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A股異動丨飼料股普漲 飼料產業鏈將明顯受益於量價齊升
格隆匯 09-29 14:38
格隆匯9月29日丨飼料股普漲,正邦科技漲近4%,海大集團漲3.49%。據農村農業部數據顯示,2020年8月,全國生豬存欄環比增長4.7%,已連續7個月增長,同比增長31.3%。豬價也隨之步入下降週期,也就是後周期。銀河證券表示,作為後周期機會的代表之一,飼料一方面受益於養殖存欄回升帶來的飼料銷量提升,另一方面受益於行業重新洗牌、集中度提升,疊加替代效應下的飼料結構優化。華創證券亦表示,飼料行業上承種植、下啟養殖,是養殖產業鏈中較為關鍵的一環。數據顯示,飼料需求持續恢復。2020年8月,飼料總產量2296萬噸,同比增長14.9%,為2017年10月以來的最高單月產量。其中豬飼料產量749萬噸,環比繼續增長6.9%。今年的第六輪飼料漲價潮已經開啟,飼料產業鏈將明顯受益量價齊升。

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