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猪肉股集体上涨 猪价高企或增厚企业利润
格隆汇 08-13 10:25
格隆汇8月13日丨猪肉股集体上涨,天邦股份大涨超9%,上海梅林涨超8%,大康农业、龙大肉食、大北农涨超5%,傲农生物、金新农、新希望等纷纷大幅走高。国家统计局8月10日公布数据显示,7月份CPI同比上涨2.7%,涨幅略有扩大。其中,猪肉价格上涨85.7%,影响CPI上涨约2.32个百分点。猪肉价格上涨对CPI的推动作用较上月扩大。近期,受前期南方降水影响,南方地区生猪产能再度去化,高价周期被拉长。券商机构分析认为,8月猪价仍处于较高位置。今年出栏量高增、成本控制得当的生猪养殖企业盈利预计将大幅增长,当前仍具有较好投资价值。

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