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豬肉股普漲 牧原股份(002714.SZ)繼續領漲
格隆匯9月30日丨豬肉股今日繼續上漲,其中,牧原股份盤中一度漲超5%,領漲板塊,華統股份漲超3%,龍大肉食、羅牛山、天康生物、新希望等跟漲。隨着養豬產業跌入低谷,國家政策已出手。目前,發改委會同有關部門開展年內第二輪中央凍豬肉儲備收儲,地方也在加大力度收儲。根據華儲網發佈收儲通知,10月10日將收儲掛牌競價交易3萬噸凍豬肉。除收儲政策外,農業農村部近日還印發《生豬產能調控實施方案(暫行)》,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。國泰君安指出,政策干預常態化,有利於長期維持生豬產能穩定,從而平滑生豬週期,降低豬價波動幅度,未來豬價或保持在一個相對穩定的通道內。華西證券認為,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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