e公司讯,中邮证券总结上市猪企销售月报称,17家上市猪企3月合计出栏生猪1276万头,环比2月增长14.9%,同比微增3.1%。14家上市公司3月出栏均价为14.55元/公斤,较2月环比上涨4.08%。10家上市公司生猪出栏均重继续上升,为117.5公斤/头。生猪出栏体重稳步增加,当前已至正常水平。春节过后,生猪价格超预期上行,但消费端无明显利好,表明去年四季度行业产能去化超过预期,从而导致现阶段生猪供应减少。据农业农村部监测,从2023年10月开始,全国新生仔猪数量已同比下降,意味着2024年5月后,生猪出栏将同比减少,下半年猪价或将进一步回升。
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中邮证券:上市猪企3月生猪销售量、价、体重均增长 上行周期酝酿中
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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