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关注农业、黑色上游价格波动
Hua Tai Qi Huo·2025-05-27 07:06

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - Pay attention to price fluctuations in the agricultural and black upstream sectors, and technological development in the agricultural midstream [1]. - Keep an eye on the promotion of elderly - care service - related products [1]. 3. Summary by Related Catalogs 3.1 Mid - level Event Overview - Production Industry: Sichuan has drafted measures to promote the high - quality development of animal husbandry, including supporting leading livestock enterprises and promoting the transformation and upgrading of pig slaughtering [1]. - Service Industry: As of April, there were 216,000 types of age - friendly products in the market, with 28,700 new varieties, especially in assistive walking products and daily - life aids [1]. 3.2 Industry Overview - Upstream: The prices of natural rubber, eggs, and glass have declined [1][2]. - Midstream: The PTA and asphalt开工率 have increased, while the PX开工率 has decreased [3]. - Downstream: The sales of first - tier city commercial housing have declined seasonally, and the number of international and domestic flights has decreased cyclically [3]. - Market Pricing: The credit spread of the pharmaceutical and biological industry has slightly declined [4]. 3.3 Industry Credit Spread Tracking - The credit spreads of multiple industries, such as agriculture, forestry, animal husbandry and fishery, mining, and chemical industry, have changed. For example, the credit spread of the agriculture, forestry, animal husbandry and fishery industry decreased from 62.07 last week to 58.65 this week [50]. 3.4 Key Industry Price Index Tracking - Various industries' price indicators have different trends. For example, the spot price of corn decreased by 0.25% year - on - year, and the spot price of natural rubber decreased by 4.07% year - on - year [51].