豬漲價、雞漲價，海蔘也漲價，A股開啟農場模式（附股）
作者：吳琦
來源： 數據寶
養雞、豬肉、漁業等農業板塊逆勢走強，成為今天行情最大亮點。
豬肉股振靜股份四連板，海蔘概念股好當家一字漲停，水產概念股國聯水產尾盤封板，帶動水產養殖板塊逆勢大漲2.8%，其中大湖股份、百洋股份漲超2%。
部分水產品漲價 海蔘景氣度有望延續至明年
近一週生豬價格同比上漲10.2%，雞苗雞肉價格亦創新高，雞蛋期貨也曾一度站上年內高點。同時，雞、豬產業概念股炒作開始向其他農業股擴散。
10月21日，中國農業信息網報道，威海水產品市場海蔘的價格持續升温，創近年來同期市場新高。ST 東海洋公司董事長、總經理車軾在全景網活動上曾介紹，今年海蔘市場整體屬於供不應求狀態，海蔘價格處於上漲態勢。
海蔘價格上漲主因為2018年夏季高温導致大量海蔘死亡，而今年夏天持續高温再次導致海蔘出現大面積化皮死亡現象。
信達證券曾在研報中表示，海蔘行業供給端主動去產能疊加主產區高温被動減產，需求端增速穩步提升，供需缺口逐步兑現，參價景氣有望延續至2020年。
好當家今天一字漲停，公司是國內第一家海洋食品產業上市公司，其中海蔘是主要養殖品種，該公司三季報營業收入同比增長1.7%，淨利潤同比增長3.64%。
長江流域禁捕催化水產養殖個股走高
除產品漲價外，長江流域禁捕也是水產養殖個股炒作的催化劑。
10月18日，農業農村部發布《關於長江流域重點水域禁捕範圍和時間的通告》徵求意見稿，提出，長江水生生物保護區要在2019年底以前率先實行全面禁捕並在此後全面禁止生產性捕撈；長江干流和重要支流在2020年底以前完成漁民退捕，並實行暫定10年的禁捕。
今天國聯水產、大湖股份等概念股紛紛大漲。其中國聯水產以對蝦產品為核心的綜合水產品提供商，主要提供對蝦和羅非魚種苗、水產飼料、對蝦和羅非魚等水產品初加工產品及深加工食品等，最新的業績預告顯示歸屬於上市公司股東的淨利潤約1276.35萬元至2076.35萬元，比上年同期下降90.84%至94.37%。
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