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A股異動 | 豬肉股走弱 自繁自養生豬今年首次跌破盈虧平衡線
格隆匯1月11日丨豬肉股集體走弱,其中巨星農牧跌近5%,天康生物,雙匯發展跌超3%,牧原股份,華統股份,龍大美食,益生股份跌超2%,正邦科技,新希望,湘佳股份跌近2%。截至1月10日,兩市多家擁有養殖業務的上市公司發佈了2021年全年的生豬銷售數據,梳理相關數據可以發現,“量增而價減”是2021年養殖公司業務的共性特徵。進入2022年以來,生豬價格持續下行。1月10日,自繁自養生豬今年以來首次跌破盈虧平衡線。卓創資訊分析師李晶預期頭均虧損79元左右。這也意味着,2021年已經出現大額虧損的生豬養殖企業,1月份的經營狀況比較“慘淡”。

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