有道研究院 | Crypto Alpha
有道研究院 | Crypto Alpha|Mar 31, 2026 09:22
The price of pork has dropped to less than 5 yuan, even lower than during the swine fever outbreak, while the cost for large-scale pig farms is around 7-8 yuan. At the same time, many regions have started temporary pork reserves. It's hard for prices to drop further unless there's large-scale irrational selling. However, a sharp rise is also unlikely. Optimistic estimates for forward contracts (July-September) are around 7.5 yuan, which is just barely back to the breakeven point for large-scale pig farms. If prices exceed 8 yuan, the market might not accept it. Consumers could turn more to poultry and beef, and the large amount of pork already in reserves would put pressure on prices.
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