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A股異動丨豬肉股走強,正虹科技升停,月初惜售情緒尤濃,豬價升幅擴大
格隆匯 06-03 13:57
A股豬肉板塊午後拉昇,正虹科技封板升停,廣弘控股逼近升停,龍大美食、神農集團升超4%,湘佳股份升超3%,華統股份、益生股份、新五豐、巨星農牧牧原股份、立華股份和唐人神升超2%。受去年生豬產能去化影響,6月份起生豬出欄或逐漸減少,因此月初多數養殖企業縮量挺價,惜售情緒濃厚,生豬價格持續上行。截至6月2日,卓創資訊監測全國生豬均價為17.98元/公斤, 環比上升0.49元/公斤。進入6月,生豬供應減少疊加盼升情緒加持,供應端挺價情緒短時難以消退,預計短時偏強行情延續,局部區域或可衝破“10元/斤”關口。

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