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豬肉概念股跳水:牧原股份和正邦科技跌超2%
格隆匯2月17日丨豬肉概念股盤初跳水,為連續第五日下跌。其中,傲農生物跌超5%,巨星農牧跌近5%,湘佳股份、牧原股份、正邦科技跌超2%,温氏股份、金新農跌近2%。統計局昨日公佈的數據顯示,受去年同期基數較高影響,中國1月豬肉價格下降41.6%,降幅擴大4.9個百分點。不過,中國銀行研究院研究員稱,從前瞻指標能繁母豬存欄情況來看,2021年7月開始能繁母豬存欄量已經出現環比下降,預計新一輪“豬週期”將於2022年年中開啟。當前豬肉價格正經歷築底反彈階段,上半年豬肉價格仍將低位運行,下半年同比漲幅將整體抬升。

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