豬肉價格大跌疊加成本上升 中國多家生豬養殖上市公司預計三季度虧損

【彭博】-- 中國主要的生豬養殖和豬肉加工上市公司紛紛預計第三季度出現嚴重虧損，原因是豬肉價格大跌和飼料成本上升。

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牧原股份在周四晚間提交深圳證交所的公告中稱，第三季度淨虧損初步數據5億至10億元人民幣，去年同期為盈利102億元人民幣。

包括新希望、正邦科技和羅牛山在內的其他養殖公司，以及天邦股份等豬肉加工商，也發布了或是7-9月或是前9個月的疲軟初步報告。

新希望周五在聲明中稱，「與去年同期相比，報告期內生豬銷售價格大幅下降，疊加飼料原料價格上漲等因素，生豬養殖成本上升，導致豬產業虧損是本期經營業績虧損的主要原因。」

生豬期貨今年已下跌45％，因中國的生豬養殖從非洲豬瘟衝擊中恢復過來。此外，大宗商品和能源價格上漲也可能在擠壓許多工業和消費品類公司的利潤率。

延伸閱讀：中國PPI同比漲幅升至26年來高位 上游通膨威脅繼續攀升

原文標題China Hog Farmers in Red on Falling Pork Prices, Cost Inflation

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