According to Zhuochuang News, sow production cuts gradually accelerated in the second and third quarters of 2026. Two rounds of production cuts progressed from inefficient sow production cuts to efficient sow production cuts. The policy side and market side may promote the continuation of the production capacity removal cycle. Combined with Zhuochuang News's evaluation of data on sow base and production efficiency, the total number of pigs released in 2027 may be between 2025 and 2026. The monthly supply-demand ratio may gradually decline, and the decline or widened after the second quarter. Based on data forecasting and evaluation of total annual production and pork consumption, the average annual price of pigs may remain cautiously optimistic in 2027, with an average annual price of 12.0-12.5 yuan/kg.

Zhitongcaijing · 2d ago
According to Zhuochuang News, sow production cuts gradually accelerated in the second and third quarters of 2026. Two rounds of production cuts progressed from inefficient sow production cuts to efficient sow production cuts. The policy side and market side may promote the continuation of the production capacity removal cycle. Combined with Zhuochuang News's evaluation of data on sow base and production efficiency, the total number of pigs released in 2027 may be between 2025 and 2026. The monthly supply-demand ratio may gradually decline, and the decline or widened after the second quarter. Based on data forecasting and evaluation of total annual production and pork consumption, the average annual price of pigs may remain cautiously optimistic in 2027, with an average annual price of 12.0-12.5 yuan/kg.