Lates News

CITIC Securities research report indicates that since the third quarter, the decrease in milk production due to heat stress in dairy cows, coupled with the rebound in demand for double festivals stocking, has alleviated the seasonal supply and demand contradiction in the short term. The liquidation of the livestock industry has slowed down, but the long-term reversal logic remains. Since the second quarter, the price of beef cattle has continued to rise, and the impact of the liquidation of breeding cows since 2024 has continued to show. It is predicted that there will be downward pressure on beef cattle supply in 2026, and it is judged that live cattle prices still have room for upward movement. The resonance of the beef and raw milk cycle is still optimistic. It is recommended to invest in leading livestock farming companies and industry-leading full industrial chain companies with high self-sufficiency rates of raw milk.