On August 11, MUYUAN rose 3.38% in regular trading, trading at HK$34.74/share, with turnover of HK$67.61 million. The stock extended gains following a broad rally in pork-related equities driven by improving hog price data and regulatory policy effects.

On the news front, July pork prices reversed from a 0.8% month-over-month decline in June to a 4.1% increase, contributing approximately 0.07 percentage points to CPI. National lean hog prices reached 10.67 yuan/kg on August 10, marking four consecutive days of gains with a cumulative 3.6% rebound. Industry analysts noted that comprehensive hog production regulatory policies are beginning to take effect, while extreme weather events in some regions have pushed up transportation costs, providing additional price support.

Institutions highlighted that the breeding sector is at the critical stage of capacity reduction, with sow inventories declining to 37.8 million head in Q2, down 6.5% year-over-year. Multiple brokerages view current valuations as historically low, with cycle reversal logic gradually materializing as the industry enters its tenth consecutive month of losses.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)