牧原股份(02714)今日盘中出现大幅下跌，跌幅达5.02%，引发市场关注。
消息面上，公司于前一交易日盘后披露了2026年第一季度报告，业绩出现大幅下滑。报告显示，公司第一季度实现营业收入298.94亿元，同比下降17.10%；归属于上市公司股东的净利润为-12.15亿元，同比由盈转亏，环比亦由盈转亏。公司解释称，业绩变动主要系生猪价格下降导致收入减少所致。
今年以来，生猪价格持续低迷，全国生猪价格一度跌破10元/公斤关口，行业整体陷入深度亏损。牧原股份作为行业龙头亦难独善其身，其一季度商品猪销售均价持续走低，3月份已降至9.91元/公斤，同比降幅达31%。在持续深度亏损的压力下，生猪养殖行业产能去化正在提速，但短期内企业仍面临较大经营压力，这直接影响了市场对公司短期盈利能力的预期，从而拖累股价表现。
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