智通财经APP获悉，猪肉概念股涨幅居前，截至发稿，德康农牧(02419)涨5.87%，报54.1港元；中粮家佳康(01610)涨5%，报1.155港元；牧原股份(02714)涨4.08%，报34.68港元。
消息面上，国内生猪市场继续强势上涨，最新均价已达10.86元/公斤，周环比上涨4.22%，湖北、江西、北京等多地猪价突破11元/公斤关口。国投证券研报指出，低价区川渝领涨，近期猪价抬头，川渝地区猪价企稳回升，或侧面反映川渝地区的生猪供给压力或已有明显缓解。
长城证券指出，当前猪价反弹主要系底部修复，供给端出栏均重仍高、冻品库存同比高企，需求端未实质回暖，基本面反转信号尚不充分；但亏损环比收窄，板块估值处于底部区域。建议关注成本领先、现金流稳健的头部猪企，以及产能去化深化下周期反转的布局机会。
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