港股猪肉概念股集体走低，其中，德康农牧跌超4%，中粮家佳康跌3.6%并且录得4连跌，牧原股份、万洲国际跌超2%。
消息上，最近的养猪圈，用 “雪上加霜” 来形容再合适不过。一边是猪粮比跌破4，头均亏损超400元，上市猪企股价集体重挫，就连 “养猪国家队” 也难逃巨亏；另一边是超150家饲料企业官宣涨价，海大、通威、正大、中粮等头部企业全品类调价，养殖端成本压力飙升至顶点。
有分析称，关于养猪行业的前景，目前市场上有一个非常清晰的共识：行业正处于"周期最深的寒冬"，但春天已在酝酿。用一句话概括就是，短期压力巨大，但中长期拐点明确，一场由"政策+市场"双轮驱动的供给侧改革正在重塑整个行业。
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