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豬肉板塊大漲 生豬期貨大幅反彈 或迎來景氣行情
格隆匯 02-19 11:32

格隆匯2月19日丨豬肉板塊大漲,天邦股份封漲停,新希望逼近漲停,正邦科技、天康生物大漲超9%,金新農、唐人神等集體跟漲。

日前,據農業農村部官方信息公佈,2021年以來,廣東、新疆陸續報吿發生非洲豬瘟疫情。受此消息刺激,市場對非洲豬瘟捲土重來的預期加重,生豬期貨今日大幅反彈,目前主力合約LH2109漲超4%,報價超28000元每噸。

天風證券認為,在疫情之下,我國生豬產能恢復緩慢,預計21-22年豬價均將維持較高水平,成本管理領先的集團企業將處於高盈利階段,其長期成長價值突出,但對應21年業績,養殖企業估值普遍5-10倍左右,或迎來景氣行情。

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