A股異動 | 豬肉股集體上升 機構稱6月有望迎來豬價回暖
格隆匯6月8日丨新五豐、巨星農牧升停,華統股份升7%,温氏股份、唐人神、立華股份升5%,京基股份、湘加股份升4%。華西證券此前發研報表示,6月有望迎來豬價回暖,另外,疫病疊加產能去化影響,該行看好今年4季度豬價。從標的選擇上來看,該行認為:現金流充裕財務狀況良好,產能所處區域疫病發生情況較輕,生豬出欄量同比有較大增長的公司將受益。浙商李超宏觀團隊認為,年初開始能繁母豬有所去化,對應2~3個季度之後生豬供應將有所回落,且下半年節假日較多,旅遊、聚餐等助力豬肉需求回暖,預計豬價將於三季度迎來拐點。

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