智通财经APP获悉，中粮家佳康(01610)午后涨超8%，截至发稿，涨7.23%，报1.78港元，成交额1.72亿港元。
消息面上，反内卷大背景下，发改委近期分两次召集行业前三十大猪企召开生猪反内卷会议，重点提出停止增加能繁母猪存栏；出栏体重控制在 120kg 以内；不鼓励销售二育猪源等。招商证券认为，政策端基于反内卷以及稳 CPI 的目标着手调控能繁母猪产能，或进一步抬升 25-26 年猪价中枢，“低成本+”猪企利润弹性有望充分释放。
华安证券发布研报称，2025年猪价步入下行通道，但由于产能增幅小，2025年生猪养殖行业有望获得正常盈利。随着发改委政策的落实，2026年生猪价格有望超预期，成本控制优秀的公司有望获得超额收益。
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