The number of live pigs decreased by 22%, the number of white stripes decreased by 24%, and the number of pork decreased? Farmers are equivalent to but welcome a pig hair!

The introduction of 1 1 is coming to an end. Recently, the domestic pig market has shown a violent shock. Since the end of 1, domestic pig prices have been falling all the way. After the irrational rise, the government started the regulation mode, and the pig price fell, entering 1 1. Although some farmers "save themselves" at high prices.

According to the data of pig price, on June 26th, the pig price was11.01yuan/kg, and the pig price was about to fall into the era of "10 yuan", and the market dropped unexpectedly, compared with1kg in late June.

According to market feedback, on June 26th, the decline of pig price weakened to 165438+, which was only 0. 12 yuan/kg lower than the previous day. Among them, the pig prices in Northeast China, North China and East China have stopped falling one after another, and the pig prices in Northeast China have stopped falling in an all-round way. In Heijiliao, the average price of live pigs rose to 265,438+. The price of pigs in the southern market continued to decline, and some areas still showed obvious compensatory decline. In terms of high-priced areas, Sichuan-Chongqing market bottomed out at 22.5 yuan, Zhejiang market fell to 22.4 yuan/kg, and Guangdong-Guangxi market bottomed out at 22.7 yuan/kg!

The center of gravity of live pig prices has obviously moved down. However, due to the tragic downward trend of live pig prices, the profitability of the breeding end is in jeopardy. Retail investors in the northern region reached a "consistent" price performance with the second fattening, and the market price of live pigs was expected to fall and rebound. Personally, I think that the price of live pigs will stop falling and rise in the next 2-3 days, and the compensatory increase in the northern region will be obvious. However, the southern market is generally sideways, and the upside space will be weak!

This round of pigs has fallen sharply, so what is the price trend of pork and white strips? According to the official news, at this stage, the average ex-factory price of pigs in designated slaughter enterprises in China has dropped to 28.3 yuan/kg, which is more than 9 yuan/kg compared with last month's high point, and the ex-factory price of pigs has dropped by more than 24.2%!

However, with the price reduction of IOUs, there is very limited room for pork prices to fall back in the domestic terminal market. Judging from the national agricultural products market, the average wholesale price of pork is still 33.23 yuan/kg, only 3.46 yuan lower than the high point of last month, and the average wholesale price of pork in China is 9.7% lower!

According to the author's understanding, in Beijing Xinfadi Wholesale Market, the transaction price of1October 26th was 14~ 16 yuan/kg, which was about 3 yuan/kg lower than last month's high of 17~ 19 yuan/kg! Judging from the wholesale price of pork belly in the market, at present, the price remains at 18~20 yuan/kg, which is only lower than the high point of 20~22 yuan/kg last month by 2 yuan/kg!

It can be seen that although the ex-factory prices of live pigs and white strips have declined relatively consistently, the prices of pork in the downstream wholesale market are relatively firm, among which the wholesale price of pork belly is only lowered by 2 yuan/kg, and the market remains at a high level. Due to the distribution at a lower level, the price drop of pork purchased by residents is more limited. At present, the retail price of pork belly in mainstream areas of China is still around 18 ~ 24 yuan/kg. Therefore, residents' intuitive feeling of pork price reduction is weak, while downstream pork suppliers are affected by rising costs and retained profits, which has caused the high price impact of retail pork under multi-level distribution, and the mask problem has further aggravated the poor purchase and sale of downstream markets, and the performance of pork suppliers is quite high!

On the other hand, in the breeding system, the current round of pig prices fell by more than 22%, and the breeding profit was greatly reduced. At present, due to the high soybean meal market, the feed cost has risen sharply, and the profit margin of breeding has been squeezed constantly. Under the mode of self-breeding and self-feeding, the average profit of pigs has dropped from the high point of last month 1.400 ~ 1.500 yuan/head to 800~900 yuan/head!

The equivalent performance of blindly pressing the bar at the breeding end is in exchange for the "one pig hair" of the pig price! Since June this year 165438+ 10, it is difficult to completely improve the mask problem, and the pressure of poor consumption continues to ferment. The phenomenon of southern bacon, which farmers are obsessed with, has been high in the north and south of China since winter, and the benefits of bacon have always been difficult to cash. However, because large pig enterprises have a monthly slaughter plan and the end of the year is approaching, the group pig enterprises are facing impulsive pressure. Therefore, recently, large-scale pig enterprises have reduced their prices one after another, leaving their bags for safety.

However, extremes meet. With the downward trend of this round of pig prices, the price of pork in the downstream market will also be loosened, which may help restore confidence in the consumer market. However, although the bacon in the south has not been concentrated, the cycle has been postponed. With the arrival of the current cooling weather in the south, the phenomenon of concentrated curing will come at the end of the month and the beginning of 65438+February, and the pig price still has a strong trend. However, the problem of masks still hangs in the live pig market.

The number of live pigs decreased by 22%, the number of white stripes decreased by 24%, and the number of pork decreased? Farmers are equivalent to but welcome a pig hair! What do you think of this? The above is the author's personal opinion, and the picture comes from the Internet!