港股概念追踪 |猪肉价格连涨3周生猪养殖行业安全边际较高（附概念股）

智通财经04-08

农业农村部最新监测数据显示，4月份第一周，全国猪肉价格为每公斤25.22元，环比上涨0.2%，已经是连续3周上涨。商户介绍说，近期猪肉价格走高，主要是因为供应端生猪价格走势偏强。3月底全国仔猪价格比年初上涨五成左右，体现出能繁母猪供应量减少。首创证券研报指出，考虑到2024年上半年生猪行业供给仍较充足，后续猪价有望延续相对低位，高成本、高负债的规模场或将陆续受到冲击，并催化行业去产能进度加速。生猪...

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港股概念追踪 |猪肉价格连涨3周 生猪养殖行业安全边际较高（附概念股）

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港股概念追踪 |猪肉价格连涨3周生猪养殖行业安全边际较高（附概念股）