“養豬”民企獲扶持 豬肉概念股漲勢繼續擴大 新希望、傲農生物漲停
格隆匯3月18日丨豬肉概念股漲勢繼續擴大,新希望、傲農生物漲停,正邦科技、牧原股份和天康生物漲幅均在6%以上,唐人神、新五豐、大北農、温氏股份等均有明顯上漲。農業農村部近日印發了《關於支持民營企業發展生豬生產及相關產業的實施意見》(簡稱《意見》),要加大對民營企業發展生豬生產的政策扶持力度,優化民營企業發展生豬產業的市場環境,引導民營企業提升生豬產業發展質量。分析人士指出,當前生豬產能處於歷史低位,政策推動新建擴建生豬養殖項目儘快開工,早日形成產能,大型養殖集團迎來擴張機遇。華創證券認為,上市豬企在非洲豬瘟疫情防控方面有着綜合性的競爭優勢,將成為行業產能恢復的主力軍,或將充分享受生豬價格高位運行帶來的超額行業紅利。
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