行业近况近期农业农村部召开推动生猪产业高质量发展座谈会,会议强调“持续抓好产能调控,多措并举降本增效,推进生猪产业稳定健康发展”。正如我们在《新范式下的中国生猪养殖业》判断,中国猪业已步入猪价、增长、投资新范式,近期反内卷政策调控强化了这一特征。我们认为,超大规模龙头分红潜力提升凸显价值属性,联农带农创新养殖模式或仍具成长属性。评论持续抓好产能调控,多措并举降本增效,推进生猪产业稳定健康发展。1)...
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