据商务部市场运行监测系统显示，市场供应充足，9月15日至21日，全国36个大中城市猪肉零售价格环 比下降0.3%。东部地区猪肉价格降幅居前，其中深圳、济南和南京分别下降2.8%、1.6%和1.5%。 ...

Group 1 - Xinjiang's grain yield per mu reached 1049.7 kg in 2024, ranking first in the country, with total root crop production increasing from 30.35 billion kg in 2012 to 46.6 billion kg in 2024, a growth of 53.6% [3] - In 2024, Xinjiang's cotton production totaled 5.686 million tons, accounting for 92.3% of the national total, maintaining the top position for 32 consecutive years, with a comprehensive mechanization rate of 97% [5] - Xinjiang has transformed from relying on natural conditions for livestock farming to utilizing modern technology, becoming a major producer of high-quality livestock products in China [7] Group 2 - Xinjiang's fruits, such as Hami melons, Turpan grapes, Korla pears, and Aksu apples, are favored in the national fruit market, benefiting from unique climatic conditions that enhance their sweetness and aroma [9] - The region has over 4.6 million acres of suitable fishing waters, with a total aquatic product output of 192,500 tons in 2024, contributing to its reputation as a significant seafood exporter [14]

畜牧业是埃塞俄比亚农业经济的重要组成部分，也是其重要的外汇来源，约占出口收入的20%，主要出口到 中东和北非国家。根据世界银行的数据，截至2024年，埃塞拥有非洲最大的牲畜存栏量，牛超过7000万头，羊超 过9500万头，骆驼超过800万头。尽管潜力巨大，但埃塞畜牧业价值链仍然面临制约其增长和出口能力的关键因 素，包括缺乏商业化生产体系、政策薄弱、技能匮乏、优质饲料短缺以及兽医和基础设施服务薄弱等，其国际市 场份额不到全球肉类贸易的1%。 为了应对这些挑战，中国、埃塞和联合国工业发展组织合作，从2021年起开始实施"提升埃塞俄比亚畜牧业价 值链"项目（以下简称"畜牧业价值链项目"）。该项目通过支持制定政策框架、加强认证和检验体系、改善贸易谈 判以及促进技术知识交流，在提升埃塞俄比亚肉类价值链方面取得了重大进展。 2024年7月，中国—非洲（埃塞俄比亚）—联合国（工业发展组织）三方合作示范中心在北京举行挂牌仪式。 在示范中心框架下，畜牧业价值链项目于2025年5月正式开启第二期，将进一步通过机构能力建设和技术支持，改 进食品安全和质量管理体系，并借助埃塞和中国专家及机构的努力和经验，推动结构转型和消除贫困，促进 ...

证券研究报告：农林牧渔|行业周报 发布时间：2025-09-24 行业投资评级 强于大市|维持 | 行业基本情况 | | | | --- | --- | --- | | 收盘点位 | | 2972.06 | | 52 | 周最高 | 3158.8 | | 52 | 周最低 | 2242.07 | 行业相对指数表现 研究所 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 近期研究报告 《猪价低位震荡，产能调减政策效果有 所显现》 - 2025.09.09 农林牧渔行业报告 （2025.9.15-2025.9.21） 猪价再创年内新低，"反内卷"再加码 ⚫ 行情回顾：大幅下跌 上周农林牧渔（申万）行业指数跌 2.70%，在申万 31 个一级行业 中涨幅排第 27 位。市场对生猪产能去化能否兑现有较大担忧，生猪、 肉鸡等农业核心板块均大幅下挫。 ⚫ 猪：价格再创年内新低，"反内卷"再加码 截至 9 月 21 日，全国生猪均价 12.69 元/公斤，较上周回落 0.66 元/公斤。周内价格持续下行、继续创年内新低。养殖端出栏积极，造 成市场猪源投放 ...

农产品日报 | 2025-09-24 消费持续疲软，猪价延续弱势 生猪观点 策略 市场要闻与重要数据 市场分析 综合来看，上周现货价格迎来了较大的跌幅，同时仔猪价格也同步下跌，部分地区的仔猪跌破成本线。针对集团 的会议对市场并未造成太大影响，生猪未来仍将保持供需逻辑。玉米和豆粕的继续下跌使得生猪养殖成本继续下 降，从目前盘面价格来看自繁自养仍有一定利润空间，随着仔猪价格的下跌，当下抓仔猪育肥的成本具有优势， 预计未来生猪供应会继续增加，重点关注政策端的变化情况。 谨慎偏空 风险 政策变化 期货方面，昨日收盘生猪 2511合约12665元/吨，较前交易日变动-130.00元/吨，幅度-1.02%。现货方面，河南地区 外三元生猪价格12.82元/公斤，较前交易日变动+0.01元/公斤，现货基差 LH11+155，较前交易日变动+140；江苏 地区外三元生猪价格 12.88元/公斤，较前交易日变动-0.11元/公斤，现货基差LH11+215，较前交易日变动+20；四 川地区外三元生猪价格12.29元/公斤，较前交易日变动-0.17元/公斤，现货基差LH11-375，较前交易日变动-40。 据农业农村部监测，9月22 ...

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The overall view of the report is that the pig price will experience a weak and volatile adjustment [4]. - From the data of sows and piglets, the monthly hog slaughter volume may increase until December, and it is difficult for the pig price to rise significantly under the condition of sufficient supply [4]. - The price difference between 150Kg pigs and standard pigs has stabilized and rebounded, and this price difference is expected to continue to strengthen seasonally, which will also weaken the willingness of retail farmers to reduce the weight of pigs and provide some support for the pig price [4]. - If the weak price continues, a negative cycle may form. If this cycle occurs, the pig price is expected to rise at the end of the year, and an inverse spread of the 11 - 01 contract can be considered [4]. 3. Summary by Relevant Catalogs 3.1 Market Dynamics - On September 23, the registered warehouse receipts of live pigs were 427 lots [2]. - In the short term, there is limited room for further decline in the spot price. Attention should be paid to the change in the slaughter weight of live pigs [2]. - The main contract of live pigs (LH2511) reduced its position by 531 lots today, with a position of about 93,500 lots. The highest price today was 12,840 yuan/ton, the lowest price was 12,655 yuan/ton, and it closed at 12,665 yuan/ton [2]. 3.2 Fundamental Analysis - From the perspective of the inventory of breeding sows, the supply of live pigs is expected to increase monthly from March to December, but the increase is limited. From the data of piglets, the slaughter volume of live pigs in the third and fourth quarters of 2025 will generally increase in a fluctuating manner. In terms of demand, consumption in the second half of the year is better than that in the first half [3]. - Historically, the fat - standard price difference may strengthen in a fluctuating manner [3]. - The short - side logic in the market includes that the slaughter weight has stopped falling and increased, the "inventory" pressure has not been fully released, the subsequent slaughter volume is still at a high level, and the demand support for the pig price is limited from September to October. The long - side logic includes that the farming side has reduced the weight, which is beneficial to the future market, consumption is expected to gradually improve after the weather turns cool, and the subsequent increase in slaughter volume is limited [3]. 3.3 Strategy Suggestions - The view is a weak and volatile adjustment [4]. - The core logic is that based on sow and piglet data, the hog slaughter volume may increase monthly until December, and it is difficult for the pig price to rise significantly under sufficient supply. The price difference between 150Kg pigs and standard pigs is expected to continue to strengthen, which will weaken the willingness of retail farmers to reduce the weight of pigs and support the pig price. If the price remains weak, a negative cycle may form, and if it occurs, the pig price is expected to rise at the end of the year, and an inverse spread of the 11 - 01 contract can be considered [4]. 3.4 Market Overview - On September 23, the national average hog slaughter price was 12.64 yuan/kg, a decrease of 0.03 yuan/kg or 0.24% compared with the previous day. The slaughter price in Henan was 12.88 yuan/kg, a decrease of 0.01 yuan/kg or 0.08% compared with the previous day. The slaughter price in Sichuan was 12.27 yuan/kg, a decrease of 0.07 yuan/kg or 0.57% compared with the previous day [6]. - Among the futures prices, the prices of various contracts generally declined, with the 07 contract having the largest decline of 1.58%. The main contract (11 contract) closed at 12,665 yuan/ton, a decrease of 130 yuan/ton or 1.02% compared with the previous day [6]. - The main contract basis in Henan increased by 120 yuan/ton to 215 yuan/ton, an increase of 126.32% [6]. 3.5 Key Data Tracking - Tracking data on the closing prices of futures contracts in the past 180 days, the basis of the main live - pig contract in Henan, the price difference between the 11 - 01 contract, and the price difference between the 01 - 03 contract are provided, but specific numerical analysis is not carried out in the text [14].

据广东省发展和改革委员会官微消息，根据广东省价格监测中心监测，9月23日全省平均猪粮比价为 5.64∶1，连续三周处于5∶1~6∶1之间。进入广东省发展改革委等五部门联合印发《广东省完善政府猪肉储 备调节机制做好猪肉市场保供稳价工作预案》设定的过度下跌二级预警区间。广东省将适时开展冻猪肉 储备收储工作。 （文章来源：第一财经） ...

为防止疫情扩散，波兰已采取一系列防控措施，包括扑杀感染禽只、限制禽类及其产品流动、划定疫 区、开展消毒和监测等，并对疫情相关地区实施严格追踪和管控。 世界动物卫生组织表示，此次为波兰在今年5月宣布消灭禽流感后再次出现疫情。目前欧洲正值禽流感 季节性高发期，疫情风险不容忽视。 新华社华沙9月23日电（记者崔力）世界动物卫生组织22日通报，波兰报告了两起近日发生的高致病性 H5N1型禽流感疫情，已导致超过4000只家禽死亡。 根据波兰向总部位于巴黎的世界动物卫生组织提交的报告，疫情分别出现在波兰北部一家肉鹅养殖场和 一家火鸡繁育场，共导致超过4000只家禽死亡。 ...

傲人基因：生长速度领先，料肉比更低，能帮您极大节约后期饲料成本，提前出栏抢抓行情。 出色体型：体长背宽，奠定高出肉率基础，确保上市时获得卖价优势。 当前，仔猪价格进入低位区间，正是您低成本扩栏、优化猪群结构的黄金机遇！聪明的养殖户都知道，要想出栏利润高，更应投资优质种苗。 市场洞察：眼下仔猪价格颇具吸引力，引进一头仔猪的综合成本显著降低。这无疑是您降低前期投入、为未来盈利打下坚实基础的绝佳窗口期！ 卓越品质：此时，为何更要选择新五丰新美系仔猪？ 现在行动，意味着您以更低的初始成本，锁定了未来更高的养殖收益！ 让新五丰的高品质仔猪，成为您本轮周期致胜的"秘密武器"。 因为"高性价比" = "低成本" + "高产出"！ 我们的新美系仔猪拥有： 联 系 方 式 18153823760（杨荣军） 13974840728（高 峰） 18073532808（方水文） 13576823109（彭小龙） 15272085188（杨 运） 19164743888（胡直斌） 18032276501（张 伟） 机不可失，速来洽谈！ 15323459466（邓育冬） ...

证券日报网讯西部牧业9月23日在互动平台回答投资者提问时表示，截至9月19日公司的股东总数为2.32 万户。 （文章来源：证券日报） ...