农业重点数据跟踪周报：9月USDA上调全球大豆产量，供应短期承压猪价调整

Investment Rating - The investment rating for the agricultural, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Viewpoints - The report indicates that the global soybean production forecast has been raised by the USDA, leading to short-term supply pressure and adjustments in pig prices [1] - The pig farming sector is experiencing a downward adjustment in prices, with a cautious sentiment in the industry and slow capacity recovery [4][17] - The poultry farming sector is seeing price adjustments, with a potential resonance between commodity prices and pig prices as the pig cycle reverses [4][30] - The animal health sector is expected to see a rebound in demand, driven by the pig price upturn and successful new product launches [4] - The seed industry is advancing in transgenic commercialization, with a focus on the third quarter pre-receipt situation of various companies [4][36] Summary by Sections Pig Farming Data Tracking - The number of breeding sows has shown a slowdown in growth, with August figures indicating a month-on-month increase of +0.32% [19] - Pig prices are experiencing fluctuations, with the average price for market pigs at 19.68 CNY/kg as of September 12, reflecting a week-on-week decrease of -0.56% [24] - The supply of pigs remains relatively ample, with a positive mindset in market sales despite cautious sentiment regarding future prices [17] Poultry Farming Data Tracking - The average price of white feather broilers in major production areas is reported at 7.22 CNY/kg, with a week-on-week decrease of -2.30% [31] - The number of parent stock chicken sales has decreased, with a week-on-week drop of -10.40% [33] Animal Health Sector - The demand for animal health products is expected to recover, with significant growth potential driven by the pig price increase and successful new product launches [4] Seed Industry - The transgenic seed industry is progressing, with a focus on the pricing of transgenic seeds and the area of seed production for the current year [4][36] Cost Side - The prices of major raw materials are mixed, with soybean meal, corn, wheat, and soybeans showing varying week-on-week changes [27]