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

過去の強気な政策イベント37件の後、ホッグ(リーン) は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -2.8% から +0.9%）、20営業日では +0.2% 動きました。

• 2026/09/10China's hog capacity reduction poised to accelerate in Sep | Mysteel-4.1%
• 2025/06/18Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post+2.3%
• 2017/11/05No joke: China's war on pollution roils world's top pig farming sector-2.8%
• 2024/06/07China's Pig Prices Rebound in 2024 Due to Market Recovery and Government Intervention-0.3%
• 2022/08/31Strict new controls on pork and pork products to protect Britain’s pig sector against African swine fever - GOV.UK-3.8%

過去の弱気な政策イベント223件の後、大豆粕 は5営業日で中央値 -0.3% 動き（45% が上昇。中央50%は -2.2% から +1.2%）、20営業日では -0.6% 動きました。

• 2026/09/10China's hog capacity reduction poised to accelerate in Sep | Mysteel+4.1%
• 2024/03/05EUDR: Is the food industry ready to prove its supply chains are deforestation-free?+0.6%
• 2023/01/10China's soy reduction campaign could be an opportunity for alt-protein producers | The Fish Site+2.5%
• 2023/04/14Food security drives China to cut soymeal use in animal feed | Reuters-1.7%
• 2025/06/18Reaping of the sow: China to reduce pig count by 1 million amid low prices, deflation risk | South China Morning Post-2.9%