港股概念追踪 |南北方猪价企稳猪周期拐点愈加清晰（附概念股）

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近期随着气温升高，大猪白条消化放缓，屠企减少对中大猪采购，但养殖端出栏增加，市场供大于求，带动给猪价短暂回调。据卓创资讯统计，4月16日全国生猪均价15.11元/公斤，环比跌0.05元/公斤。但南方基本稳定，养殖端挺价意愿偏强。随着北方回落，南北价差收窄导致南猪北调减少，支撑市场，预计短时猪价或止跌趋稳。自2022年底以来，生猪养殖行业已持续亏损长达15个月，且头均亏损幅度在历史来看也处于较高水平...

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港股概念追踪 |南北方猪价企稳 猪周期拐点愈加清晰（附概念股）

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港股概念追踪 |南北方猪价企稳猪周期拐点愈加清晰（附概念股）