“风口上的猪”又来了？上市猪企迎量价齐升

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经历漫长最冷猪周期后，3月生猪市场曙光乍现。近期，上市猪企披露3月销售数据中，国内生猪出栏量有所回升，销售均价也随之回暖，龙头猪企Q1亏损或将环比收窄。财联社记者从业内采访获悉，生猪供应宽松的局面在3月份开始有所改善，预计二季度猪价将温和上涨。3月猪企销售量价齐升经历长期低迷后，生猪市场表现出淡季不淡的特征，3月上市猪企销售普遍环比量价齐升。目前除正虹科技(000702.SZ)3月出栏量环比下降...

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Listed pig companies welcome volume and price rise","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300498":1,"605296":1,"000876":1,"002100":1,"002385":1,"002548":1,"002661":1,"002714":1,"002840":1,"000702":1},"content_text":"经历漫长最冷猪周期后，3月生猪市场曙光乍现。近期，上市猪企披露3月销售数据中，国内生猪出栏量有所回升，销售均价也随之回暖，龙头猪企Q1亏损或将环比收窄。财联社记者从业内采访获悉，生猪供应宽松的局面在3月份开始有所改善，预计二季度猪价将温和上涨。3月猪企销售量价齐升经历长期低迷后，生猪市场表现出淡季不淡的特征，3月上市猪企销售普遍环比量价齐升。目前除正虹科技(000702.SZ)3月出栏量环比下降以外，其余猪企3月销量均环比提升。其中，第二梯队和新晋猪企因产能释放销量增幅明显，克明食品(002661.SZ)3月出栏环比涨幅超一倍，天康生物(002100.SZ)、金新农(002548.SZ)、大北农(002385.SZ)等环比增幅超50%。头部猪企中，牧原股份(002714.SZ)、温氏股份(300498.SZ)、新希望(000876.SZ)3月分别出栏547.1万头、262.05万头、152.55万头，其中温氏股份和新希望3月出栏量环比增长36.34%、16.56%。值得一提的是，从销售结构来看，部分上市猪企3月仔猪销量大幅提升。牧原股份仅3月份就销售仔猪47.5万头，单月销量占一季度总仔猪销量79.6%，一向鲜少外销猪苗的温氏股份下属公司也开始向外销售仔猪。上市猪企增加仔猪销量根本原因在于“有利可图”，目前仔猪销售头均利润超过200元，高于育肥猪头均利润，销售仔猪能够快速获得现金、降低出栏风险。牧原股份相关人士曾向财联社记者表示，春节过后仔猪市场价格和需求量均有一定上升。中国农业科学院北京畜牧兽医研究所研究员朱增勇向财联社记者表示，其实去年同期仔猪也有类似的上涨，后期走势与今年情况出现差异，核心驱动因素在于大家对下半年猪价存在较好的预期，尤其最近三周生猪价格呈现震荡上涨的趋势，带动仔猪价格进一步上涨。其次，去年能繁母猪产能有所调减，此前仔猪相对过剩的局面有所缓解。虽然看好下半年猪价，但业内本轮补栏依然偏向谨慎。养殖人士向财联社记者表示，目前散户成本在7元-7.5元/斤左右，猪价有上涨，但北方个别区域空栏率还比较高，去年疫病影响导致仔猪减少，同时长期亏损下散户资金吃紧。Q1猪企亏损收窄 Q2猪价或将温和上涨进入3月以来，生猪养殖已由盈转亏，根据卓创数据，截至4月9日，全国自繁自养一头生猪盈利113.53元，育肥一头仔猪盈利422.1元。从上市猪企销售单价来看，3月平均销售均价环比回暖，但未完全回归至上市猪企综合成本线之上，上市猪企3月或还处于微亏状态。据财联社记者测算，牧原股份、温氏股份一季度或分别亏损23亿元、11亿元，较去年四季度亏损有所收窄。在二级市场上，已有资金开始抢跑，近一个月猪肉概念股迎来一波反弹，其中神农集团(605296.SH)、华统股份(002840.SZ)涨幅排名前列，生猪期货也在此期间创出新高。在业内分析看来，3月份猪价回暖主要由供给端主导，朱增勇进一步表示，此前生猪供应宽松的局面在3月份开始有所改善，预计二季度猪价将震荡上行，温和上涨。一线分析人士向财联社记者表示，现在大部分对后期猪市看涨，目前已有部分人开始进行五一前备货，不过终端整体接受高价能力还是比较差，今年下半年猪价能达到9-10元/斤就很不错。本文转载自“财联社”微信公众号，作者：张晨静；智通财经编辑：叶志远。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/2427770441"}