金吾财讯 | 猪肉概念全线下跌，截至发稿，德康农牧(02419)跌6.88%，万洲国际(00288)跌4.50%，惠生国际(01340)跌3.41%，中粮家佳康(01610)跌2.86%，牧原股份(02714)跌2.73%，雨润食品(01068)跌1.23%。申港证券研究披露，商品猪出栏均价周环比下跌，端午备货需求改善并未对猪价形成强力拉动。根据钢联数据，截至6月12日，商品猪出栏均价9.46元/kg，周环比下跌0.53%，价格在前期反弹后低位震荡，端午节前备货对下游屠宰量回升有所拉动，出栏均重降低显示出栏节奏加快，供应充足情况下，节前需求改善并未对猪价形成强力拉动，后续价格或维持低位震荡。此外，该机构援引wind截至6月12日数据表明，自繁自养头均养殖亏损349.83元/头，亏损较前一周环比增加6.07元/头；外购仔猪头均养殖亏损333.80元/头，亏损较前一周环比增加28.10元/头。目前仔猪养殖也处于亏损状态且近三周亏损幅度逐周加大，双亏损或迫使行业加速产能去化，带动行业进入周期底部。
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