港股異動丨中糧肉食漲近5% 上週豬肉價格跌幅收窄 11月均價環比漲2.59%
格隆匯12月2日丨中糧肉食(1610.HK)漲近5%,報2.54港元,成交1804萬港元,總市值99億港元。豬肉價格延續下降,上週均價環比回落4.2%,降幅收窄,但11月均價相比10月上漲了2.59%,相比去年同期則上漲了146.25%。中泰證券研報稱,往前看,供給難有起色,春節逐漸臨近,需求季節性回升,漲價壓力仍然存在。另外,因為受到中南六省禁調令11月30日生效的影響,北方豬源將無法調往中南地區,有人擔心其他南方地區後續會效仿中南六省,這樣北方豬源外調難度增加,南方地區豬價將會進一步上升。隨着冬至、元旦、春節這些傳統消費豬肉旺盛時期臨近,豬價整體被看好。
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