农林牧渔行业周报第39期：短时支撑不足，猪价震荡偏弱运行

Investment Rating - The industry investment rating is "Recommended" [1] Core Viewpoints - The planting industry chain is expected to improve due to government support for increasing crop yields and promoting genetically modified seeds, which are seen as revolutionary for pest resistance and yield enhancement [3][15] - In the pig farming sector, the average price of pigs has shown a slight decline, but there is optimism for price recovery in the fourth quarter as seasonal demand increases [4][16] Summary by Sections Planting Industry - The Ministry of Agriculture emphasizes the need to stabilize planting areas and increase yields through technological support and effective farming practices [3][15] - Key companies to watch include Beidahuang and Suqian Agricultural Development in the planting sector, and leading seed companies like Longping High-Tech and Dabeinong [3][15] Pig Farming - The average price of pigs is currently 17.77 CNY/kg, down 0.28% week-on-week, with a notable profit squeeze for pig farmers [4][16] - Recommended companies in the pig farming sector include Jingji Zhino, New Wufeng, and Huadong Shares, as well as companies in the animal health sector like Jinhai Biological and Zhongmu Shares [4][16] Market Performance - The agricultural sector index increased by 0.15% during the week, with the planting industry showing the highest growth at 2.38% [17][19] - The top-performing stocks in the agricultural sector include Zhenghong Technology and Wanchen Group, while ST Tianshan and Haili Biological saw declines [19][21] Key Agricultural Product Data - Corn prices averaged 2247.33 CNY/ton, with a slight decrease of 0.08% week-on-week [22][23] - Wheat prices increased by 0.44% to 2457.96 CNY/ton, while soybean prices decreased by 2.18% to 4104.53 CNY/ton [25][31] - The average price of rice was 3012.00 CNY/ton, down 2.33% week-on-week [28][29]