行业近况本周（6.30-7.4）农林牧渔涨跌幅+2.4%，农林牧渔跑赢大盘0.9ppt。涨幅前三个股为德康农牧/国联水产/晨光生物，分别+12.3%/+12.2%/+11.5%。评论畜禽产业链：猪价周环比明显上涨，5 月能繁存栏环比+0.1%、产能去化中断。1）生猪养殖：商品猪/7kg仔猪/二元母猪价格周环比+4.8%/持平/持平至15.37 元/kg、433 元/头、1,640 元/头，我们认为...
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