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双汇发展因猪瘟闪崩 猪肉概念股集体跳水
作者:admin 发布于:2018-10-27 17:47

双汇发展因猪瘟闪崩
 
Shuanghui development due to flash and collapse of hog cholera
 
 
 
8月16日午后,双汇发展出现大量卖盘并快速下挫,截至发稿已跌停,成交4亿元。
 
On the afternoon of Aug. 16, Shuanghui's development saw a large number of sales and a rapid decline, and as of the end of the day, the manuscript had stopped selling, with a turnover of 400 million yuan.
 
 
 
双汇发展尾盘快速跳水跌停,股价报22.41元,成交近6亿元。
 
Shuanghui development ended in a rapid dive, with a stock price of 22.41 yuan and a turnover of nearly 600 million yuan.
 
 
 
 
 
今日有消息称,郑州猪瘟疫情传入,封锁疫区:经中国动物卫生与流行病学中心检测确认,郑州双汇食品有限公司屠宰场从黑龙江佳木斯汤原县鹊立镇交易市场运到的260头生猪中,有30头死亡为非洲猪瘟疫情。自2018年8月16日起,郑州双汇食品有限公司屠宰场划定为疫点实施封锁,时间为6周。
 
Today, it is reported that the epidemic of * Zhengzhou plague has been introduced into the epidemic area. The inspection by the animal health and Epidemiology Center of China confirmed that 30 of the 260 pigs in Zhengzhou Shuanghui food limited slaughterhouse * * were transported to the market of Magi Town, Heilongjiang, Jiamusi. Since August 16, 2018, the slaughterhouse of Zhengzhou Shuanghui Food Co., Ltd. has been designated as an epidemic site for six weeks.
 
 
 
午后,猪肉概念股集体跳水,截至目前,天邦股份跌近7%,温氏股份跌6.5%,罗牛山、正邦科技、益生股份等跌幅超5%。
 
In the afternoon, pork concept stocks dived collectively, so far, Tianbang shares fell nearly 7%, Wen's shares fell 6.5%, Luoniushan, Zhengbang Technology, probiotic shares fell more than 5%.
 
 
 
8月14日,农业农村部发布2018年第32周瘦肉型白条猪肉出厂价格监测周报。数据显示,16省(直辖市)瘦肉型白条猪肉出厂价格总指数的周平均值每公斤18.69元,环比涨3.7%,同比跌2.1%。国内瘦肉型白条猪肉出厂价格环比上涨,主要是因为生猪供应紧缺,价格震荡上涨,对猪肉产品形成成本支撑,加之部分地区屠宰量下滑,进一步带动猪肉价格上涨。地区方面,东北及华北地区同比跌幅收窄。
 
In August 14th, the Ministry of agriculture and rural affairs released the weekly monitoring report on pork price of lean meat type white pork for the thirty-second week in 2018. The data showed that the weekly average price index of lean white striped pork in 16 provinces (municipalities directly under the Central Government) was 18.69 yuan per kilogram, up 3.7% from the previous year and down 2.1% from the previous year. Domestic lean white strip pork factory prices rose, mainly because of the shortage of pig supply, price fluctuations, the formation of pork products cost support, coupled with slaughter in some areas, further driving pork prices. On the regional level, the northeast and North China narrowed year-on-year decline.
 
 
 
川财证券表示,猪瘟疫情后一周,北方区域屠宰场收猪难度加大。数据显示,吉林、黑龙江和辽宁三地猪肉价格均上涨至18元/公斤以上。疫情爆发后,辽宁沈阳地区大型屠宰厂停宰,猪肉供给紧张,价格上涨。华北地区,以北京、天津和河北为主,本周猪肉周均价每公斤18.35元,环比涨4%,同比跌2.2%。其中北京地区目前仅接受规模场猪源,散户猪源受农业部下发疫病防治措施,而有所受阻。同时,近期进入立秋节气,下游需求或将迎来小高峰,华北地区猪肉价格有较强支撑。
 
Chuan Cai Securities said that one week after the outbreak of swine fever, the northern area * slaughterhouse increased the difficulty of getting pigs. Data show that pork prices in Jilin, Heilongjiang and Liaoning rose to more than 18 yuan / kg in three places. After the outbreak, large slaughterhouses in Shenyang, Liaoning, were slaughtered, and the supply of pork was tight and prices were rising. In North China, mainly in Beijing, Tianjin and Hebei, pork prices this week averaged 18.35 yuan per kilogram, up 4% from a year earlier and down 2.2% from a year earlier. Among them, Beijing area only accepts * * pigs from scale farms, and the source of scattered pigs is under the control measures of the Ministry of agriculture. At the same time, the near future into the autumn festival, downstream demand may usher in a small peak, pork prices in North China have strong support.
 
 
 
南方地区猪肉价格高位稳中微涨。数据显示,华东、四川、广东地区猪肉周均价每公斤18.71元、19.23元、19.70元。本轮上涨主要受前期仔猪冬季死亡率较高,导致出栏量减少,供给端收紧,而下游消费不减支撑猪肉价格走高。生猪价格方面,虽然目前非洲猪瘟得到了有效控制,但北方地区养殖户恐慌情绪仍在,大量出栏或将使得该地区生猪价格上涨承压,区域走势分化可能性较大,整体来看,南北方生猪平均价格趋平缓,猪肉平均价格整体走势偏强,涨幅放缓。
 
The price of pork in the southern region rose steadily. Data show that the average weekly price of pork in East China, Sichuan and Guangdong is 18.71 yuan, 19.23 yuan and 19.70 yuan per kilogram. This round of increase is mainly due to the high winter mortality of piglets, resulting in a reduction in the number of piglets sold, tightening the supply side, and the downstream consumption does not reduce support for higher pork prices. In terms of pig prices, although African swine fever has been effectively controlled, farmers in the northern region are still panic, a large number of pigs out of the region or will make the price rise pressure, regional trend is more likely to diverge, overall, the average pig prices in the north and South tend to be flat, the overall trend of average pork prices is biased. Strong or slow.
 
 
 
川财证券表示,上市公司出栏回暖,将使生猪价格涨幅趋缓。主要生猪上市企业公布7月生猪销售数据,其中温氏股份和牧原股份分别销售肉猪169.67和100.2万头,环比增加5.13%和22.9%。7月上市公司生猪销量集体环比上涨,短期来看,各大型猪企复苏明确,下半年出栏量有望维持一定增速,生猪价格上涨或将承压。中长期来看,环保趋严,下行周期生猪价格底部已经确定,一方面中小养殖户连续亏损出清,另一方面大规模养殖场的扩张速度不止,7月开始,生猪价格已恢复成本线上,下半年各大型养殖场有望以量补价,盈利改善,未来市占率提升将使得公司估值得以提升。
 
Chuan Cai Securities said that the slaughter of listed companies will increase the price of hog *. Major pig listed companies announced July pig sales data, including Wen's shares and Muyuan shares sold 169.67 and 1.02 million pigs, an increase of 5.13% and 22.9% respectively. In July * *, the pig sales volume of the listed companies rose collectively. In the short term, the recovery of the large pig enterprises was clear. * the slaughter volume in the second half of this year is expected to maintain a certain growth rate, and the hog prices will rise or will be under pressure. In the medium and long term, the environmental protection is becoming more stringent. The bottom of the pig price in the downward cycle has been determined. On the one hand, small and medium-sized farmers have been losing money and clearing up, on the other hand, the expansion of large-scale farms has not stopped. Since July, pig prices have resumed to the cost line. In the second half of the year, large-scale farms are expected to make up the price in quantity and improve their profits. A higher share will make the company more worthy of promotion.

 


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