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港股異動丨港股市場豬肉股走強 生豬養殖企業或進入利潤暴發期
格隆匯 03-05 14:08
格隆匯3月5日丨A股豬肉股受追捧,板塊內個股掀起漲停。港股市場豬肉股亦跟隨A股走強,其中萬洲國際(0288.HK)大漲5.3%,中糧肉食(1610.HK)漲3.7%。華西證券指出,雖然母豬存欄出現增長,但行業2019年受非洲豬瘟疫情影響較大,生豬產能去化幅度接近40%。考慮到非洲豬瘟疫苗的正式推出還需要一定時間,養殖户復養謹慎,復養成功率有待驗證。預計2020年生豬供給仍處於緊缺狀態,而生豬供給不足將支撐豬價維持高位,生豬養殖企業將迎來利潤的集中暴發期。
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