港股异动 | 猪肉概念股逆市走高猪价再次下探空间有限旺季后有望出现反弹

智通财经04-08

智通财经APP获悉，猪肉概念股逆市走高，截至发稿，中粮家佳康(01610)涨5.2%，报1.82港元；万洲国际(00288)涨2.91%，报5.3港元。西部证券指出，4月以后，猪肉消费将进入传统淡季，24Q2生猪需求将逐步降至全年最低，预计短期仍将对猪价形成压制。我们预计猪价在淡季将维持目前低价，再次下探空间有限。6月以后随着需求季节性回暖，猪价有望出现反弹。目前上市猪企现金亏损面普遍较小，下半年...

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港股异动 | 猪肉概念股逆市走高 猪价再次下探空间有限 旺季后有望出现反弹

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港股异动 | 猪肉概念股逆市走高猪价再次下探空间有限旺季后有望出现反弹