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生豬產業鏈股集體下跌 為連續第8日回調
格隆匯 09-09 12:03
格隆匯9月9日丨生豬產業鏈股集體下跌,為連續第8日回調,其中,龍大肉食跌7%,較最高位回調25%,正邦科技、傲農生物跌超4%,均較高位下跌超20%。統計局今日公佈的數據顯示,8月豬肉價格同比上漲52.6%,漲幅比上月大幅回落33.1個百分點。此外,此前有媒體稱“生豬產能已經到了20億頭,豬價甚至有可能跌到四、五塊錢”,昨日新希望迴應稱,市場傳聞的信息來源是存疑的,而這個背後的邏輯,從從業者的角度來説是經不起推敲的。豬價一旦跌破20元,甚至再略低一點,跌破了大部分的養殖成本線,擴產的企業和養殖户大部分都會選擇觀望或者是出清,不可能持續下跌到4元到5元的水平。

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