龙头猪企，如〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002714,牧原股份) href=/002714/〉牧原股份（002714）、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300498,温氏股份) href=/300498/〉温氏股份（300498）等。  农产品板块方面，机构看好原油传导和供给收缩驱动的品种，例如：油价敏感性品种——橡胶、大豆、棕榈油等，兼具农产品与化工品属性，与油价联动更为紧密，直接受益于成本传导与生物替代需求，建议关注〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601118,海南橡胶) href=/601118/〉海南橡胶（601118）、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002637,赞宇科技) href=/002637/〉赞宇科技（002637）等；供需改善型品种——食用菌、肉牛等，自身供需格局改善构成独立驱动，对油价传导依赖度较低。建议关注〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002772,众兴菌业) href=/002772/〉众兴菌业（002772）、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300970,华绿生物) href=/300970/〉华绿生物（
=*=*=*=*=*=
当前为第2/3页
下一页-上一页-
=*=*=*=*=*=
返回新闻列表
返回网站首页