金吾财讯 | 港股猪肉概念整体走弱，截至发稿，牧原股份(02714)跌2.95%，德康农牧(02419)跌2.19%，中粮家佳康(01610)跌1.54%。消息面上，招商证券研究认为，26Q1受猪价深跌影响，上市猪企陷入全面亏损，周期向上蓄势，“低成本+”猪企现金流或继续改善、内在价值提升。龙头饲企份额继续提升，海外市场维持高增。周期底部蓄势，建议把握龙头猪企内在价值提升以及龙头饲企海外扩张打开成长空间。
金吾财讯 | 港股猪肉概念整体走弱，截至发稿，牧原股份(02714)跌2.95%，德康农牧(02419)跌2.19%，中粮家佳康(01610)跌1.54%。消息面上，招商证券研究认为，26Q1受猪价深跌影响，上市猪企陷入全面亏损，周期向上蓄势，“低成本+”猪企现金流或继续改善、内在价值提升。龙头饲企份额继续提升，海外市场维持高增。周期底部蓄势，建议把握龙头猪企内在价值提升以及龙头饲企海外扩张打开成长空间。
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