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牧原股份(002714.SZ)領豬肉股走強 機構稱四季度是左側佈局的最佳時間窗口
格隆匯9月29日丨今日A股大跌之際,養殖股成逆勢走強成市場亮點,其中,牧原股份一度漲超8%領漲豬肉股。温氏股份、新希望等跟漲。農業農村部9月23日發佈關於印發《生豬產能調控實施方案(暫行)》的通知,設定了“十四五”期間能繁母豬存欄量調控目標,即能繁母豬正常保有量穩定在4100萬頭左右,最低保有量不低於3700萬頭。華西證券認為,即使經歷過非瘟疫情的洗禮,我國生豬養殖行業仍以散養户為主,行業集中度偏低,《方案》實行的難度或將加大。生豬養殖業處於深度虧損,去產能速度加快, 預計明年春節前後會出現一輪較強且持續時間較長的反彈行情,今年四季度是左側佈局的最佳時間窗口。
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