Israel ArgentinaArgentina's President Javier Milei sings on stage during a recorded rehearsal for the upcoming Israel Independence Day ceremony in Jerusalem Sunday, April 19, 2026. (AP Photo/Ohad Zwig
价格合理回升。我们认为在调控与亏损的共同作用下，产能去化将逐步深化。此外建议持续关注新疫病传入对猪群的影响。 后市周期预判：猪价短期回升难改供过于求趋势，政策与亏损共同作用，叠加新疫病南非一型口蹄疫的潜在风险，产能去化将持续推进。估值方面，行业指数 PB 底部抬升后有所回落，市场对于去化节奏与深度存在分歧，我们认为行业产能去化，周期抬升的确定性强，持续推荐生猪养殖板块的投资机会。标的方面建议关注
APTOPIX Israel ArgentinaArgentina's President Javier Milei sings on stage during a recorded rehearsal for the upcoming Israel Independence Day ceremony in Jerusalem Sunday, April 19, 2026. (AP Photo/O
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