港股异动 | 万洲国际(00288)再跌超4% 月内累跌近10% 猪价下行走势预计难有改观

智通财经
Oct 14, 2025

智通财经APP获悉,万洲国际(00288)再跌超4%,截至发稿,跌4.05%,报7.34港元,成交额1.83亿港元。

消息面上,10月13日,生猪期货主力合约2511收盘下跌2.88%,报11125元/吨,续创历史新低,年内累计下跌21%,较去年高点下跌逾40%。猪肉现货价格目前已跌破11元/公斤。市场人士分析,尽管近月来供给端持续推进去产能,但效果尚不及预期,市场供需失衡的矛盾依旧,猪价下行走势预计难有改观。

值得注意的是,万洲国际上月宣布派发特别股息每股0.3港元。瑞银发布研报称,此次派息符合市场预期,所有来自史密斯菲尔德(Smithfield)二次公开发售的所得款项均以特别股息形式派发。此外,万洲国际拟于10月28日举行董事会会议以审批三季度业绩。

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