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豬肉概念

773.412

-41.191-5.06%

漲家數：1

跌家數：2

平家數：1

市盈率：- -

高：800.266

開：792.239

低：750.689

收：814.603

成交量：9,783.97萬

成交額：5.50億

市值：887.60億

流通市值：887.60億

資料載入中...

港股異動 | 萬州國際(00288)再跌超3% Smithfield進一步下調業績指引北美豬肉業務拖累公司盈利

瑞銀：維持萬洲國際(00288.HK)「買入」評級目標價下調至9.4港元

港股異動 | 豬肉概念股跌幅居前全國豬肉價格連漲四周上漲高供給仍制約上漲彈性

《股市簡訊》中國豬肉加工企業萬洲國際跌4%創逾15個月新低，花旗下調目標價

大行評級丨花旗：下調萬洲國際目標價至8.2港元，維持「買入」評級

【券商聚焦】中信證券：26H2豬價預估仍在成本線下震盪，27年豬價景氣可期

惠生國際(01340)：羅明生辭任獨立非執行董事

史密斯菲爾德因第三季度前景疲軟而股價下跌

大行評級丨高盛：維持萬洲國際「買入」評級，下調第三季EBIT預測

《大行》高盛：美國豬肉業務第三季進一步受壓累萬洲(00288.HK)EBIT預測下調

阿斯达克财经

港股異動 | 萬洲國際(00288)早盤跌超4% 二季度業績不及預期 Smithfield全線下調業績指引

萬洲國際(00288)出現大手賣出170萬股，成交價$7.425，涉資1.262千萬

阿斯达克财经

大行評級丨大摩：下調萬洲國際目標價至10.6港元，維持「增持」評級

火腿腸，慢衰退

中糧家佳康（01610）逆市走高漲4.22% 機構指其1H26生豬出欄量保持增長

港股異動 | 中糧家佳康(01610)早盤升逾7% 生鮮豬肉業務首次扭虧為盈品牌佔比持續提升

智通财经网

港股概念追蹤|豬周期大拐點臨近機構佈局養殖板塊（附概念股）

【券商聚焦】國泰海通證券：預計26Q3生豬行業繼續

豬肉概念股局部走強牧原股份（02714）漲9.27% 機構指2027年豬價預計將企穩上行

港股異動 | 豬肉概念股漲幅居前供應壓力緩和價格整體回暖機構看好產能進一步加速去化

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高供給仍制約上漲彈性","url":"https://stock-news.laohu8.com/highlight/detail?id=2666546305","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666546305?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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10:42","pubTimestamp":1789008137,"startTime":"0","endTime":"0","summary":"《股市简讯》中国猪肉加工企业万洲国际跌4%创逾15个月新低，花旗下调目标价* 中国猪肉加工企业--万洲国际0288.HK周四早盘一度跌4%，报6.815港元，创2025年5月30日以来新低。* 花旗在报告中表示，将万洲国际目标价由9.9港元下调至8.2港元，子公司史密斯菲尔德SFD.O进一步下调第三季度业绩展望，主要由于需求疲软以及猪肉/生猪价格下行。* 万洲国际今年迄今挫21.2%，同期恒生指数.HSI下滑2.6%。* 恒生综合行业指数 - 必需性消费.HSCICS盘中跌1.7%。（完）更多股市简讯请点选CN-CMN-HOT","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260910:nL4S45206Q:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1521","LU0541502299.USD","LU1166156734.SGD","BK1603","BK1237","LU0287142896.SGD","LU0702159699.USD","SG9999002950.SGD","SGXZ90724238.SGD","LU0541501648.USD","SG9999001069.SGD","LU0173614495.USD","LU0274383008.USD","SG9999001226.SGD","BK1543","00288","SG9999001051.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666255162","title":"大行評級丨花旗：下調萬洲國際目標價至8.2港元，維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2666255162","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666255162?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 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09:00","pubTimestamp":1789002033,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，26H1猪价持续探底，其中4月均价降至9.32元/公斤，为近十年新低，近期猪价仍在低位震荡。上市公司层面，26H1板块亏损逐季度加深，业绩整体承压。深度亏损下，上市猪企资金压力加大，26Q2末板块资产负债率为65.11%，同比上升13.3%，环比提升2.74ppts，母猪生物资产继续削减。展望后续，26H2猪价预估仍在成本线下震荡，而政策持续约束头部企业产能们预估生猪产能维持去化趋势，2027年猪价景气可期。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991212","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0028","01340","01610","LU1255011170.USD","BK1516","00288","BK1603","LU1997245094.SGD","LU2580892789.USD","SG9999001051.SGD","BK0196","BK1564","LU0173614495.USD","BK0012","LU2495084118.USD","LU0405327494.USD","BK1521","600030","BK0183","LU2289578879.USD","02714","BK0188","LU0702159699.USD","SG9999002950.SGD","LU1064131003.USD","LU1146622755.USD","LU0405327148.USD","BK0276","LU2148510915.USD","LU1655091616.SGD","LU1328615791.USD","LU1820825898.SGD","LU2580892862.HKD","LU0287142896.SGD","LU1166156734.SGD","LU1997245177.USD","LU0541501648.USD","BK1549","LU1064130708.USD","BK1147","BK1543","LU1580142542.USD","LU1720050803.USD","SG9999001069.SGD","SGXZ90724238.SGD","06030","BK1237","LU0541502299.USD","KCE","SG9999001226.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666580449","title":"惠生國際(01340)：羅明生辭任獨立非執行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2666580449","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666580449?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 19:48","pubTimestamp":1788954510,"startTime":"0","endTime":"0","summary":"智通财经APP讯，惠生国际(01340)公布，罗明生先生因需投入更多时间专注于彼之其他业务而递交彼之辞呈，辞任公司独立非执行董事、公司董事会审核委员会、薪酬委员会、提名委员会及投资及财库委员会的主席，自2026年9月9日起生效。同日起，独立非执行董事黄瑞林先生获委任为薪酬委员会的主席;独立非执行董事张翠翠女士获委任为审核委员会及投资及财库委员会的主席;以及独立非执行董事王贵平博士获委任为提名委员会的主席。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1494063.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02986","BK1237","01340","BK1603"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666258236","title":"史密斯菲爾德因第三季度前景疲軟而股價下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2666258236","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666258236?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 18:37","pubTimestamp":1788950268,"startTime":"0","endTime":"0","summary":"BUZZ-史密斯菲尔德因第三季度前景疲软而股价下跌9月9日-** 猪肉生产商史密斯菲尔德食品公司（Smithfield Foods，SFD.O）的股价在盘前交易中下跌3.5%，至21.3美元** 该公司预计第三季度生鲜猪肉业务板块的经调整营业亏损将在7000万至9000万美元之间，而去年同期该业务板块盈利1000万美元** SFD预计第三季度经调整营业利润为1.15亿至1.75亿美元，低于去年同期","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260909:nL4T4510UK:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1521","LU0287142896.SGD","BK4212","BK1237","SG9999001051.SGD","SG9999001069.SGD","SGXZ90724238.SGD","LU0274383008.USD","SG9999002950.SGD","FXG","BK1543","SFD","LU0541501648.USD","LU0702159699.USD","LU0541502299.USD","LU1166156734.SGD","BK1603","LU0173614495.USD","SG9999001226.SGD","00288"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666358917","title":"大行評級丨高盛：維持萬洲國際「買入」評級，下調第三季EBIT預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2666358917","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666358917?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 17:23","pubTimestamp":1788945813,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK1521","SGXZ90724238.SGD","LU0541502299.USD","00288","SG9999001069.SGD","LU1166156734.SGD","SG9999001226.SGD","LU0173614495.USD","BK1237","SG9999001051.SGD","SG9999002950.SGD","BK1543","LU0541501648.USD","LU0702159699.USD","LU0274383008.USD","LU0287142896.SGD","BK1603"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666858680","title":"《大行》高盛：美國豬肉業務第三季進一步受壓  累萬洲(00288.HK)EBIT預測下調","url":"https://stock-news.laohu8.com/highlight/detail?id=2666858680","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666858680?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:28","pubTimestamp":1788942480,"startTime":"0","endTime":"0","summary":"高盛指，美国业务溢利预计对万洲第三季贡献约48%，按SFD最新指引推算，万洲国际第三季整体EBIT将由原先预期的按年跌幅约10%，扩大至按年下跌约25%左右，其中美国业务EBIT将按年下跌约45%左右。若第四季维持不变，SFD的盈利指引下调即意味着万洲国际全年盈利预测将面临中单位数百分比的下调。该行目前对万洲国际目标价为10.9港元，维持“买入”评级。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250818162855571_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250818162855571_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543648/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543648/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0173614495.USD","SG9999002950.SGD","BK1237","LU0287142896.SGD","BK1603","BK1543","LU0702159699.USD","SG9999001069.SGD","SG9999001226.SGD","SGXZ90724238.SGD","LU0541501648.USD","SG9999001051.SGD","LU0274383008.USD","BK1521","00288","LU1166156734.SGD","LU0541502299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666301908","title":"港股異動 | 萬洲國際(00288)早盤跌超4% 二季度業績不及預期 Smithfield全線下調業績指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2666301908","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666301908?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 11:20","pubTimestamp":1788924007,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万洲国际早盘跌超4%。消息面上，万洲此前发布业绩，旗下Smithfield下调其所有业务板块的2026财年调整经营溢利指引。瑞银表示，撇除生物公允值变动，估算万洲国际第二季经营溢利按年跌7%至6.18亿美元，低于市场预期，北美、中国及欧洲业务的经营溢利均有所下降。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493735.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0541501648.USD","LU0702159699.USD","SG9999001226.SGD","SG9999001069.SGD","BK1237","SGXZ90724238.SGD","00288","BK4585","LU0541502299.USD","BK1521","LU0274383008.USD","BK1543","SG9999001051.SGD","VXUS","SG9999002950.SGD","KCAI","BK4588","BK1603","LU0173614495.USD","LU0287142896.SGD","LU1166156734.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666062043","title":"萬洲國際(00288)出現大手賣出170萬股，成交價$7.425，涉資1.262千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2666062043","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666062043?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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14:23","pubTimestamp":1788848595,"startTime":"0","endTime":"0","summary":"雨润对火腿肠业务的放弃，是基于自身发展的战略选择。马上赢线下商超零售监测数据显示，双汇在常温火腿肠赛道已几乎形成垄断优势，线下零售市占率突破60%。无需冷藏、保质期长、开袋即食的火腿肠，恰好填补了市场空白。靠着火腿肠业务，双汇成长为国内肉制品行业龙头。火腿肠销量下滑的背后，是市场需求的萎缩。新旧品类迭代常温火腿肠的慢衰退，是市场迭代的必然结果，整个肉制品赛道仍有稳定增量，只是红利正在向新品类加速转移。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788499612123395056","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0238","BK1237","01068","BK0196","BK0183","BK1603","BK0012","BK0188","000895","BK1549","BK0187","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665153349","title":"中糧家佳康（01610）逆市走高漲4.22% 機構指其1H26生豬出欄量保持增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2665153349","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665153349?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 10:44","pubTimestamp":1788835441,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中粮家佳康 盘中逆市走高，最新报1.24港元，涨幅4.22%，成交额4447.79万港元。生鲜猪肉业务方面，2026年上半年销量19.7万吨，同比增长31.0%，其中品牌盒装猪肉销量达3754.8万盒，同比增长35.1%，亚麻籽猪肉销量同比增长123%。生鲜猪肉业务品牌收入占比提升至34.7%，较去年同期增加3.5个百分点。该业务首次实现扭亏为盈至2442万元，同比增加2871万元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990989","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1603","BK1237","BK1549","01610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665349898","title":"港股異動 | 中糧家佳康(01610)早盤升逾7% 生鮮豬肉業務首次扭虧為盈 品牌佔比持續提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2665349898","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665349898?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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機構佈局養殖板塊（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2665484023","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665484023?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 07:31","pubTimestamp":1788823904,"startTime":"0","endTime":"0","summary":"机构调研显示，本轮生猪养殖周期存在三大超预期要素，分别是非上市主体产能去化超预期、中小养殖主体现金流紧张超预期、未来猪价上行高度有望超预期。仔猪价格持续下行也进一步放大行业出清压力，市场预判明年全年生猪均价有望突破 15 元每公斤，当前板块处于股价与猪价双底阶段，左侧布局机会已经显现。头部猪企现金流有望率先实现好转，并转型为优质红利标的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493097.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","BK1549","KCAI","BK1603","BK4585","VXUS","01610","02714","BK1237","02419"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393322","title":"【券商聚焦】國泰海通證券：預計26Q3生豬行業繼續","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393322","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393322?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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