A股異動丨豬肉股逆勢拉昇 券商稱豬週期反轉預期提升將持續加速
格隆匯1月28日丨豬肉股逆勢拉昇,牧原股份、唐人神、温氏股份、鵬都農牧、禾豐股份等均漲超4%。國泰君安研報稱,產能去化加速將在春節後展開,重申“第二波已開啟”、“一季度為黃金配置期”、“上半年比下半年好”的觀點判斷,維持前期對板塊反轉的判斷,豬週期反轉預期提升將持續加速。繼續推薦生豬養殖板塊貝塔機會。不過值得注意的是,今年豬肉價格持續走低,春節前出現了“旺季不旺”的現象。今日全國生豬收購均價呈現下跌態勢,全國均價6.79元/斤,環比昨日下跌0.02元/斤,連續第五日下跌。

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