白羽肉鸡

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一生只有40多天,真的能吃吗?
Hu Xiu· 2025-10-13 07:04
一整只鸡卖20多元,出栏只需要40多天,在我国这些速成鸡又被叫做白羽肉鸡,白羽鸡胸肌大、腿肉 少,支撑着全国的熟食区外卖和家庭餐桌,但是也背负了很多人的担忧和质疑。所以这种速成鸡到底能 不能放心吃呢? ...
农业重点数据跟踪周报:猪价下行叠加政策引导,产能去化或加速-20251013
CAITONG SECURITIES· 2025-10-13 05:54
猪价下行叠加政策引导,产能去化或加速 农林牧渔 1. 《供应压力释放猪价下行,持续推荐生猪 养殖》 2025-09-29 2. 《生猪养殖盈利收窄,宠物食品延续增 长》 2025-09-24 3. 《生猪自繁自养由盈转亏,产能调控政策 持续推进》 2025-09-22 农业重点数据跟踪周报 核心观点 | 代码 | 公司 | 总市值(亿 | 收盘价 | | EPS(元) | | | PE | | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 元) | (10.10) | 2024A | 2025E | 2026E | 2024A | 2025E | 2026E | | | 002714 | 牧原股份 | 2,907.29 | 53.22 | 3.27 | 3.39 | 4.30 | 16.26 | 15.69 | 12.38 | 增持 | | 300498 | 温氏股份 | 1,253.60 | 18.84 | 1.39 | 1.43 | 1.89 | 13.58 | 13.20 | 9.98 | ...
东方证券农林牧渔行业周报:生猪行业深亏,提速去产能-20251012
Orient Securities· 2025-10-12 11:44
农业行业 行业研究 | 行业周报 生猪行业深亏,提速去产能 ——东方证券农林牧渔行业周报(20251006-20251012) 核心观点 投资建议与投资标的 投资建议:(1)看好生猪养殖板块,优质公司持续盈利和分红率提升依然是推动板块长 期业绩和估值提升的核心驱动;近期政策与市场合力推动生猪养殖行业产能去化,助力 未来板块业绩长期提升,相关标的:牧原股份(002714,买入)、温氏股份(300498,买 入)、神农集团(605296,未评级)、巨星农牧(603477,未评级)等。(2)后周期板块,生 猪存栏量回升提振饲料、动保需求,若本轮生猪去产能顺畅,产业链利润有望逐步向下 游传导,驱动动保板块上行,相关标的:海大集团(002311,未评级)、瑞普生物 (300119,未评级)等。(3)种植链,当前粮价上行趋势已确立,种植&种业基本面向好, 大种植投资机会凸显,相关标的:苏垦农发(601952,未评级)、北大荒(600598,未评 级)、海南橡胶(601118,未评级)、隆平高科(000998,未评级)等。(4)宠物板块,宠食 行业正处于增量、提价逻辑持续落地的阶段,海外市场增量不断,国产品牌认可度持续 提 ...
农林牧渔周观点:十一猪价显著下跌,仔猪肥猪养殖同亏,关注产能去化进程-20251008
Shenwan Hongyuan Securities· 2025-10-08 11:14
行 业 及 产 业 2025 年 10 月 08 日 行 业 研 究 / 行 业 点 评 研究支持 朱珺逸 A0230521080004 zhujy@swsresearch.com 胡静航 A0230524090002 hujh@swsresearch.com 联系人 朱珺逸 (8621)23297818× zhujy@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 十一猪价显著下跌,仔猪肥猪养殖同亏,关注产能去化进程 证 券 研 究 报 告 证券分析师 盛瀚 A0230522080006 shenghan@swsresearch.com ⚫ 本周申万农林牧渔指数上涨 0.2%,沪深 300 上涨 2.0%。个股涨幅前五名:华绿生物(6.0%)、宏辉果蔬(4.1%)、万 辰集团(3.7%)、生物股份(3.2%)、海南橡胶(3.1%)。投资分析意见:重视生猪养殖"反内卷"进程,把握优质猪企 价值重估确定性。基本面+政策共同驱动下,生猪养殖行业产能去化节奏有望加快,关注板块左侧布局机会。十一期间行 业供给充裕,猪价跌速加快,肥猪与仔猪养殖均陷入亏损或将加快产能调减。向后展望,在亏损 ...
农业重点数据跟踪周报:供应压力释放猪价下行,持续推荐生猪养殖-20250929
CAITONG SECURITIES· 2025-09-29 13:13
Core Insights - The report maintains a positive outlook on the pig farming industry, recommending continued investment in pig farming despite recent price declines due to supply pressures [1][7][21] - The report highlights a significant drop in pig prices, with the average price for market pigs at 12.67 yuan/kg, down 3.65% week-on-week [7][32][33] - The report indicates ongoing losses in pig farming, with self-breeding and purchased pig farming yielding losses of 74.11 yuan/head and 236.57 yuan/head respectively [7][37] Industry Overview - The agricultural sector index has decreased by 1.97% week-on-week, while the Shanghai and Shenzhen 300 index increased by 1.07% [11] - Since January 2, 2025, the agricultural sector has seen a total increase of 16.95%, compared to a 15.63% increase in the Shanghai and Shenzhen 300 index [12][11] - The report notes that the pig farming sector is currently in a downward cycle, with supply pressures gradually being released [21] Pig Farming Data Tracking - The number of breeding sows has slightly decreased by 0.80% month-on-month in August, indicating a potential reduction in future supply [22][7] - The average weight of market pigs at the time of sale is reported at 128.55 kg [22][8] - The report emphasizes that the current breeding and purchasing sentiment is declining due to stricter environmental regulations and market conditions [17][21] Poultry Farming Data Tracking - The average price for white feathered chickens is reported at 6.90 yuan/kg, with a slight increase of 0.29% week-on-week [38][41] - The report notes that the poultry industry is facing uncertainties due to ongoing outbreaks of avian influenza in overseas markets [38][39] Animal Health Data Tracking - The demand for animal health products is expected to rebound, with significant growth in vaccine approvals and product launches [46] - The report highlights that the industry is seeing a recovery in sales, with some vaccines showing substantial year-on-year growth [46] Seed Industry Data Tracking - The average prices for wheat, soybean meal, and corn have shown slight increases, indicating a potential upward trend in agricultural input costs [50] - The report emphasizes the importance of food security and the need for advancements in agricultural biotechnology [50] Pet Industry Data Tracking - Pet food exports have decreased by 15.5% year-on-year, with a total export value of 834 million yuan in August 2025 [55][56] - Domestic sales of pet food continue to grow, with significant increases reported on e-commerce platforms [57] - The report suggests that companies with strong domestic sales and innovative product offerings are likely to gain market share [59]
农林牧渔:养殖陷入亏损状态,去产能预期增强
Huafu Securities· 2025-09-28 12:36
Investment Rating - The industry rating is "Outperform the Market" [5][78]. Core Viewpoints - The pig farming sector is experiencing continued price declines, leading to negative profits for farmers. As of September 26, the pig price was 12.50 CNY/kg, down 0.19 CNY/kg week-on-week. The profits for self-breeding and purchased piglet farming were -74.11 CNY/head and -236.57 CNY/head, respectively, with week-on-week declines of -49.66 CNY and -37.25 CNY [2][11][36]. - In the beef sector, prices for calves and fattened bulls have stabilized after recent increases, with calf prices at 32.36 CNY/kg and fattened bull prices at 25.96 CNY/kg, both unchanged week-on-week. The long-term supply of beef is expected to tighten, with a potential price upturn anticipated in 2026-2027 [3][38]. - The poultry sector is seeing mixed trends, with white feathered chicken prices experiencing slight fluctuations due to steady demand ahead of the holidays. As of September 26, the price was 6.90 CNY/kg, up 0.02 CNY/kg week-on-week [4][44]. Summary by Sections Pig Farming - Continued price decline in pig farming, with significant losses reported for farmers. The average weight of pigs being sold has shown a mixed trend, with group farms seeing slight increases while smallholders have decreased [2][11][24]. - The supply pressure remains high, and prices are expected to remain weak in the short term, although long-term adjustments in production capacity may lead to price recovery [36][32]. Beef Industry - The beef market is stabilizing after a period of price increases, with expectations of tightening supply in the medium to long term due to previous losses in the industry [3][38]. - The price of calves has increased by 34% since the beginning of the year, indicating a potential recovery in the market [38]. Poultry Sector - The white chicken market is experiencing stable prices with slight increases in certain areas due to tight supply. The egg price has decreased slightly, reflecting market conditions [4][44]. - The ongoing avian influenza situation may impact supply chains, but there is potential for recovery in consumption due to government policies promoting domestic demand [47]. Agricultural Products - The Argentine government's recent policy changes regarding export tariffs have significantly impacted soybean meal prices, leading to a sharp decline followed by a rebound [4][58]. - The focus on enhancing grain production and food security is emphasized, with potential growth in agricultural technology sectors [54].
东方证券农林牧渔行业周报:肥猪、仔猪均进入亏损区间,关注去产能演绎-20250928
Orient Securities· 2025-09-28 07:46
投资建议与投资标的 农业行业 行业研究 | 行业周报 肥猪、仔猪均进入亏损区间,关注去产能 演绎 ——东方证券农林牧渔行业周报(20250922-20250926) 核心观点 投资建议:(1)看好生猪养殖板块,优质公司持续盈利和分红率提升依然是推动板块长 期业绩和估值提升的核心驱动;近期政策与市场合力推动生猪养殖行业产能去化,助力 未来板块业绩长期提升,相关标的:牧原股份(002714,买入)、温氏股份(300498,买 入)、神农集团(605296,未评级)、巨星农牧(603477,未评级)等。(2)后周期板块,生 猪存栏量回升提振饲料、动保需求,若本轮生猪去产能顺畅,产业链利润有望逐步向下 游传导,驱动动保板块上行,相关标的:海大集团(002311,未评级)、瑞普生物 (300119,未评级)等。(3)种植链,当前粮价上行趋势已确立,种植&种业基本面向好, 大种植投资机会凸显,相关标的:苏垦农发(601952,未评级)、北大荒(600598,未评 级)、海南橡胶(601118,未评级)、隆平高科(000998,未评级)等。(4)宠物板块,宠食 行业正处于增量、提价逻辑持续落地的阶段,海外市场增量不断,国产 ...
农林牧渔行业双周报(2025/9/12-2025/9/25):阿根廷暂时零税出口农产品-20250926
Dongguan Securities· 2025-09-26 09:19
Investment Rating - The report maintains an "Overweight" rating for the agricultural, forestry, animal husbandry, and fishery industry [42] Core Viewpoints - Recent declines in pig prices and continuous profit decreases for breeding companies will force upstream breeding sows to reduce stock. The current stock of breeding sows remains relatively high, indicating significant potential for future reduction. The valuation of pig breeding companies is still at a historically low level, presenting an opportunity for investment based on capacity reduction expectations. In the chicken breeding sector, overall capacity is relatively high, and profitability remains under pressure. There is a potential for capacity reduction in the future, with attention to marginal profit improvement opportunities. In the feed sector, opportunities arise from increased market concentration and overseas expansion. The domestic pet market still has expansion potential, with leading domestic companies expected to maintain rapid growth [42][43] Summary by Sections 1. Market Review - The SW agricultural, forestry, animal husbandry, and fishery industry slightly underperformed the CSI 300 index, declining by 5.07% from September 12 to September 25, 2025, lagging behind the index by approximately 6.07 percentage points [10] - All sub-sectors recorded negative returns during this period, with declines of 2.89% in planting, 3.59% in animal health, 4.36% in feed, 5.32% in agricultural product processing, 5.95% in breeding, and 6.73% in fisheries [13][14] 2. Industry Key Data - **Pig Farming**: The average price of external three-way cross pigs fell from 13.31 CNY/kg to 12.51 CNY/kg during the reporting period. The cost of corn was 2365.1 CNY/ton, and soybean meal was 3002 CNY/ton, both showing slight declines. As of September 26, 2025, the profit for self-bred pigs was -74.11 CNY/head, and for purchased piglets, it was -236.57 CNY/head, indicating a decrease in profitability [22][24][27] - **Poultry Farming**: The average price of broiler chicks was 3.29 CNY/chick, showing a slight increase, while the average price of white feather broilers was 6.9 CNY/kg, reflecting a slight decline. The profit for white feather broilers was -2.22 CNY/chick, also indicating a decrease [29][33] - **Aquaculture**: The average wholesale prices for crucian carp and carp were 21.09 CNY/kg and 14.2 CNY/kg, respectively, both showing slight declines [35] 3. Industry News - Argentina announced a temporary zero-export tax on agricultural products, effective from September 23, 2025, until October 31, or until exports reach 7 billion USD. This measure aims to address domestic foreign exchange pressures and currency devaluation, significantly lowering export costs and enhancing competitiveness in the global market [37]
“一只鸡”孵出800亿元产业,烟台白羽肉鸡书写乡村振兴答卷
Qi Lu Wan Bao Wang· 2025-09-26 07:10
齐鲁晚报.齐鲁壹点杜晓丹通讯员由佳牟奎南 秋分时节,金风送爽。9月23日,全国农民丰收节主场活动在烟台招远举行。在这场集中展现全国农业发展成果的盛会中,烟台白羽肉鸡产业链展台前人 气十足,鸡肉滑、鸡米花、卤味鸡胗等琳琅满目的白羽肉鸡产品整齐陈列,彰显了烟台白羽肉鸡产业的蓬勃生机与深厚底蕴。 中端强化龙头引领,推动集群发展。依托本地畜牧产业基础,烟台重点培育龙头企业,形成"龙头带动、链条延伸、集群发展"的产业格局。目前,全市拥 有益生股份(002458)、民和股份(002234)、仙坛股份(002746)、春雪食品(605567)4家白羽肉鸡上市企业,占全国白羽肉鸡上市企业总数的4/5, 上市企业数量位居全国地级市首位。同时,集聚国家级农业产业化重点龙头企业5家、省级重点龙头企业6家,产业引领力显著增强。依托肉鸡产业的核心 带动,饲料、兽药、加工等配套产业同步快速发展,累计培育相关企业百余家,形成"主业突出、配套完善"的产业生态,让从鸡苗到各类鸡肉制品的生产 环节紧密相连、高效运转。 末端提升价值内涵,打造优质品牌。烟台高度重视肉鸡产品品牌建设,通过品质提升、标准制定、品牌培育,不断挖掘产品附加值,塑造优质品牌 ...
农林牧渔行业月报:畜禽价格分化,猪价旺季不旺-20250926
Zhongyuan Securities· 2025-09-26 06:50
农林牧渔 zhangmz@ccnew.com 13681931564 畜禽价格分化,猪价旺季不旺 ——农林牧渔行业月报 证券研究报告-行业月报 强于大市(维持) 盈利预测和投资评级 | 公司简称 | 24EPS 25EPS | | 25PE | 评级 | | --- | --- | --- | --- | --- | | 牧原股份 | 3.30 | 4.37 | 11.48 | 增持 | | 普莱柯 | 0.27 | 0.52 | 28.70 | 增持 | | 乖宝宠物 | 1.56 | 2.03 | 48.59 | 增持 | | 中宠股份 | 1.34 | 1.48 | 36.11 | 增持 | | 佩蒂股份 | 0.75 | 0.91 | 15.46 | 增持 | | 秋乐种业 | 0.31 | 0.33 | 58.86 | 增持 | 农林牧渔相对沪深 300 指数表现 0% 6% 13% 19% 26% 32% 39% 45% 2024.09 2025.01 2025.05 2025.09 农林牧渔 沪深300 相关报告 《农林牧渔行业点评报告:种业产业链分析 之河南概况》 2025-09-09 《农林 ...