豬肉板塊走弱 牧原股份(002714.SZ)跌5%
格隆匯12月10日丨豬肉板塊走弱,牧原股份跌5%,唐人神跌超4%,温氏股份、傲農生物、天邦股份、正邦股份集體跌超3%。商務部發布的數據顯示,11月25日至12月1日這一週,豬肉批發價格為每公斤42.35元,環比下降3%,已是連續4周下降。統計局數據顯示,11月份,豬肉價格上漲110.2%,影響CPI上漲約2.64個百分點;豬肉供應緊張狀況有所緩解,價格上漲3.8%,漲幅明顯回落16.3個百分點。中國貿促會研究院國際貿易研究部主任趙萍認為,豬肉價格連續4周的回落釋放出積極信號。趙萍分析,豬肉價格上漲的勢頭出現回落是因為供求關係發生了變化,生豬供應量出現回升,供不應求的問題得到了一定程度的緩解,這是市場因素作用的結果。
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