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豬肉板塊走強 正虹科技、大康農業漲停
格隆匯 04-07 11:29
格隆匯4月7日丨豬肉板塊走強,正虹科技、大康農業漲停,正邦科技、華統股份漲超6%,金新農、天邦股份、龍大肉食等漲超5%。昨日,正邦科技發佈3月份生豬銷售情況簡報,2020年3月銷售生豬40.58萬頭(其中仔豬0.95萬頭,商品豬39.64萬頭),環比增長18.43%,同比下降28.19%;銷售收入17.74億元,環比增長13.98%,同比增長107.47%。這則利好公告成為豬概念股一季報預期向好的信號。按照慣例上市公司將在4月1日-4月15日將公佈一季報預告。有市場分析,2019年一季度豬價平均指數為125附近,而今年豬肉指數則在230附近,生豬價格從去年最低點5.5元漲到今年一季度最高點19.7元,漲幅近3倍,隨着去年下半年上市公司大量增加生豬存欄,春節前後集中上市,所以豬肉板塊相關上市公司的業績大概率將呈現出爆發式增長。
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