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A recent research report from CICC reveals that China's pig industry has embarked on a new trajectory, impacting pork prices, growth dynamics, and investment strategies. The traditional laws governing pig cycles are progressively losing their sway, exhibiting fresh characteristics such as narrowed amplitude, shortened cycle durations, and reduced volatility. This transformation stems largely from the rapid expansion and realignment of industrial labor division post-African swine fever. Additionally, recent "anti-involution" regulatory measures have further accentuated this trend. Consequently, the industry's logic and investment paradigms have shifted. Leading enterprises are now increasingly emphasizing their growth potential and value scarcity, fueled by robust endogenous growth and enhanced dividend payouts.
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