国泰君安：4月生猪量、重双降拐点如期而至

智通财经2022-05-10

智通财经APP获悉，国泰君安发布研报称，反转双催化线索均有显现，持续推荐生猪养殖板块。从4月月报可以发现，量、重双降，供给拐点如期而至，未来供给压力有望逐步降低，价格有望震荡上行;成本、现金流压力下被动出清线索继续隐现，重申产能去化势不可挡。产能去化、价格拐点双线驱动，继续推荐养殖板块反转的β机会。推荐标的：牧原股份(002714.SZ)、温氏股份(300498.SZ)、天康生物(002100....

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国泰君安：4月生猪量、重双降 拐点如期而至

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国泰君安：4月生猪量、重双降拐点如期而至