牧原股份(002714)跌超5%再創調整新低,較最高位已回調52%
格隆匯7月27日丨牧原股份(002714)繼續下跌,盤中一度跌5.29%至43.65元,股價創2020年月以來新低,且較今年2月份的最高價92.1元已回調52.6%,市值跌破2300億元。據國家發改委監測,7月19日至23日當週,全國平均豬糧比價為5.89:1,連續三週以上處於5:1至6:1之間,回升至《完善政府豬肉儲備調節機制 做好豬肉市場保供穩價工作預案》設定的過度下跌二級預警區間。另外,牧原昨日接待調研時表示,近期河南暴雨,到目前為止沒有發生人員傷亡,沒有造成重大財產損失,生豬及財產都有購買相關保險。據初步統計,目前直接財產損失約1000萬元。水災之後的防疫壓力相對加大,防疫壓力將在接下來的一個月內體現。

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