豬肉板塊再度走弱 龍大肉食、新希望跌超5%
格隆匯9月17日丨豬肉板塊再度走弱,龍大肉食、新希望跌超5%,上海梅林、天康生物跌超4%,天邦股份、益生股份、新金農、大康農業、正邦科技等多股下挫。上週(9月7日至13日)豬肉批發價格為每公斤47.61元,環比下降0.6%。農業農村部畜牧獸醫局二級巡視員辛國昌表示,8月份生豬存欄同比增長了31%,母豬存欄同比增長了37%。從今年6月份,母豬存欄同比開始增長,7月份生豬存欄同比開始增長,這是一個重要的拐點。因為現在豬肉進口量在增加,總體來看,後四個月豬肉價格大概率要比去年同期低。國家統計局新聞發言人付凌暉15日表示,隨着生豬供應的存欄量增加,豬肉價格將保持穩定。後期雖然需求有所恢復,但是大幅上漲的可能性較小。

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