智通财经APP获悉，猪肉概念股午后跌幅扩大，截至发稿，万洲国际(00288)跌4.17%，报8.51港元；中粮家佳康(01610)跌2.86%，报1.02港元；牧原股份(02714)跌2.73%，报29.96港元。
消息面上，A股多家生猪养殖上市公司密集披露5月产销简报。数据显示，生猪销售均价普遍低于10元/公斤，行业整体仍处于周期底部的震荡阶段。据卓创资讯，截止到6月15日，月均价为9.50元/公斤，虽有端午节假期支撑猪价上行，但需求端目前处于传统消费淡季，生猪价格上涨难度较高。
国盛证券此前发布研报称，全国外三元生猪价格在今年4月最低跌至8.82元/公斤，单头养殖亏损最大达576.82元/头，创近十年历史极值，本轮周期亏损时段占比已达49%。生猪期货同步创近五年新低，最低跌至9055元/吨，行业呈现“低中枢、弱弹性、长低迷”的全新周期特征，盈利修复难度加大。
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