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东方证券:生猪行业深亏 提速去产能
== 2025-10-13 14:16:19 == 热度 192
ckTips (event,hs_002714,牧原股份) href=/002714/〉牧原股份(002714)(002714.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300498,温氏股份) href=/300498/〉温氏股份(300498)(300498.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_605296,神农集团) href=/605296/〉神农集团(605296)(605296.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603477,巨星农牧) href=/603477/〉巨星农牧(603477)(603477.SH)等。  后周期板块,生猪存栏量回升提振饲料、动保需求,若本轮生猪去产能顺畅,产业链利润有望逐步向下游传导,驱动动保板块上行,相关标的:〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002311,海大集团) href=/002311/〉海大集团(002311)(002311.SZ)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300119,瑞普生物) href=/300119/〉瑞普生物(300119)(300119.SZ)等。  风险提示  畜禽价格不及预期;畜禽疫病大规模爆发;原材料价格大幅波动。
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