一 | 生猪机构观点汇总期货公司方向核心逻辑广州期货偏多下半年供应压力逐步释放，需求季节性回升，供需环比改善，现货有望阶梯式回升，悲观预期或转向乐观，支撑期价强于预期南华期货震荡压栏及二育大猪集中出栏、规模场加快出栏，叠加淡季需求疲弱和行业亏损，短期承压；能繁母猪去化及政策调控支撑远期预期。
二 | A mudslide struck near Gyirong Port in southwest China's Xizang Autonomous Region on Wednesday, with people feared missing, local authorities said.
The disaster has cut off roads leading to the port on the Chinese side, as well as communications and power supplies, according to the emergency management bureau of Gyirong County in Xigaze City.
Gyirong Port is a major land port connecting China and Nepal.
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三 | 银河期货中性生猪出栏压力增加、体重偏高，二次育肥入场放缓，猪价整体下行；短期调整压力较大，后续不确定性高，建议观望。国都期货偏空能繁母猪存栏仍达正常保...。
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Published on:19:38:36
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