智通财经APP获悉，猪肉概念股集体回落，截至发稿，万洲国际(00288)跌5.91%，报7.8港元；牧原股份(02714)跌3.66%，报31.1港元；中粮家佳康(01610)跌1.9%，报1.03港元。
消息面上，据搜猪网7月7日监测数据，全国瘦肉型猪出栏均价已达11.16元/公斤，站稳11元关口。这是猪价连续第10日上涨，自6月26日低点9.36元/公斤反弹以来，累计涨幅高达19.2%。业内人士表示，本轮猪价“十连涨”的核心推力仍来自供给端。
值得注意的是，四川省畜牧业协会猪业分会会长认为，此轮猪价上涨，并不会持续太久，也不意味着迎来了猪周期拐点。“现阶段生猪产能总体还是过剩的。”李晓勇表示，目前行业整体仍在亏损，当前行业平均养殖成本约12元/公斤，即使生猪出栏价达到11元/公斤，养殖户依旧处于亏损状态。
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