# From racing to expand to actively cutting capacity, will this hog cycle’s turning point have to wait until 2027?

> Major Chinese pork producers are cutting sow inventories, closing inefficient farms, halting projects and lowering output targets after deep losses and tighter policy constraints. The article says the industry’s production-capacity reduction may take until 2027 to meaningfully reduce market supply, while high frozen-meat stocks and substitute proteins limit a near-term pork-price rebound.

- Date: 2026-11-11 · published 2026-11-11T07:36:48.994Z
- Category: market · region China · magnitude medium
- Page: https://feedsoft.ai/events/93219-from-racing-to-expand-to-actively-cutting-capacity-will-this-hog-cycle-s
- Commodities: [Lean Hogs](https://feedsoft.ai/c/HOGS.md), [Corn](https://feedsoft.ai/c/CORN.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Capacity cuts could eventually reduce hog and pork supply, supporting hog prices and feed use, but the lag before fewer animals reach market means near-term feed demand may remain weak. Lower sow numbers and output plans are bearish for feed grains and protein meals over the near term.

## Read by commodity

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

## Sources

- chinafeedm.com: http://www.chinafeedm.com/h-nd-32777.html

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