豬肉板塊拉昇走強 豬肉消費需求端有望好轉
格隆匯8月24日丨豬肉板塊拉昇走強,傲農生物、大康農業、天康生物漲超5%,正邦科技、新希望、羅牛山漲超4%,温氏股份、天邦股份、龍大肉食、大北農等紛紛跟漲。受近期連續強降雨天氣的影響,養殖户出欄受阻,當前天氣因素加劇市場供應緊張,屠宰整體採購難度較大,而需求端,隨着9月多地學校陸續開學,學校團膳將支撐豬肉消費。萬聯證券認為,雖然目前需求端仍較疲軟,但隨着國內各類豬肉消費場景的恢復,短期豬價預計仍將保持高位震盪,規模化龍頭在成本控制、疫情防控等方面優勢明顯,市場份額仍有較大上升空間,建議關注生豬養殖板塊優質龍頭。此外,建議關注後豬週期,受券益於生豬存欄回暖、非瘟疫苗臨牀試驗進展順利的動物保健板塊。

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