8月26日，受近期中央启动猪肉收储利好刺激，A 股猪肉板块强势上扬。 与此同时，素有 " 猪茅 " 之称的牧原股份亦表现强劲，涨幅超过7%，总市值为 3008亿元。此外，温氏 股份涨幅近3%，邦基科技、京基智农、天康生物、东瑞股份、天邦食品等多只个股也纷纷跟涨。 收储政策提振市场信心 截至收盘，傲农生物强势涨停。该公司昨晚公布的半年报显示，其上半年归母净利润达 3.61 亿元，成 功摆脱亏损阴霾，实现业绩反转。 今年以来，猪肉价格走势持续低迷，生猪市场面临严峻挑战。中国养猪网数据显示，年初外三元生猪价 格为16.04元/公斤，2月曾达到16.67元/公斤，但截至8月26日，已跌至13.75元/公斤。 这一价格水平较年初显著降低，反映出猪肉市场供大于求的现状仍在延续。 8月21日，国家发展改革委监测数据显示，全国平均猪粮比价已跌至6 ∶ 1以下，正式触发三级预警。 作为监测生猪养殖盈利状况的 " 晴雨表 "，猪粮比价反映的是生猪出场价格与饲料平均价格的比例，比 值越高，意味着养殖盈利情况越好。 最新数据显示，当前猪粮比价已低至 5.78 ∶ 1，表明生猪养殖盈利空间已被严重压缩。 为稳定生猪市场价格，8 月 2 ...

8月21日，国家发展改革委监测数据显示，全国平均猪粮比价已跌至6∶1以下，正式触发三级预警。 8月26日，受近期中央启动猪肉收储利好刺激，A股猪肉板块强势上扬。 截至收盘，傲农生物（维权）强势涨停。该公司昨晚公布的半年报显示，其上半年归母净利润达3.61亿元，成功摆脱亏损阴霾，实现业绩反转。 | 代码 名称 | 现价 | 张庆 | 涨幅 | | --- | --- | --- | --- | | 603363 傲衣生物 | 4.15 | +0.38 | +10.08% | | 002714 牧原股份 | 55.06 | +3.68 | +7.16% | | 000048 京基智农 | 17.05 | +0.99 | +6.16% | | 603151 邦基科技 | 27.04 | +1.39 | +5.42% | | 002100 天康生物 | 6.97 | +0.35 | +5.29% | | 002840 华统股份 | 11.31 | +0.40 | +3.67% | | 605296 神农集团 | 34.38 | +1.11 | +3.34% | | 300761 立华股份 | 20.50 | +0.6 ...

Group 1 - The A-share pig farming sector saw significant gains, with stocks like Zhenghong Technology hitting the daily limit and Shennong Group rising over 7% [1] - On June 9, the National Storage Network announced the first round of central reserve frozen pork storage for the year, with a quantity of 10,000 tons [1] - The average price of pigs in China has been declining, with a reported price of 14.78 yuan/kg in the first week of June, down 0.4% from the previous week, marking six consecutive weeks of decline [1][2] Group 2 - As of April, the number of breeding sows in China was 40.38 million, a year-on-year increase of 1.3%, remaining above the normal target of 39 million [2] - The expected profit for pig farming has dropped significantly, with a current estimate of 80.1 yuan per head, down over 65% from the high of 229.99 yuan per head at the beginning of the year [2] - Cost control has become a critical focus for pig farming companies, with TianKang Biological reporting a breeding cost of 13 yuan/kg and a selling price of 14.32 yuan/kg, indicating a clear profit margin [2] Group 3 - The stock prices of pig farming companies have generally risen since the announcement of the frozen pork storage, with an average increase of 4.09% in June, outperforming the CSI 300 index by over 2 percentage points [3] - Some stocks in the pig farming sector remain undervalued, with an average price-to-book ratio of 2.66 times, while TianKang Biological and Dongrui shares have ratios below 1.5 times [3] - TianKang Biological is expanding its international business, having shipped 56 tons of high-quality feed products to Uzbekistan, marking its entry into the international market [3] Group 4 - Twelve stocks have received ratings from five or more institutions, with Muyuan Foods, Wens Foodstuff Group, and Haida Group leading in institutional coverage [4] - Predictions indicate that ten stocks are expected to see net profit growth by 2025, with Huazhong Holdings, New Wufeng, New Hope, and Dabeinong projected to have growth rates exceeding 100% [4]