申万宏源：产能加速去化逐步开启重点推荐左侧布局生猪养殖板块

智通财经01-05

智通财经APP获悉，申万宏源发布研报称，行业亏损加剧，产能加速去化逐步开启，重点推荐左侧布局生猪养殖板块。元旦前猪价明显反弹，主因年末二育再次进场叠加散户惜售情绪拉涨猪价。从供需层面看当前时点的涨价难以持续，往后看1-2个季度，猪价底部震荡的趋势明确，重点关注产能去化进展。此外，宠物板块经历前期较为充分调整后，建议关注岁末年初的估值切换行情。申万宏源主要观点如下：生猪养殖：压栏、二次育肥增加叠加...

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申万宏源：产能加速去化逐步开启 重点推荐左侧布局生猪养殖板块

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申万宏源：产能加速去化逐步开启重点推荐左侧布局生猪养殖板块