金吾财讯 | 万洲国际(00288)股价受压，截至发稿，报6.07港元，跌3.96%，成交额2.47亿港元。消息面上，据农业农村部数据，9月第3周全国生猪均价降至19.6元/公斤，比前一周下跌2.2%。市场分析表示，猪价下跌是供需两端共同作用的结果。一方面，养殖端积极出栏当期应出栏生猪和前期压栏生猪，猪价下跌又加速中小场户出栏节奏，市场供应增加；而需求端整体支撑比较有限，猪价上涨使得部分消费者转向价格偏低的牛羊肉等蛋白类产品，再加上屠宰场出手冻猪肉等因素，市场整体供大于求，猪价持续下跌。银河证券表示，考虑行业养殖成本相对低位且具备下行潜力，行业盈利弹性有望超预期。建议关注成本控制行业领先/持续向好、资金面相对健康、估值合理的猪企。
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