港股概念追踪 |7月中下旬生猪出栏节奏或加快机构看好养猪股右侧行情或再度启动（附概念股）

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一方面，7月养殖企业生猪出栏计划环比增加，但上旬北方降雨生猪出栏较慢，后期或加快出栏速度。另一方面，自6月下旬开始，生猪交易均重出现下降趋势，养殖端继续增重意愿不强，未来可出栏适重猪源增加，且考虑前期补栏的二次育肥在高温天气下或加快出栏，因此卓创资讯预计7月中下旬生猪出栏节奏或加快，带动生猪价格偏弱。中金公司近日研报指出，农业板块1H24呈现“养殖景气复苏、种业科技迭代、宠食景气延续”特征。养殖链...

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港股概念追踪 |7月中下旬生猪出栏节奏或加快 机构看好养猪股右侧行情或再度启动（附概念股）

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港股概念追踪 |7月中下旬生猪出栏节奏或加快机构看好养猪股右侧行情或再度启动（附概念股）