农林牧渔行业研究周报：仔猪价格周环比快速上涨，日屠宰量低于去年节前同期水平

Investment Rating - The report suggests a positive outlook for the industry, particularly focusing on the recovery of pig prices and the profitability of leading farming enterprises [29][30]. Core Insights - The price of piglets has rapidly increased week-on-week, while daily slaughter volumes are slightly lower than the same period last year [10][29]. - The average selling price of commodity pigs has decreased by 0.64% week-on-week, currently at 15.58 CNY/kg, while the average price of piglets has risen by 10.71% to 448.10 CNY/head [16][29]. - The report highlights a significant increase in the actual slaughter volume, which rose by 11.14% week-on-week, indicating a strong demand ahead of the Spring Festival [24][29]. Summary by Sections Pig Farming - The actual slaughter volume in December increased by 13.29% month-on-month, with a planned slaughter volume of 12.82 million heads in January, reflecting a 1.39% month-on-month growth [25]. - The average profit for self-bred pigs is reported at 157.32 CNY/head, although it has decreased by 45.24 CNY from the previous week [27]. Investment Strategy - The report recommends focusing on leading enterprises with scale and cost advantages in pig farming, such as Muyuan Foods, Wens Foodstuff Group, and others [30][32]. - In the poultry sector, it suggests monitoring companies with proprietary breeding sources like Shennong Development and Yisheng Livestock [32]. Market Performance - The agricultural sector index rose by 3.89%, outperforming the CSI 300 index by 1.75% during the week [34]. - The report notes that the feed sector and aquaculture have shown significant gains, indicating a positive trend in the agricultural market [34].