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机构:生猪养殖行业迎复苏窗口期 禽产业景气拐点渐近
Zheng Quan Shi Bao Wang·2025-05-26 07:20

Group 1 - Sichuan Province has drafted ten measures to promote high-quality development in the livestock industry, focusing on supporting leading enterprises and enhancing their capabilities to drive the industry forward [1] - The measures include encouraging the construction of a trillion-yuan livestock industry, modern agricultural industrial parks, and livestock industry clusters, which aim to improve the development capacity of breeding farms [1] - The plan also emphasizes the transformation and upgrading of pig slaughtering, supporting mergers and acquisitions of slaughtering enterprises, with potential subsidies for those passing quality management inspections by the end of 2025 [1] Group 2 - According to Industrial Securities, the recovery of pig breeding capacity is expected to lead to a new upward cycle in pig prices, with a gradual increase in sow capacity and continued optimization of breeding costs [2] - The poultry industry may benefit from limited overseas breeding stock imports, with a projected increase in domestic breeding stock, particularly in the context of disease affecting U.S. imports [2] - CITIC Securities anticipates a steady increase in pig output by 2025, despite a potential decline in prices, while the poultry sector may face challenges with continued price drops and industry losses [2]