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Dongfang Securities said China's pig industry is under dual pressure from weak prices and expected policy-driven capacity restrictions on leading producers. Fat hog prices are near 11 yuan/kg and piglets have fallen below 200 yuan/head, pushing the sector into comprehensive losses, with slaughter expected to stay high until early 2026.
Heavy slaughter and losses point to continued weak hog prices and lower near-term feed demand, while any policy-driven capacity cuts could support prices later.
longbridge.comZhitong13 Okt 2025Setelah 34 peristiwa kebijakan bearish sebelumnya, Babi Hidup (Lean Hogs) bergerak median -0,3% selama 5 sesi (41% lebih tinggi; separuh tengah -1,6% sampai +1,3%), dan -1,8% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
