港股异动 | 中粮家佳康(01610)早盘涨超4% 3月商品大猪出栏量55万头 生猪产能去化有望提速

智通财经
Apr 14

智通财经APP获悉,中粮家佳康(01610)早盘涨超4%,截至发稿,涨4.48%,报1.4港元,成交额3429.07万港元。

消息面上,中粮家佳康近日发布公告,3月,公司商品大猪出栏量55万头,本年累计出栏量152万头。3月,公司商品大猪销售均价为9.57元/公斤,生鲜猪肉销量为2.93万吨,生鲜猪肉业务中品牌收入占比为33.82%。

长江证券指出,猪价格创近十年新低,全行业亏损时间已超6个月,3月起仔猪价格步入下行通道,有望加速行业主体淘汰能繁母猪,市场化出清或将正式开启。本轮周期或将带来行业竞争格局持续优化,有成本优势以及现金流的企业有望迎来更长盈利周期。该行指出,南非I型口蹄疫或成新催化。

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