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A股異動丨豬肉股拉昇 豬價“塌方”式大跌引發改委發聲 消費有望增加
格隆匯12月22日丨豬肉股拉昇,正邦科技、金新農和廣弘控股強勢漲停。12月20日,大商所生豬期貨主力合約最低報15355元/噸,較10月14日的24300元/噸下跌8945元/噸,跌幅36.8%;現貨端來看,據卓創資訊監測數據,12月19日全國外三元生豬交易均價為16.89元/公斤,與10月中下旬出現的年內最高點相比下降40.99%。豬價跌,豬肉股卻不跌反漲,一方面是因為是豬價快速下跌使得11月養殖户補欄積極性減弱,市場交易產能去化邏輯。另一方面,疫情管控放開加之春節臨近,豬肉消費也有望增加。供求關係影響下,豬價止跌反彈預期強烈。此外,生豬價格過快下跌也引起了監管層注意,國家發改委12月21日消息顯示,針對近期國內生豬價格過快下跌等情況,發改委正研究做好市場保供穩價工作,未來將繼續緊盯市場供需和價格動態,必要時採取收儲等儲備調節措施,促進生豬市場長期健康發展。

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