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银河证券:2026年度农业行业投资机会强调核心指标跟踪及时点选择
Core Viewpoint - The report from Galaxy Securities emphasizes the importance of identifying and capturing the turning point in the agricultural industry by focusing on core fundamental indicators and finding entry points within a relatively reasonable valuation range [1] Group 1: Livestock Sector - The livestock sector is highlighted as a key area for investment, with a balanced approach between offense and defense, shifting from a defensive focus in 2025 to a greater emphasis on potential future flexibility in 2026 [1] Group 2: Pet Sector - The pet sector is noted for experiencing a valuation correction, with expectations for a recovery in performance growth, indicating that investment opportunities will re-emerge [1] Group 3: Investment Opportunities - Investment opportunities in 2026 are primarily centered around pig farming and the pet sector, with a strong emphasis on tracking core indicators and timely selection of entry points [1]