新希望(000876.SZ):預計下半年豬價會持續走高 甚至部分月份可以突破22元
格隆匯5月12日丨新希望(000876.SZ)在2023年5月8日分析師會議上表示,二三月份均價較低,本身預計4月中旬豬價會上升到15-16元/kg,目前看來沒有達到預期。總體對下半年預計還是偏樂觀,結合農業農村部相關數據和公司自身能繁母豬調研,對三四季度豬價保持樂觀,個別月份可以突破22元/kg。之前預計基於消費端的相對穩定,都是對供應端能繁母豬、仔豬、飼料和耗材等做的分析,今年疫情放開後,通過五一假期來看,消費慾望和消費能力還是有的,總體來看對消費需要偏樂觀。所以預計下半年的豬價會持續走高,甚至部分月份可以突破22元。
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