Have you seen the four o'clock light at the pig farm? It's not for work, it's for temperature control, stress stress, tatters, and it's not because of which mouth is bad. But this spring, the lights were too lazy for too long — people are tired, pigs are tired, books are dusty. On 27 march, the average national pig price fell to $9. 53 per kilogram, the lowest in 10 years; the food price was 3. 91:1 less than the “gain-deficit balance line”. Having a head is a loss of 400, not a legend. It's a living number from the financial system。
Even more so, because of this, people are not going to close the bar. Data from the ministry of agriculture and rural development are here: at the end of 2025, there were 3,961 lumps of sows in the country, or 8 per cent less than the industry's recognized reasonable level of water. It's not numbers. It's courage. The easter had fled a long time ago and was now stuck in the pit with giants marked “listed companies”, printed in the annual newspaper, and dryed to 28. 7 by psy (which provides the number of weaning pigs per mother). The 20 march announcement on roox hill, which added $4. 054 million in compensatory tax, together with a warning letter from the hainan csa, directly pinned the word “compliance” to the stigma. It's not a bad penalty, it's a bad time - the pig's price is on the floor breathing, and it hits the tax inspector's knife. The chinese god was asked whether the losses had been made on purpose, although a letter of clarification had been sent, and the audit report had been stamped with steel, but the market string had collapsed。
Who knows? This is not a financial problem, it is obvious that the inertia of survival is poignant. After losing the meat cut, we have to carry it now — because a column of pigs has stopped, the accounts of the feed factory, the bank loans, the salaries of the employees, the schedule of the lower slaughter plant, all of which have to follow the chain. Even more difficult is the fact that the number of pigs goes down a little, and the pigs are not missing. Psy jumped from 17 to 29, which means 100 sows, giving birth to 1,700 weaned pigs in the past year, and is now heading 2900. Drop the bar? It's not meat. The market is like a rubber band, and the longer it is, the more it doesn't bounce back。
I went to hunan's for two days last month, and the boss pointed at the new feed system and said, "the money wasn't saved, it was calculated." he had a cost simulation of more than 30 formulations on his cell phone, and even a 5 cent increase in the soybeans could delay the show by two days and produce more meat than 0. 03. It's not genius. It's the memory of the muscles that survive. Cash flows are more important than statements, credit is stronger than slogans, and true reason is never to see the expansion of others, but to see if it can stabilize the last three months of feed。
The price of pigs won't stay down forever. But i'm afraid this round will never be the same。
