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

Após 37 eventos altista de política passados, Suínos magros subiu em mediana +0,0% em 5 sessões (51% de alta; metade central de -2,8% a +0,9%), e +0,2% em 20.

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

Após 223 eventos baixista de política passados, Farelo de soja subiu em mediana -0,3% em 5 sessões (45% de alta; metade central de -2,2% a +1,2%), e -0,6% em 20.

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