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港股异动 | 中粮家佳康(01610)跌逾3% 生猪现货价格涨至相对高位 市场或持续震荡运行

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中粮家佳康(01610)跌逾3%,截至发稿,跌3.24%,报1.79港元,成交额4275.05万港元。

消息面上,6月14日,国家统计局发布2024年6月上旬流通领域重要生产资料市场价格变动情况,其中,生猪(外三元)价格为18.6元/公斤,与5月下旬相比,每公斤上涨1.8元,上涨幅度为10.7%,与2个月前4月上旬的15.3元/公斤相比,上涨21.6%。

和合期货认为,供应缩量继续支撑6月猪价,生猪现货价格环比小幅上涨,但生猪现货价格涨至相对高位,二育入场积极性下降。天气炎热,且猪价高位下游承接能力不佳,猪肉消费较差。前期能繁母猪去化,生猪供应缩量将在今后持续兑现,中长期驱动力仍在,但考虑到短期消费难有起色,生猪市场持续震荡运行。

卓创资讯预计未来一周全国行情或呈跌-涨-跌的走势。供应方面上看,近期生猪价格上涨幅度较大,下游市场接受能力不断减弱,养殖端高价生猪走货难度较大,为保证一定出栏量,养殖场或降价出猪。

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