According to the Huatai Securities Research Report, on July 9, pig prices in the Wind industry rebounded from an average of 9.6 yuan/kg in June to 11.3 yuan/kg, and Yongyi Consulting disclosed June capacity data, showing that capacity removal in the 26Q2 industry accelerated. Furthermore, Zhengbang Technology issued an announcement predicting that the loss of the company's assets due to the Guangxi floods may exceed 10% of the company's net profit in 25 years, confirming the effect of abnormal weather on the passive loss of production capacity in the industry. We believe that the trend of accelerated capacity removal and medium- to long-term pig price bottoming out and recovery is gradually becoming clear, and the pig breeding sector may be ready for allocation.

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