异动解读|万洲国际盘中下跌3.06%,猪肉板块整体承压行业深亏格局延续

行情直击
Jun 30

6月30日,万洲国际盘中下跌3.06%,报8.23港元,成交额3.25亿港元。

消息面上,生猪养殖行业仍处于周期底部深度亏损阶段。数据显示,商品猪出栏均价持续处于10元/公斤以下,行业已连续8个月整体亏损,猪粮比价4.06:1持续低于预警线,自繁自养头均亏损约350元。尽管近期市场对猪周期拐点预期有所升温,能繁母猪存栏降至3904万头,但供应充足叠加终端消费复苏偏弱,猪价反弹幅度有限,行业呈现"低中枢、弱弹性、长低迷"的全新周期特征。万洲国际管理层此前已下调全年生猪均价预测。板块内牧原股份同日跌3.57%,蒙牛乳业跌4.28%,行业个股普遍承压。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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