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豬肉板塊高開 豬價回升預計維持高位運行
格隆匯 01-05 09:40

格隆匯1月5日丨豬肉板塊高開,鵬都農牧一字漲停,金新農漲超6%,傲農生物、新五豐、牧原股份等高開。

據新牧豬價指數,全國生豬均價在10月24日探底到14.33元/斤之後,就開始一路上漲,今天已經來到18.26元/斤,漲幅已超過27%,尤其是最近一週就漲了超過1元/斤,部分地區豬價甚至逼近20元大關。

中信建投指出,目前整體養殖端對春節前豬價仍有較好預期;考慮疫情之後及春節前豬肉消費的季節性增長的因素,認為春節前豬肉供需偏緊格局仍然維持,豬價預計維持高位運行。

中金表示,考慮較高的養殖盈利催化,預計生豬供給逐步恢復,2021年豬價處於下行週期,但考慮母豬結構低效、非洲豬瘟疫情等因素對供給的制約,供給回升及豬價下跌速度應較為緩和。

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