Anything is miserable to a certain point, there will be a trend of the opposite of things, and the breeding industry is actually the same.
But at that time, due to the tragedy of the industry, everyone was very pessimistic about such a direction, so that some signs of improvement would be selectively ignored by everyone, and the most representative pork in the breeding sector is a typical example.
It can be said that the recent adjustment is the first effective adjustment since the improvement of the pork breeding industry, and the adjustment is relatively sufficient.
But recently it is obvious that the price of pork is really rising, this often cooks words is very obvious, remember last month about the pork ** was less than 10 yuan catty, now it should be basically almost 12 yuan catty, and even some places will be higher.
Of course, some people say that it is because of the increase in demand for meat at the end of the year, but the inventory of the breeding industry is still relatively large, in fact, there is no problem with this statement.
At the end of October, when the aquaculture industry announced the third quarterly report, we had an in-depth analysis of the changes in performance, although the third quarter report was a large loss compared with the third quarter of last year, but compared with the loss in the first quarter and the second quarter, it was a very big improvement, not only no loss but also began to gradually appear profitable.
In fact, this is the change of marginal improvement in the industry, but because everyone was more pessimistic at that time, everyone basically ignored it selectively. It is precisely because everyone ignores such changes that the breeding sector is the only one that can continue to be the only one that can continue to be the best plate until this month, and it was not until this month that there was a decent adjustment, and the adjustment ended on Wednesday and attacked again.
I remember saying on October 19 that the pork breeding sector has risen a lot, and it can no longer be chased, and it is better to do a good job in position control. And after this round of effective **, if you can increase the position is actually the most perfect operation, if you do not increase the position again to pull up and go to the second wave**, once it weakens, you must consider whether to sell at this time.
Market
On the other hand, our market is actually the same, the current is also a relatively poor stage, the difference to the extreme will also be reversed changes, but there is a temporary lack of marginal improvement changes, the recent continuous shrinkage, the amount of land to see the price is actually the embodiment of the extreme difference.
In this place, there is no point in being pessimistic, on the contrary, optimism can better detect the change of marginal reversal at the first time without leading to a shortfall.
Especially in this state of land quantity and land price, once it begins to change, it is easy to form a short **, because in the early stage, due to the previous long time**, everyone does not believe it. When I really started to believe, it had actually risen a lot, and the law of change in the market began again and again.
However, there have been relatively positive changes recently, such as some big weights have actually begun to stop falling and stabilize, and even northbound funds have begun to secretly, so whether the northbound funds can continue to be adjusted or whether the weights will continue to be adjusted are the places we focus on.
Because only if they are stable, the market will not have a big fall, in this stable situation, the market will gradually tap new hot spots, thereby driving the popularity of the market, as the saying goes, "weight on the stage, small stocks singing" is such a truth.
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