# Mysteel Analysis: Re-examining the 'Supply Recovery' Rally in Yellow-Feather Chicken

> Mysteel says the Q3 rise in yellow-feather chicken prices reflects lagged reductions in broiler breeder capacity combined with seasonal stocking ahead of the Mid-Autumn and National Day holidays. Fast-growing bird prices fell from 4.91 to 4.62 yuan per jin by early November while chick prices rose to 3.0 yuan per bird, and hog prices fell and soymeal dropped while corn rose.

- Date: 2026-11-04 · published 2026-11-04T15:07:24.732Z
- Category: market · region China · magnitude low
- Page: https://feedsoft.ai/events/79884-mysteel-analysis-re-examining-the-supply-recovery-rally-in-yellow-feather
- Commodities: [Chicken](https://feedsoft.ai/c/CHICKEN.md), [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

Falling fast-growing bird prices and rising chick prices point to future supply pressure, and weaker hog prices reduce substitute demand. Mixed feed cost moves (soymeal down, corn up) shift feed ingredient buying in China.

## Read by commodity

- SBM: bearish ▼
- CORN: bullish ▲
- HOGS: bearish ▼
- CHICKEN: bearish ▼

## Sources

- ncp.mysteel.com: https://ncp.mysteel.com/a/26110411/80056B69216D4F66.html

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