农业农村部猪肉全产业链监测预警首席分析师朱增勇认为，8月份猪价可能维持略高于现在的价格水平，但涨幅比较有限；今年盈利点就在三季度和四季度，上半年属于盈亏平衡略有盈利的状态。Cofco Joycome (01610) rose more than 3%, as of press time, up 3.23%, at HKD 1.60, with a turnover of HKD 13.6383 million.
According to the Choice data, the average national pig price on July 30 was CNY 19.25/kg, up 0.08 yuan/kg from the 29th, and up 1.62 yuan/kg compared with the same period last month. So far, provinces such as Zhejiang, Guangdong, and Fujian have all broken through the 20 yuan mark. The research report from Huafu Securities pointed out that it is currently in the off-season for consumption, and the premium for feed pigs at the bottom of the demand still needs to be raised, which reflects the shortage of supply of large pigs and the realization of previous overcapacity. The subsequent consumption will be transformed from the off-season to the peak season, and the supply and demand pattern is expected to improve month by month, and the peak of pig prices in the future is worth looking forward to.
The chief analyst of the National Pig Production Industry Chain Monitoring and Early Warning of the Ministry of Agriculture and Rural Affairs, Zhu Zengyong, believes that pig prices in August may be slightly higher than the current price level, but the increase is relatively limited; this year's profit point is in the third and fourth quarters, and the first half of the year belongs to a slightly profitable state of balance between profit and loss.
The weather is good today The weather is good today.