农林牧渔行业周报第44期：降温提振消费，周内猪价止跌转涨

Investment Rating - Industry Rating: Recommended [2] Core Viewpoints - The agricultural and livestock industry is seeing a recovery in pork prices due to seasonal demand, with the average price of live pigs rising to 16.34 yuan/kg, indicating a potential positive trend for the market [2][36] - The report emphasizes the importance of reducing feed costs and improving feed conversion rates in the livestock sector, with a focus on promoting low-protein, diversified feed formulations [2][36] - The commercialization of genetically modified seeds is progressing steadily, which is expected to enhance productivity and safety in the planting industry [2][36] Summary by Sections 1. Weekly Insights - The Ministry of Agriculture and Rural Affairs is implementing measures to enhance agricultural efficiency and reduce feed costs, which have shown significant results since 2018 [2][36] - The report highlights the potential benefits for companies like Beidahuang and Su-Kun Agricultural Development in the planting sector, and recommends leading seed companies such as Longping High-Tech and Dabeinong [2][36] 2. Market Review - The agricultural and livestock sector index decreased by 2.76% during the week, with the overall market showing a downward trend [40][41] - The report notes that the pork market is experiencing a seasonal uptick in demand, which may support future price increases [36][37] 3. Key Agricultural Product Data Tracking - Corn: The average price is 2210.75 yuan/ton, with a slight decrease of 0.03% week-on-week [50][51] - Wheat: The domestic average price is 2460.26 yuan/ton, down 0.08% week-on-week [52][55] - Soybeans: The average price is 4008.00 yuan/ton, with a slight increase of 0.07% week-on-week [61][64] - Live pigs: The average price is 16.18 yuan/kg, reflecting a week-on-week decrease of 2.03% [24][37] 4. Future Outlook - The report suggests that the cold weather may boost pork consumption, leading to a potential increase in prices, and recommends focusing on companies with significant cost improvements and flexible output [36][37]