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肉價上漲促港A豬肉股拉昇:天康生物和正邦科技漲停,牧原股份漲超7%
格隆匯7月4日丨A股天康生物和正邦科技漲停,新五豐和牧原股份漲超7%,正虹科技、新希望、唐人神等漲超6%;港股中糧家佳康漲超4%。國家統計局數據顯示,2022年6月下旬與6月中旬相比,生豬(外三元)價格環比上漲11.6%。生豬主力合約今日盤中一度漲4.41%,向上觸及22000元/噸,創2021年6月以來新高。還值得注意的是,有消息稱國家發改委今日將召集大型豬企等開會,分析近期生豬市場形勢。提醒相關企業保持正常出欄節奏、避免盲目壓欄,提出不得囤積居奇、哄抬價格的要求,研究保持生豬市場平穩運行的相關措施。業內人士稱,目前市場不缺豬,但過度壓欄導致近期價格過快上漲,後期8-9月集中出欄又很可能導致價格快速下跌,不利於行業平穩健康發展。

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