# Huayuan Securities: China's agriculture sector is at a critical juncture of standing at the bottom of the cycle and the turning point of technology, and is expected to enter a period of deep reshuffle.

> Huayuan Securities published a sector report describing China's agriculture industry as at a cyclical low with technological change reshaping cost curves. The report expects feed raw material prices to rise moderately in 2026, which would pressure livestock breeders. It also expects industry consolidation to accelerate.

- Date: 2026-01-13 · published 2026-01-13T12:00:00.000Z
- Category: market · region China · magnitude low
- Page: https://feedsoft.ai/events/21051-huayuan-securities-china-s-agriculture-sector-is-at-a-critical-juncture-of
- Commodities: [Lean Hogs](https://feedsoft.ai/c/HOGS.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md), [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

A moderate rise in feed raw material costs in 2026 would support feed ingredient prices in China, but this is equity analyst commentary rather than new supply or demand data.

## Sources

- news.futunn.com: https://news.futunn.com/en/post/67291075/huayuan-securities-china-s-agriculture-sector-is-at-a-critical

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.