华创证券：毛鸡价格高位下探、鸡苗价格底部反弹长期关注消费复苏预期下的禽肉需求改善

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智通财经APP获悉，华创证券发布研报称，供给端来看，白鸡上游种源环节供应充足，重点关注海外禽流感疫情对引种端冲击的持续性，以及国内鸡源鸭疫等疾病问题对商品代肉鸡养殖及种鸡产蛋性能的影响;需求端来看，终端消费不景气始终是压制鸡肉产品需求和价格、进而影响产业链利润的关键因素;在扩内需的大背景下，该行预计鸡肉消费有望迎来提振，在养殖成本依然低位运行的状态下，肉鸡企业有望迎来盈利改善和估值修复。此外，该行...

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华创证券：毛鸡价格高位下探、鸡苗价格底部反弹 长期关注消费复苏预期下的禽肉需求改善

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华创证券：毛鸡价格高位下探、鸡苗价格底部反弹长期关注消费复苏预期下的禽肉需求改善