卓創資訊:2022年春節前後生豬價格整體下行
格隆匯1月24日丨卓創資訊認爲,春節的確是國內消費的最高峯,但並不能成爲生豬行情的“盛宴”。雖近兩年情緒因素對行情波動的貢獻率提升,但供需格局纔是決定價格漲跌的關鍵。2022年處於即將觸底的下行週期年,國內整體供大於求的局面短時難以改變,消費旺季依然與集中出欄重疊,2022年春節前生豬價格上漲的難度較大。春節後行情下滑的風險仍較大,但下滑幅度將顯著小於2021年,預計在10%以內,同時2022年週期觸底回升的確定性較強。
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