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Live hog prices have fallen from 11.23 yuan/kg in July to 8.98 yuan/kg, near a 20-year low, while leading pork stocks such as Muyuan rose about 36% over the same period. Analysts say sow herd reductions, down 10.7% year on year in Q3 to 36.02 million head, signal the cycle is turning.
Lower hog prices with a shrinking breeding herd point to reduced pork output about ten months later, which would support demand for feed ingredients such as soymeal, corn and DDGS. Producers' losses and cash-flow strain may accelerate capacity exit.
m.guruhk.com2 天前 9.1kNov 13, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
