After the Spring Festival, generally during the month, all kinds of consumption are relatively light, and meat, poultry and egg ingredients are no exception.
From the production side, it is the "stable period" of livestock and poultry breeding - enterprises and farmers aim to protect the price, as long as they can not lose money, they will make money. Macro, the expected downward trend in breeding profitability is a common phenomenon, and the day of entering the downward channel.
According to Smartcom data, the number of live pigs in the 9th week was 1415 yuan kg, compared with the 8th week**368%。Pork ** is 2044 yuan kg, compared with the 8th week of the national agricultural products wholesale market pork average ** is 2093 yuan kg**444%。Piglet**3547 yuan kg, compared with the 8th week**295%。
Week 9 Eggs**655 yuan kg, the week's **from the low**up, the overall center of gravity compared with last week's slight **2.58%。White-feathered broiler chicken**782 yuan kg, the first rise and then the fall during the week, the overall center of gravity was slightly higher than last week's **356%。On March 1, the National Monitoring Center released the national pig food ratio for the 9th week of 2024 (February 25 to March 2), as well as the price comparison data of pig feed, chicken feed and egg feed. The ratio of pig to grain has declined, and the reserve of frozen pork has been startedIn the 9th week of 2024 (February 25, March 2, statistical day February 28), the pig grain price comparison is 588:1, than February 21**345%, which is already the best trend in the pig food ratio for several consecutive weeks. On February 27, the Chinese Commercial Reserve Commodity Management Center, which is responsible for the collection and storage of frozen pork reserves, issued a notice saying that on February 28 and 29, the rotation of frozen pork reserves will be carried out, and the bidding transaction for this rotation out of the warehouse will be listed 0910,000 tons, this is already the 10th round of ** reserve frozen pork storage in 2024, with a total of 21140,000 tons; Auction transaction 3310,000 tons, which is the 8th round of ** reserve frozen pork storage in 2024, with a cumulative storage of 24510,000 tons. 
Data**: The national monitoring center, as in the past, has recovered to 5Since 97:1, it has rebounded from the first-level warning range to the second-level warning range. It has remained above 5:1 ever since. In the 9th week of 2024 (statistical day February 28), the national pig out** is 1447 yuan kg, than February 21 **262%。The main wholesale market corn ** is 246 yuan kg, a slight increase of 082%, reversing the trend of eight consecutive weeks after the New Year, but still hovering at a low level; The price of pig grain is 588:1。
Data**: The food industry is compiled and mapped according to the data of the national monitoring centerIn week 9, pig expectations fell slightlyAccording to the monitoring of the National Monitoring Center, the national pig feed price ratio in the ninth week of 2024 is 458, down 108%。According to the current ** and cost estimates, the average profit of the pig breeding head of the future piglet fattening model is 7768 yuan。This has been a few consecutive weeks of decline in the average profit of pig breeders, and it can be seen from the percentage decline in the pig feed ratio that the decline is not large. 
Data**: The national monitoring center showed a low upward trend in pig prices in the late 9th week of 2024, but the average price was still lower than last week. In the first half of the week, the trend of the north and the south was differentiated, and the pressure on the northern breeding units was greater, the willingness to reduce prices was stronger, and the price of pigs was lower; In the second half of the week, with the completion of the monthly slaughter plan of the breeding unit, the intention to increase the weight of the pen became concentrated, and the pig price was linked from south to north**. It is believed that the market still has a certain bullish sentiment in the 10th week of this week, but the terminal consumption is stable, and there is no lack of price reduction possibilities for slaughtering companies, and it is expected that pig prices may continue to run weakly. 
Data**: According to the analysis of "Smartcom Data", the food industry according to the data collation and mapping of the National Monitoring Center has been analyzed by the 9th week, on the one hand, boosted by positive factors such as the opening of colleges and universities and the growth of collective procurement demand, the market sentiment has become stronger, and pig prices may appear**; On the other hand, the overall terminal demand has not improved significantly, the wholesale market is poor, the market supply exceeds demand, and the pig price is limited. Based on the deduction data of the breeding sow inventory, the number of fertile sows in China will continue to decline in March, the number of commercial piglets on the market will stop declining and turn to growth, the number of commercial piglets slaughtered will stop declining and growing, the total number of stocks at the end of the month will continue to decline, and the total amount of monthly comprehensive breeding will continue to decline. The profitability of broiler breeding turned into a loss for the first time this yearIn the ninth week of 2024, the national chicken feed price comparison is 221, down 221%。According to the current ** and cost calculation, the expected loss of broiler breeding in the future is 026 yuan only。This is the first time that the expected profit of broiler breeding has turned negative after entering 2024. It is also a continuous decline since the 6th week after the expected profit turned down, and there was a loss. 
Data**: The National Monitoring Center believes that the terminal demand after the Spring Festival in the 9th week of 2024 is not good, the products are not fast, the purchase volume of slaughtering enterprises is low, and the breeding link is worried about the market outlook, the slaughter is slightly concentrated, the supply exceeds demand, and the price of chickens has declined. It is expected that the market demand for products in the 10th week of this week (March 3-9) will continue to be weak, but the number of chickens slaughtered is sufficient, and the supply and demand pattern tends to be loose. 
Data**: According to the analysis of "smart data" in the food industry according to the data collation and mapping of the national monitoring center, there is a pressure bar situation in some areas in the 9th week, and the slaughtering situation of slaughtering enterprises has gradually returned to normal, and the chickens are basically purchased according to the **, but the farmers are more active in the later stage, the chicken source is more sufficient, the average weight of the chickens is higher than the normal, the cost of slaughter has increased, the current slaughtering profit is not high, the slaughtering enthusiasm of the slaughtering enterprises is low, and the overall market of chickens has turned from rising to falling. Egg prices continue to fall, laying hens raiseProfitability continues to be negativeIn the 9th week of 2024, the national egg feed price comparison is 228, down 172%。PressAt present, the first and cost estimates, the future of laying hens breeding each loss7.67 yuan. 
Data**: The National Monitoring Center believes that the market demand in the 9th week is weak, the eggs in the producing areas are sufficient, and the egg prices are weak for most of the week, declining month-on-month. The country believes that as the egg price falls to near the cost line, the breeding unit has resistance to the low price, coupled with the local downstream low price replenishment, the market has improved slightly, and it is expected that the short-term egg price may be bottomed out, or **, but the laying hen breeding is still in a state of loss. 
Data**: According to the data collation and mapping of the national monitoring center, the food industry also believes that the overall demand for eggs is still in the off-season stage after the Spring Festival. The industry still has a bearish mentality on the market outlook, a strong wait-and-see mentality at the breeding end, and a strong feed such as corn and soybean meal, and the support of breeding costs is still there. Eggs fell first and then rose, but the power was still insufficient.
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