First, the price of pigs has gone up 13.3%!
In February 2023, the domestic live pig market fluctuated strongly, and the average price of live pigs hit 13.98 yuan/kg at the beginning of the month. After a brief downward trend, the market entered an upward trend stage. On February 28th, the price of pigs rose, reaching an average of 15.84 yuan/kg, and the price of pigs rose by 1 in a month.
The price of pigs is strong this month. From the time line, on February 1~6, the pig price showed a bottoming trend, with the highest 14.06 yuan/kg and the lowest 13.87 yuan/kg! From February 7th to 1 1, the pig price fluctuated sideways and the price showed a weak adjustment! /kloc-since February, with the continuous preheating of official purchasing and storage, the bullish sentiment in the market has been heating up, and the second fattening has been involved. The phenomenon of slaughterhouse warehouse separation has increased, and the center of gravity of pig price has gradually moved up. At the end of the month, the first purchase and storage of the year ended. Although the market participation is average, the market bullish sentiment is high because the transaction price of pork storage is equivalent to the level of 8.7 yuan/Jin of pigs. At the end of the month, the market continued to "catch up"
At present, the price of pigs in the north and south of China fluctuates strongly, and the upward trend continues in most areas of the market. The average price of live pigs 15.84 yuan/kg, 0. 13 yuan higher than yesterday. The price of pigs fluctuates strongly in most areas of China, and there is no obvious price difference between high and low areas. The quotation of slaughter enterprises in the Northeast market will soon rise to 16 yuan/kg, and the price of local pigs in East China will rise to 65,438 yuan/kg.
This round of pig price increase is still due to the slow pace of market slaughter, shrinking supply of pigs and improving downstream demand. The slaughter of pigs with white stripes is gradually normal, and the slaughterhouse still has some operations to store frozen products, so it is difficult for the slaughterhouse to collect pigs. In order to stabilize the high operating rate, slaughterhouses raise prices to collect pigs obviously, but the number of pigs from society is small, and the phenomenon of premium slaughter of pig enterprises in the group increases. Domestic pig prices are mainly strong!
However, due to the resistance of traders to high-priced white bars, it is more difficult for some large-scale factories to ship high-priced pig sources. Although the market continues to rise, negative sentiment has been fed back, and pig prices have risen and fallen. Personally, the pig price will be sideways at 16 yuan/kg in the short term, and the fluctuation range will remain at 0.5 yuan/kg!
Second, the egg price trend is "fuzzy"!
In the domestic egg market, this month, the egg price trend is "confusing", and the market suddenly rises and falls. The price adjustment range is only about 0.2~0.3 yuan/kg. In early February, the price of eggs in the production and marketing market was 4.56~4.58 yuan/kg. At present, the price of eggs in the domestic production and marketing market hovers at 4.48~4.55 yuan/kg, and the overall price of eggs fluctuates mainly at a high level, and the price fluctuation is not obvious.
According to industry analysis, in February, the number of domestic breeding hens rebounded slightly, overlapping. Before and after the Spring Festival, the old chickens at the breeding end were eliminated quickly, and not many chickens were eliminated this month. As consumption turns to the off-season, the market inventory consumption is slow, and the egg supply pressure is not great this month, and the supply is relatively loose!
At present, the price of eggs in domestic producing areas obviously fluctuates around the cost line. Due to the poor delivery in the sales area, the egg inventory continued to improve and the egg price fluctuated downwards. When the price fell below 4.3 yuan/kg, the demand for bargain-hunting replenishment in the downstream market increased sharply, and the sentiment of bargain-hunting in food factories and terminal markets was strong, which also supported the trend of egg price strengthening in stages. The quotation of producing area is slightly higher than the cost line adjustment!
Personally, in the short term, due to the weak demand for eggs in the market, the demand for eggs in the downstream market is slowly picking up, while the supply at the breeding end is relatively loose, and the price will still fluctuate within a narrow range! However, in March, due to the high scale of newly opened laying hens in June 165438+ 10 last year, the scale of newly opened laying hens will drop by about 4.4% month-on-month, and the supply of eggs is tight!
In terms of eliminating chickens, due to the recent strong price of meat and poultry, the rhythm of farmers eliminating old chickens will increase. In March, the market will be adjusted due to the weak stock of laying hens, the pressure of tight egg supply will increase sharply and be superimposed, and the consumer market will gradually pick up. Personally, I think that the price of eggs will rise mainly in a narrow range in March!
On February 28th, the price of pigs jumped 13.3%, and the price trend of eggs was "fuzzy". What happened? What do you think of this? The above is the author's personal opinion, and the pictures are from the Internet!