智通财经APP获悉，牧原股份(02714)盘中拉升，现涨超3%，截至发稿，涨3.46%，报37.08港元，成交额3129.99万港元。
消息面上，据卓创资讯，7-8月，部分规模场受政策面限制开始加速减产，市场进入第二波集中减产，连续两月累计降幅达到2.50%，且9月减产仍在进行中，月中下旬母猪淘汰量开始减少。开源证券认为，短期供给与库存压力延续，母猪去化提速强化中期改善预期。
国金证券指出，中长期来看，生猪养殖行业依旧有较为优秀的中枢利润，且非洲猪瘟之后行业的快速扩张中，仍有大量企业是低质量扩充产能，行业成本方差依旧巨大，头部企业有充足的超额利润释放，建议优选低成本优质企业。
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