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豬肉股大幅拉昇 年內第三批中央凍豬肉儲備收儲工作啟動

格隆匯3月29日丨傲農生物逼近漲停,巨星農牧漲7.7%,雙匯發展漲6.48%,新希望漲近3%,牧原股份漲2.59%。

昨日,國家發展改革委將會同有關部門啟動年內第三批中央凍豬肉儲備收儲工作,並指導各地加快收儲。國家發展改革委將繼續會同有關部門做好儲備調節工作,必要時進一步加大收儲力度,推動生豬價格迴歸合理區間,促進生豬市場平穩運行。

有關方面分析認為,當前國內能繁母豬產能總體較為合理;生豬價格已處於低位,進一步大幅下降的可能性較小。建議養殖場(户)合理安排生產經營決策,既保持適重育肥豬正常出欄節奏、不盲目壓欄,也保持能繁母豬產能總體穩定、不過度淘汰。

中金公司最新研報維持本輪豬週期或將在二季度末結束的觀點,但豬價反彈高度或有限。當前,豬價持續走低,養殖行業經歷着行業鉅變,目前年出欄500頭以上的規模化養殖企業佔據約60%的市場份額,前20位龍頭企業的出欄量佔總出欄量約20%,養殖端的持續虧損在一定程度上加速我國生豬產業結構的優化,新的產業形態正在形成,龍頭企業或逐步引領行業發展。

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