Today, the second brother said, "Yesterday was just a little Ks. Today, the value of old pigs is directly broken 12, 14 provinces and cities are broken together 12. If no one gives me a hand, I will break it loose tomorrow 13.
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Yes, it used to be said that the market was very good, and it was generally replaced by a "bull market". Now many farmers are willing to call it "pig market", because the second brother in this period is so powerful that farmers can't believe it. Some farmers are a little flustered and can't be described as soaring, but can only be replaced by "soaring".
For example, the pig prices in Zhejiang and Jiangsu provinces in East China have entered the era of "13 yuan".
With the warming of the market atmosphere, the pigs that lost more than 1000 yuan a year finally turned over.
During the day, the main contract 09 surged 8% and closed strongly. It is now quoted at 22,755 yuan/ton.
Pig prices have climbed to new highs one after another, leaving many farmers in a "stupid rise" stage. It is true that the two major factors that lead to the increase in pig prices are nothing more than the background of "tight supply of pigs and strong emotions at the breeding end", especially with the development of scale trend, the phenomenon of market regulation of group pig farms is more obvious. Recently, the shrinkage of the group's pig farms was highlighted at the end of the month, resulting in a continuous shortage of pig sources in the market. Slaughtering enterprises have to raise prices and collect pigs under the pressure of group bidding.
When the pig price rose sharply, the terminal slaughtering enterprises made a big acquisition, but the breeding end became reluctant to sell. Once and for all, the market equals the accumulation of profits.
However, the pigs by the fence will always be sold in the end. If everyone "hoards pigs" like this, it will eventually be a new "plunge cycle".
It is precisely because of this situation that it is difficult for the country to iron out the pig cycle.
Therefore, the National Development and Reform Commission held a meeting on July 4 to analyze the recent supply and demand and price situation of the live pig market.
According to the notice, relevant enterprises will be reminded to maintain the normal rhythm of slaughter, avoid blindly pressing the bar, put forward the requirements of not hoarding and driving up prices, and study relevant measures to keep the live pig market running smoothly.
In fact, there is no shortage of pigs in the market at present, but in the context of rising prices, many scattered pig farms take the initiative to gain weight and fatten, and the pig enterprises of the Superimposed Group control the slaughter of pigs, resulting in excessive price increases in the near future. If it is not adjusted, it is likely that the price will drop rapidly in the late August-September, which is very unfavorable to the healthy development of the industry.
Judging from the current pig fundamentals, there is no big negative factor in the short term, and the pig price may rise beyond market expectations in the future.
We need to collect it when the current rising mood fades and when new negatives appear, such as the release of future pressure sticks.
In addition, policy factors also need to be collected. At present, the price of live pigs is rising too fast, and the possibility of policy regulation is relatively large, but it does not rule out that there will be a point in the future, and a small regulation cost will play a role in reversing the overall situation.
In fact, at present, the country has an open plan for pigs and pork. In essence, it is necessary to support the bottom to prevent the price from being too low, and to limit the price to prevent the price from being too high.
Guangfa Futures suggests that since the spot price has attracted the attention of the top government, the pig price will face certain policy risks after it continues to rise in the later period.
According to the monitoring of the pig price system, among the 26 provinces and cities monitored today, the price of live pigs rose 0 and fell 0, and the rising areas accounted for 100% of all monitored. The lowest average price of live pigs monitored nationwide is 1 1.46 yuan/kg, the highest average price of live pigs is 12.04 yuan/kg, and the overall average price of live pigs is 65,448.
At present, due to the control of the right to speak by the breeding end (group pig enterprises), the amount of pigs slaughtered is insufficient, and the slaughtering enterprises are unable to lower the price. Although the losses are obvious, some market terminals are not smooth.
However, due to the weak quantity, the price of white pigs in slaughterhouses rose too fast, the downstream follow-up was not smooth, and the wholesale price of white pigs and pork was upside down.
Unfortunately, slaughter enterprises still need to reduce the amount of live pigs to maintain the normal supply of the market, and the price of pigs has been put on the agenda one after another, and the price of pigs has been forced to rise sharply.
This short-term irrational surge in pig prices will also aggravate the shock of pig prices in the later period. Big pigs may have the risk of making profits and fleeing ahead of time. It is suggested that farmers collect the slaughter trends of pig enterprises in the group in time. If there are big pigs in the shed, we might as well seize the good opportunity to slaughter them now.
Forecast of pig price trend tomorrow: Based on the analysis of recent pig market factors, it is expected that the pig price will show a "large-scale rise" trend tomorrow.
The above interpretation of the pig market is for your reference. Welcome everyone to exchange views on the hog market, grasp the market dynamics, collect and share, and tomorrow will be more exciting. I believe that with your help, the price of pigs will rise again.