The pork sector is collectively rushing, Zhengbang Technology and Tiankang biological daily limit, breeding ETF (159865) increased by more than 5%
Author:Capital state Time:2022.07.04
The pork sector is collectively rushing, Tiankang Biotechnology, Zhengbang Technology daily limit, Xinwu Feng, Huatong, superstar farm and animal husbandry, Muyuan shares, Wen's shares, etc.100 million.
According to Pig Yitong data, the average price of pigs last week was 19.77 yuan/kg, and the weekly increased by 13.71%, the increase expanded by 6.67pct last week, and the price of pigs continued to rise sharply during the week.Some analysts pointed out that the main reason for the rise in pigs last week was that the large -scale rainfall nationwide affects the piglets. In addition, the price of pigs has continued to rise since April, and farmers have a strong bullish mood, the pressure fence is sold, and the pig supply is short -term tension.
Dongxing Securities believes that the rhythm of the industry's production capacity is repeated, but we are still expected to continue to decate later. In particular, it is necessary to pay attention to the impact of short -term prices in the short -term price of large pigs in the early stage of consumption.At present, we still continue to focus on the pig farming sector, especially the sector is adjusted, the valuation is attractive, and the sector still has room for further reasonable rise.
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