光大证券农林牧渔行业周报：7月猪企销售月报解读

光大证券08-10

本周猪价下跌。根据博亚和讯，8 月8 日全国外三元生猪均价为13.71 元/kg，周环比下跌4.33%，15 公斤仔猪均价30.4 元/公斤，周环比下跌1.65%。根据涌益咨询数据，本周商品猪出栏均重为127.8kg，周环比下跌0.18kg，全国冻品库容率为14.6%，环比上升0.06pct。本周猪价震荡走低，月初养殖端有拉涨行动，但行业延续去库趋势，出栏绝对量仍较大，供强需弱影响下猪价跌破14 ...

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