Pacific Securities: The driving force for capacity reduction in the pig farming industry is strengthening, and the pace of reduction may accelerate.

Setelah 37 peristiwa kebijakan bullish sebelumnya, Babi Hidup (Lean Hogs) bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -2,8% sampai +0,9%), dan +0,2% selama 20 sesi.

• 10 Sep 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel-4,1%
• 18 Jun 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post+2,3%
• 5 Nov 2017No joke: China's war on pollution roils world's top pig farming sector-2,8%
• 7 Jun 2024China's Pig Prices Rebound in 2024 Due to Market Recovery and Government Intervention-0,3%
• 31 Agu 2022Strict new controls on pork and pork products to protect Britain’s pig sector against African swine fever - GOV.UK-3,8%

Setelah 223 peristiwa kebijakan bearish sebelumnya, Bungkil Kedelai bergerak median -0,3% selama 5 sesi (45% lebih tinggi; separuh tengah -2,2% sampai +1,2%), dan -0,6% selama 20 sesi.

• 10 Sep 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel+4,1%
• 5 Mar 2024EUDR: Is the food industry ready to prove its supply chains are deforestation-free?+0,6%
• 10 Jan 2023China's soy reduction campaign could be an opportunity for alt-protein producers | The Fish Site+2,5%
• 14 Apr 2023Food security drives China to cut soymeal use in animal feed | Reuters-1,7%
• 18 Jun 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post-2,9%