豬肉板塊走弱 未來生豬產能將過剩
格隆匯9月7日丨豬肉板塊走弱,天邦股份、新希望跌超6%,正邦科技、唐人神跌超5%,牧原股份、天康生物、傲農生物等跟跌。唐人神董事長陶一山在近期表示,據不完全統計,中國各大養豬企業已發佈的在建或將建的養豬項目規模將達20億頭,而中國豬肉消費僅6.5億頭,未來生豬行業會或出現產能過剩。分析師認為,到2022年,國內肉價將跌到10塊,屆時肉價跌到4-5塊都是完全可能的。卓創資訊生豬分析師表示,9月豬價或呈現“先漲後震盪下滑”的態勢。雖然有開學、中秋國慶備貨等需求提振,但北方市場產能釋放,生豬出欄量不斷增多,豬價或緩慢下滑。

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