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猪价偏弱运行,毛鸡价格下跌
INDUSTRIAL SECURITIES·2025-03-12 06:49

Investment Rating - The industry investment rating is maintained as "Recommended" [2] Core Insights - The report highlights a weak trend in pig prices and a decline in broiler chicken prices, indicating potential challenges in the livestock sector [3][4] - The report provides a detailed analysis of various agricultural commodities, including grains, oils, and livestock, with specific price movements and percentage changes noted [23][24] Market Overview - The report covers the market performance of the agricultural sector, noting a decrease of 0.35% in the agricultural index compared to the Shanghai and Shenzhen 300 index [13] - Specific livestock prices are detailed, with live pig prices at 14.51 yuan/kg, showing a decrease of 0.96% [24] - Broiler chicken prices are reported at 3.40 yuan per 500 grams, reflecting an increase of 9.68% [24] Price Trends - The report includes various price trends for grains, with domestic corn priced at 2151.43 yuan/ton, showing an increase of 1.14% [23] - Domestic soybean prices are noted at 3950.00 yuan/ton, remaining stable with no change [23] - The report also highlights fluctuations in edible oils, with soybean oil priced at 8408.00 yuan/ton, showing a slight increase of 0.10% [23] Individual Stock Performance - The report lists individual stock performances within the agricultural sector, with notable movements such as New Hope rising by 1.02% and *ST Aonong declining by 2.01% [13][16] - The performance of various companies in the livestock and feed sectors is analyzed, indicating mixed results across the board [13][16] Valuation Levels - The report provides valuation metrics, with TTM (Trailing Twelve Months) PE ratios for the agricultural sector at 22.41, compared to 11.39 for the broader market [16]