生猪周报：8月首周现货市场在压力释放中磨底

1   � ② -1- -2- -3- -4- � ② -5- 1 LH2LH2 201501 LH2LH2 301601 LH24 01 30,000 25,000 20,000 15,000 25,000 3 LH2LH2 203503 LH2LH2 303603 LH24 03 20,000 15,000 10,000 2/13/14/15/16/17/18/19/110/111/112/11/1 10,000 4/15/16/17/18/19/110/111/112/11/12/13/1 22,000 20,000 18,000 16,000 14,000 12,000 LH2 205 LH2 305 LH24 05 LH2 505 LH2 605 5 6/17/18/19/110/111/112/11/12/13/14/15/1 24,000 22,000 20,000 18,000 16,000 14,000 12,000 LH2 207 LH23 07 LH24 07 LH2 507 LH26 07 7 8/19/110/111/112/11/12/13/14/15/16/17/1 27,000 22,000 17,000 12,000 LH2 109 LH2 209 LH23 09 LH2 409 LH2 509 9 10/111/112/11/12/13/14/15/16/17/18/19/1 31,000 26,000 21,000 16,000 11,000 LH2LH2 111411 LH2LH2 211511 LH23 11 11 12/11/12/13/14/15/16/17/18/19/110/111/1 -6- 11 LH2 111 LH2 211 LH23 11 LH2 411 LH2 511 15,000 10,000 5,000 0 -5,000 / 11-1 LH2111-LH2201LH LH LH2211-LH2301 1 -LH250 LH2411 H2401 H2601 2311-L 2511-L 4,000 2,000 0 -2,000 -10,000 11-3 12/11/12/13/14/15/16/17/18/19/110/111/1 -4,000 2/13/14/15/16/17/18/19/110/1 / 8,000 6,000 4,000 2,000 0 -2,000 / 05 L 11-5 LH2111-LH2205LH2311-LH2405 H2511-LH26 LH2211-LH2305 LH2411-LH2505 LH2111 -LH2203 L H2211-LH2 303 LH2311 -LH2403 L H2411-LH2 503 LH2511 -LH2603 10,000 5,000 0 -4,000 4/15/16/17/18/19/110/1 -5,000 6/17/18/19/110/1 / 10,000 / 11-7 LH2111-LH2207LH2311-LH2407LH2511-LH2607 LH2211-LH2307 LH2411-LH2507 11-9 LH2111-LH2209LH2311-LH2409LH2511-LH2609 LH2211-LH2309 LH2411-LH2509 2,000 5,0001,000 00 -5,000-1,000 -10,000 8/18/118/218/319/109/209/3010/1010/2010/3 -2,000 10/110/610/1110/1610/2110/2610/3 -7- 29.00 27.00 25.00 23.00 21.00 19.00 17.00 15.00 13.00 11.00 9.00 15KG 1/12/13/14/15/16/17/18/19/110/111/112/1 2022 2023 2024 25 20 900 800 700 600 500 400 300 200 100 0 1/12/13/14/15/16/17/18/19/110/111/112/1 2,000 2 022 202 3 2024 20 25 1,900 1,800 1,700 1,600 1,500 1,400 20 25 024 2023 22 50KG 20 2 1/12/13/14/15/16/17/18/19/110/111/112/1 -8- 30.00 25.00 20.00 15.00 10.00 5.00 2021/5/272022/11/272024/5/27 %30.00% 1 20kg1 50-120kg 1 75-120kg2 00-120kg 20.00% 10.00% 0.00% -10.00% -20.00% % 12% 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% 150-120 2 021 2022 20 23 2024 202 5 1/12/13/14/15/16/17/18/19/110/111/112/1 % 20% 15% 10% 5% 0% -5% -10% -15% 175-120 1/12/13/14/15/16/17/18/19/110/111/112/1 % 5 2024 23 2022 021 200-120 2 20 202 2 021 2022 20 23 2024 202 5 30% 25% 20% 15% 10% 5% 0% -5% -10% -15% -20% 1/12/13/14/15/16/17/18/19/110/111/112/1 % 8% 6% 4% 2% 0% -2% -4% -6% 175-150 1/12/13/14/15/16/17/18/19/110/111/112/1 % 2021 202 2 2 023 2024 202 5 12% 10% 8% 6% 4% 2% 0% -2% -4% 200-175 2 021 2022 20 23 2024 202 5 1/12/13/14/15/16/17/18/19/110/111/112/1 -9- 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 1/12/13/14/15/16/17/18/19/110/111/112/1 2022 2023 2024 25 20 16.00 15.50 160,000 140,000 15.00 120,000 14.50 100,000 14.00 13.50 13.00 80,000 60,000 40,000 20,000 12.500 2025/2/42025/3/42025/4/42025/5/42025/6/42025/7/42025/8/4 -10- 135.00 130.00 125.00 120.00 115.00 110.00 105.00 100.00 1/12/13/14/15/16/17/18/19/110/111/112/1 2022 2023 2024 2025 %12.00% 10.00% %12.00% 90KG 2022 2023 2024 2025 150KG 2022 2023 2024 2025 10.00% 8.00%8.00% 6.00%6.00% 4.00%4.00% 2.00%2.00% 0.00% 1/12/13/14/15/16/17/18/19/110/111/112/1 0.00% 1/12/13/14/15/16/17/18/19/110/111/112/1 -11- 24% 22% 20% 18% 16% 14% 12% 10% 1/12/13/14/15/16/17/18/19/110/111/112/1 -12- 1,000 500 0 -500 -1,000 2021/8/192022/2/192022/8/192023/2/192023/8/192024/2/192024/8/192025/2/19 1,500 20 1,000 2023 202 5 2024 2022 21 500 0 -500 -1,000 -1,500 -2,000 500 0 -500 -1,000 1/12/13/14/15/16/17/18/19/110/111/112/1 1,500 1,0002021 2022 2023 2024 2025 1/12/13/14/15/16/17/18/19/110/111/112/1 %60% 50% 40% 30% 20% 10% 0% 1/12/13/14/15/16/17/18/19/110/111/112/1 %160% 025 022 2019 2023 2020 2024 2021 2 2 140% 120% 100% 80% 60% 40% 20% 0% 20 21 2022 20 23 2024 202 5 1/12/13/14/15/16/17/18/19/110/111/112/1 -13- 2022 2023 2024 25 20 100 50 0 -50 -100 -150 1/12/13/14/15/16/17/18/19/110/111/112/1 -14- 4,350 4,300 4,250 4,200 4,150 4,100 4,050 4,000 3,950 3,900 3,850 3,800 4,296 4,271 4,2414,240 4,210 4,1584,142 4,067 4,042 4,0624,0734,0804,0784,0624,066 4,0384,0414,036 4,0394,0384,0424,043 3,9923,9863,996 2023-062023-092023-122024-032024-062024-092024-122025-032025-06 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 2020-022021-082023-022024-08 %5.00% 4.00% 3.00% 2.00% 1.00% 0.00% -1.00% -2.00% -3.00% -4.00% -5.00% -6.00% 11.50 11.00 10.50 10.00 9.50 9.00 8.50 8.00 2020 2023 2021 2024 2022 2025 1/12/13/14/15/16/17/18/19/110/111/112/1 94%85.00% 92% 90% 88% 86% 84% 82% 80.00% 75.00% 70.00% 65.00% 80% 2020-04 2021-042022-042023-042024-042025-04 60.00% 2020-042021-042022-042023-042024-042025-04 -15- -16- -17-