异动解读｜牧原股份盘中上涨3.42%，局部猪价突破11元大关叠加产能调控政策加码

行情直击07-06 14:39

7月6日，牧原股份(02714.HK)盘中上涨3.42%，报32.7港元，成交额1.28亿港元。

消息面上，猪肉概念股午后集体走强，全国生猪收购均价连续反弹，局部地区猪价突破11元/公斤大关，较前期底部明显回升。政策端，农业农村部明确"减母猪、控二育、降体重"的调控方向，5月能繁母猪去化幅度创近两年新高，产能调控节奏逐渐加码。机构指出，按生猪10个月生长周期推算，7月后全国出栏量将进入实质性减少阶段，三季度猪价有望迎来向上拐点，行业低成本龙头企业超额利润释放可期。

（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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