牧原股份半年巨亏60亿元,“猪茅”的至暗时刻还要熬多久?

红星资本局
Aug 21

20日晚间,牧原股份(002714.SZ;02714.HK)发布了2026年半年报,营业收入594.10亿元,同比减少22.30%;净利润-60.78亿元,去年同期还是105.3亿元,一进一出超过了166亿元。  牧原不是第一次亏损,但这次值得关注。  作为国内出栏量最大的养殖企业,它过去几年一直靠成本控制对抗猪周期,2024年还是行业内少数能赚钱的公司之一。这次亏损更像整个行业深度亏损期的缩影—...

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