港股异动丨猪肉股短线走强,中粮家佳康涨4.2%、牧原涨近4%,猪价低位温和修复

中金财经
Nov 13
  港股猪肉概念股短线拉升,其中,中粮家佳康涨4.2%,牧原股份涨近4%,德康农牧涨2%,雨润食品涨1.3%。   消息面上,猪价低位企稳回升是直接催化。据行情宝数据,11月13日全国生猪出栏均价8.60元/公斤,较前一日小幅上涨0.03元/公斤,呈现温和修复态势,华北、华中及华东地区为主力上涨区域。国投证券指出,川渝地区猪价企稳回升,或侧面反映当地供给压力已有明显缓解。   长城证券指出,当前猪价反弹主要系底部修复,供给端出栏均重仍高、冻品库存同比高企,需求端未实质回暖,基本面反转信号尚不充分;但亏损环比收窄,板块估值处于底部区域,建议关注成本领先、现金流稳健的头部猪企。          

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