方正證券:下半年隨着需求回暖及供給端進口量減少,白羽雞行情將有所回升
方正證券近日研報表示,白羽雞板塊由於短期產能充足,行情較弱,但從中報來看,白雞企業憑藉上下游一體化經營,平衡部分行情波動帶來的影響,仍然在低迷行情下取得一定盈利。並且上游的種源公司,依然保持着自己的核心競爭力,種苗價格仍然有所盈利。近期我們注意到由於巴西禽流感的發生,我們或將暫停從巴西進口雞肉,進口供給減少後,國內白雞價格也將有一定支撐。因此,我們認為,下半年隨着需求的回暖,以及供給端進口量的減少,白羽雞行情將有所回升。
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