A股異動丨豬肉概念股強勢 巨星農牧漲停 牧原股份漲超4%
豬肉概念股大幅拉昇,其中,正虹科技、巨星農牧漲停,神農集團漲超9%,新五豐漲超5%,牧原股份漲超4%,唐人神、溫氏股份、益生股份、東瑞股份皆漲超2%。消息上,近期上市豬企陸續公佈1月出欄成績,多家豬企錄得銷售收入同比增長。去年因豬價上漲、成本下降,出欄量提升的豬企普遍盈利,今年以來,豬價震盪走低,此前產能修復將在今年進入“兌現期”。2024年因豬價上升、飼料糧價格下行促使養殖成本降低,多數上市豬企業績改善明顯,頭部豬企牧原股份、溫氏股份分別預計實現歸母淨利潤170億-180億元、90億-95億元。(格隆匯)

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