东兴农业 | 猪价短期回暖,不改去化趋势——生猪养殖行业月度跟踪

东兴证券研究所
Feb 02

投资摘要:行业供需表现:猪价旺季回升,12月均价下行。农业农村部监测数据显示,2025年12月仔猪、活猪和猪肉均价分别为23.40元/公斤、12.26元/公斤和22.63元/公斤,环比变化分别为-3.50%、-2.27%和-1.81%。猪价在12月底部回升,但均价下行。26年1月猪价明显回升,截至1月20日,全国外三元生猪均价12.90元/公斤。供应端:12月份,疫病点状爆发和行业亏损影响,养殖端...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10