Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Viewpoints - The report highlights a continuous decline in cotton prices and a decrease in chick prices, indicating potential challenges in the agricultural sector [2] Summary by Sections 1. Market Review - The industry index showed a decline of 5.17% during the period from December 30, 2024, to January 3, 2025 [13] - Individual stock performance varied, with notable declines in several companies within the livestock and poultry sectors [17] 2. Livestock and Poultry Prices - The price of live pigs is reported at 16.24 yuan/kg, reflecting an increase of 2.85% [26] - The price of chicks has decreased by 25%, now at 3.00 yuan [26] 3. Grain Prices - Domestic corn prices are at 2037.14 yuan/ton, with a slight increase of 0.35% [25] - The price of domestic wheat is reported at 2396.50 yuan/ton, showing a decrease of 0.70% [25] 4. Oil and Fat Prices - The price of soybean oil is at 7956.00 yuan/ton, down by 1.49% [25] - Palm oil prices have decreased by 3.42%, now at 1130.00 yuan/ton [25] 5. Sugar, Cotton, and Rubber Prices - Domestic cotton prices are at 14727.00 yuan/ton, with a marginal increase of 0.01% [25] - The price of domestic sugar is reported at 6110.00 yuan/ton, reflecting a slight increase of 0.33% [25] 6. Aquaculture Prices - The price of shrimp is trending upwards, while other aquatic products like abalone and scallops are also monitored for price changes [29]
农林牧渔行业周报:棉价持续回落,鸡苗价格下跌
INDUSTRIAL SECURITIES·2025-01-08 03:23