金吾财讯 | 国泰海通发研报指，生猪：关注短期猪价演绎和长期产能政策变化。上周猪价13.56元/kg，环比上上周下降0.37元/kg，如果看各省降幅，两广降幅最为明显，一周价格下降接近1元/kg，对全国均价拖累最为明显。我们认为两广价格下降来自于调运政策变化，外调受限，省内价格受冲击。此外从养殖疫情来看，涌益咨询的数据显示，90kg以下出栏比例小幅增长至3.71%。疫情和政策在边际上对短期价格有影响，接下来观察调运政策的扩展以及疫情在南方地区的影响范围。种植：秋收在即，关注“秋讯”。进入9月，大多数农产品进入成熟收获时间。大田作物板块，建议关注今年粮食收成情况（本周玉米和小麦现货价格均略有抬升），以及黄淮海极端高温和极端降水情况下玉米种子田间表现，特别是耐高温耐密等能力较强的玉米品种的崛起。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.