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港股異動丨豬肉股再度上漲豬價已破歷史最高點
格隆匯 08-22 14:24
格隆匯8月22日丨豬肉股再度上漲,廣弘控股(000529.SZ)和正邦科技(002157.SZ)漲幅靠前。國家統計局的數據顯示,豬肉價格在4-7月分別同比上漲18.2%、14.4%、21.1%、27%。而CPI也已連續5個月處於“2時代”,其中7月同比上漲2.8%,為近17個月新高。卓創分析師牛哲表示,目前國內生豬行業仍處於嚴重的供需失衡狀態。日前,農業農村部公佈2019年7月份生豬存欄信息,其中生豬存欄環比上月減少9.4%,比去年同期減少32.20%;能繁母豬存欄環比上月減少8.9%,比去年同期減少31.9%。就同、環比數據來看,生豬、能繁母豬存欄已連續下滑9個月之多,7月同比降幅更是超過了30%,再創歷史新低。國內豬肉缺口極大,目前多省白條出廠價格已飈漲至30元/公斤以上。九月將至,各大高校開學在即,終端消費緩慢提升,屠企開工率將觸底回升,勢必拉動豬價再度上行。搜豬網分析師馮永輝也指出,進入8月豬價“漲”聲一片,用了不到半個月時間豬價從18元/公斤持續飛漲成功衝破歷史高點後繼續大幅上漲,截止到8月20日豬價已順利衝破23元/公斤。(行情來源:富途證券)
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