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豬肉板塊走強 豬肉價格7月大漲85.67%
格隆匯 08-11 10:06
格隆匯8月11日丨豬肉股大幅拉昇,龍大肉食拉昇封板,牧原股份漲超4%,新希望、天邦股份、金新農等跟漲。昨日,國家統計局公佈數據顯示,7月份CPI同比上漲2.7%,漲幅略有擴大。其中,豬肉價格上漲85.7%,影響CPI上漲約2.32個百分點。豬肉價格上漲對CPI的推動作用較上月擴大。據國家統計局城市司高級統計師董莉娟介紹,食品中,隨着餐飲服務等逐步恢復,豬肉消費需求持續增加,而多地洪澇災害對生豬調運產生了一定影響,供給仍然偏緊。山西證券表示本輪豬價反彈主要由市場供需不平衡導致。一方面,受生豬出欄減緩、防疫調配要求從嚴及進口量減少等因素影響,國內豬肉供應依舊偏緊。另一方面,隨着局部二次疫情得到有效控制,餐飲和團體消費需求有所回升。

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