金吾财讯 | 港股猪肉概念股普跌，截止发稿，雨润食品(01068)跌4.24%，德康农牧(02419)跌1.55%，万洲国际(00288)跌0.83%，中粮家佳康(01610)跌0.72%。消息面上，高盛研究指出，中国生猪行业已触达周期底部，虽当前价格承压，但供需反转在即。数据显示，2025年生猪均价为每公斤14.4元，同比跌9.2%，为2019年以来最低；2026年4月15日基准价跌至每公斤8.7元，为25年新低，全行业普遍亏损。高盛强调，能繁母猪存栏正持续削减，预计至2026年末将减少11%。因从母猪配种到商品猪出栏存在6–9个月滞后期，供应收缩将推动2026年下半年猪价回升至每公斤15.0元，2027年或达15.3元，较当前有近75%上涨空间。
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