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专家称下半年猪肉价或同比大涨 券商集中推荐4只概念股

2019-04-18     牛牛财经   来源:证券日报 徐一鸣
文章摘要:■本报见习记者 徐一鸣2019年第一季度,全国猪肉价格止跌转涨,3月份全国猪肉批发均价每公斤19.48元,环比上涨6.3%。农业农村部预计二季度猪价将保持波动上行走势。4月17日,农业农村部市场与信息化司司长唐珂在新闻发布会上表示,考虑到部分屠宰企业前期储….

    ■本benbaojianxijizhexuyiming

    2019年niandiyijidu,全quanguozhuroujiagezhidiezhuanzhang,3月yuefenquanguozhuroupifajunjiameigongjin19.48元yuan,环huanbishangzhang6.3%。农nongyenongcunbuyujierjiduzhujiajiangbaochibodongshangxingzoushi。4月yue17日ri,农nongyenongcunbushichangyuxinxihuasisichangtangkezaixinwenfabuhuishangbiaoshi,考kaolvdaobufentuzaiqiyeqianqichubeidedongzhurouluxuchukuyijishangbannianjijiexingxiaofeixiangduipingwendengyinsu,二erjiduzhujiadafushangzhangdekongjianbuda。专zhuanjiachubuyuji,下xiabannianzhuroujiagetongbizhangfukenengchaoguo70%。

    分fenxirenshibiaoshi,生shengzhuxingyejinrushangxingzhouqi,生shengzhujiageyouwangzai4月yuezhongxiaxunyinglailasheng,同tongshishichangguanyuchulanliangdedanyouhuichixuruohua,届jieshijianghuiyinglaibankuaidisanboxingqing。行xingyebiaodegongsidangqianduiying2019年niantoujunshizhixiangduigaoweishirengyoujiaodashangxingkongjian,考kaolvdaobenlunzhouqizhujiayouwangchuangxingao,头toujunshizhiyeyouwangchuangxingao,相xiangguanshangshigongsichannengjinyibushifangdiejiasanjiduxiaofeiwangji,板bankuaiguzhishangxingrengyoukongjian

    二erjishichangfangmian,《证zhengquanribao》市shichangyanjiuzhongxingenjutonghuashunshujutongjifaxian,猪zhurougainianbankuainei,傲aonongshengwu、新xinwufeng、金jinxinnong、益yishenggufen、广guanghongkonggu、龙longdaroushi、雏chuyingnongmu、天tianbanggufen、唐tangrenshen、正zhengbangkeji、大dabeinong、*ST康kangdadeng12只zhigainianguyueneileijizhangfuchao10%,得delisi、牧muyuangufen、禾hefengmuye、新xinxiwang、天tiankangshengwu、双shuanghuifazhan、海haidajituandeng7只zhigainianguyueneileijishangzhang5%以yishang,此ciwai,大dakangnongye、罗luoniushanliangzhigainianguyueneileijizhangfufenbiewei:4.61%、3.80%。

    业yejimianshang,生shengzhuxingyeneiyiyou15家jiashangshigongsipiluliao2018年niannianbao,报baogaoqinei,*ST康kangda、益yishenggufenliangjiagongsijinglirunshixiantongbifanfan,顺shunxinnongye、立lihuagufen、海haidajituan、双shuanghuifazhan、广guanghongkonggudeng5家jiagongsijingliruntongbizengfufenbiewei:69.78%、64.41%、19.06%、13.78%、7.62%。

    值zhideyitideshi,益yishenggufen、*ST康kangdaliangjiagongsi2019年nianyijibaojinglirunyouwangshixiantongbizengchang,分fenbiewei:3107.97%、1192.50%,表biaoxianjuqian。益yishenggufenyuji2019年nian1月yuefenzhi3月yuefenguishuyushangshigongsigudongdejinglirunwei:32000万wanyuanzhi34000万wanyuan,与yushangniantongqixiangbibiandongfuduwei:2919.27%至zhi3107.97%。业yejibiandongyuanyinshuoming:近jinnianlaiwoguozudaibaiyuroujiyinzhongchixubuzu,2019年niandiyijiduxingyegonggeijinsuodexianxiangyijiuchixu,受shouciyingxiang,公gongsizhuyingchanpinfumudairouzhongjichujijishangpindairouchujijiagejiaoquniantongqidafushangzhang

    进jinyibushulifaxian,海haidajituan、顺shunxinnongye、唐tangrenshen、新xinxiwang、温wenshigufen、大dabeinongdeng6只zhigainianguyueneishoudaojijin、券quanshang、私simu、保baoxian、海haiwaijigoudengjigoudiaoyan,机jigoudiaoyanjiashufenbiewei:87家jia、58家jia、36家jia、29家jia、11家jia、1家jia

    券quanshangpingjifangmian,统tongjishujuxianshi,温wenshigufen、双shuanghuifazhan、牧muyuangufen、海haidajituandeng4只zhigainiangujinqishoudao11家jiajiyishangquanshanggeiyu“买mairu”或huo“增zengchi”等dengkanhaopingji,后houshibiaoxianzhideguanzhu

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