1、行业:猪产能去化与鸡价格拐点共振,养殖周期双击行情启动生猪板块新周期逻辑持续强化。生猪市场供强需弱趋势加剧。供给端,标猪供应稳步增长&肥猪库存持续累积,而需求端正值夏季淡季,综合导致猪价或易跌难涨,行业育肥利润或显著收窄甚至亏损,抑制补栏意愿。与此同时,政策正多管齐下加速产能优化:继5 月底要求头部企业暂停扩产、控体重、停二育后,7 月初中央财经委会议再强调治理低价竞争,叠加全国能繁母猪存栏...
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