@zongluntianxia: 养猪行业迎来巨变，黑猪赛道崛起，养猪场开始“复古养殖” After China's rare earth exports reached zero, even the most advanced Japanese manufacturing industry had to resort to rummaging through trash cans! But this approach simply won't work. 上海超市里500克带皮前腿肉6.7元，跟一斤番茄同价。这不是补贴，是行业连续亏损9个月的市场出清价。但真正的信号不是"猪价新低"——是母猪PSY从17涨到31、料重比降到2.6、牧原1000个猪场装了330万套智能设备之后，能繁母猪数量已经不能预测猪肉数量了。猪周期被工程学抹平的同一年，牧原温氏新希望叮咚买菜开始集体养黑猪、卖翻一倍的肉。中国最工业化的畜牧系统走到成熟期的分化拐点——白肉集体亏损，黑猪四年70%涨到1073亿。这不是消费升级，是效率反噬。#猪肉#猪肉价格#纵论天下之事#商业#科技狠活#现代农业#猪周期#养猪#工业化畜牧系统#工业养殖#牧原#温氏#新希望#叮咚买菜

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