证券时报网讯，国金证券研报指出，从产能数据推算，下半年生猪供给将明显减少，而消费端在高温天气过去之后会逐步好转，生猪供需缺口的逐步体现或带动猪价中枢上移。在生猪供给缺口持续放大的背景下，生猪价格有望趋势性上涨。短期调整不改上行趋势，猪价有望超市场预期。建议关注：牧原股份、温氏股份、新五丰等。
国金证券:生猪价格有望趋势性上涨
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