国盛证券：生猪去化趋势不改择机参与板块配置

智通财经2025-12-30

智通财经APP获悉，国盛证券发布研报称，本月生猪价格继续低位运行，冬至节前并未见到明显反弹，节后却有超预期上涨，市场情绪逐步在旺季转暖，该行预计现货反弹有望维持到春节前备货。市场股票参与度依旧较低，预计未来较长时间成本偏高的参与者面临减量压力，母猪产能数据变化仍将继续催化，建议投资者关注亏损阶段的配置机会。当前估值仍位于相对低位，关注低成本的猪企的配置机会。国盛证券主要观点如下：菌菇本月金针菇价格...

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国盛证券：生猪去化趋势不改 择机参与板块配置

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国盛证券：生猪去化趋势不改择机参与板块配置