豬肉板塊走強 天邦股份(002124.SZ)漲近8%
格隆匯7月24日丨豬肉板塊走強,天邦股份大漲近8%,正邦科技、傲農生物漲超5%,金新農、唐人神、振靜股份、新五豐等多股走強。農業農村部數據顯示,23日國內豬肉平均批發價為48.88元/公斤,較月初上漲7.1%,較5月下旬的年內最低價格已上漲逾26%。生豬方面,據生意社最新數據,國內生豬價格報37.25元/公斤,較7月初上漲6.52%,較5月下旬的年內最低價格漲逾30%。華創證券指出,目前國內生豬供給偏緊的局面仍未改變,下半年國內生豬面臨“供給難上量、需求有提振”的局面。南方洪水重災五省均為主要生豬生產省份,五省合計生豬出欄量佔全國的27%。強降水天氣不僅限制生豬調運,也增加了非洲豬瘟的防控難度。短期內生豬壓欄嚴重,供給邊際趨緊。

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