Investment Rating - The report maintains a rating of "Increase" for the poultry sector, indicating a positive outlook for the industry [47]. Core Viewpoints - The poultry market shows signs of stabilization, with the average price of white feathered chickens at 7.54 CNY/kg, up 0.1% from last week, and chicken product prices at 9.35 CNY/kg, up 0.9% [70][71]. - The supply of chickens is influenced by the sales of chicks from six weeks ago, with recent data showing chick sales of 90.92 million and 93.48 million in the second and third weeks of November, respectively [70]. - The report suggests monitoring companies such as Yisheng, Shengnong Development, Hefeng, and Minhe for potential price reversals in the white chicken market [71]. Summary by Sections Market Review - The agricultural sector underperformed the market by 3.5 percentage points this week, with notable declines in certain stocks [53][69]. Livestock - The price of lean pigs decreased to 15.21 CNY/kg, down 4.2% from last week, while the average wholesale price of pork fell to 22.81 CNY/kg, down 1.4% [73]. Poultry - The average price of white feathered chickens increased slightly, indicating a potential recovery in the market [71]. - The report highlights the impact of external factors, such as disease, on chicken supply and pricing dynamics [70][71]. Agricultural Data Tracking - The report tracks fluctuations in agricultural prices, noting that the prices of various commodities, including soybeans and corn, have shown downward trends [29][30].
农林牧渔行业周报:如何看待近期白鸡价格上涨与鸡病情况?
GOLDEN SUN SECURITIES·2024-12-22 04:22