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国金证券:生猪价格有望趋势性上涨

Securities Times ·  Jun 30 21:10

证券时报网讯,国金证券研报指出,从产能数据推算,下半年生猪供给将明显减少,而消费端在高温天气过去之后会逐步好转,生猪供需缺口的逐步体现或带动猪价中枢上移。在生猪供给缺口持续放大的背景下,生猪价格有望趋势性上涨。短期调整不改上行趋势,猪价有望超市场预期。建议关注:牧原股份、温氏股份、新五丰等。

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