On March 4, pig prices rose 2 and fell 18 times! The market sentiment "moved", and the pig price was sharply **.
According to data analysis, on March 4, 2024, the outer ternary standard lean pig** was 1397 yuan kg, 006 yuan, pig prices show a stable trend! Previously, affected by factors such as the return of students to school, the entry of secondary breeding, political orientation and the contraction of the group's pig company, the domestic pig price support became stronger, and the pig price showed a trend of 7 consecutive rises, but the pig price quietly fell, showing a continuous decline!
On the one hand, the return of students to school is good, and consumer demand is back to cold! At present, the consumption of agricultural and sideline products and meat is in the off-season, pigs, beef and mutton and eggs continue to fall, pork consumption is still weak, and the market substitution consumption mentality continues to exist, especially after the holiday, the dietary habits of residents have changed, and the phenomenon of consumption weakness has increased significantly;
On the other hand, at the beginning of the month, the group pig company controlled the price, but with the passage of time, the pace of slaughter of pig companies outside the scale gradually accelerated, the number of heavy pig sources increased, the social aspect, and the group pig company went out to slaughter the amount of high and low in the north and south, the slaughterhouse to purchase pigs increased, the slaughterhouse to the factory pig softness increased, the pig source to the factory was sufficient, and the price reduction mentality from the slaughterhouse gradually increased!
Superimposed, the confidence at the bottom of the market weakened, the rebound in pig prices caused by the increase in replacement costs, the emergence of secondary reproduction, there is a certain degree of caution, which further highlights the performance of strong supply and weak demand in the stage, and the right to speak of slaughtering enterprises has increased"From top to bottom"！
However, from the perspective of the regional market, on March 4, pig prices rose and fell in 28 regions monitored by the country"2 cards 18 down"However, the main producing areas are low, and the slaughtering enterprises have been lowered by 005～0.15 yuan kg, sporadic areas ** down 02 yuan, the price reduction range of slaughtering enterprises is limited, and the pig price in Sichuan and Chongqing is **! There is a small ** performance! It can be seen that the phased pig market is intertwined, and it is difficult for slaughtering companies to reduce prices!
Judging from the feedback from the grassroots, there is an incremental slaughter phenomenon of large-scale pig enterprises in the north and south, but the market's recognition of selling pigs at a loss is not high, and some head pig enterprises in East China and Central China resist pig prices"Break 7", the price mentality is strong, and some large-scale pig enterprises have low prices and a higher pig control mentality! The first farm, affected by the low price of pigs, the mentality of reluctance to sell is general, especially the domestic feed cost is relatively low, the spot of corn and soybean meal is low, the pressure on feed cost is small, and the breeding end has a wait-and-see mentality for standard small and medium-sized pigs!
Therefore, although pig prices show a wide range of ** trends, the market sentiment is"It's not the same", because the market price mentality still exists, the breeder has a certain price control sentiment! It is expected that the pig price ** may be difficult to sustain, however, due to the lack of support for secondary fattening, the market sentiment is cautious, and the domestic frozen pork inventory level is 24. More than 25%, frozen products out of the warehouse difficult, slaughtering enterprises in the short term lack of warehouse operations, pig prices are limited, pig prices or will enter an unhealthy situation, in the short term pig prices or will be 7 yuan Jin up and down consolidation!
On March 4, pig prices rose 2 and fell 18 times! Pig prices plummeted, market sentiment"Perverse"！How do you feel about this? The above is the author's personal opinion!