港股概念追踪 |二季度猪价或仍有上涨空间生猪行业周期反转可期（附概念股）

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据卓创资讯，随着春节假期后猪价上涨，3月中旬生猪自繁自养与仔猪育肥均恢复至盈利状态。但由于前期仔猪补栏成本偏低，目前仔猪育肥盈利高于自繁自养模式，二季度猪价或仍有上涨空间，自繁自养盈利或继续提升。光大证券认为，当前猪价拐点已现，随着23年10月以来新生仔猪量的收缩传导到位，预计4月商品猪出栏将继续缩量，支撑猪价开启逐级上涨趋势。然而当前行业资金压力仍在加剧。基于对近半年猪企销售情况的分析，光大证券...

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The cycle reversal of the pig industry can be expected (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YINN":1,"07226":1,"YANG":1,"01610":0.9,"00288":0.9},"content_text":"据卓创资讯，随着春节假期后猪价上涨，3月中旬生猪自繁自养与仔猪育肥均恢复至盈利状态。但由于前期仔猪补栏成本偏低，目前仔猪育肥盈利高于自繁自养模式，二季度猪价或仍有上涨空间，自繁自养盈利或继续提升。光大证券认为，当前猪价拐点已现，随着23年10月以来新生仔猪量的收缩传导到位，预计4月商品猪出栏将继续缩量，支撑猪价开启逐级上涨趋势。然而当前行业资金压力仍在加剧。基于对近半年猪企销售情况的分析，光大证券预计23Q4和24Q1部分猪企负债率仍将维持增长趋势。资产负债率高企的情形下，融资环境进一步恶化，行业资产负债表收敛将愈发显著，不排除在猪价上涨情形下，产能依然维持淘汰。中邮证券发布研报称，受春节影响，1-2月上市猪企月均出栏量有所下降，但价格低位回升及出栏体重增长，预计单头亏损有所减少。同时自2023年9月至2024年2月，新生仔猪数量持续减少，意味着5个月后(对应24年下半年)肥猪供应亦减少。供给虽然减少，但需求端暂无明显利好，且当前冻肉去库存压力较大，预计下半年猪价上涨高度有限。当前行业公司估值都处于历史底部区域，是左侧布局板块的较好时点。建议首选成本优势突出的标的，再兼顾成长性。生猪行业概念相关港股：中粮家佳康（01610）：公司2023全年生猪出栏520万头，略超年初目标。截至2023年末，公司养殖产能为617万头。万洲国际(00288)：2023年前三季度，万洲国际欧洲业务表现优于其他地区，考虑到美国业务亏损有望收窄，机构预计2024年业绩强劲反弹。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422631672"}

港股概念追踪 |二季度猪价或仍有上涨空间 生猪行业周期反转可期（附概念股）

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港股概念追踪 |二季度猪价或仍有上涨空间生猪行业周期反转可期（附概念股）