Pacific Securities: The driving force for capacity reduction in the pig farming industry is strengthening, and the pace of reduction may accelerate.

Tras 37 eventos alcista de política pasados, Cerdo magro se movió una mediana de +0,0 % en 5 sesiones (51% al alza; mitad central entre -2,8 % y +0,9 %), y +0,2 % en 20.

• 10 sept 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel-4,1 %
• 18 jun 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post+2,3 %
• 5 nov 2017No joke: China's war on pollution roils world's top pig farming sector-2,8 %
• 7 jun 2024China's Pig Prices Rebound in 2024 Due to Market Recovery and Government Intervention-0,3 %
• 31 ago 2022Strict new controls on pork and pork products to protect Britain’s pig sector against African swine fever - GOV.UK-3,8 %

Tras 223 eventos bajista de política pasados, Harina de soja se movió una mediana de -0,3 % en 5 sesiones (45% al alza; mitad central entre -2,2 % y +1,2 %), y -0,6 % en 20.

• 10 sept 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel+4,1 %
• 5 mar 2024EUDR: Is the food industry ready to prove its supply chains are deforestation-free?+0,6 %
• 10 ene 2023China's soy reduction campaign could be an opportunity for alt-protein producers | The Fish Site+2,5 %
• 14 abr 2023Food security drives China to cut soymeal use in animal feed | Reuters-1,7 %
• 18 jun 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post-2,9 %