冻猪肉

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二师兄“颓势” 收储挽危局,生猪行业冰火两重天
Feng Huang Wang· 2025-08-22 14:32
7月份以来,生猪价格持续下探,养殖端盈利走弱。发改委昨日表示将于近期会同有关部门开展中央冻猪肉储备 收储。 据国家发展改革委监测,近日全国平均猪粮比价跌至6:1以下,按照《完善政府猪肉储备调节机制做好猪肉市 场保供稳价工作预案》规定,进入三级预警区间。为促进生猪市场平稳运行,近期国家发展改革委将会同有关 部门开展中央冻猪肉储备收储。 智通财经记者注意到,在此前的6月9日,华储网曾发布《关于2025年6月11日中央储备冻猪肉收储竞价交易有关 事项的通知》,显示将于6月11日进行冻猪肉收储,计划收储数量亦为1万吨。这意味着,本次收储将是年内第 二次收储动作。 智通财经记者注意到,生猪行情低迷是推动本次收储行动的重要因素。上海钢联监测数据显示,外采仔猪养殖 利润目前为近三年同期最低,且已处于亏损状态。有分析人士接受记者采访时表示,猪肉收储可提振市场信 心、缓解低迷情绪,还能为生猪市场从周期底部逐步恢复创造必要的缓冲空间和信心基础。 二师兄虽然"颓势",但产能政策调控已在执行,且养殖端降本亦在年内一路高歌,截至目前,多家头部养殖企 业成本均已步入6元成本区间,其中牧原股份(002714.SZ)更是成为首家步入单斤5元 ...
盘前必读丨中央冻猪肉储备收储将开展;小鹏汽车获何小鹏增持310万股
Di Yi Cai Jing· 2025-08-21 23:40
机构指出,大盘整体继续处于震荡上行趋势当中。 | 名称 | 现价 | | --- | --- | | 道琼斯工业指数 | 44785.50 | | 纳斯达克指数 | 21100.31 c | | 标普500 | 6370.17 | 周四,美国股市主要指数延续跌势,标普500指数连续第五日下挫,投资者担忧美联储主席鲍威尔可能在杰克逊霍尔经济政策研讨会上释放鹰派信号。 截至收盘,道琼斯工业平均指数下跌152.81点,跌幅0.34%,收于44785.50点;标普500指数下跌25.61点,跌幅0.40%,至6370.17点;纳斯达克综合指数下跌 72.54点,跌幅0.34%,报21100.31点。 科技股近期的调整势头仍在延续,大型科技股普遍走弱,特斯拉收跌 1.17%,Meta跌1.15%,亚马逊跌0.83%,苹果跌0.49%,英伟达跌0.24%,微软跌 0.13%,谷歌收涨0.22%。 热门中概股多数上涨,纳斯达克中国金龙指数收涨1.35%。小鹏汽车飙升近12%,蔚来涨超9%,向上融科、名创优品涨逾6%,爱奇艺、小牛电动涨逾2%; 阿特斯太阳能则大跌逾18%,禾赛科技跌11%,哔哩哔哩跌超6%。 【财经日历】 ...
政策引导下,猪价偏强震荡
Zheng Xin Qi Huo· 2025-06-23 11:41
正信期货生猪周报 2025-6-23 正信期货研究院-农产品研究小组 政策引导下猪价偏强震荡 观点小结 | 生猪 | 短期观点 本周样本养殖企业商品猪出栏均重连续两周持续下降、标肥价差基本持平、大猪出栏占比小幅增加。 | 周度评级 | | --- | --- | --- | | | 据悉,在5月底相关部门召集头部猪企开会后,6月10日农业农村部也召开了生猪生产调度会,全国 | | | | 畜牧总站和各省农业厅参加。这次会议对各省提出了具体的生猪生产调控目标,主要政策包括:全 | | | 供应 | 国能繁母猪调减100万头至3950万头;优化生猪生产,加大弱仔淘汰力度,引导降低出栏体重,国储 | 偏多 | | | 收储体重要求降至115公斤;加强监测,地方也要将二育等情况纳入监测,每月向农业部上报各地能 | | | | 繁、存栏、均重、二育等情况。 | | | | 本次调控并不仅限于头部集团企业,而是面对整个生猪养殖行业的调控。目前头部企业已经做出表 | | | | 率,稳步降低能繁母猪存栏量,并明确了降重计划,未来2-3个月的时间里将均重将至120公斤。 | | | | 本周屠宰开工小幅下降,屠宰利润小幅下降 ...
年内首轮猪肉收储启动 养殖板块应声上涨
Zheng Quan Shi Bao· 2025-06-11 17:22
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]