行情始终受供应压制,建议年前积极出栏正信期货生猪月报20240202核心观点从短期来看,目前猪价处于相对高位,近期雨雪天气叠加,市场春节前备货效应明显,但猪价短期反弹空间有限,年后市场普遍消费预计下滑严重,且2023年上半年能繁母猪处于高位,2024年1-2季度供应相对充足,市场存在跌价预期,建议年前积极出栏为主。从长期来看,2023年市场能繁母猪存栏量持续去化,但仍高于全国能繁母猪合理保有量4100万头。另外,2024年年初饲料价格同比下降明显,养殖成本支撑有限。因此,2024年猪价或有高价出现,但全年平均下来,养猪利润率水平不会过高。全年猪价整体属于结构化行情,不宜过度追涨杀跌,需要合理把握市场情绪顺势出栏。PPT模板:www.1ppt.com/moban/PPT素材:www.1ppt.com/sucai/PPT背景:www.1ppt.com/beijing/PPT图表:www.1ppt.com/tubiao/PPT下载:www.1ppt.com/xiazai/PPT教程:www.1ppt.com/powerpoint/资料下载:www.1ppt.com/ziliao/范文下载:www.1ppt.com/fanwen/试卷下载:www.1ppt.com/shiti/教案下载:www.1ppt.com/jiaoan/PPT论坛:www.1ppt.cnPPT课件:www.1ppt.com/kejian/语文课件:www.1ppt.com/kejian/yuwen/英语课件:www.1ppt.com/kejian/yingyu/数学课件:www.1ppt.com/kejian/shuxue/科学课件:www.1ppt.com/kejian/kexue/美术课件:www.1ppt.com/kejian/meishu/化学课件:www.1ppt.com/kejian/huaxue/物理课件:www.1ppt.com/kejian/wuli/地理课件:www.1ppt.com/kejian/dili/生物课件:www.1ppt.com/kejian/shengwu/历史课件:www.1ppt.com/kejian/lishi/C目录ONTENTS1生猪基本面分析2投资策略...
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