华泰证券：温氏股份猪售价涨幅超行业，维持“买入”评级

金融界08-07

华泰证券研报指出，温氏股份（300498）(300498.SZ)7月猪、鸡出栏持续增量，肉猪售价18.95元/公斤、优于行业平均，估算肉猪实现头均盈利近600元。24H2生猪供应或持续收缩、黄鸡前期产能去化或奠定供应趋紧，叠加季节性消费旺季渐近，下半年猪、鸡景气有望共振向好，有望带动公司盈利持续提升。考虑到公司成本优势稳固，维持公司2024年3.94倍PB，目标价25.53元，维持“买入”评级。 ...

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