异动解读｜牧原股份盘中下跌3.06%，半年预亏叠加外资减持持续承压

行情直击07-24 10:43

7月24日，牧原股份盘中下跌3.06%，报32.34港元，成交额1858.19万港元。

消息面上，公司此前披露上半年业绩预告，预计归母净利润亏损57亿元至67亿元，去年同期盈利105.30亿元，同比由盈转亏。报告期内商品猪销售均价约10.4元/公斤，同比下降约28%，为亏损主因。此外，摩根大通于7月16日减持公司约50.67万股，每股作价约34.12港元，减持后持股比例降至6.94%。行业层面，上半年全国瘦肉型生猪均价仅10.39元/公斤，行业整体深度亏损，尽管7月猪价出现反弹，但仍低于行业平均养殖成本约12元/公斤，基本面尚未根本性改善。

（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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