Pork Sector Stocks Defy Market Downturn with Notable Gains

Stock News
03/04

Shares related to the pork sector moved against the broader market trend to record increases. At the time of writing, Muyuan Foods Co.,Ltd. (02714) rose by 3.84% to HK$41.1, while COFCO JOYCOME (01610) advanced 2.56% to HK$1.6.

The upward movement follows reports that relevant authorities convened a meeting with several major pig farming enterprises yesterday. The discussions primarily focused on supporting farmers through agricultural linkages and regulating production capacity, with an emphasis on improving the accuracy of early warning systems.

In a related development, the China Reserve Meat Management Center announced it will conduct a competitive bidding process for 10,000 tonnes of central government frozen pork reserves on March 4th.

According to a research note from Huayuan Securities, looking ahead to 2026, pig prices may bottom out and rebound earlier than expected due to the impact of production capacity control policies. Coupled with potentially continuing cost reductions for listed companies in the sector, profitability could demonstrate sustained improvement.

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