1. Market analysis in various regions:
Pork prices across the country continue to rise on a large scale today, but the increase has weakened compared with yesterday.
Looking at different regions:
The price of pigs in the northern region mainly increased.
The price of Sanyuan pigs outside Heilongjiang increased by 0.1 yuan/jin, with the mainstream price at 10.2-10.7 yuan/jin; Jilin increased by 0.1 yuan/jin, with the mainstream price at 10.2-10.7 yuan/jin; Liaoning increased by 0.1 yuan/jin, The mainstream price is 10.3-10.8 yuan/jin.
At the beginning of the month, large-scale farms and farmers were still reluctant to sell, and slaughterhouses still had difficulties in harvesting pigs, and were forced to raise prices to ensure quantity.
The price of pigs in the south has increased steadily.
The price of Sanyuan pigs in Guangdong increased by 0.2 yuan/jin, and the mainstream price was 11.4-12.1 yuan/jin; in Guangxi, it increased by 0.3 yuan/jin, and the mainstream price was 11.0-11.3 yuan/jin; in Hainan, it was stable, with the mainstream price at 11.5-11.5 yuan/jin. 11.8 yuan/jin.
Baitiao's sales were mediocre, the slaughter volume of slaughterhouses was still at a low level, and slaughterhouses were not willing to collect pigs at high prices.
2. Baitiao and pork price data information
According to Quqingbao, the wholesale price of Baitiao in the national wholesale market mainly increased today, and the price of Baitiao in some northern markets increased by 500 yuan/ton.
On the demand side, there are currently no obvious positive factors to boost the demand. Traders are not very enthusiastic about receiving goods, and orders from slaughter companies are at a low level.
The price of white-striped pigs in Xinfadi, Beijing, is 11.5-13.7 yuan/catty, with pork prices falling by 0.1-0.2 yuan/catty; the price of rear rump tips is 11.5-13.0 yuan/catty, with a decrease of 0.5 yuan/catty.
Pork belly is 12.0-16.0 yuan/jin, down 0.5-1.0 yuan/jin.
3. Progress of pig futures:
On August 2, the opening price of the main pig futures contract was 20,750 yuan/ton, and the closing price was 20,810 yuan/ton, down 0.53%.
Futures prices consolidated near 21,000, and positions decreased.
4. Views on the pig market outlook
At the beginning of last week, the price of pigs in many places fell to around 10 yuan/jin, and the price of pigs in some markets in Northeast China, East China and other regions fell below 10 yuan/jin. catty.
The main reasons for the decline in pig prices are as follows: 1. The government has emphasized on many occasions that the supply of live pigs is sufficient, and farmers are more enthusiastic about selling pigs. In some markets, secondary fattening and pre-stacking pigs are put on the market. It is too large, and the increase in pork supply is obvious; 2. The completion rate of the slaughter plan of large-scale farms at the end of the month is poor. Around July 28, the completion rate of the monthly plan of some large-scale farms was about 80%, and there is a phenomenon of large-scale slaughter; 3. The terminal consumption situation is average, and trade The enthusiasm of merchants to receive goods is not high, and the phenomenon of surplus goods in the market is obvious.
The operating rate of slaughtering companies this week is less than 25%, and the enthusiasm of slaughtering companies to collect pigs is not high.
There were not many large-scale farms selling at the beginning of the month. After the continuous decline in pig prices, farmers may be reluctant to sell again. The overall change on the consumer side is not big under the hot weather.
From a comprehensive perspective of supply and demand, Quotebao predicts that the recent market may mainly consolidate after rising.
丨Source: Zhinongtong Quotebao丨Original author: Li Haiyan
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