牧原股份(002714.SZ)逼近跌停 稱做好迎接行業冬天來臨的準備
格隆匯5月24日丨"豬茅"牧原股份(002714.SZ)跳水逼近跌停,報89.05元,股價創今年1月以來新低,跌破120日均線向下逼近年線位置,最新市值跌破3400億元。公司上週五發布投資者關係活動記錄表稱,雖然近年非洲豬瘟對於行業產能帶來了較大影響,但目前全國生豬產能已逐步恢復;根據農業農村部數據,2020年底全國生豬產能已恢復至常年水平的90%以上。生豬產能的恢復將帶來生豬價格回落,雖然未來價格可能有季節性反彈,但總體呈下降趨勢,預計生豬行業在2022年或2023年將到達底部。從自身來看,公司需要完善人才管理和資金儲備,做好迎接行業冬天來臨的準備。

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