港股異動丨豬肉股走強 豬肉價格高峯可能出現在9月前後
格隆匯4月22日丨豬肉股走強,港股市場中糧肉食(1610.HK)漲5.74%,A股市場中傲農生物(603363.SH)、禾豐牧業(603609.SH)和大北農(002385.SZ)漲停。農業農村部畜牧獸醫局局長楊振海日前介紹,從全年豬肉供需情況看,雖然生豬產能恢復積極向好,但豬肉供應偏緊的格局還沒有根本改變。二季度豬肉供需還面臨着生產基數低、進口不確定性增加、消費回升等三重因素疊加的壓力,可能是這一輪豬週期最為困難的時期。7月份後市場供應將逐步改善,但由於下半年節日多,消費拉動力也更強,豬肉價格高峯可能出現在9月份前後。
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