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反馈主动入库预期在10元/公斤附近。能繁母猪存栏虽在下降,但绝对值仍偏高,叠加生产效率PSY提升,抵消了部分产能去化效果。春节后养殖户集中出栏、大体重猪源上市,进一步加剧了市场供应。节后家庭多维持消化“冰箱库存”为主,弱需求的承接进一步加剧现货跌势。当下现货再度探底,我们认为应关注远月预期差,市场可能在弱势现货表现下逐步打开产能去化空间,给出远月更多向上的空间。  观点总结:现货跌势有所放缓,反套

ital Group Companies, Inc.增持中国人民保险集团(01339)20万股,每股均价7.09港元,总金额为141.8万港元。增持后最新持股数目约为4.36亿股,持股比例为5%。责任编辑:卢昱君

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