1、生猪板块:供应压力释放下短期猪价承压,关注成本优势投资建议:反内卷政策重心逐步偏向落地,对行业“无效扩张”的清算趋严。此时成本优势成为猪企的核心竞争壁垒:牧原、温氏等头部企业凭借效率壁垒,在政策约束下仍能维持较高头均盈利。推荐低成本、确定性强的龙头:【牧原股份】【温氏股份】;重点关注【德康农牧】和具备高弹性的小猪企【邦基科技】【立华股份】【巨星农牧】【神农集团】【正邦科技】【天康生物】。风险...
Source Link1、生猪板块:供应压力释放下短期猪价承压,关注成本优势投资建议:反内卷政策重心逐步偏向落地,对行业“无效扩张”的清算趋严。此时成本优势成为猪企的核心竞争壁垒:牧原、温氏等头部企业凭借效率壁垒,在政策约束下仍能维持较高头均盈利。推荐低成本、确定性强的龙头:【牧原股份】【温氏股份】;重点关注【德康农牧】和具备高弹性的小猪企【邦基科技】【立华股份】【巨星农牧】【神农集团】【正邦科技】【天康生物】。风险...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.