饲料业

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10月10日沪深两市涨停分析
Xin Lang Cai Jing· 2025-10-10 07:50
国内领先的非织造布生产商;公司生产的热风非制造布可用于尿裤和! 流层材料、底膜层材料等 联发股份 全球色织布面料龙头 安正时尚 公司聚焦中高档品牌时装, 上半年净利润同比扭亏 庄园牧场 2天2板 甘肃、青海区域乳制品龙头,预计上半年同比大幅减亏 新澳股份 ~ 羊毛产业链龙头,主要产品为精纺纯羊绒及羊绒混纺类, 手要用于世 织服装,包括羊绒衫、羊毛衫、羊毛内衣等等 傲农生物 公司主营业务包括饲料、养猪、食品和贸易, 下属食品子公司如银祥! 属于预制菜性质 遥望科技 子公司遥望网络已跻身头部MCN机构,拥有签约及孵化短视频平台IP 星及主播数量超110位,合计总粉丝数超3.68亿,月曝光量超30亿 依依股份 公司专注于宠物卫生护理用品领域 名臣健康 公司主要产品包括洗发水、护发素、沐浴露、嘟喱水及护肤品等 养元饮品 7天4板 全国核桃乳产销量最大企业:公司控制的泉泓投资对长江存储科技控 资人民币16亿,交易完成后,泉泓投资持有长控集团0.99%的股份 富 - Ja 商务部、海关总署:对人造石墨负极材料相关物项实施出口管制 宝泰隆 型龙江省煤化工行业龙头、国内石墨烯行业领先企业之一、目各针状佳 沪指缩量下跌0.94 ...
“有中国朋友的地方,就有希望的田野”(新时代中非合作)
Ren Min Ri Bao· 2025-10-07 21:51
在埃及尼罗河三角洲的乡村田野上,中国企业不仅带来优质的农业饲料,更带来先进技术、就业机会与 发展希望。10余年来,中国企业用行动不断书写着跨越国界的合作故事,为埃及农业振兴注入持续动 力:从村庄里的妇女培训,到现代化工厂落成,再到产业链条的不断延伸,一颗颗"希望的种子"生根发 芽。 "让妇女获得一门靠得住的谋生技巧,将大大助力埃及的脱贫事业" 埃及曼努菲亚省,阳光下的田野散发着青草的气息。在苏巴克·阿哈德村"家庭与农业发展中心"的二层 小楼里,一场别开生面的培训课程正在进行。这是由中国驻埃及大使馆、新希望六和埃及公司与当地多 家社会组织共同发起的公益项目——让百名妇女获得鸡苗、饲料和工具,并接受完整养殖周期的培训。 项目旨在帮助贫困家庭掌握技能,真正依靠双手获得持续收益,逐步掌握脱贫致富的方法。 院子里摆放着新发放的饲料袋、饮水器和阿拉伯文版的养殖手册。"我第一次觉得自己能改善家里的生 活状况。"45岁的村民阿米娜告诉本报记者。以前,她家庭的收入全靠丈夫外出打零工。如今她通过学 到的技能,可以养鸡创收,改善生活水平。 "车轮滚动的是养殖业的未来,也是我幸福生活的明天" 曾经,埃及家禽养殖业发展滞后,饲料品质参 ...
农业农村部:9月第4周鸡蛋价格环比上涨 生猪产品、玉米、豆粕价格环比下跌
Xin Hua Cai Jing· 2025-09-29 13:45
新华财经北京9月29日电据农业农村部对全国500个县集贸市场和采集点的监测,9月第4周(采集日为9 月25日)鸡蛋、鸡肉、牛肉、肉羊、生鲜乳价格环比上涨,生猪产品、玉米、豆粕、育肥猪配合饲料、 蛋鸡配合饲料价格环比下跌,商品代雏鸡、活牛、肉鸡配合饲料价格环比持平。 生猪产品价格 全国仔猪平均价格29.07元/公斤,比前一周下跌3.2%,同比下跌26.2%。全国29个监测省份仔猪价格全 部下跌。华南地区价格较高,为31.61元/公斤;华北地区价格较低,为27.93元/公斤。全国生猪平均 价格13.52元/公斤,比前一周下跌2.4%,同比下跌28.6%。全国30个监测省份生猪价格全部下跌。华南 地区价格较高,为14.55元/公斤;东北地区价格较低,为12.95元/公斤。全国猪肉平均价格24.29元/ 公斤,比前一周下跌0.9%,同比下跌21.2%。青海、宁夏、海南、北京4个省份猪肉价格上涨,天津、 新疆、湖北、广西、吉林等26个省份猪肉价格下跌。华南地区价格较高,为27.57元/公斤;东北地区 价格较低,为20.92元/公斤。 家禽产品价格 全国鸡蛋平均价格9.34元/公斤,比前一周上涨1.2%,同比下跌19.7 ...
农林牧渔行业周报:生猪板块回调继续积极配置,宠物食品出口量同比延续增长-20250921
KAIYUAN SECURITIES· 2025-09-21 09:51
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The investment logic for the pig industry continues to strengthen due to dual catalysts from policies and diseases, with a recommendation for long-term positioning despite current price lows [3][5] - The pet food export volume continues to grow year-on-year, indicating a sustained positive trend in the pet food market [4][28] Summary by Sections Weekly Observation - The pig price is running at a low level, with the national average price at 12.71 yuan/kg as of September 21, 2025, down 0.50 yuan/kg week-on-week and down 5.73 yuan/kg year-on-year [3][13] - The average weight of pigs sold is 128.45 kg, showing a slight increase week-on-week and year-on-year [3][13] - The pig industry is expected to see a strong execution of policies aimed at capacity reduction, which will enhance the expectations for substantial capacity reduction [3][13] Weekly Viewpoint - The investment logic for the pig industry is marginally improving, with a recommendation for companies such as Muyuan Foods, Wens Foodstuff Group, and others [5][24] - The domestic feed market is benefiting from the post-cycle of poultry and livestock, with strong overseas demand supporting prices [5][25] - The pet food sector is experiencing a rise in domestic brands due to consumption upgrades and tariff barriers [5][28] Market Performance (September 15-19) - The agricultural index underperformed the market by 1.40 percentage points, with the agricultural index down 2.70% [6][29] - Leading stocks included Shennong Biotechnology (+9.36%), Xuelong Biotechnology (+7.64%), and Tianma Technology (+3.90%) [6][29] Price Tracking (September 15-19) - The average price of pigs was 12.68 yuan/kg, down 0.66 yuan/kg from the previous week [7][37] - The average price of piglets was 22.38 yuan/kg, down 1.57 yuan/kg week-on-week [7][37] - The average price of beef was 65.60 yuan/kg, showing a slight increase [44][37] Key News (September 15-19) - Notification regarding the central reserve frozen pork storage auction scheduled for September 23, 2025, with 15,000 tons available for auction [35]
农林牧渔2025年第36周周报:第三方机构公布8月能繁数据,如何解读?-20250907
Tianfeng Securities· 2025-09-07 06:12
Investment Rating - Industry rating: Outperform the market (maintained rating) [7] Core Views - The report emphasizes the importance of the pig sector's expected differences, highlighting the current low prices and the potential for capacity reduction due to policy guidance and weak demand [11][12] - The dairy and beef sectors are seen as entering a new cycle, with opportunities arising from the recovery of raw milk prices and the initiation of a beef super cycle [13] - The pet industry is experiencing rapid growth, with domestic brands rising and export trends improving, indicating a robust pet economy [14] - The poultry sector faces challenges with breeding imports and demand fluctuations, suggesting a focus on self-breeding opportunities [16][19] - The planting sector is shifting towards biological breeding strategies to ensure food security, with a focus on increasing yields through improved seed technology [21] - The feed sector is recommended for investment due to market share growth and consistent performance, particularly in companies like Haida Group [22] Summary by Sections Pig Sector - As of September 6, the average price of pigs is 13.87 CNY/kg, up 0.73% from the previous week, while the price of piglets is at a new low of 324 CNY/head [11] - The report suggests focusing on undervalued companies with strong profitability, with leading firms like Muyuan Foods and Wens Foodstuffs highlighted for their market capitalization [12] Beef Sector - Raw milk prices are stabilizing, and the beef cycle may be starting, with a focus on companies that can leverage mother cow resources [13] Pet Sector - The domestic pet food market is growing, with significant sales increases noted, and companies like Guibao Pet and Zhongchong Co. are recommended for investment [14] Poultry Sector - The report highlights the uncertainty in breeding imports due to avian influenza outbreaks, with a recommendation to focus on self-breeding opportunities [16][17] - The yellow chicken market is expected to see price improvements due to demand increases in the second half of the year [19] Planting Sector - The focus is on achieving higher yields through biological breeding, with key recommendations for seed companies like Longping High-Tech and Dabeinong [21] Feed Sector - Haida Group is recommended for its increasing market share and consistent performance in the feed industry, with expectations of a market recovery [22]
农业农村部:8月第4周全国生猪产品价格环比下跌 29个监测省份仔猪价格全部下跌
Xin Hua Cai Jing· 2025-09-02 06:24
Core Insights - The agricultural sector is experiencing mixed price trends for various livestock and feed products, with some prices increasing while others are declining [1][2]. Livestock Prices - The average price of piglets in China is 32.68 yuan/kg, down 1.7% week-on-week and down 25.7% year-on-year [1] - The national average price for pigs is 14.22 yuan/kg, a decrease of 0.6% week-on-week and 30.1% year-on-year [1] - The average price of pork is 24.81 yuan/kg, down 0.5% week-on-week and down 22.0% year-on-year [1] - The average price of beef is 70.41 yuan/kg, up 0.2% week-on-week and up 3.2% year-on-year [2] - The average price of lamb is 69.02 yuan/kg, up 0.1% week-on-week but down 1.7% year-on-year [2] Poultry Prices - The average price of eggs is 8.87 yuan/kg, up 0.2% week-on-week but down 22.8% year-on-year [1] - The average price of chicken is 22.45 yuan/kg, up 0.2% week-on-week and down 5.9% year-on-year [1] - The average price of broiler chicks is 3.47 yuan each, up 1.5% week-on-week but down 2.5% year-on-year [1] - The average price of layer chicks is 3.76 yuan each, unchanged week-on-week and down 2.3% year-on-year [1] Feed Prices - The average price of corn is 2.49 yuan/kg, down 0.4% week-on-week and down 1.6% year-on-year [2] - The average price of soybean meal is 3.31 yuan/kg, unchanged week-on-week and down 1.5% year-on-year [2] - The average price of fattening pig feed is 3.40 yuan/kg, up 0.3% week-on-week but down 2.3% year-on-year [2] - The average price of broiler feed is 3.51 yuan/kg, down 0.3% week-on-week and down 2.2% year-on-year [2] - The average price of layer feed is 3.23 yuan/kg, unchanged week-on-week and down 2.1% year-on-year [2]
泰国主要行业仍受美国关税协议保护
Shang Wu Bu Wang Zhan· 2025-08-18 17:09
Core Insights - Thailand's government has reached a new tariff agreement with the United States, which implements zero tariffs on over 90% of U.S. products while establishing protective measures for certain sensitive agricultural products [1] Group 1: Tariff Agreement Details - The agreement includes a gradual tariff reduction on U.S. pork, with import quantity limits set to allow U.S. pork to account for less than 1% of domestic consumption [1] - U.S. pork exports must be free of ractopamine, a substance banned in Thailand, to comply with local regulations [1] Group 2: Impact on Local Industry - The measures aim to provide space for U.S. companies to test the market while allowing local producers, such as CP Group and Betagro, time to adjust and mitigate impacts [1] - For corn, Thailand will prioritize local corn purchases at fixed prices for domestic feed mills before allowing quota imports of U.S. corn [1] - The Thai Feed Mill Association estimates that Thailand could import up to $2.8 billion worth of U.S. corn, soybean meal, and distiller's grains annually [1]
行业周报:猪价新一轮上行或逐步开启,非瘟疫苗打开动保板块成长空间-20250817
KAIYUAN SECURITIES· 2025-08-17 09:52
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that a new round of price increases for pigs may gradually begin, with the African swine fever vaccine opening growth opportunities for the animal health sector [4][5] - The report emphasizes that the investment logic for live pigs is marginally improving, supported by both fundamental and policy factors, with recommendations for specific companies [5][31] Summary by Sections Weekly Observation - As of August 15, 2025, the national average price of live pigs is 13.73 CNY/kg, with a week-on-week increase of 0.06 CNY/kg but a year-on-year decrease of 7.44% [4][13] - The price premium for 150kg fat pigs over 120kg standard pigs is 0.28 CNY/kg, indicating a tightening supply [4][13] Weekly Market Performance (August 11-15) - The agricultural sector underperformed the market by 1.84 percentage points, with the agricultural index down 0.14% while the Shanghai Composite Index rose by 1.70% [6][35] - Key stocks that led the gains include COFCO Sugar (+41.04%), Shunli Biological (+13.97%), and Xiaoming Co. (+8.86%) [6][35] Price Tracking (August 11-15) - The average price of live pigs on August 15 is 13.76 CNY/kg, a slight increase from the previous week [6][46] - The average price of piglets is 28.87 CNY/kg, showing a decrease of 5.03% from the previous week [6][46] - The average price of white feathered chickens is 7.20 CNY/kg, with a week-on-week increase of 0.84% [6][51] Key News (August 11-15) - The central government allocated 1.146 billion CNY for agricultural disaster relief, supporting major grain-producing provinces [6][41]
农业农村部:监测显示8月第1周全国猪肉鸡蛋平均价格环比小幅下跌
Xin Hua Cai Jing· 2025-08-13 07:14
Core Insights - The Agricultural and Rural Affairs Department reported price fluctuations in various agricultural products for the first week of August, indicating a mixed trend in the market [1][2]. Price Trends - **Pork Products**: - Average price of piglets: 34.66 CNY/kg, down 1.2% week-on-week and down 21.6% year-on-year - Average price of live pigs: 14.53 CNY/kg, down 0.9% week-on-week and down 28.1% year-on-year - Average price of pork: 25.16 CNY/kg, down 0.2% week-on-week and down 18.1% year-on-year [1]. - **Poultry Products**: - Average price of eggs: 8.75 CNY/kg, down 0.3% week-on-week and down 19.9% year-on-year - Average price of chicken: 22.40 CNY/kg, unchanged week-on-week and down 5.8% year-on-year - Average price of broiler chicks: 3.28 CNY each, up 2.5% week-on-week and down 8.4% year-on-year - Average price of layer chicks: 3.78 CNY each, down 0.3% week-on-week and down 1.0% year-on-year [1]. - **Beef and Lamb Products**: - Average price of beef: 69.85 CNY/kg, up 0.2% week-on-week and up 2.2% year-on-year - Average price of lamb: 68.74 CNY/kg, unchanged week-on-week and down 2.3% year-on-year [1]. Feed Prices - **Corn**: - National average price: 2.50 CNY/kg, unchanged week-on-week and down 3.1% year-on-year - Northeast region average: 2.30 CNY/kg, up 0.4% week-on-week - Guangdong province average: 2.59 CNY/kg, up 0.4% week-on-week [2]. - **Soybean Meal**: - National average price: 3.28 CNY/kg, up 0.3% week-on-week and down 5.2% year-on-year [2]. - **Fattening Pig Feed**: - Average price: 3.39 CNY/kg, unchanged week-on-week and down 3.7% year-on-year - Average price of meat chicken feed: 3.51 CNY/kg, unchanged week-on-week and down 3.0% year-on-year - Average price of egg-laying chicken feed: 3.23 CNY/kg, unchanged week-on-week and down 3.3% year-on-year [2].
2025Q2持仓分析:饲料、养殖增配明显
GOLDEN SUN SECURITIES· 2025-08-05 00:45
Investment Rating - The report maintains an "Increase" rating for the agricultural, forestry, animal husbandry, and fishery industry [5] Core Viewpoints - The overall allocation in the agricultural, forestry, animal husbandry, and fishery sector is currently low, below the standard allocation level. The report suggests focusing on leading companies in the breeding sector, which are expected to see continuous profit growth due to high-quality industry development [19][3] - The report highlights a significant increase in allocation towards the feed and breeding sectors, indicating a positive trend in the industry [13][19] Summary by Sections Fund Heavyweight Allocation - As of the end of Q2 2025, the heavy allocation of agricultural, forestry, animal husbandry, and fishery stocks is 1.36%, an increase of 0.37 percentage points quarter-on-quarter but a decrease of 0.38 percentage points year-on-year. This allocation is 0.14 percentage points below the industry average [11][1] - The breeding sector's heavy allocation is 0.41%, up 0.12 percentage points from the previous quarter but down 0.72 percentage points year-on-year. The feed sector's heavy allocation is 0.85%, up 0.28 percentage points quarter-on-quarter and up 0.34 percentage points year-on-year [13][11] Company-Specific Increases - Notable increases in allocation among the top 15 heavy stocks include Haida Group (+0.26 percentage points), Muyuan Foods (+0.1 percentage points), and others. The top five stocks with relative increases in holding value include Haida Group (+2.95%), Bangji Technology (+1.90%), and others [2][15] Investment Recommendations - For the breeding sector, the report recommends focusing on leading companies such as Muyuan Foods, Wens Foodstuffs, and Dekang Animal Husbandry, as well as seasonal price rebounds in chicken prices. For the feed and animal health sectors, it suggests looking at leading companies like Haida Group and Bangji Technology [19][3] - The planting sector shows strong profitability stability, with recommendations to focus on companies like Suqian Agricultural Development and Beidahuang. The seed sector is expected to gain attention due to the commercialization of genetically modified seeds, with potential growth opportunities in companies like Dunhuang Seed and Longping High-Tech [19][3]