A股異動丨牧原股份(002714.SZ)領跌豬肉股 公司認為豬價大概率繼續下行
格隆匯5月24日丨牧原股份(002714.SZ)大跌超8%,報90.81元,創近4個月新低,且領跌豬肉股。龍大肉食和新希望均跌逾3%。國家統計局今日數據顯示,據對全國流通領域9大類50種重要生產資料市場價格的監測顯示,2021年5月中旬與5月上旬相比,33種產品價格上漲,13種下降,4種持平。生豬(外三元)本期價格18.5元/千克,環比下降8%。牧原股份在2020年年度股東大會上表示,生豬產能的恢復將帶來生豬價格的回落,雖然未來價格可能有季節性反彈,但生豬價格總體呈下降趨勢。此外,目前國內生豬期貨活躍品種交易流動性低,難以滿足公司大規模需求,公司目前對生豬期貨參與較少。

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