猪肉板块异动，原因是暂停二育销售？头部企业回应

21世纪经济报道2025-05-30

5月30日，猪肉板块异动拉升，成分股中巨星农牧（603477.SH）涨停，神农集团（605296.SH）、湘佳股份（002982.SZ）、牧原股份（002714.SZ）、立华股份（300761.SZ）、温氏股份（300498.SZ）等纷纷走高。　　南财快讯记者注意到，今日有市场消息称“生猪行业将不增母猪、育肥猪降体重到120KG、不鼓励卖二育”“有消息显示，部分集团猪场已经于这两日发通知暂停二育...

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Response from head companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300498":1,"300761":1,"603477":1,"605296":1,"002982":1,"002714":1},"content_text":"5月30日，猪肉板块异动拉升，成分股中巨星农牧（603477.SH）涨停，神农集团（605296.SH）、湘佳股份（002982.SZ）、牧原股份（002714.SZ）、立华股份（300761.SZ）、温氏股份（300498.SZ）等纷纷走高。\n　　南财快讯记者注意到，今日有市场消息称“生猪行业将不增母猪、育肥猪降体重到120KG、不鼓励卖二育”“有消息显示，部分集团猪场已经于这两日发通知暂停二育销售”。\n　　对此，记者以投资者身份分别致电牧原股份、温氏股份投资者热线求证是否暂停二育，牧原股份工作人员表示，\n　　不太清楚，未听说相关消息。温氏股份工作人员则称，还没有关注到这个事情。\n\n　　据一德期货生鲜畜牧分析师侯晓瑞介绍，5月中旬以来猪价打破前期震荡区间，跌至年内低位。他分析称，主要原因为肥标价差倒挂导致养殖场及二次育肥出栏积极性提升，生猪供应阶段性增加，猪价随之回落。\n　　侯晓瑞指出，导致肥标价差转弱的原因有二：一是随着气温升高，下游大猪需求明显下滑，二是前期压栏增重导致在夏季高温来临前部分大猪有出栏需求，阶段性供应增多导致猪价下跌明显。\n　　中信建投期货研究发展部分析师魏鑫认为，2025年生猪市场核心矛盾仍是“高供应+弱需求”，行业需在产能去化与成本博弈中寻找平衡。2025年竞争格局下，养殖主体可强化精细化运营，以应对下半年潜在的周期拐点与政策调控风险。市场可能在6-8月窗口期实现去库，去库压力释放后有望迎来供需再平衡。\n　　开源证券农业团队则表示，供给端，2024年末我国生猪存出栏仍未恢复至2023年同期水平，行业能繁缓慢增加叠加冬季仔猪腹泻等疫病催化，2025年猪价中枢仍有支撑。需求端，宏观政策加码带动消费复苏。生猪板块当前估值处近年来相对低位，低位配置价值显现。\n　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 SF183","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2539556214","isCrawlerRequest":true}