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As early as the beginning of 2020, the official proposed to the end of the year to restore production capacity to basically return to normal levels of this goal, the current published data as of the end of November 2020, pig storage and can breed sow storage has reached the normal level of more than 90%, of which more than 40 million sows can breed, pig storage column more than 400 million.
Looking at these happy data, if not a round of the vegetable market will certainly think that pork is moving towards the direction of price reduction, but the ideal is always full of reality is always the backbone, compared to October pork not only did not fall but ushered in a substantial rise, pork prices in many areas back to the "3-word head", once again into the 30 yuan era.
Not only is China's own pig production capacity recovering, imported meat and reserve meat in 2020 pork supply is also a great strength, imported meat, from January to November, China imported nearly 3.9 million tons of pork, this data compared with January-November 2019 1.7328 million tons of imports, an increase of 124.71 percent.
of the central reserve meat, a total of 38 times in 2020, the total delivery reached 670,000 tons.
even with the addition of imported and reserve meat, the sharp rise in pork prices is hitting who's in the face? Here, I can not help but think of a pig friend said: "Pig industry a lot of data are false, only pig price is true."
" according to the data, from October last year, can breed sow stock and pig stock is basically in a state of continuous growth, each month's pig stock will be bigger than the previous month, even if pig prices and meat prices rose sharply in December, pig stock is still bigger than in November, or even October.
the price of pigs rose from 31.89 yuan to 35.67 yuan in December, while in October it fell from 33.15 yuan to 28.87 yuan.
price change is enough to show that China's current pork is still a gap, although the gap has narrowed, but still not small, the ideal state is also a gap of 5.5 million tons.
, is the winter consumption is good, superimposed on New Year's Day consumption increased, prompting the pork gap to further expand.
Finally is the recent import of frozen goods after another test positive, in order to safe frozen meat consumption of large households catering industry and deep processing enterprises to purchase more fresh meat, resulting in a further increase in demand for fresh meat, before it is not easy to break the delicate balance between supply and demand is once again broken.
do you want to snap up some pork and stock it now? I think it is necessary to rush to buy pork hoarding, because although the production capacity is recovering, the amount of storage is increasing, but the number of pigs available for column has not increased significantly, because the rapid expansion of large-scale pig farms need a large number of sows to fill the column, in the absence of binary sows can only be replaced by three pigs, so that the number of pigs available for column did not increase significantly, feedback to the terminal is the rate of consumption increase significantly higher than the rate of production capacity recovery, so short-term pork has to maintain a high level of operation.
but the time to snap up pork is not now, but should be at the end of January: 1, the current pig prices have just begun to fall narrowly, now grab meat hoarding meat is completely meaningless; 2, the end of January is the time to kill pigs in rural areas, will alleviate the pressure on pork supply to a certain extent; 3, the end of January during the Spring Festival hoarding of pork is basically completed, consumption began to decline.
want to eat cheap meat can pay attention to the price at the end of January, the south around may fall to about 27 yuan, the north may fall to about 23 yuan.