异动解读｜万洲国际盘中下跌3.06%，猪肉板块整体承压行业深亏格局延续

行情直击06-30

6月30日，万洲国际盘中下跌3.06%，报8.23港元，成交额3.25亿港元。

消息面上，生猪养殖行业仍处于周期底部深度亏损阶段。数据显示，商品猪出栏均价持续处于10元/公斤以下，行业已连续8个月整体亏损，猪粮比价4.06:1持续低于预警线，自繁自养头均亏损约350元。尽管近期市场对猪周期拐点预期有所升温，能繁母猪存栏降至3904万头，但供应充足叠加终端消费复苏偏弱，猪价反弹幅度有限，行业呈现"低中枢、弱弹性、长低迷"的全新周期特征。万洲国际管理层此前已下调全年生猪均价预测。板块内牧原股份同日跌3.57%，蒙牛乳业跌4.28%，行业个股普遍承压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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