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.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink