A股異動丨豬肉股普漲 南方降水致生豬產能損失
格隆匯7月6日丨豬肉股普漲,天邦股份漲逾7%領漲,牧原股份和新五豐漲近4%。天邦股份昨日披露業績預告,公司預計2020年半年度淨利潤為盈利14.8億元-15.8億元,同比增長502.90%-530.12%,公司上年同期則虧損3.67億元。據我的農產品網數據跟蹤,7月3日生豬外三元均價為36.46元/公斤,較上週上漲了5.21%;較上月上漲4.91元/公斤,環比上漲了15.56%。近日南方降水量大,生豬調運難度增加。當前7-8月適重豬供應偏少,市場正處於斷檔期,豬價上漲得到一定支撐,短期來看豬價依舊高位偏強運行。

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