研报掘金｜中金：中央农村工作会议近日召开，推荐温氏股份、海大集团等养殖产业龙头

Core Viewpoint - The Central Rural Work Conference held on December 29-30, 2022, emphasizes the importance of stabilizing grain and oil production, reflecting increased policy focus on oilseed crops due to high external dependence [1] Group 1: Agricultural Policy and Strategy - The conference highlights the need to enhance agricultural technology and equipment to support comprehensive production capacity under constraints of arable land and labor resources [1] - It stresses the importance of expanding farmers' participation in industrial development and improving the mechanism for linking farmers with agricultural enterprises [1] Group 2: Industry Recommendations - The report recommends leading companies in the livestock industry, including Wens Foodstuff Group, Haida Group, Dekang Agriculture, and Shengnong Development, with target prices of 25 yuan, 62 yuan, 111 HKD, and 22 yuan respectively, rated as "outperforming the industry" [1] - It also suggests agricultural technology leaders such as Longping High-Tech and Topcloud Agricultural Technology, with target prices of 12 yuan and 130 yuan, rated as "outperforming the industry" [1]