研報掘金丨長江證券:牧原股份業績同比扭虧為盈,持續重點推薦
長江證券研報指出,牧原股份(002714.SZ)上半年歸母淨利8.29億元,其中單二季度歸母淨利32.08億元,均實現同比扭虧為盈。看好牧原股份長期發展,公司成本優勢明顯且後期成本預計持續優化,出欄規模保持穩健增長。豬價景氣趨勢確立,公司盈利水平十分可觀,當下公司估值已處於歷史低位,近期,生豬全國均價上升至接近20元/公斤,預計後續豬價有望維持一段時間較高景氣水平,公司負債率與現金流量水平在2024年下半年有望進一步改善。截至8月4日,公司頭均市值約3502元/頭,處於5%的歷史分位數水平,持續重點推薦。
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