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中文(ZH) 生猪价格反弹,部分概念股估值已处于低位

Live pig prices rebound over 22% amid capacity cuts and policy support

The price of live pigs has seen a notable rebound, reaching 11.02 yuan/kg on July 8th, marking the first time above 11 yuan since March 5th. This increase, over 22% since mid-April, is attributed to reduced industry capacity and supportive government policies. Major pig farming companies are focusing on cost reduction through feed optimization and are slowing their market supply to manage cash flow and adjust annual output targets. Despite the price recovery, over 20 A-share listed pig farming concept stocks have seen an average decline of 19.64% year-to-date, with some now trading at low valuations. AI

RANK_REASON Article discusses market trends and company strategies in the live pig industry, not a core AI development.

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Live pig prices rebound over 22% amid capacity cuts and policy support

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Hog prices rebound, some concept stocks are already undervalued

    近期,猪价迎来一波显著反弹。生意社价格显示,7月8日生猪价格涨至11.02元/公斤,近8日持续上涨,自3月5日以来首次回升至11元上方。4月中旬以来,生猪价格震荡上行,最新价格较4月中旬的低价上涨逾22%。近期猪价持续上涨,主要受到行业产能去化、政策持续加码稳定猪价等方面影响。当前猪价持续承压,头部猪企通过双管齐下的方式,一方面优化饲料配方,降低期间费用等极致降本方式,另一方面主动放缓出栏节奏,下调年度出栏目标增速,保障现金流。据数据宝统计,A股中布局生猪养殖的概念股超20只,年初以来平均下跌19.64%。部分概念股估值已处于低位。(证券时报)