20250307-大越期货-生猪期货早报_33页_5mb

报告摘要

Transaction Consulting Business Qualification: Licensed by CSRC with No. 【2012】1091
Livestock Futures Morning Brief - March 7, 2025
Key Highlights:
1. Supply and Demand:
  - Post-February demand weakened, reducing live pig supply but prices remained volatile.
  - Excess capacity in feed and slower restocking forecasts indicate potential downward pressure.
  - Price outlook: Largely sideways with weak trends.
2. Fundamental Analysis:
  - Supply: Reduced inventory (40.80 million sows) and lean pig stockpiles support prices, but overall demand remains sluggish.
  - Demand: Post-holiday weakness in consumer confidence continues to suppress fresh pork demand.
  - Risk Factors: High inventory risks; demand declines lack of consumer confidence.
Recommendations:
- Trade LH2505 between 12,900-13,300 yuan/ton; avoid net long positions.
Disclaimer: No investment advice provided; use for reference only. Market fluctuations may cause losses.

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