农林牧渔行业定期报告：情绪渐起猪价反弹，关注供应节奏变化

华福证券2025-12-30

（以下内容从华福证券《农林牧渔行业定期报告：情绪渐起猪价反弹，关注供应节奏变化》研报附件原文摘录）投资要点：生猪养殖：情绪渐起猪价反弹，关注供应节奏变化。（1）上周猪价跌后反弹。周前期，冬至备货结束后，市场出栏节奏加快，需求同步回落，猪价偏弱。周后期价格走强，主要系一方面前期旺季中大猪消化较快，肥标价差走扩，增强了养殖户惜售情绪；二是大猪消耗后，多地二育户进场补栏意愿增强。12月28日猪价...

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