不一样的“猪周期”魔力尽显 不见猪跑 养猪股却逆市大涨

发布时间:2019-08-29

ZUORIGUSHISHOUPAN,HUZHIDIEPO2900DIAN;SHENCHENGZHIBAO9414.00DIAN,DIE0.31%,;CHUANGYEBANZHIBAO1625.19DIAN,DIE0.18%。ZAIGUSHIZHENGTIDIMIDEQINGKUANGXIA,ZHUROUGUQUEZAIZUORIQUANXIANZOUQIANG,NISHIDAZHANG,ZAIZHUQIZHONGBAOYEJIKUISUNDEQINGKUANGXIA,GUJIADESHANGZHANGHAINENGFOUZHUTUIQIYEYEJIHUINUANNI?


​不一样的猪周期

ZUIJIN,ZHUROUFENGZHANGYIZHISHIDAJIAGUANZHUDEHUATI,ZAIGEDIFANGYECHUTAIZHENGCEJIADASHENGZHUBUZHUDETONGSHI,ZHUJIARENGZAIJIXUSHANGZHANG,“YITIANYIGEJIA”DEZHUROUZHANGDAOLESHENMECHENGDU?

江西11选5JUSHANGWUBUJIANCE,SHANGZHOU(8YUE19RIZHI25RI)QUANGUOROULEIPIFAJIAGEBUTONGFUDUSHANGZHANG,QIZHONGZHUROU、NIUROU、YANGROUPIFAJIAGEFENBIESHANGZHANG8.8%、1.4%HE0.7%。QINCHANPINPIFAJIAGEYOUSUOSHANGZHANG,QIZHONGJIDANJIAGEWEIMEIGONGJIN10.48YUAN,SHANGZHANG3.3%。TONGJIJUJINRISHUJUXIANSHI,2019NIAN8YUEZHONGXUNYU8YUESHANGXUNXIANGBI,SHENGZHUJIAGEDAZHANG16.2%,DA24.4YUAN/QIANKE。

ANZHAOGAOYU40000YUAN/DUNJIAGEDEBIAOZHUNLAIXUNZHAO,ZAIMUQIANDAZONGSHANGPINSHICHANGSHANGCHULEHUANGJIN、BAIYIN、TONG、NIEHEXI,RUJINHAIYOUZHUROU。ZHUROUYIJINGDANGZHIWUKUIDIJISHEN“ZUIGUIDAZONGSHANGPINXILIE”。

江西11选5SUIZHEZHUROUJIAGEJIAKUAISHANGZHANG,ZHENGCECENGMIANYOUSUOJIAMA。8YUE21RI,GUOWUYUANCHANGWUHUIYIZHUANMENJIUWENDINGSHENGZHUSHENGCHANHEZHUROUBAOGONGWENJIAZUOCHUBUSHU。BAOKUO,JIAKUAIFEIZHOUZHUWENQIANGZHIPUSHABUZHUFAFANG,CAIQUDUOZHONGCUOSHIJIADADUISHENGZHUDIAOCHUDAXIANHEYANGZHICHANG(HU)DEZHICHI,YINDAOYOUXIAOZENGJIASHENGZHUCUNLANLIANG;JIANGZIZHUJILENGXIANZHUROUYUNSHUNARU“LVSETONGDAO”ZHENGCEFANWEI,JIANGDIWULIUCHENGBEN;DIFANGYAOLIJIQUXIAOCHAOCHUFALVFAGUIDESHENGZHUJINYANG、XIANYANGGUIDINGDENG。

江西11选58YUE26RI,SICHUANCHUTAI“ZHUJIUTIAO”JUCUO,YAOQIUYANGELUOSHI“CAILANZI”SHIZHANGFUZEZHI,JIANQUANZHUROUSHICHANGGONGYINGBAOZHANGJIZHI。JUTIJUCUOBAOKUO,SHENGJICAIZHENGYAOTONGGUOSHENGZHUSHENGCHANWENDINGZHUANXIANGBUTIEDENGCUOSHI,DUISHOUYINGXIANGJIAODADESHENGZHUDIAOCHUDAXIANDEGUIMOHUAYANGZHUCHANG(HU)SHIXINGLINSHIXINGSHENGCHANJIUZHU;TONGGUOCAIZHENGJIANGBUDENGFANGSHI,ZHONGDIANZHICHIZHONGZHUCHANG、BIAOZHUNHUAYANGZHICHANGHETUZAICHANGJIANSHE。GUIZHOUSHENGZHENGFUZHAOKAIQUANSHENGSHENGZHUSHENGCHANBAOGONGJIFEIZHOUZHUWENFANGKONGGONGZUOHUIYI,SHENGWEIFUSHUJI、SHENGZHANGCHENYIQINQIANGDIAO,ZAISHENGCHANHUANJIE,ZHONGDIANYAOJIANJUEDAHAOFANGKONGFEIZHOUZHUWENYIQINGYINGZHANG,YANGELUOSHIJIDINGDEFANGKONGCUOSHI,ZAIQUEBAOANQUANDEQIANTIXIAWENDINGSHENGZHUSHENGCHAN,YOUXUZENGJIACHULANLIANG。

HEILONGJIANGSHENGNONGYENONGCUNTINGJINQIXIAOXIXIANSHI,ZAIJIAGEDAIDONGXIA,JINNIANXIABANNIANGAISHENGSHENGZHUSHENGCHANJIANGHUIFUXINGZENGZHANG,CHANNENGJIANGCHIXUTISHENG。MUQIANHEILONGJIANGNENGFANMUZHUCUNLAN107WANTOU,YUJIJINNIANNIANDIKECHULANSHENGZHU1760WANTOUZUOYOU,NENGGOUYOUXIAOBAOZHANGSHENGNEIXIAOFEIXUQIU,BINGGONGYINGBUFENGUONEISHICHANG。

江西11选5GENJULISHIJINGYAN,ZHENGFUDEBUTIEZHENGCEHESHEHUIZIBENDUICHANNENGHUIFUYINGGAIYOUMINGXIANDETUIDONGZUOYONG。DANYUWANGNIANBUTONGDESHI,ZHEIYICIXIANGGUANYIQINGDETESHUYINSUSIHUYANHUANLESHEHUIZIBENJIERUDEREQING,FENXIRENSHIYUJICHANNENGHUIFUSUDUHUIBIYIWANGMAN。DANZHOUQIGUAIDIANXIADEXINGYEGAIGEKENENGWEITOUBUQIYEDAILAIXINDELIHAO。GUOTAIJUNANZHENGQUANYANJIUZHICHU,ZAIYIQINGDAILAIDEBENLUNCHAOJIZHUZHOUQIZHONG,SHANGSHIGONGSIGUJIAJIANGYOUWANGYINGLAIYEJIYUGUZHIDEDAIWEISISHUANGJI,TOUJUNSHIZHIYOUWANGTUPOQIANLUNZHOUQIGAODIAN。CIWAI,DUIZHAOHAIWAIDEYIXIEXINGYEFAZHANGUILVLAIKAN,GUONEITOUBUQIYEYOUWANGPINGJIEZIJINYUJISHUYOUSHIJIAKUAISHIZHANLVTISHENG,YINGLAIZHOUQIYUCHENGZHANGGONGZHENXINGQING。

YOUYANJIUJIGOUFENXI,YOUYUBENLUNZHUZHOUQISHIXIANGGUANYIQINGDAILAIDEFEIDIANXINGXINGZHUZHOUQI,JIAGESHANGZHANGDETONGSHI,SHICHANGYEZAIDANYOUSHANGSHIGONGSICHULANLIANGDEWENDINGXING。

养猪企业陷窘境,股价却逆势上扬

江西11选5YUFEIZHANGDEZHUJIAXIANGMAODUNDESHI,JINQIZHUQIYEJIQUEPINPINXIANRUXIAHUAJIONGJING。TIANBANGGUFEN(002124)BANNIANBAOYEJIXIANSHI,GONGSISHIXIANYINGYESHOURU 29.41 YIYUAN,TONGBIZENGZHANG 57.90%;SHIXIANGUIMUJINGLIRUN-3.67 YIYUAN,TONGBIXIAJIANG 555.90%。DANJIDULAIKAN,GONGSISHIXIANYINGYESHOURU 16.95 YIYUAN,TONGBIZENGZHANG 66.38%;SHIXIANGUIMUJINGLI RUN-0.32 YIYUAN,TONGBIXIAJIANG 166.23%。

SUIRANYEJIBIAOXIANBUJIA,DANYANGZHUBANKUAIDEGUPIAORENGJIANGSHOUDAOSHICHANGQINGLAI。TIANFENGZHENGQUANRENWEI,WEILAI2—3NIAN,JIANGSHIYANGZHUBANKUAIDEYINGLIJINGQIZHOUQIDIEJIATOUBUSHANGSHIQIYECHULANDEKUAISUKUOZHANGQI,SHIYIBOZHANGQIDELIANGLIQISHENGXINGQING。DANGQIANSHIDIANYANGZHUBANKUAIRENGJUBEIQIANGPEIZHIJIAZHI。

wind数据显示,昨日猪产业指数与猪瘟疫苗指数两大概念板块领涨大盘,其中猪产业指数收涨4.57%。行业板块方面,申万所属的28个一级行业中,仅3个行业主力资金呈现净流入状态。其中,今日表现突出的农林牧渔板块,主力资金净流入金额居首,净流入金额为14.67亿元。

江西11选5windSHUJUXIANSHI,ZUORIZHUCHANYEZHISHUYUZHUWENYIMIAOZHISHULIANGDAGAINIANBANKUAILINGZHANGDAPAN,QIZHONGZHUCHANYEZHISHUSHOUZHANG4.57%。XINGYEBANKUAIFANGMIAN,SHENWANSUOSHUDE28GEYIJIXINGYEZHONG,JIN3GEXINGYEZHULIZIJINCHENGXIANJINGLIURUZHUANGTAI。QIZHONG,JINRIBIAOXIANTUCHUDENONGLINMUYUBANKUAI,ZHULIZIJINJINGLIURUJINEJUSHOU,JINGLIURUJINEWEI14.67YIYUAN。

JUTIDAOGEGUFANGMIAN,JINRI16ZHIGEGUZHULIZIJINJINGMAIRUYUYIYUAN,ZHUROUGAINIANGUSHOUQINGLAI,JIEZHISHOUPAN,DABEINONG(002385)、ZHENGBANGKEJI(002157)、LUONIUSHAN(000735)FENGZHUZHANGTING,ZHULIZIJINJINGMAIRUJINEFENBIEWEI1.57YIYUAN、5.46YIYUAN、2YIYUAN,LONGDAROUSHI(002726)BIJINZHANGTING,TIANBANGGUFEN、DAKANGNONGYEHEXINXIWANGDENGGEGUYESHIDAZHANGCHAOGUO6%。

净亏2亿无碍股价上涨,买猪肉股让你吃得起猪

江西11选58YUE27RIZAOJIAN,CHUMUYE“QIANNIANLAOER”MUYUANGUFEN(002714)FABUBANNIANBAO,SHANGBANNIANLIRUNGUIMOCHUANGXIALESHANGSHILIUNIANLAIDEXINDI。GONGSISHIXIANYINGSHOU71.6YIYUAN,TONGBIZENGZHANG29.87%;GUISHUYUSHANGSHIGONGSIGUDONGDEJINGKUISUN1.56YIYUAN,TONGBIKUISUNKUODA97.95%;GUISHUYUSHANGSHIGONGSIGUDONGDEKOUCHUFEIJINGCHANGXINGSUNYIDEJINGKUISUN2.02YIYUAN,TONGBIKUISUNKUODA98.32%。DUICI,MUYUANGUFEN“SHUAIGUO”JIFEIZHOUZHUWEN。ZILIAOXIANSHIQIMUZIDE13GECHENGNUOXIANGMUZHONG,12JIAWEIDADAOYUJIXIAOYI,QIZHONG6JIALEIJIKUISUNCHAO8000WANYUAN。LINGWAI,MUYUANGUFEN178YIFUZHAIYADING,LIUDONGFUZHAIZHANBICHAO80%。QIZHONG,YINIANNEIDAOQIDEFEILIUDONGFUZHAIDA26.65YIYUAN,TONGBIZENGZHANG440.57%。

DANCHAKANQILISHIYEJI,QUESHIXIANGDANGLIANGYAN,2016NIAN、2017NIANXINGYEGAODIANSHI,GONGSIJINGLIRUNCENGJINGYIDUGAODA10.72YIYUANHE12YIYUAN。

RANGTOUZIZHEDADIEYANJINGDESHI,MUYUANGUFENZUORISHOUPANJIADADAOLE80.72YUAN,BIGONGSI2014NIANSHANGSHISHOURIKAIPANJIA3.81YUANFANLE21BEI。

从下图可以看出,仅2019年,该股股价就涨了近两倍。当然,投资者炒的本就是预期。有分析人士表示,下半年猪价还会持续上涨,单头猪利润最高有望达到2000元,非洲猪瘟已经将大量受冲击又没有足够资金支持的中小养殖企业拦在门外,拥有一体化产业链的上市养殖企业有巨大的利好优势。牧原股份布局生猪屠宰环节,有助于其延长生猪产业链,未来成长性可期。

江西11选5CONGXIATUKEYIKANCHU,JIN2019NIAN,GAIGUGUJIAJIUZHANGLEJINLIANGBEI。DANGRAN,TOUZIZHECHAODEBENJIUSHIYUQI。YOUFENXIRENSHIBIAOSHI,XIABANNIANZHUJIAHAIHUICHIXUSHANGZHANG,DANTOUZHULIRUNZUIGAOYOUWANGDADAO2000YUAN,FEIZHOUZHUWENYIJINGJIANGDALIANGSHOUCHONGJIYOUMEIYOUZUGOUZIJINZHICHIDEZHONGXIAOYANGZHIQIYELANZAIMENWAI,YONGYOUYITIHUACHANYELIANDESHANGSHIYANGZHIQIYEYOUJUDADELIHAOYOUSHI。MUYUANGUFENBUJUSHENGZHUTUZAIHUANJIE,YOUZHUYUQIYANZHANGSHENGZHUCHANYELIAN,WEILAICHENGZHANGXINGKEQI。

“今年的猪价,八月赌一赌,九月换路虎,十月存存货,年底迈巴赫……”投资者的调侃足以说明问题。

江西11选5“JINNIANDEZHUJIA,BAYUEDUYIDU,JIUYUEHUANLUHU,SHIYUECUNCUNHUO,NIANDIMAIBAHE……”TOUZIZHEDEDIAOKANZUYISHUOMINGWENTI。

倒在风口上的*ST雏鹰

ZHONGGUOYOUJUGUHUAJIAO:“YOUTONGXING,MEITONGLI。”YUWENSHIGUFEN、MUYUANGUFENXINGCHENGXIANMINGDUIBIDESHI,XIRIDEBAIMAGUCHUYINGNONGMU(002477)QUEDAOZAILE“ZUIQIANGZHUZHOUQI”DEFENGKOUSHANG,JIANGANRANTUISHI。27RIGAIGUZHENGSHIJINRULEWEIQI30GEJIAOYIRIDETUISHIZHENGLIQI,DANGRICHUYINGTUIGUJIAWUXUANNIANDIETING,BAO0.62YUAN,FENGDANCHAO224WANSHOU。

江西11选5GENJU2019NIAN8YUE20RIGONGSIFABUDE《CHUYINGNONGMUJITUANGUFENYOUXIANGONGSIGUANYUGONGSIGUPIAOJINRUTUISHIZHENGLIQIJIAOYIGONGGAO》,GONGSIGUPIAOJIANGYU2019NIAN8YUE27RIJINRUTUISHIZHENGLIQIJIAOYI,TUISHIZHENGLIQIWEI30GEJIAOYIRI,YUJIZUI HOUJIAOYIRIQIWEI2019NIAN10YUE15RI。MUQIAN,GONGSIZIJINZHOUZHUANKUNNAN,TUISHIHOUGONGSIZHIJIERONGZIQUDAOJIANGJINYIBUSHOUSUO。

江西11选5JIUZAIQIANYIRIWANJIAN,*STCHUYINGPILULEQITUISHIQIANDEZUIHOUYIFENBANNIANBAO。CAIBAOXIANSHI,GAIGONGSISHANGBANNIANSHIXIANYINGSHOU4.65YIYUAN,TONGBIXIAJIANG77.48%,GUISHUYUSHANGSHIGONGSIGUDONGDEJINGLIRUNKUISUN15.18YIYUAN,ZONGZICHANWEI194.94YIYUAN,FUZHAIHEJI185.27YIYUAN。

JIEZHI2019NIANSHANGBANNIANMO,*STCHUYINGGUDONGHUSHUWEI16.42WANHU,ZONGZICHANWEI194.94YIYUAN,JINGZICHANWEI-4.45YIYUAN,FUZHAIHEJI185.27YIYUAN。

江西11选5GONGKAIZILIAOXIANSHI,CHUYINGNONGMUCHENGLIYU1988NIAN,SHIYIJIASHIZUDELAOPAIQIYE。JULEJIE,GONGSIDEZHUYINGYEWUWEISHANGPINCHUQINYANGZHI,SHENGCHANDECHANPINBAOKUOSHENGZHU、JIAQIN、SHENGXIANDONGPIN、SILIAO、SHENGXIANROU、SHUCAI、SHUSHIDENGNONGCHANPIN(000061)HENONGFUCHANPIN。CIWAI,CHUQINYANGZHIXIAOSHOUJIJISHUKAIFA、NONGCHANPINXIAOSHOU、LIANGSHIMAOYIDENGJUNZAIGONGSIDEJINGYINGFANWEIZHINEI。

2010年9月,雏鹰农牧正式在深交所挂牌上市,当年也曾风光无限。如今,曾因无钱买饲料而饿死猪而刷屏网络的”中国养猪第一股“即将黯然离场,留下被“坑死”的投资者欲哭无泪!

2010NIAN9YUE,CHUYINGNONGMUZHENGSHIZAISHENJIAOSUOGUAPAISHANGSHI,DANGNIANYECENGFENGGUANGWUXIAN。RUJIN,CENGYINWUQIANMAISILIAOERESIZHUERSHUAPINGWANGLUODE”ZHONGGUOYANGZHUDIYIGU“JIJIANGANRANLICHANG,LIUXIABEI“KENGSI”DETOUZIZHEYUKUWULEI!

下半年猪价还可能上涨

江西11选5HUATAIHONGGUANLICHAORENWEI,XIABANNIANZHUJIAHUANBIKENENGJIXUCHENGXIANYIDINGFUDUDESHANGZHANG,DANXIANGUOJIAGESANJIDUYILAIRUQIHUILUO、JINNIANXIAJITAIFENGTIANQIDUICAIJIARAODONGBUDA,CHUZHUJIAYIWAI,QITASHIPINJIAGEZANWEICHUXIANMINGXIANZHANGJIAFENGXIAN。7YUECPIKENENGJIUSHINIANNEIGAODIAN,WUJIAZHENGTISHANGZHANGYALIRENGKEKONG,ZANSHIBUSHIHUOBIZHENGCEBIANJIKUANSONGDEZHUYAOZHIYUEYINSU。

江西11选5YINHEZHENGQUANZHICHU,ZHUJIACHIXUSHANGXING,QIGAOWEIHUOJIANGCHIXUDAO20NIANZHONGQI。DUIYUSHANGSHIGONGSILAISHUO, ZAIZHUJIAGAOWEIQUEDINGDEBEIJINGXIA,LIRUNDUIXIANCHENGWEIGUANJIAN。JINQIHASHOUYANSHENQINGFEIWENYIMIAOZHUANLI,KAOLVDAOFEIWENYIMIAODEYANFAJINZHANJIASU,WOMENRENWEIKEGUANZHUJUBEISHENGCHANNENGLI、BEIJINGYOUSHI、XINGYEYOUSHIDEYIMIAOQIYE,JIANYIGUANZHUTIANKANGSHENGWU(002100)、ZHONGMUGUFEN(600195)、HAIDAJITUAN(002311)。

ZHONGTAIZHENGQUANZERENWEI,SUIRANDUANQICUNZAIYIMIAOZHONGSHICHUANYAN、 DANYUECHULANLIANGBUJIYUQI(LIUZHONG)、SHENGZHUXIAOSHOUJUNJIAPIANDI、YIQINGYINGXIANGDENGYINSURAODONG,DANZHEIXIEFUMIANYINSUJUNDADOULAIZIYUJIEDUANXING DESHISHIHUORENZHI,SHENGZHUYANGZHIGUDEZHANGQILUOJIBINGWEIGAIBIAN。“SHENGZHUYANGZHIXINGYEZHOUQILUOJIYUCHENGZHANGLUOJIJIANJU,FEIZHOUZHUWENXIABENLUNZHOUQIJIAGEJINGQIGAODUYUCHIXUSHIJIANCHAOWANGLUN,YIJIWEILAIWUNIAN“JIZHONGDUTISHENG”SHISHENGZHUYANGZHIGUTOUZIJIANSHIDEZHANGLUOJI,LONGTOUQIYEJUYOUMINGQUEQIEGUANGKUODESHIZHANLVTISHENGKONGJIAN,ERCHULANLIANGZAI300WAN—1000 WANZHIJIANDEERXIANLONGTOUQIYEJIANJUJIAOGAODECHENGZHANGXING。”

江西11选5ZHONGTAIZHENGQUANJINYIBUBIAOSHI,MUQIANSHENGZHUJIAGEJINGQISHANGXINGYIJIUZAITU,2019 NIAN 3—4 JIDUNAIZHI2020NIANJIAGECHIXUXINGAOSHIXIANGDUIBIJIAOQUEDINGDE,QIEBENLUNZHOUQIFANZHUANGAODUHECHIXUSHIJIAN、YIJIGEGUGONGSICHULANLIANGHEWANQUANCHENGBEN,SHICHANGRENGCUNZAIJIAODAYUQICHADEQINGKUANGXIA,DANGQIANSHENGZHUYANGZHIGUXINGQINGYIJINGBURU“JIAGEXINGAOLIRUNDUIXIAN”DESHIQI,JI:SHICHANGXIANGXINGYEYAOLIRUNDESHIQI,LIANGZENGLUOJISHIWEILAIGUJIADEZHUYAOQUDONGLI,RENGRANSHITOUZISHENGZHUYANGZHIGUDEJIAOHAOCHUANGKOUQI。