(以下内容从华福证券《农林牧渔行业定期报告:法国发生禽流感疫情,引种再度收紧》研报附件原文摘录)投资要点:生猪养殖:猪价震荡调整,关注供应节奏变化。(1)本周猪价震荡。根据涌益咨询,本周北方养殖端前期超卖叠加疫病影响,可出栏猪源阶段性偏紧,企业有增重意愿,猪价震荡。而南方企业出栏增量带动价格偏弱调整。1月9日猪价12.58元/公斤,周环比-0.09元/公斤。12月21-31日二次育肥销量占比为...
Source Link(以下内容从华福证券《农林牧渔行业定期报告:法国发生禽流感疫情,引种再度收紧》研报附件原文摘录)投资要点:生猪养殖:猪价震荡调整,关注供应节奏变化。(1)本周猪价震荡。根据涌益咨询,本周北方养殖端前期超卖叠加疫病影响,可出栏猪源阶段性偏紧,企业有增重意愿,猪价震荡。而南方企业出栏增量带动价格偏弱调整。1月9日猪价12.58元/公斤,周环比-0.09元/公斤。12月21-31日二次育肥销量占比为...
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