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東瑞股份(001201.SZ):今年公司預計供港超過去年的水平,達25萬頭以上
格隆匯 08-31 17:00

格隆匯8月31日丨東瑞股份(001201.SZ)於2023年8月30日召開業績説明會,就“2022年公司供港生豬價格一直比較有優勢,今年來看似乎價格相對廣東來看優勢不明顯,主要原因是什麼?如何看待後期供港的價格?今年預計供港的量有多大?”,公司回覆稱,香港的豬價與內地豬價相比具有正相關性,今年上半年生豬價格持續低迷,香港豬價與內地的價差有所縮小,主要原因是上半年香港消費較為低迷,加之內地供港的數量也有所增加所致。目前香港市場價格已經在逐漸恢復,價差大約在4元/公斤。今年公司預計供港超過去年的水平,達25萬頭以上。

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