每经AI快讯,中信证券研报表示,10月能繁母猪去化加速。短期来看,行业供给端持续维持宽松局面,猪价震荡承压,后续去产能有望持续,加持2026H2以后周期景气及持续时间。继续推荐:1)强创现和分红能力的头部企业;2)成本领先企业;3)并购增量的企业。
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