A股異動 | 生豬養殖股走強 機構稱今年剩餘時間的生豬價格不存在大幅下跌的可能性
格隆匯9月19日丨巨星農牧和華統股份漲約4.6%,牧原股份漲2.56%。銀河證券指出,供給端下行/低位,需求端逐步上行,22年剩餘時間的生豬價格不存在大幅下跌的可能性,看好22Q4豬價上行走勢。目前豬價處於階段高位,但同時市場對後期豬價走勢依舊存較大分歧。在該背景下,更加強調個股配置、操作與其既有邏輯的一致性。在個股層面建議關注成本管控優秀/向好、資金壓力較小、生豬出欄彈性較大、估值相對低位的個股。方正證券認為,今年3月-明年2月左右豬價總體呈震盪上行,易漲難大跌。

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