A股異動 | 豬肉概念股拉昇 收儲工作將啟動 機構近期紛紛調研
格隆匯2月10日丨豬肉概念股拉昇,巨星農牧率先封板,新五豐漲近9%緊隨其後,唐人神、傲農生物等漲超5%。最新披露的消息顯示,機構調研多隻豬肉概念股,包括唐人神、天康生物、得利斯等。天康生物2月7日獲數十家機構調研,天康生物稱,未來,公司計劃在川渝地區做進一步的生豬養殖佈局。唐人神2月8日獲匯添富基金等調研,唐人神稱,公司智慧豬場管理平台正在有序推廣實施。2月8日,得利斯獲農銀匯理等機構調研,公司稱,未來整體戰略方向是以預製菜及肉製品精深加工為主,做大食品和健康板塊。此前國家發改委表示豬糧比價進入過度下跌二級預警區間,國家將視情啟動豬肉儲備收儲工作。不過,國投安信期貨研報稱,2022年10月份以及之前時間段內,我國生豬出欄量仍然維持過剩水平,生豬價格難見到趨勢性轉折。豬肉儲備收儲由於數量級別有限,不改變行業趨勢,僅影響短期市場情緒。

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