要闻 来源:银河证券 时间:2022-10-14 09:05:44
(资料图)
银河证券研报指出,7月以来行业基本进入全面盈利状态,并持续震荡上行。结合上市猪企生猪销售均价、成本、出栏量等数据,我们认为22Q3上市养殖企业将实现扭亏为盈,且部分企业年度利润将实现显著盈利状态。十一假期以来生猪价格持续快速上涨且刷新今年猪价高点。考虑到供给端依旧处于低位状态,以及Q4是传统消费旺季,猪价有望继续强势运行。在个股层面建议关注成本管控优秀/向好、资金压力较小、生猪出栏弹性较大、估值相对低位的个股。
(文章来源:银河证券)
标签: 银河证券
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