智通财经APP获悉，猪肉概念股再度走高，截至发稿，德康农牧(02419)涨5.68%，报53.95港元；中粮家佳康(01610)涨4.55%，报1.15港元；牧原股份(02714)涨4.43%，报34.4港元。
消息面上，据农业农村部监测，7月以来全国生猪和猪肉价格连续上涨两周，涨幅明显。7月12日，北京新发地市场白条猪批发价每公斤14.4元，比7月1日上涨15％。新发地市场分析师刘通表示：“7月上旬最高价出现在7月8日，平均价格14.55元每公斤，是今年春节以来最高价。”
江海证券认为，在“反内卷”的政策调控和亏损减产的双重驱动下，行业产能有望迎来加速去化期，可左侧布局生猪养殖板块。中长期看，在行业高质量发展的背景下，龙头养殖企业成本持续下降，周期头均盈利中枢或将提升，叠加政策控制资本开支减少，企业持续稳定现金流增加分红预期。建议左侧布局生猪养殖企业。
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