猪股异动！又有猪企落实“反内卷”，猪价低迷正是播种期

同壁财经2025-07-30

猪股异动！早盘牧原股份、温氏股份、梅花生物纷纷涨超1%，畜牧养殖ETF（516670）持续拉升、一度涨0.87%。消息面上，或许跟本周又有两家猪企吹响“反内卷”号角有关——7月28日神农集团突然终止了筹划一年多的定增计划，同时，巨星农牧也选择将定增授权有效期延长一年。这两家猪企的定增方案都涉及到养猪产能扩张，本次终止共同指向“反内卷”——没错，继牧原股份连续两个季度调减产能后，又有龙头猪企高举反...

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