港股直击 |猪周期拐点预期升温，猪肉概念股快速拉升

老虎资讯综合06-26

猪肉概念股快速拉升，截至发稿，雨润食品(01068)涨3.61%，报0.086港元；中粮家佳康(01610)涨2.08%，报0.98港元；万洲国际（00288）涨0.24%，报8.460港元。

方正证券认为，未来生猪供给收缩趋势较为确定。当前养殖端亏损严重，行业资金链较为紧张，能繁母猪存栏持续去化，2026年3月已降至3904万头，预计下半年去化节奏或继续加快，供给收缩趋势逐步明朗，周期拐点渐行渐近，具体时点需观察去化深度及需求恢复情况

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