智通财经APP获悉，猪肉概念股早盘回暖，截至发稿，德康农牧(02419)涨4.48%，报58.35港元；牧原股份(02714)涨4.40%，报37.48港元；中粮家佳康(01610)涨3.69%，报1.125港元。
消息面上，进入10月，生猪产业链去化信号继续增多：一方面，龙头猪企主动调减母猪产能，仔猪价格与养殖利润持续探底；另一方面，9月能繁母猪仍在减少，但去化幅度较8月有所收窄。数据显示，9月涌益、钢联能繁母猪存栏环比分别下降0.52%和0.86%，叠加7-8月累计去化已超6.5%，全年产能去化有望达10%。
东方证券指出，看好生猪养殖板块，市场深亏8个月以上，去产能开始加速，叠加政策端持续强化对行业产能的限制，中长期价格景气持续性可观，猪企业绩上行可期。
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