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卓创资讯:二次育肥成本攀升 驱动仔猪价格再创新高

Securities Times ·  Jun 13 13:46

证券时报e公司讯,据卓创资讯,进入2024年6月,猪价延续快速上涨局势,看涨预期烘托下,二次育肥频频入场。随着猪价涨至相对高位,二育成本及风险双双增加,部分投资者转而选择补栏仔猪进行育肥。一致性看涨预期亦会造成后期生猪集中出栏,为后期猪价上行增加不确定性,且部分市场仔猪补栏成本继续向上突破,届时仔猪育肥盈利空间或受限,因此预计近期仔猪补栏或缓慢降温,价格或再涨但空间有限。

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