西部證券:8月生豬存欄降幅擴大,看好養殖龍頭企業
西部證券指出,8月生豬存欄降幅擴大,看好養殖龍頭企業。根據湧益諮詢數據,截止到9月20日,我國生豬出欄價已經上漲到28.7元/kg,不斷創歷史新高。在此背景下,每頭豬的盈利將達到3000元以上,考慮到龍頭公司資金實力強、養殖成本低,具有收割能力,兼具週期性與成長性,推薦謹慎關注,建議關注温氏股份、牧原股份。
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