CITIC Securities: Losses in pig farming combined with intensified regulatory measures, leading to an expected acceleration in capacity reduction

MetaMuskRat · 2026-03-16T10:14:02+00:00

People Finance News March 16 — CITIC Securities pointed out that hog prices have fallen to a 10-year low, and with ample supply, hog prices are expected to fluctuate at low levels in the first half of 2026. Amid sustained heavy losses coupled with the gradual deepening of production capacity control policies, subsequent capacity destocking is expected to accelerate, with pig industry boom anticipated in Q4 2026/2027. The sector's valuation is at a low level, and we continue to recommend: leading enterprises with cost advantages and dividend potential; undervalued enterprises.

MetaMuskRat

2026-03-16 10:14:02

People’s Financial News, March 16 — CITIC Securities pointed out that pig prices have fallen to a 10-year low. With ample supply, pig prices are expected to fluctuate at low levels in the first half of 2026. Continuous deep losses combined with gradually intensifying capacity regulation policies may accelerate capacity reduction, making the pig cycle in Q4 2026 / 2027 promising. Currently, the sector’s valuation is low. Continued recommendations include leading companies with cost advantages and dividend potential, as well as undervalued companies.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes