefore, under the long and short game, although the pig price has a strong trend, but, limited by the pressure of the first end, the pig price is not lacking in the risk of rising again, in the short term, the trend of the pig price will be obvious, the lack of a sharp rise in the foundation!
Pig prices are "weak", and the rise and fall of the north and south are "upside down", what happened?December 23rd pig price!What do you think about this?The above is the author's personal opinion, **from the Internet, the content is for reference only!