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A股異動丨豬肉股重挫 生豬期貨主力合約跌停
格隆匯 01-11 13:58
格隆匯1月11日丨豬肉股重挫,天邦股份跌8.44%領跌,行業龍頭牧原股份大跌近7%。生豬期貨上週五上市首日暴跌,11月合約跌停。生豬期貨各合約今天低開,9月主力合約約上午11:00點便封死跌停榜,跌幅達8%,報26030元/噸。業內人士表示,隨着生豬產能持續恢復,長週期來看豬價難以維持現在的高位;儘管2021年生豬市場消費將有所回升,但較往年正常水平仍偏弱,9月豬價或遠低於當前市場價。東興期貨指出,2020年6月起我國能繁母豬存欄量正式由負轉正,按照10個月的養殖週期推算,商品豬產能釋放應當在2021年下半年,因此生豬產能穩步恢復大趨勢不會改變,豬價下行週期已經確立,高豬價對需求的抑制、生豬產能的釋放將抑制此後每一輪豬價反彈的高點。

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