$牧原股份(0027_老虎社区_美港股上老虎

巴巴守望
08-26

$牧原股份(002714)$ 猪周期真・反转来了！能繁母猪存栏连续下降，未来出栏必缩，猪价从底部爬起来后，现在又开始加速冲。牧原作为“猪茅”，自繁自养+一体化模式把成本压到行业地板级，别人还在盈亏线挣扎，它每头猪利润已经能垫着脚够周期顶部的甜区了！

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