芝加哥商品交易所：分析学家预计育种猪群将超过6百万头

　　US - Following yesterday’s discussion of the spike in hog slaughter, it seems appropriate to review what analysts are thinking as USDA gets ready to release the results of its quarterly ‘Hogs and Pigs’ survey, write Steve Meyer and Len Steiner.Front end supplies: Hog futures have sold off aggressively in recent weeks and they were down again yesterday, with December futures now trading at 46 cents, down about $12/cwt (‐21 per cent) compared to a month ago. The selloff is tied directly to the spike in hog slaughter numbers, as producers look to get current in their marketings but it also reflects worries that supplies on the ground are bigger than the June survey suggested.

　　史蒂夫·迈耶(Steve Meyer)和莱恩·施泰纳(Len Steiner)写道，紧接在昨天关于屠宰生猪数量飙升的讨论后，重新审视分析学家对美国农业部即将公布的生猪与仔猪季度调查结果的分析，看起来分析结果是合情合理的。从供应终端来看：生猪期货在近几周被过分抛售，昨天又再次下跌。十二月期货价值为46美分，比上个月减少了大约12美元/美担(下跌21%)。廉价出售的期货主要受屠宰生猪数量激增所拖累。由于生产商想要在他们销售中获得当前利润，导致期货廉价出售，但这也反映出生产商担心市场的供应会比六月调查预测的结果更多。