金吾财讯 | 国泰海通证券研究表示，猪价上周全国均价11.18元/kg，周度环比上升1.18元/kg，7月以来猪价持续上涨。同时6月第三方数据公布能繁母猪存栏数据，其中上海钢联数据6月能繁环比-0.98%，涌益咨询6月能繁环比-0.91%，卓创6月能繁-0.72%，能繁母猪存栏量继续下降，行业去产能继续。生猪和仔猪价格上涨但仍处于亏损阶段，行业7月有望延续去产能趋势。上周部分公司已经公布半年报业绩预告，正邦科技和牧原股份上半年归母利润都是同比亏损，分别为-7~-8亿、-57~-67亿，主要原因为上半年猪价较低，行业普遍亏损。该机构预测二季度是行业亏损最多季度，未来行业亏损将逐季度减少，业绩困境后逐步改善。
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