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A股異動 | 豬肉股普漲 第四批中央凍豬肉儲備收儲工作將開展
格隆匯4月11日丨豬肉股普漲,上海海林、得利斯漲5%,温氏股份、大北農、湘佳股份漲3%,天康股份、雙匯發展、新希望、益生股份漲2%,牧原股份、京基股份漲1%。消息面上,國家擬開展年內第四批中央凍豬肉儲備收儲工作,收儲4萬噸凍豬肉。另外,中金指,從股價表現規律來看,豬肉股股價上漲均領先於豬價上行拐點,高預期出欄彈性標的漲幅最大。其次,從週期位置來看,當前仍處豬價底部左側,低豬價、高飼料成本、高企業負債加速產能去化,豬價拐點預計在22H2到來。最後,從股價空間來看,產能去化加速強化股價搶跑邏輯,有資金優勢的龍頭企業和高出欄彈性中小企業仍有較大上漲空間。

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