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內地生豬價高位運行 萬洲(00288.HK)漲逾6%成最強藍籌
阿思達克 09-04 09:56

萬洲(00288.HK)上月在低位反覆上落後,今早受惠內地政策刺激,急漲逾6%報6.71元,收復20天線(約6.516元),最高曾見6.8元,最新成交涉9,993萬元,暫為最佳表現藍籌股。其他豬肉股亦受捧,雨潤(01068.HK)及中糧肉食(01610.HK)分別漲逾2%及逾4%。

中國農業農村部畜牧獸醫局有關負責人接受內地《經濟日報》專訪稱,從去年下半年以來的生豬存欄和能繁母豬存欄下降情況判斷,今年豬肉產量可能會出現明顯減產,市場供需存在一定缺口,春節前生豬價格仍將高位運行;預計明年生豬生產將逐步恢復,生豬價格將逐步回落。從肉類總體供應看,今年肉類供應是有保障的。此外,農業農村部還表示,中國尚沒有批准上市的非洲豬瘟商品化疫苗,也尚未批准開展臨床試驗研究。

財政部辦公廳、農業農村部辦公廳近日聯合印發《關於支持做好穩定生豬生產保障市場供應有關工作的通知》。通知指出,切實落實好非洲豬瘟強制撲殺補助政策;完善種豬場、規模豬場臨時貸款貼息政策;加大生豬調出大縣獎勵力度;提高生豬保險保額;支持實施生豬良種補貼等六項政策。

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