港股异动|中粮肉食涨逾3%获大行唱好料将纳入港股通
格隆汇7月25日丨中粮肉食(1610.HK)盘中拉升,现报2.71港元,涨3.83%,暂成交3144万港元,最新总市值105.7亿港元。安信国际最新发表研报称,随着猪价景气周期到来,中粮肉食持续扩大生猪养殖规模,顺应行业趋势推进产能扩张,全产业链布局优势突出。猪价持续上行将有利于改善其盈利情况,业绩弹性较大。中粮肉食新建100万头产能自6月起开始投放,原有老厂复产,预计下半年至明年出栏量有确定保障。此外,据格隆汇勾股大数据通过内部港股通实时监测模型计算,中粮肉食(1610.HK)9月可能被纳入港股通名单。
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