金吾财讯 | 中信证券表示，26H1猪价低位震荡，板块深度亏损，上市公司成本表现分化较大。当前行业亏损持续，现金流压力较大，同时政策约束持续强化，调控效果逐步落地，叠加极端天气可能的影响，该机构预估26H2去产能有望持续，2027年猪价景气可期。年初以来，农业板块累计跌幅达到18.9%，在各大行业板块中收益排名相对靠后。从估值角度来看，生猪企业头均市值已处于相对低位。目前生猪养殖上市企业头均市值不到2000元。考虑到行业基本面已接近触底，后续景气度有望逐步回升，该机构预计板块估值反转的确定性也在逐步加强。该机构继续推荐板块。
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