内地生猪价高位运行 万洲(00288.HK)涨逾6%成最强蓝筹
万洲(00288.HK)上月在低位反覆上落後,今早受惠内地政策刺激,急涨逾6%报6.71元,收复20天线(约6.516元),最高曾见6.8元,最新成交涉9,993万元,暂为最佳表现蓝筹股。其他猪肉股亦受捧,雨润(01068.HK)及中粮肉食(01610.HK)分别涨逾2%及逾4%。
中国农业农村部畜牧兽医局有关负责人接受内地《经济日报》专访称,从去年下半年以来的生猪存栏和能繁母猪存栏下降情况判断,今年猪肉产量可能会出现明显减产,市场供需存在一定缺口,春节前生猪价格仍将高位运行;预计明年生猪生产将逐步恢复,生猪价格将逐步回落。从肉类总体供应看,今年肉类供应是有保障的。此外,农业农村部还表示,中国尚没有批准上市的非洲猪瘟商品化疫苗,也尚未批准开展临床试验研究。
财政部办公厅、农业农村部办公厅近日联合印发《关於支持做好稳定生猪生产保障市场供应有关工作的通知》。通知指出,切实落实好非洲猪瘟强制扑杀补助政策;完善种猪场、规模猪场临时贷款贴息政策;加大生猪调出大县奖励力度;提高生猪保险保额;支持实施生猪良种补贴等六项政策。
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