异动解读｜牧原股份盘中上涨3.41%，机构增持叠加连续回购提振市场信心

行情直击09-04 09:48

9月4日，牧原股份(02714)盘中上涨3.41%，报37.22港元，成交额2048.97万港元。

消息面上，近期多重积极信号叠加：FIDELITY FUNDS于8月31日增持公司20.58万股H股，持股比例升至6.0%，突破举牌线；同时公司连续实施H股回购，9月1日至3日合计回购约57.62万股，耗资约2089万港元，8月以来已累计回购超85万股。此外，8月全国生猪均价从月初约10元/公斤回升至11.13元/公斤，月内涨幅逾7.5%，多家券商研判猪价年内有望进一步反弹。公司管理层亦表示，下半年至明年猪价合理稳定回升是行业主基调，7月养殖完全成本已降至11.5元/公斤左右，盈利拐点渐近。

（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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