HK Stock Market Move | Pork concept stocks quickly rise with reports indicating that the newly established pig enterprises have set targets to reduce production capacity, with a certain time limit set in advance.

Pork concept stocks have risen rapidly. As of the time of this report, Muyuan Foods Group (02714) rose by 5.51% to 29.5 Hong Kong dollars; YURUN FOOD (01068) rose by 3.61% to 0.086 Hong Kong dollars; COFCO JOYCOME (01610) rose by 2.08% to 0.98 Hong Kong dollars; DEKON AGR (02419) rose by 1.17% to 39.8 Hong Kong dollars. According to reports from Caixin, several companies have recently set new targets for reducing pig production capacity, with some indicating an accelerated timeline for elimination. A source from a listed company said, "The company participated in a recent capacity control meeting and will reduce a certain amount of capacity, which must be completed by September this year, with an accelerated timeline." Experts believe that the future trend of shrinking pig supply is becoming more certain. Currently, the breeding sector is experiencing significant losses, industry funding is tight, and the sow inventory has continued to decline, reaching 39.04 million heads in March 2026. It is expected that the pace of liquidation will continue to accelerate in the second half of the year, the trend of supply contraction will gradually become clearer, and the turning point of the cycle is approaching. The specific timing will depend on the depth of liquidation and the recovery of demand.