异动解读｜牧原股份盘中下跌3.13%，猪价持续低迷叠加行业深度亏损延续跌势

行情直击05-20 11:12

5月20日，牧原股份盘中下跌3.13%，报35.28港元，成交额5813.04万港元，股价续创新低。

消息面上，当前全国外三元生猪均价约9.65-9.73元/公斤，显著低于公司约12元/公斤的完全成本，行业普遍处于亏损区间。公司一季度归母净利润为-12.15亿元，同比下降127.05%，4月销售收入同比下降32.49%。尽管农业农村部近日将能繁母猪正常保有量目标下调至3750万头释放产能调控信号，但短期猪价仍处底部震荡格局，港股猪肉概念整体走弱，市场对周期反转时点存在分歧。

（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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