智通财经APP获悉，牧原股份(02714)跌超4%，截至发稿，跌4.46%，报37.66港元，成交额1.57亿港元。
消息面上，牧原股份近日公布，今年8月，公司销售商品猪约703万头，同比上升0.42%；商品猪销售均价为每公斤约人民币10.30元，同比下降23.76%；商品猪销售收入约人民币92.54亿元，同比下降21.90%。商品猪销售价格和收入同比降幅较大，主要受生猪市场行情波动的影响。
中信证券指出，上半年猪价持续探底，其中4月均价降至9.32元/公斤，为近十年新低，近期猪价仍在低位震荡。上市公司层面，上半年板块亏损逐季度加深，业绩整体承压。展望后续，下半年猪价预估仍在成本线下震荡，而政策持续约束头部企业产能，预估生猪产能维持去化趋势，2027年猪价景气可期。
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