A股異動丨牧原股份(002714.SZ)逼近漲停創新高 市值超4000億元
格隆匯2月3日丨牧原股份(002714.SZ)自發布年度盈喜以來股價持續拉昇,7日累計飆漲超30%。今上午盤股價逼近漲停,報107.1元創下歷史新高,總市值超4000億元。牧原股份1月底預計2020年淨利270億-290億增長341.58%-374.29%,受國內供需情況影響,生豬價格較上年同期大幅上漲。長江證券表示,認為非瘟疫情使得行業格局重塑,未來公司成本優勢或進一步拉大,看好公司未來發展,重點推薦。平安證券指出,長期看,公司加速佈局屠宰、零售,未來有望通過成本優勢參與終端競爭,賺取品牌溢價,維持“強烈推薦”。

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