XAGR — —
  • 中信证券预判2026年生猪产能去化周期 存栏高位压制猪价或延续筑底

    中信证券最新研报指出，2026年生猪行业仍面临存栏体重高位与持续亏损压力，预计猪价将继续筑底，产能端将进入实质性去化阶段。该机构认为，伴随供给侧改革深化及中小散户加速退出，2027年猪价景气周期有望开启。分析认为，当前能繁母猪存栏量、饲料成本变动及政策补贴调整将成为后续重点观察指

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