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低位爆发,养殖ETF(516760)继续冲高,现涨1.72%
Sou Hu Cai Jing· 2025-08-26 03:05
8月26日早盘,生猪板块逆市拉升,养殖ETF(516760)现涨1.72%,成交额大幅放大,成分股牧原股份 (002714)上涨6.79%,晓鸣股份(300967)上涨4.70%,圣农发展(002299)上涨3.88%,巨星农牧(603477), 天康生物(002100)等个股跟涨。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 8月21日发改委指出全国平均猪粮比价跌至6∶1以下,将于近期开展中央冻猪肉储备收储。华储网随后公 告将于8月25日单向收储猪肉1万吨,于8月26-29日轮储猪肉1.9万吨。收储助推猪价情绪见底,叠加前 期疫情、大猪出栏等因素导致生猪超卖,月末月初供给缩量消费好转,猪价新一轮上行逐步开启。 资金流入方面,养殖ETF最新资金净流入69.38万元。拉长时间看,近17个交易日内有9日资金净流入, 合计"吸金"1080.08万元。 养殖ETF紧密跟踪中证畜牧养殖指数,中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本,以反映畜牧养殖相关上市公司的整体表现。从估值层面来看,养殖ETF 跟踪的中证畜牧养殖指数最新市盈率(PE-TTM)仅1 ...
行业周报:猪价新一轮上行或逐步开启,非瘟疫苗打开动保板块成长空间-20250817
KAIYUAN SECURITIES· 2025-08-17 09:52
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that a new round of price increases for pigs may gradually begin, with the African swine fever vaccine opening growth opportunities for the animal health sector [4][5] - The report emphasizes that the investment logic for live pigs is marginally improving, supported by both fundamental and policy factors, with recommendations for specific companies [5][31] Summary by Sections Weekly Observation - As of August 15, 2025, the national average price of live pigs is 13.73 CNY/kg, with a week-on-week increase of 0.06 CNY/kg but a year-on-year decrease of 7.44% [4][13] - The price premium for 150kg fat pigs over 120kg standard pigs is 0.28 CNY/kg, indicating a tightening supply [4][13] Weekly Market Performance (August 11-15) - The agricultural sector underperformed the market by 1.84 percentage points, with the agricultural index down 0.14% while the Shanghai Composite Index rose by 1.70% [6][35] - Key stocks that led the gains include COFCO Sugar (+41.04%), Shunli Biological (+13.97%), and Xiaoming Co. (+8.86%) [6][35] Price Tracking (August 11-15) - The average price of live pigs on August 15 is 13.76 CNY/kg, a slight increase from the previous week [6][46] - The average price of piglets is 28.87 CNY/kg, showing a decrease of 5.03% from the previous week [6][46] - The average price of white feathered chickens is 7.20 CNY/kg, with a week-on-week increase of 0.84% [6][51] Key News (August 11-15) - The central government allocated 1.146 billion CNY for agricultural disaster relief, supporting major grain-producing provinces [6][41]
农业农村部提示生猪产能阶段性偏高,券商:猪价中枢或上行
Huan Qiu Wang· 2025-08-11 01:33
【环球网财经综合报道】农业农村部最新调度显示,当前我国生猪产能阶段性偏高,为防范生产大起大 落、价格大涨大跌风险,将实施生猪产能综合调控,引导调减约100万头能繁母猪。 开源证券近日发布研报认为,受高温散户大猪集中出栏、集团降重、南方雨季非瘟及恐慌情绪等因素驱 动,短期猪价承压;展望后市,8月下旬气温转凉,需求边际改善,而供给则因前期生猪超卖进一步偏 紧,猪价中枢上行幅度或更高。 另据国家统计局数据,2025年7月我国CPI同比持平,但其中猪肉价格同比-9.5%,影响CPI下降0.13个百 分点。 开源证券认为,2025年第三季度或是政策端推动猪价上行及行业远期能繁调减的核心时段,预计相关配 套政策会持续落地强化,生猪板块当前处相对低位配置价值显现。 ...