生猪:生猪调控持续深化,看好板块价值重估机会投资建议:生猪行业进入调控期以来,相关部门召开会议强化调控措施,通过减少产能手段调控猪价,短期看由于下半年生猪出栏量或有增加以及大猪库存或有消化,猪价依然面临下行压力,我们持续认为,调控猪价是抗通缩的最有效方式之一,相关单位进行政策调控,最终是希望猪价恢复合理区间,因此这一轮调控不太可能会很激烈,更可能是调控-加码-修正,政策具有持续性。由于生猪行业产能...
Source Link生猪:生猪调控持续深化,看好板块价值重估机会投资建议:生猪行业进入调控期以来,相关部门召开会议强化调控措施,通过减少产能手段调控猪价,短期看由于下半年生猪出栏量或有增加以及大猪库存或有消化,猪价依然面临下行压力,我们持续认为,调控猪价是抗通缩的最有效方式之一,相关单位进行政策调控,最终是希望猪价恢复合理区间,因此这一轮调控不太可能会很激烈,更可能是调控-加码-修正,政策具有持续性。由于生猪行业产能...
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