方正证券：市场对于后市猪价走势预期较为悲观具优势公司仍有超额表现

智通财经网2025-03-11

智通财经APP获悉，方正证券发布研报称，周期角度，从生猪期货价格看，当前市场对于后市猪价走势预期较为悲观。从股价角度，养殖板块经历前期调整，猪价的悲观预期释放较为充分，当前估值仍然处于低位，预计后续猪价对股价的影响钝化。该行认为未来板块业绩兑现度较好、养殖成本较低、未来出栏仍然有较高增长空间的公司将有超额表现。方正证券主要观点如下：生猪养殖：供需博弈，价格震荡价格端：生猪及仔猪价格同步下行。据博亚...

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方正证券：市场对于后市猪价走势预期较为悲观 具优势公司仍有超额表现

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方正证券：市场对于后市猪价走势预期较为悲观具优势公司仍有超额表现