金吾财讯 | 中金研报指出,2026年猪业新范式有望进一步强化。价格端,中金测算26年猪价或延续振幅收敛、波动下降的新范式特征,价格中枢回落、节奏先抑后扬,高效龙头有望保有年度盈利。经营端,猪企开启降成本、增价值、扩海外的成长新范式,企业出栏保持平稳。投资端,核心龙头兼顾成长与价值,有望持续领跑。
金吾财讯 | 中金研报指出,2026年猪业新范式有望进一步强化。价格端,中金测算26年猪价或延续振幅收敛、波动下降的新范式特征,价格中枢回落、节奏先抑后扬,高效龙头有望保有年度盈利。经营端,猪企开启降成本、增价值、扩海外的成长新范式,企业出栏保持平稳。投资端,核心龙头兼顾成长与价值,有望持续领跑。
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