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

Dopo 37 eventi politica rialzista passati, Suini magri si è mosso in mediana di +0,0% in 5 sedute (51% in rialzo; metà centrale da -2,8% a +0,9%), e di +0,2% in 20.

• 10 set 2026China's hog capacity reduction poised to accelerate in Sep | Mysteel-4,1%
• 18 giu 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 giu 2024China's Pig Prices Rebound in 2024 Due to Market Recovery and Government Intervention-0,3%
• 31 ago 2022Strict new controls on pork and pork products to protect Britain’s pig sector against African swine fever - GOV.UK-3,8%

Dopo 223 eventi politica ribassista passati, Farina di soia si è mosso in mediana di -0,3% in 5 sedute (45% in rialzo; metà centrale da -2,2% a +1,2%), e di -0,6% in 20.

• 10 set 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 gen 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 giu 2025Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post-2,9%