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Mysteel expects Chinese hog prices to rise from about 11 yuan per kilogram to 11.5-12 yuan from late August into early September. The rally is driven by a widening standard-to-heavy hog spread and a tight heavy-hog supply after ASF disruptions in southern production areas.
Mysteel says the gain is a seasonal correction, not a cycle reversal.
A seasonal hog price rebound could lift near-term hog-sector margins and feed demand. The forecast is capped by weak margins and large-farm supply, so the upside is limited.
mysteel.netAug 19, 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.
