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港股异动 | 中粮肉食大涨8.47% 本月上旬生猪价格继续上涨
格隆汇 09-18 15:33
格隆汇9月18日丨中粮肉食(1610.HK)大涨8.47%,报2.56港元,成交7226万港元,总市值99亿港元,逼近百亿港元。据国家统计局本周一发布的数据,2019年9月上旬生猪(外三元)价格为28.4元/千克,较8月下旬涨5.2%。万联证券近日发表研报指,8月份生猪和母猪存栏同比、环比降幅均扩大并创历史新高,7-8月主产区疫情加重是主要原因。如果疫情不再反复,最乐观的情况下,预计存栏环比改善要到今年年底,存栏数据恢复需要到明年年底。疫情不再反复的前提是疫苗的及时推 出,但预计1年内难以推出。8月猪价同比、环比涨幅创新高,高点看至35元/千克以上,政策干预有望影响短期生猪价格,但不具备持续性。现阶段市场需消化疫苗事件的负面 影响,随着疫苗事件的逐步消化,预计板块将迎来进一步上涨。
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