金吾财讯 | 猪肉概念股集体走高，德康农牧(02419)涨4.85%，中粮家佳康(01610)涨4.17%，惠生国际(01340)涨3.90%，牧原股份(02714)涨3.65%。广发证券表示，6月猪价维持低位震荡，显著低于行业现金成本。考虑近期仔猪价格、淘汰母猪价格明显下行，估计6月行业母猪存栏下降速度或明显加快。同时，生猪产能调控政策持续推进，“减母猪、控二育、降体重”等推动行业供需逐步改善，据涌益咨询数据，6月25日全国生猪出栏均重环比下降约1公斤。综合考虑供需趋势以及季节性因素，本轮猪周期最低点或已过去，3季度猪价有望迎来向上拐点。当前板块估值处于历史低位，布局价值凸显，优选成本优势的龙头企业。
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