中美貿易戰

Lex_China pork stocks: the pig picture

In China, pork barrel politics involves national economics rather than local electoral advantage. Prices for the meat soared 69 per cent in September, pushing consumer price inflation to Beijing’s ceiling of 3 per cent. Share prices have run away faster than a greased piglet. They will turn tail as the government steps up interventions.

China consumes half the world’s supply of pork, which has been squeezed by a swine fever epidemic. Pork accounts for about 60 per cent of Chinese meat consumption and is a crucial ingredient in a varied and delicious national cuisine. Demand is inelastic. Consumer frustration is rising with prices.

China’s pork output is set to fall by a quarter this year, creating a shortage of up to 10m tonnes. The stock of hog producer Muyuan has jumped 188 per cent this year. Zhengbang Tech, which produces feedstuffs, has leapt 205 per cent.

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