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港股異動丨豬肉概念股普漲 中糧家佳康(01610.HK)升超5%
格隆匯10月29日丨中糧家佳康漲5.26%表現最佳,萬洲國際漲1.7%,雨潤食品漲超1%。10月中旬開始我國生豬價格持續反彈,認為需求好轉是一方面,另一方面在於生豬出欄均重下行等因素造成短期供給收縮,造成價格的短期顯著反彈。銀河證券表示,從需求端來看,四季度是年內需求高峯開啟時間,包括臘肉製作需求、節假日消費需求等拉動,但實際恢復情況依舊需要事實驗證。該行認為,或呈現震盪+小幅上漲行情。此外,北京發佈豬價過度下跌一級預警,將啟動臨時儲備收儲。

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