A股異動丨牧原股份漲超4%創2個月新高,已遞交H股發行申請書
牧原股份(002714.SZ)近期走勢活躍,今日盤中一度漲4.45%,報42.97元,股價創4月9日以來新高。華泰證券研報指出,6月4日牧原股份出席了2025年中期策略會,會上公司溝通了1-4月生豬出欄量持續同比高增,養殖完全成本亦延續明顯改善、4月已降至12.4元/公斤,同時單頭增益戰略亦已有一定成效。公司已遞交H股發行申請書,項目正在推進中,在國際資本市場的亮相或有助於公司後續逐步拓展全球商業版圖。華泰證券認爲今年以來豬價雖處於下行週期中,但下跌偏緩、養殖行業仍處於盈利空間,看好公司養殖成本領先+單頭增益空間逐步提升優勢下的盈利兌現能力。維持“買入”評級。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.