广发证券：猪价步入周期底部区间产能去化节奏有望加快

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智通财经APP获悉，广发证券发布研报称，当前肥猪、仔猪销售陷入亏损状态，考虑到26年上半年行业整体生猪供应压力持续增长的趋势相对明确，预计猪价仍将低位震荡，养殖延续亏损。同时政策端对于产能调控有望加码。考虑当前行业亏损状态，叠加行业“反内卷”背景，生猪产能去化大幕开启，重点关注行业政策、冬季疫情等潜在催化因素。当前板块估值处于相对低位，优选成本优势的龙头企业。广发证券主要观点如下：猪价跌破成本线，...

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广发证券：猪价步入周期底部区间 产能去化节奏有望加快

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广发证券：猪价步入周期底部区间产能去化节奏有望加快