Pork Sector Stocks Rally Again as Regional Prices Surpass 11 Yuan Mark, Policy Support for Capacity Control Intensifies

Shares linked to the pork industry are experiencing another surge.

As of the latest update, COFCO JOYCOME (01610) has risen 5.88% to HK$1.08, DEKON AGR (02419) is up 5.77% at HK$50.2, and MUYUAN (02714) has gained 4.05%, trading at HK$32.9.

The price of pork has seen a significant rebound since the start of July.

According to market data, the national average price for lean hogs on July 5th was 10.62 yuan per kilogram, representing a weekly increase of 12.74%.

Nationwide, prices in many regions have stabilized above the 10 yuan per kilogram level, with some areas in southern and eastern China reporting prices exceeding 11 yuan per kilogram.

Analysts point out that signals of accelerated industry consolidation are emerging.

Concurrently, policy guidance for production capacity control is being progressively strengthened.

The momentum for an upward cycle is steadily building, and an acceleration in the reduction of production capacity is expected to be a key catalyst for future market performance.

Recently, leading pork producers have initiated share buybacks and increased holdings, demonstrating sustained confidence in the long-term value of their companies.

Market focus is on leading enterprises with distinct cost advantages and robust operational and financial performance.