银河证券：畜禽养殖链依旧为当前关注点重点关注猪周期的低位布局机会

智通财经网2023-10-31

银河证券发布研究报告称，畜禽养殖链依旧为当前关注点，重点关注猪周期的低位布局机会，考虑行业前期亏损七个月、产能连续去化八个月及猪价低位震荡的现状，叠加考虑行业估值历史低位，重点关注成本控制领先及资金面良好的优质猪企，可关注牧原股份(002714.SZ)、温氏股份(300498.SZ)、天康生物(002100.SZ)。其次，黄羽鸡价格与猪价有一定相关性，同时考虑自身供给端低位水平，后续价格存上行可能...

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银河证券：畜禽养殖链依旧为当前关注点 重点关注猪周期的低位布局机会

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银河证券：畜禽养殖链依旧为当前关注点重点关注猪周期的低位布局机会