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養殖板塊多股漲停!“地攤經濟”強勢帶火養殖業
格隆匯 06-04 10:33

在“地攤經濟”的強勢利好之下,養殖概念股今日強勢上漲。

截止發稿,國聯水產、獐子島、大湖股份多股漲停,好當家漲超6%,ST東海洋則漲逾5%,開創國際、中水漁業皆漲超3%,天山股份、仙壇股份、益生股份、温氏股份等股則紛紛跟漲。

(行情來源:同花順)

不得不説,在地攤經濟概念大行其道之際,周邊的概念股也開始隨風起舞了。

近日,李克強總理在考察中以一句“地攤經濟,是人間煙火味,是中國的生機”稱讚了地攤經濟。與此同時,政策也放寬對“擺地攤”的管理——中央文明辦明確要求不將佔道經營、馬路市場、流動商販列為今年文明城市測評考核內容。至此,多重利好之下,“地攤經濟”一躍成為當下最接地氣的風口之一,獲得了無數創業者的追捧。

而隨着地攤經濟的爆火,一些低端消費品如啤酒、調味品等概念股也直接受到提振。此外,還有地攤經濟也間接的提升餐飲旅遊、商貿零售、農林牧漁、食品飲料等大消費行業的盈利修復。

其中,身佔“夜宵經濟”和“地攤經濟”的養殖板塊也獲得了一些利好。例如,宵夜做為夜市攤的一種細分板塊,隨着擺地攤政策的放寬,一些諸如燒烤、麻辣龍蝦、火鍋等相關夜市攤也隨之獲得了一些發展機遇。

就拿小龍蝦來説,作為“夜宵王者”,小龍蝦都佔領着眾多宵夜菜品的“C位”。而在夜宵市場、夜間經濟持續復甦,疊加各地一系列支持“地攤經濟”的政策逐步放開的背景下,小龍蝦旺季銷量也快速回升。而豬肉、雞肉等各種肉作為燒烤界不可或缺的“寵兒”,銷量自然也值得期待。

由此可知,隨着地攤經濟的火熱,諸如國聯水產、大湖股份等水產品養殖業概念股以及温氏股份、仙壇股份、新五豐等畜牧業養殖業概念股也不約而同地掀起一波上漲熱潮。

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