农产品研究跟踪系列报告(178):贸易冲突支撑豆粕价格 国内外肉牛价格Q4有望共振上行

国信证券
Oct 11, 2025

周度农产品跟踪:新一轮牛价上涨已开启,反内卷支撑中长期生猪价格。生猪:行业反内卷有望支撑猪价中长期表现。10 月10 日生猪价格11.14 元/公斤,周环比-7.48%,同比-38.45%;7kg 仔猪价格约188.57 元/头,周环比-5.04%,同比-33.33%。白鸡:供给小幅增加,关注旺季消费修复。10 月10 日,鸡苗价格3.23 元/羽,周环比+1.25%,同比-26.26%;毛鸡价格...

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