国联证券：如何看待3月能繁母猪存栏变动情况？

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智通财经APP获悉，国联证券发布研报指出，从历史右侧板块投资节奏看，无非关心生猪市场行情拐点(已显现)和高度(持续性)。考虑过去一年多产能去化一直延续，当前养殖端资金状况尚未恢复且即将到来的雨季对南方猪病防控亦有压力，目前看右侧行情仍处起步阶段，延续性依旧充分。个股而言，关注重点应落脚在兑现度，包括出栏量兑现和养殖成绩改善，重点把握仍处历史中枢估值分位数以下标的。相关标的：推荐牧原股份(...

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