【券商聚焦】华泰证券:猪价二次探底推动产能去化再加速

金吾财讯
Nov 11

金吾财讯 | 华泰证券表示,截至11月9日,涌益全国生猪均价8.6元/公斤,跌破本轮周期前次低点。该机构认为,近期猪价二次探底超出市场与产业预期,主要系行业供给与库存压力仍较大而消费需求承接较弱,Q4生猪养殖行业旺季不旺基本确立。展望后市,随着猪价与仔猪价格再度刷新前低,行业现金流亏损加剧,或带动能繁母猪产能去化超预期演绎,为远期的猪价弹性及持续性打开空间,而板块持仓仍处相对底部,该机构重申生猪板块的布局机会。

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