Pork concept: This round of pig price increase is the initial embodiment of the pig supply gap in the pig price, and the pig price in the market is still optimistic. From the perspective of the supply side, according to the data of the rural ministry, affected, in May 2019, the number of able sows and live pigs fell by 23.87% and 22.7% respectively, down 4.1% and 4.2% respectively, and the capacity reduction was still in progress. Increase. From the demand side, after June, pork demand is gradually growing. The current increase in pig prices is only the starting point. It is expected that the high price of pigs in the whole year will exceed 25 yuan/kg. The agency believes that the logic of pig price rise is continuing to be realized, and the high price of pigs has not yet arrived, and it remains firmly optimistic about the potential for pig price increases. Under the background of the continuous increase of pig prices, the pig breeding sector will gradually enter the stage of realizing the fundamentals of the industry. Enterprises with strict epidemic prevention, large-scale breeding and strong cost control will fully benefit from this cycle.
Suggested attention: Makino shares, Wen's shares
Focus on analysis at 9 o'clock in the morning, the old place will not be seen
Recent record review: (current position is 50%)
1. De Chuang Environmental Protection +9.6%, Hualing Xingma: 2 Lianban
2. Zhuo Shengwei will not give the opportunity to participate at all, and the meat is 26%
The old chapters were mainly low-sucking in the past few days. The target on Monday has been selected, and the green disk is low near 3 points
Suck, the trend of long legs in the game
Want to buy gold stocks early Monday and last?
The first step: point the old chapter avatar into the old chapter home page.
Part 2: Click on the bottom "Stock Pool"
(Disclaimer and solemn reminder: The content of this article is purely the author's personal opinion, only for investors' reference, does not constitute