益生股份白羽肉雞行業供給緊縮、需求增加景氣度持續
格隆匯8月14日丨據證券時報,益生股份董祕林傑表示,由於多年來累積的種雞產能逐步淘汰以及持續的引種限制導致種雞供給量逐步下降,父母代白羽肉雞的存欄趨勢性下滑,存欄量減幅較大,商品代白羽肉雞供給緊缺,且供給緊縮的局面將依舊持續。從消費端來看,無論是國內,還是國外,雞肉消費都呈現強勢增長,另外非洲豬瘟事件引起雞肉替代性消費需求。目前白羽肉雞行業供給端緊縮,消費端需求量增加,行業景氣度依舊持續。
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