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豬肉板塊走低 正邦科技、天邦股份跌超4%
格隆匯6月29日丨豬肉板塊走低,正邦科技、天邦股份跌超4%,牧原股份、龍大肉食跌超3%,巨星農牧、天康生物、温氏股份等集體走低。昨日豬肉股大幅反彈,但北向資金淨減持牧原股份3.5億元,對待豬週期,北向顯然多了一些謹慎。行業人士表示,上半年豬價長時間大幅度下跌,和生豬產能恢復良好有很大關係。總體來看,目前生豬供應相對寬鬆,出欄均重雖有減小,但依然偏大。同時現在處於豬肉消費淡季,凍品庫存偏高,終端豬肉消化速度慢,豬價在經歷此次反彈後,依然有回落的可能。

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