猪肉概念走低德康农牧(02419)跌5.42% 两部门推动猪价尽快回到合理水平

金吾财讯

Jun 24

金吾财讯 | 猪肉概念走低，雨润食品(01068)涨4.76%，万洲国际(00288)跌0.12%，中粮家佳康(01610)跌1.01%，牧原股份(02714)跌2.51%，惠生国际(01340)跌5.06%，德康农牧(02419)跌5.42%。消息面上，国家统计局发布2026年6月中旬流通领域重要生产资料市场价格变动情况，对全国流通领域9大类50种重要生产资料市场价格的监测显示，6月中旬与6月上旬相比，15种产品价格上涨，32种下降，3种持平。其中生猪（外三元）价格为9.5元/千克，环比持平。农业农村部、国家发展改革委有关司局近日组织部分生猪主产省份和大型生猪养殖企业召开座谈会，分析研判当前生猪生产形势，指导地方和企业开展常态化精准调控，推动猪价尽快回到合理水平。会议认为，当前生猪价格筑底企稳，必须持续抓紧抓实各项产能综合调控措施，切实改善市场供需关系，巩固生猪价格回升基础。山西证券研报指出，由于行业整体降负债和修复资产负债表的任务尚未完成，如果行业持续亏损，或加速市场化去产能的节奏。在生猪产业政策的引导下，政策调控下的产能去化或将同步推进。今年可能会出现2021年以来第三次幅度较为明显的产能去化，生猪养殖行业基本面和估值有望得到修复。

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href=\"https://laohu8.com/S/01068\">雨润食品</a>(01068)涨4.76%，<a href=\"https://laohu8.com/S/00288\">万洲国际</a>(00288)跌0.12%，<a href=\"https://laohu8.com/S/01610\">中粮家佳康</a>(01610)跌1.01%，<a href=\"https://laohu8.com/S/002714\">牧原股份</a>(02714)跌2.51%，<a href=\"https://laohu8.com/S/01340\">惠生国际</a>(01340)跌5.06%，<a href=\"https://laohu8.com/S/02419\">德康农牧</a>(02419)跌5.42%。消息面上，国家统计局发布2026年6月中旬流通领域重要生产资料市场价格变动情况，对全国流通领域9大类50种重要生产资料市场价格的监测显示，6月中旬与6月上旬相比，15种产品价格上涨，32种下降，3种持平。其中生猪（外三元）价格为9.5元/千克，环比持平。农业农村部、国家发展改革委有关司局近日组织部分生猪主产省份和大型生猪养殖企业召开座谈会，分析研判当前生猪生产形势，指导地方和企业开展常态化精准调控，推动猪价尽快回到合理水平。会议认为，当前生猪价格筑底企稳，必须持续抓紧抓实各项产能综合调控措施，切实改善市场供需关系，巩固生猪价格回升基础。<a href=\"https://laohu8.com/S/002500\">山西证券</a>研报指出，由于行业整体降负债和修复资产负债表的任务尚未完成，如果行业持续亏损，或加速市场化去产能的节奏。在生猪产业政策的引导下，政策调控下的产能去化或将同步推进。今年可能会出现2021年以来第三次幅度较为明显的产能去化，生猪养殖行业基本面和估值有望得到修复。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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