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豬肉板塊大幅走強 牧原股份大漲超9%
格隆匯8月2日丨豬肉股迎來久違上漲,牧原股份大漲超9%,大北農、温氏股份、新五豐漲超7%,正邦科技、天邦股份、新希望、唐人神等紛紛跟漲。根據國家統計局數據,6月末全國能繁母豬存欄4564萬頭,已恢復至正常年份水平。上週國務院常務會議要求建立生豬生產逆週期調控機制,當能繁母豬存欄量月度同比減少10%以上或生豬養殖連續嚴重虧損3個月時,各地可對規模養殖場(户)給予一次性臨時救助。機構表示,7月以來國家多次啟動收儲,豬肉價格政策底或已出現、繼續下跌空間有限。

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