文|马王杰短期来看,由于需求端季节性回暖、供给端奶牛热应激导致产量减少等因素影响,近两月奶牛存栏去化程度有所放缓。然而,短期因素不会对周期逻辑本身产生冲击,牛周期之下肉奶共振的逻辑依旧没有改变。短期数据冲击之下的回调反倒成为此轮大的周期投机机会之下非常好的布局时点。向后去看,伴随需求的季节性走弱,叠加相关牧场主体经营压力的持续加大,奶牛存栏仍将维持去化趋势,原奶周期触底的拐点越发临近。点击小程序...
Source Link文|马王杰短期来看,由于需求端季节性回暖、供给端奶牛热应激导致产量减少等因素影响,近两月奶牛存栏去化程度有所放缓。然而,短期因素不会对周期逻辑本身产生冲击,牛周期之下肉奶共振的逻辑依旧没有改变。短期数据冲击之下的回调反倒成为此轮大的周期投机机会之下非常好的布局时点。向后去看,伴随需求的季节性走弱,叠加相关牧场主体经营压力的持续加大,奶牛存栏仍将维持去化趋势,原奶周期触底的拐点越发临近。点击小程序...
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