吉姆•朗的猪肉市场评论：美国瘦肉猪价格达到90美分/磅

　　Last Friday US lean hogs reached 90¢ lb. Pork demand and lower hog supplies are driving prices higher. Packers margins remain good with USDA pork carcass cut-outs over $1.01 per lb.Producers and Packers both making money. It’s a virtual day at Disneyland for the Pork Industry.My father always said a major indicator of market direction was “who’s calling who.” For many months Packers called virtually no one looking for hogs, at the World Pork Expo we had Packers calling. To us it was an indication of a coming surge in prices. Since the WPX lean hogs have jumped over 10¢ lb. or $20 per head. Who’s calling who! As the new packing plants come on board we expect even more calling. With surging Pork cut - outs over $1.00 a lb. lower hog supplies, good packer margins. We expect higher pork cut – outs and higher lean hog prices over the next few weeks.

　　上周五美国瘦肉猪价格达到90美分/磅。旺盛的需求以及紧缺的生猪供应让价格涨的更高。猪肉加工商仍保持良好的盈利状态，根据美国农业部报告，猪肉分割后的胴体价格超过1.01美元/磅。不管是猪肉加工商还是猪肉生产商，他们都在赚钱。对于养猪业，这简直就像是迪士尼乐园中不可思议的一天。我的父亲常说，市场走向的一个主要风向标就是“看卖方和买方，谁先主动打电话”。在过去数月，几乎没有加工商为猪供应而发愁，而在世界猪肉博览会上，我们收到了来自加工商的电话。对我们而言，这是猪价要大幅上涨的一个迹象。自世界猪肉博览会召开以来，瘦肉猪价格已经上涨了超过10美分/磅，每头涨了20美元。随着新的加工场进入生产阶段，我们预计会有更多的电话打来。由于分割猪肉的价格大幅上涨，超过1美元/磅，而且加工商更是得益于好的利润，外加生猪供应紧缺，我们预计在未来几周分割猪肉价格会更高，瘦肉猪价格也会大涨。