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Breeding sow numbers keep falling while hog supply stays high, and farm full costs of about 11.5 yuan/kg for large operations and 12-13 yuan/kg for smaller ones leave producers losing money. Analysts expect prices to bottom out through early 2027, with a cycle reversal only possible in the second half of 2027.
Pork output is still supported by productivity gains, so feed demand from Chinese hog farms stays subdued near term even as the herd shrinks, delaying any recovery in feed demand.
finance.sina.com.cnNov 2, 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.
