Group 1 - Sichuan Province has drafted ten measures to promote high-quality development in the livestock industry, focusing on supporting leading enterprises and enhancing their capabilities to drive the industry forward [1] - The measures include encouraging the construction of a trillion-yuan livestock industry, modern agricultural industrial parks, and livestock industry clusters, which aim to improve the development capacity of breeding farms [1] - The plan also emphasizes the transformation and upgrading of pig slaughtering, supporting mergers and acquisitions of slaughtering enterprises, with potential subsidies for those passing quality management inspections by the end of 2025 [1] Group 2 - According to Industrial Securities, the recovery of pig breeding capacity is expected to lead to a new upward cycle in pig prices, with a gradual increase in sow capacity and continued optimization of breeding costs [2] - The poultry industry may benefit from limited overseas breeding stock imports, with a projected increase in domestic breeding stock, particularly in the context of disease affecting U.S. imports [2] - CITIC Securities anticipates a steady increase in pig output by 2025, despite a potential decline in prices, while the poultry sector may face challenges with continued price drops and industry losses [2]

白鸡：4月祖代更新同比缩量近30%，5月父母代价格启动上涨【天风农业】 1、#海外引种不确定性犹存、4月祖代更新同比缩量29% ▪ 自24年12月美国俄克拉荷马州（24 年中国自美国的唯一祖代引种州）、新西兰相继爆发高致病禽流感以来，国内从美国（AA+、Ross308、 Hubbard）、新西兰（Cobb）的引种均处于暂停状态。 受此影响，#25年1-4月国内祖代更新量仅30.8万套，同比降4 白鸡：4月祖代更新同比缩量近30%，5月父母代价格启动上涨【天风农业】 1、#海外引种不确定性犹存、4月祖代更新同比缩量29% ▪ 自24年12月美国俄克拉荷马州（24 年中国自美国的唯一祖代引种州）、新西兰相继爆发高致病禽流感以来，国内从美国（AA+、Ross308、 Hubbard）、新西兰（Cobb）的引种均处于暂停状态。 受此影响，#25年1-4月国内祖代更新量仅30.8万套，同比降44%（来源：畜牧业协会、Mysteel），其中海外引种占 比不足28%，均来自法国。 ▪ #25年4月国内祖代更新量12.4万套，同比缩量29%；其中AA+/ Ross（法国）占比25.8%、利丰（法国）占比14.5%、科宝（自繁 ...