根据老井报价数据平台，统计结果显示：昨天， 鸡蛋全国均价2.95元/斤，较前日减0.01元/斤，减幅0.34%！ 淘汰鸡均价3.94元/斤，较前日减0.01元/斤，减幅0.25%！ 老井报价新的数据系统，只要正确提交鸡蛋价格信息，就能即时反馈给您全国鸡蛋均价信息，点此进入老井蛋价实时收集系统： http://laojingvip.vip/main/egg_report_form 根据老井报价数据平台，统计结果显示：昨天， 鸡蛋全国均价2.95元/斤，较前日减0.01元/斤，减幅0.34%！对后市看涨的人数占比，由前天的3.6%，增至 昨天的21.97%，报跌养殖单位，由前天总量的84.89%，减至昨天的3.79%，从今天统计的库存情况来看，反映库存有所增加的，由前天17.99%，减至昨天 的15.15%，反映库存减少的，由前天15.11%，增至昨天的15.15%，库存量统计，仅有一天以下（含一天）库存的占比71.32%，较前日稍增（前日 69.93%）。 （来源：老井扯鸡蛋） 来源：老井扯鸡蛋 来源：老井扯鸡蛋 根据老井报价数据平台，统计结果显示：昨天， 鸡蛋全国均价2.95元/斤，较前日减0.01元/斤，减 ...

来源：市场资讯 （来源：博亚和讯） 2025年11月份祖代更新量为19.7万套，环比下降3.9%，同比增长18.67%；1-11月份祖代更新量为133.12 万套，同比下降9.61%。 1、下半年祖代更新量持续增加 据博亚和讯了解，2025年祖代更新主要为国内自繁和国外进口；2025年上半年祖代更新量为50.11万 套，同比下降37.01%。下半年祖代更新量震荡增长，7-9月份更新量41.81万套，10月份祖代更新量为 20.5万套；11月份19.7万套，环比下降3.9%，同比增长18.67%，其中AA+占比23.86%、利丰占比 27.41%，科宝占比18.78%，SZ901占比12.18%，广明2号占比17.77%。 图：2021-2025年祖代鸡更新量 2025年1-11月份祖代更新量为133.12万套，同比下降9.61%。祖代更新量渠道：法国以及国内自繁。 2025年1-11月祖代更新品种为AA+、Ross、Cobb、利丰、SZ901、WOD188和广明2号。从品种更新量 看，Cobb为36.15万套、AA+为20.52万套、Ross为6.73万套、利丰为25.6万套、SZ901为22.7万套、 WO ...

Investment Rating - The industry rating is "Strongly Outperform the Market" [5][72]. Core Viewpoints - The supply-demand imbalance in the pig farming sector continues, leading to downward pressure on pig prices. As of November 28, the pig price was 11.20 CNY/kg, a decrease of 0.42 CNY/kg week-on-week. The average weight of pigs sold increased to 129.22 kg, up 0.41 kg week-on-week, indicating a potential recovery in prices in the long term due to capacity reduction policies [2][10][30]. - In the beef sector, calf prices have rebounded, and the long-term trend for beef prices is upward. As of November 28, the price for fattened bulls was 25.55 CNY/kg, down 0.12% week-on-week, while calf prices rose to 32.09 CNY/kg, up 0.28% week-on-week. The market is expected to tighten due to a reduction in breeding cows [3][33]. - The poultry sector is experiencing a decrease in the enthusiasm for restocking broiler chicks, with prices slightly adjusting. As of November 28, the price for white feather broilers was 7.19 CNY/kg, up 0.04% week-on-week, while broiler chick prices were 3.47 CNY each, down 0.01 CNY [4][40]. - The agricultural products sector, particularly soybean meal, is seeing price fluctuations. As of November 28, the spot price for soybean meal was 3100 CNY/ton, up 30 CNY/ton week-on-week. The market is expected to continue its oscillating trend due to high domestic inventory levels [4][55]. Summary by Sections Pig Farming - The supply-demand imbalance persists, leading to a decrease in pig prices. The average price on November 28 was 11.20 CNY/kg, with a week-on-week decrease of 0.42 CNY/kg. The average weight of pigs sold increased to 129.22 kg, indicating a potential recovery in prices in the long term due to capacity reduction policies [2][10][30]. - The average profit for self-bred pigs was -147.99 CNY/head, and for purchased piglets, it was -248.82 CNY/head, reflecting ongoing losses in the sector [10]. Beef Industry - Calf prices have shown signs of recovery, with the price for fattened bulls at 25.55 CNY/kg, down 0.12% week-on-week, and calf prices at 32.09 CNY/kg, up 0.28% week-on-week. The market is expected to tighten due to a reduction in breeding cows, leading to a potential upward trend in beef prices in the coming years [3][33]. Poultry Sector - The enthusiasm for restocking broiler chicks has decreased, with broiler prices at 7.19 CNY/kg, up 0.04% week-on-week, and broiler chick prices at 3.47 CNY each, down 0.01 CNY. The ongoing avian influenza outbreak may lead to a contraction in upstream production capacity [4][40][43]. Agricultural Products - The soybean meal market is experiencing price fluctuations, with a spot price of 3100 CNY/ton, up 30 CNY/ton week-on-week. The market is expected to continue its oscillating trend due to high domestic inventory levels and external factors affecting supply [4][55].

Investment Rating - The industry investment rating is "Maintain Increase" [4] Core Views - The trend of pig reduction continues, suggesting a strategic opportunity for participation in the sector [15][16] - The price of lean meat pigs as of November 28, 2025, is 11.09 CNY/kg, down 9.1% from the previous month, indicating ongoing industry losses [15][18] - The average profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head from the previous month, while the profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [15][23] - The number of breeding sows has decreased to 39.9 million, and further production capacity reduction is expected due to policy and low prices [15][16] - The mushroom sector shows a sustained price rebound for enoki mushrooms, with strong performance expected from key companies [16] - The seed industry is seeing a clear trend of variety replacement, with transgenic varieties entering commercial sales, indicating potential growth for related companies [16] - In poultry farming, seasonal price elasticity opportunities are noted for yellow feathered chickens, while white feathered chickens are affected by avian influenza in Europe [17] Summary by Sections Pig Farming - The lean meat pig price is 11.09 CNY/kg, down 9.1% from last month [18] - The average wholesale price of pork is 17.83 CNY/kg, down 1.1% [18] - The profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head [23] - The profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [23] Mushroom Sector - Enoki mushroom prices remain strong, confirming a sustained price rebound [16] - The release period for Cordyceps sinensis as a key new product is approaching, with strong performance expected [16] Seed Industry - A clear trend of variety replacement in corn is noted, with transgenic varieties entering commercial sales [16] - Companies like Kangnong Seed Industry and Longping High-Tech are highlighted for potential growth [16] Poultry Farming - The price of meat chicken chicks is 3.47 CNY/chick, down 3.1% from last month [28] - The average price of white feathered chickens is 7.19 CNY/kg, up 1.4% [32] - The average price of chicken products is 8.95 CNY/kg, up 0.6% [32] Agricultural Products - Domestic corn prices increased to 2329.8 CNY/ton, up 4.0% [44] - Domestic wheat prices rose to 2507.28 CNY/ton, up 0.7% [46] - Domestic soybean prices increased to 4014.74 CNY/ton, up 0.4% [57]

Core Viewpoint - The "Pubei Chenpi Cultural Tourism Promotion Week" investment promotion conference successfully attracted nearly 300 entrepreneurs and resulted in the signing of 8 key projects with a total investment of 860 million yuan, highlighting the potential of Pubei's Chenpi industry and its role in regional economic development [2][5][52]. Group 1: Investment and Economic Development - The investment promotion conference showcased Pubei as a significant agricultural production area and a key county for industrial development in Guangxi, emphasizing its role in high-quality economic growth [9][10]. - The Guangxi government has allocated over 3.4 billion yuan in various funds to support infrastructure development for the Chenpi industry park and related projects [15][16]. - The Pubei Chenpi industry has a planting area of 190,000 mu and is projected to achieve an industrial chain output value exceeding 6 billion yuan by 2024 [27][28]. Group 2: Project Signings and Industry Diversification - Eight quality projects were signed at the conference, covering various sectors including Chenpi industry services, trendy toys, eel feed, e-commerce, electronics manufacturing, ecological breeding, and new water purification materials [41][42]. - The successful signing of these projects demonstrates the strong "attraction" capability of the Pubei Chenpi industry and marks a significant step towards diversified industrial development in the region [52][54]. Group 3: Business Environment and Support - Pubei's government officials highlighted the favorable living conditions and efficient administrative support for businesses, including policies for talent housing and children's education [45][46]. - The local government is committed to providing the best services to ensure that businesses can thrive in Pubei, emphasizing a supportive and welcoming business environment [48][49].

根据公报，在此之前，拉脱维亚家禽中尚未发现新城疫，不过实验室检测显示，新城疫病毒已在野生鸟 类种群中传播。与发现高致病性禽流感疫情时类似，当发现新城疫时，养殖场内将采取疾病控制措施， 所有禽鸟均会被扑杀，蛋类会被销毁。 拉脱维亚食品和兽医服务局27日发布新闻公报说，该国首次发现家禽新城疫感染病例。 新城疫是一种急性、高度传染性的禽类病毒，其临床特征包括呼吸与消化系统功能紊乱、神经系统症状 及败血症。野生鸟类是该病毒的自然宿主，家禽可通过接触感染病毒的野生鸟类患病，也可经由被病毒 污染的饲料或物品感染。 公报说，发现新城疫病例的是该国塔尔西地区一家养鸡场，养有35只鸡。其周围已设立了3公里和10公 里的保护区和监测区，禁止在这些区域内运输活禽和家禽产品。 （文章来源：新华社） ...

Core Viewpoint - The yellow-feathered chicken market in China is experiencing a decline in output and market size due to factors like avian influenza and tightened live poultry trading, but it is expected to recover in the long term as consumer demand for high-quality chicken increases [1][11]. Overview - The Chinese poultry market consists mainly of white-feathered and yellow-feathered chickens, with the latter being a domestically bred variety that is well-suited for traditional Chinese cooking [2][11]. Market Policy - The Chinese government has implemented various policies to support the development of the poultry industry, including guidelines for rural revitalization and agricultural green development, creating a favorable environment for the yellow-feathered chicken sector [6][11]. Industry Chain - The yellow-feathered chicken industry chain includes upstream sectors like breeding, feed, veterinary medicine, and farming equipment, midstream farming, and downstream processing and sales, with a focus on quality control and high-value products [8][11]. Current Development - The yellow-feathered chicken is favored for its taste and quality, aligning with consumer preferences for natural and safe food. However, the output is projected to drop to 3.334 billion birds and a market size of 87.4 billion yuan in 2024 due to recent challenges [1][11]. Competitive Landscape - The market concentration has increased, with leading companies like Wens Foodstuffs Group and Lihua Food Group dominating the industry through comprehensive supply chain management and cost advantages. Wens is expected to sell 1.208 billion birds in 2024, while Lihua anticipates a 12.95% increase in sales [11][12]. Future Trends - The yellow-feathered chicken industry is expected to shift towards high-value processed products, with an emphasis on convenience items like ready-to-cook meals. The industry will also focus on improving quality certification systems and enhancing cold chain logistics to support the trend towards fresh and frozen products [14][15].

报道称，这是特朗普在第二个总统任期内首次举行火鸡"赦免"仪式，正值美国国内火鸡价格大幅飙升。 美国农场局联合会数据显示，受禽流感与需求激增影响，美国火鸡数量已降至40年来最低水平。根据美 国农业部数据和普渡大学农业学院分析，与2024年10月相比，该国火鸡批发价格上涨约75%，零售价格 涨幅超25%。 特朗普在"赦免"仪式上称，前总统拜登去年的火鸡"赦免"完全无效，因为拜登使用了自动签字笔签署赦 免令。他还称自己"重新赦免了它们"。美媒称，特朗普的这番话意在暗讽拜登卸任前签署的一系列赦免 决定。 据美媒介绍，"咯咯"和"晃晃"来自北卡罗来纳州的一个小农场。今年早些时候，美国第一夫人梅拉尼娅 在社交平台X发起一项投票，鼓励民众给它们起名。第一夫人办公室还让大家票选出哪只火鸡可以上台 接受总统"赦免"，最终"咯咯"获胜。作为总统"赦免"特权，这两只火鸡目前被安置在美国一家高档酒店 套房，随后它们将被送往北卡罗来纳州立大学家禽科学系安享余生。 【环球时报报道 记者 徐璐明】11月27日是美国感恩节，每年到了这个时候，美国全国火鸡协会都会向 白宫赠送火鸡，总统在节日前夕"赦免"火鸡也成为一项传统仪式。 据美国消费者新 ...

（来源：猪兜） 近期，生猪养殖行业正经历一场深刻的调整。从提前终止猪场租赁，到多家行业龙头陆续叫停多个养殖 项目、主动关停部分猪场，行业整体收缩产能的态势明显。这一系列动作背后，是生猪价格持续低迷、 养殖成本高企、市场供需失衡的现实压力。不少企业选择"减重前行"，通过终止项目、退租猪场、优化 资产来应对行业寒冬。然而，就在这片收缩声中，一家以"清远鸡"闻名的企业，却凭借其在生猪养殖领 域的深耕，成功向港交所递交招股书，走出了一条不一样的道路。 一 行业收缩，产能调控成共识 今年以来，生猪养殖企业普遍面临经营压力。多家养猪业龙头企业认为继续推进可能面临投资回报不达 预期的风险；有的陆续终止七个猪场建设项目，将剩余资金用于补充流动资金；温氏股份也关停了部分 猪场，有的因政策调整被划入限养区，有的则暂缓运营以进行升级改造。行业整体转向谨慎，反映出对 当前市场环境的共识：生猪产能过剩、价格低迷，企业必须通过收缩战线、优化结构来抵御风险。 这一趋势也与政策导向相契合。农业农村部近期审议通过的《关于加强产能综合调控促进生猪产业高质 量发展的意见》明确提出，要加强生猪产能综合调控，动态调整能繁母猪保有量目标，开展逆周期调 ...

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 to 12 months [78]. Core Insights - The report highlights a gradual reduction in production capacity in the pig farming sector, with the number of breeding sows in China dropping below 40 million as of October, reflecting a decrease of over 350,000 from September [2][35]. - The report suggests that the recent losses in pig farming, combined with capacity control policies, are likely to enhance expectations for production capacity reduction, which may lead to a long-term increase in pig prices [2][35]. - The report recommends focusing on companies such as TianKang Biological, Muyuan Foods, Wens Foodstuff Group, and Dekang Agriculture [2][35]. Summary by Sections Pig Farming - Pig prices initially declined but showed slight recovery later in the week, with an average price of 11.62 CNY/kg as of November 21, reflecting a week-on-week decrease of 0.04 CNY/kg [11]. - The average weight of pigs sold increased to 128.81 kg, up by 0.33 kg week-on-week, driven by improved weight gain due to lower temperatures [24][35]. - The report indicates that the industry is currently facing losses, but the expected reduction in production capacity may lead to higher long-term price stability for quality pig farming companies [35]. Cattle Farming - Short-term prices for beef cattle have slightly decreased, with the price of fattened bulls at 25.58 CNY/kg, down 0.16% week-on-week, while calf prices increased to 32 CNY/kg, up 0.63% week-on-week [38]. - The report notes that the supply of beef cattle is expected to tighten in the medium to long term, with prices anticipated to enter an upward cycle between 2026 and 2027 [38]. Dairy Farming - The price of raw milk is currently at a low point, recorded at 3.03 CNY/kg, which is a 31% decrease from the peak [39]. - The ongoing losses in the dairy sector are expected to continue driving production capacity reduction, with a potential stabilization and recovery in raw milk prices anticipated as supply contracts [39]. Poultry Farming - The report indicates a decrease in the enthusiasm for restocking broiler chickens, with the price of white feather broilers at 7.15 CNY/kg, showing a slight increase of 0.03 CNY/kg week-on-week [46]. - The price of chicken eggs averaged 6.25 CNY/kg, down 0.24 CNY/kg week-on-week, with expectations for future price recovery due to supply constraints from ongoing avian influenza outbreaks [46][49]. Agricultural Products - The report notes a correction in soybean meal prices following the USDA report, with spot prices at 3070 CNY/ton, down 28 CNY/ton week-on-week [62]. - The report emphasizes the importance of monitoring actual soybean purchases and planting weather in South America for future price movements [62].