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豬肉股集體大漲 9月生豬銷售數據陸續公佈
格隆匯10月8日丨節後第一個交易日,A股豬產業鏈股集體大漲。其中,鵬都農牧和傲農生物漲停,正邦科技逼近漲停,天康生物漲超8%,大北農、温氏股份漲超6%,華統股份、牧原股份、羅牛山漲超5%,天邦股份漲超4%,新五豐、唐人神、龍大肉食、正虹科技和順鑫農業漲超3%。消息面上,豬產業鏈公司目前陸續公佈9月份商品豬銷售數據,其中,天邦股份9月銷售收入環比降26.10%至4.64億元,温氏股份9月銷售收入環比增12.3%至24.1億元,傲農生物9月生豬銷售環比增52.71%至32.59萬頭。另外,根據此前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,農業農村部此前還印發《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。

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