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Pig prices are crazy! It is difficult for slaughter enterprises to collect pigs, and the white bars have increased by 2000 yuan! Is it a pig shortage or hype?
In the middle and late April, pig prices began to skyrocket.

At the stage when market expectations are generally low, pig prices have risen one after another, and pig prices in many places have once again entered the 8 prefix.

This is "a long drought meets rain" for farmers.

The market has bullish expectations for the market outlook, and the price of white bars is raised by 2000 yuan/ton.

Is there really a pig shortage in the market? Or hype? Please see the specific analysis:

1, local market analysis:

Today, the price of pigs in the whole country is rising in the south and falling in the north. It is obvious that slaughter enterprises raise prices to collect pigs. In some areas, the price of pigs has risen several times, and in some areas in the south, it once again broke through 8.0 yuan/Jin.

By region:

The increase in the northern region has expanded.

Sanyuan pigs outside Heilongjiang rose by 0.5 yuan/kg, and the mainstream price was 6.4-7.0 yuan/kg; Jilin rose by 0.6 yuan/kg, and the mainstream price was 6.4-7. 1 yuan/kg; Liaoning rose by 0.6 yuan/kg, and the mainstream price was 6.5-7.2 yuan/kg.

Farmers are bullish and reluctant to sell, and it is difficult for slaughter enterprises to collect pigs at low prices, so they are forced to raise prices to collect pigs.

However, the white stripes are generally good, and the slaughter volume of slaughter enterprises has declined.

The price of pigs in the south has accelerated.

Sanyuan pigs outside Heilongjiang rose by 0.5 yuan/kg, and the mainstream price was 6.4-7.0 yuan/kg; Jilin rose by 0.6 yuan/kg, and the mainstream price was 6.4-7. 1 yuan/kg; Liaoning rose by 0.6 yuan/kg, and the mainstream price was 6.5-7.2 yuan/kg.

There is a strong bullish sentiment in the market, some large-scale markets have reduced production, slaughtering enterprises have not collected pigs smoothly, and there are many premium transactions in large-scale markets.

2. White and pork price data information

According to official statistics.

On the 20th, the average price of pork in the national agricultural products wholesale market was 18.37 yuan/kg, up 0.9% from yesterday.

Some markets have high expectations for the market outlook, and the price of white bars wants to be raised by 2000 yuan/ton, but the market does not accept high prices, and the final increase is lower than expected.

The price of Beijing Xinfadi white pig is 7.2-8.5 yuan/kg, and the price of white pig rises by 0-0.2 yuan/kg, which is less than the increase in the purchase price of live pigs; Rear buttock tip 7.5-8.5 yuan/kg.

Pork belly10.0-1.0 yuan/kg, the highest price 12.0 yuan/kg, unchanged from yesterday.

3. Progress of live pig futures:

On April 20th, the opening price of the main pig futures contract was 18 100 yuan/ton, and the closing price was 17855 yuan/ton, down 1.35%.

Settlement price 18095 yuan/ton.

On the 20th, after the main contract of live pig futures broke through the 18000 yuan/ton mark in early trading, some bulls left the market, and the afternoon futures price surged back and finally closed at 17855 yuan/ton.

According to the fundamental analysis, the 09 contract will fluctuate from 17000 to 1000, that is, 16000- 18000 yuan/ton.

Risk of short position below 16000 or long position above 18000.

4. Pig market outlook.

Judging from the difficulty of collecting pigs by slaughter enterprises, the purchase volume of pigs by slaughter enterprises today is still relatively large.

Due to the official storage, secondary fattening, and the ability of the National Bureau of Statistics to breed sows and turn them into super-market expectations, farmers' expectations for rising are heating up. In some areas, the pig price rose by 0.5 yuan/kg for two consecutive days, and in some southern areas, the pig price rose to 8.0 yuan/kg again.

At present, the increase in pig prices is mostly emotional support.

There is still no obvious improvement in terminal consumption.

The market has been in conflict with high prices, and the market treasure expects the recent increase to narrow.