As the demand for the National Day holiday in China has increased, the prices of pigs across the country rose in a row, and the average increase of about 1 yuan per kilogram (RMB, the same below, S $ 0.2).
According to the surging news report, the data of China Pig Raise Network shows that on October 7, the price of pigs (outer three yuan) was 25.93 yuan per kilogram, and at 24.54 yuan last Friday (September 30) last Friday (September 30)Compared with 5.7%.From the perspective of the week, the average price of pigs this week was 25.36 yuan per kilogram, up 3.8%compared with the average price of 24.43 yuan last week.
The average weekly price during the National Day holiday was 25.36 yuan per kilogram, which was 109.6%compared with the March low of 12.1 yuan.According to data from the Ministry of Agriculture and Rural Ministry of Agriculture, at the end of August this year, it was 43.24 million sow storage columns, which was equivalent to 105.5%of the normal preservation.
Huaxi Securities believes that in the face of the improvement of the demand before the National Day, the pork reserves of pork reserves are actively launched to ensure market supply, and the sales of affordable goods are launched in many places. The supply of important people's livelihood products and stable prices.From the perspective of demand, the stock preparation season was ushered in before the National Day, but the epidemic in many places was repeated, the holidays were limited, and the booster effect of catering and tourism had a weak effect on consumption.Looking forward to the market outlook, according to the development of the sow data, the supply of pigs will continue to decrease, and the demand after the National Day will weaken. It is expected that the price of pigs will be adjusted to a certain extent after the National Day, but due to the decrease in supply, the recovery range is small.
Huaxi Securities believes that in the face of the improvement of the demand before the National Day, the pork reserves of pork reserves are actively launched to ensure market supply, and the sales of affordable goods are launched in many places. The supply of important people's livelihood products and stable prices.The demand side, before the National Day, ushered in the peak season for stocking, but the epidemic in many places was repeated, the holidays were limited, and the booster effect of catering and tourism had a weak effect on consumption.Looking forward to the market outlook, according to the development of the sow data, the supply of pigs will continue to decrease, and the demand after the National Day will weaken. It is expected that the price of pigs will be adjusted to a certain extent after the National Day, but due to the decrease in supply, the recovery range is small.
Regarding the current pig cycle trend, Galaxy Securities believes that the lowest period of the industry has passed, and the price of pig and the hub of the stock price will gradually be lifted.With the arrival of the peak of consumption in the fourth quarter, the price of pig prices will be driven to a certain extent.
Hehe -the -time goods believe that policy storage has some suppression of pork prices and has a short -term impact on market emotions. However, in the long run, pig supply in the fourth quarter is guaranteed.According to the performance of previous needs, November and December are the traditional consumption season. In winter, pickled waxy demand will form a strong support for pig prices.reflect.
In order to protect the price of pork on the festival, the China Development and Reform Commission has requested to increase government pork reserves in September.
