The Report is produced in Chinese only.
非洲豬瘟使國內產量減少,豬肉價格飛升 2018年8月中國爆發非洲豬瘟。由於非洲豬瘟傳染性及死亡率高,以及非洲豬瘟目前沒有治療辦法或疫苗,因此瘟情擴展十分迅速。目前,據中國政府公布,超過100萬頭豬已被宰殺。據荷蘭合作銀行(Rabobank)分析師預測,由於感染致死或屠宰,今年中國生豬產量將減少1.5億至2億頭。而中國國家統計局公布最新數據,第1季豬肉產量亦按年減少5.2%至1,463萬噸。 由於產量減少,豬肉價格今年2月一反傳統淡季下跌的趨勢上漲,更升穿非洲豬瘟爆發前的水平。3月全國豬肉批發均價為每公斤19.48元人民幣,環比上漲6.3%,同比亦上升7.6%。如豬肉產量進一步下降,豬肉價格或會上漲,生豬養殖商將會受惠,因此我們建議關注萬洲(0288.HK)、中糧肉食(1610.HK)及溫氏(300498.SH)。 |
|
|
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.