港A兩市豬肉股全線上漲 雨潤食品(1068.HK)大漲15%
格隆匯10月21日丨A股市場早盤豬肉概念股全線上漲,天邦股份漲超8%,正邦科技漲近7%,港股市場豬肉股被帶動,雨潤食品(1068.HK)大漲超16%,中糧肉食(1610.HK)漲超3%,萬洲國際(0288.HK)漲超2%。10月21日,全國外三元生豬均價38.1元/公斤,價格較昨日上漲0.84元/公斤,較上月上漲9.88元/公斤。2019年春節前後,國內生豬價格開始步入上升軌道,近月來已持續突破歷史高點。從近日行業龍頭企業披露的9月份產銷數據也能夠發現,當月國內商品豬價格仍整體呈現大幅上漲趨勢。另外,機構普遍預計明年豬價將維持高位。華創證券預計年內生豬價格突破35元/公斤,2020年豬價維持高位。天風證券認為,未來 2-3 年,將是養豬板塊的盈利景氣週期疊加頭部上市企業出欄的快速擴張期,是一波長期的量利齊升行情。目前生豬養殖板塊已經進入高盈利週期,上市公司已經進入利潤快速釋放階段。
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