港股异动 | 猪肉概念股逆市上扬 牧原股份(02714)涨近4% 中粮家佳康(01610)涨超2%

智通财经
Mar 04

智通财经APP获悉,猪肉概念股逆市上扬,截至发稿,牧原股份(02714)涨3.84%,报41.1港元;中粮家佳康(01610)涨2.56%,报1.6港元。

消息面上,据财联社报道,昨日相关部门召集多家猪企开会,会议主要关注联农助农与产能调控,注重预警信息的准确性。此前,华储网发布通知,将于3月4日开展中央储备冻猪肉收储竞价交易,本次收储竞价交易挂牌1万吨。华源证券研报指出,展望26年,产能调控政策影响下,猪价或提前止跌回升,叠加上市公司成本或将持续下降,盈利能力或有持续较好表现。

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