农林牧渔行业周报：农业重点公司2025Q2业绩前瞻

请仔细阅读本报告末页声明 增持（维持）张斌梅执业证书编号：S0680523070007邮箱：zhangbinmei@gszq.com樊嘉敏执业证书编号：S0680523070008邮箱：fanjiamin@gszq.com沈嘉妍执业证书编号：S0680524040001邮箱：shenjiayan@gszq.com1、《农林牧渔：再提反“内卷式”竞争，调整优化生猪产能》2025-07-062、《农林牧渔：降重效果初显，猪价快速回暖》2025-3、《农林牧渔：南美白对虾行业：市场广阔，国产虾养殖行至渐稳》2025-06-242024-112025-03农林牧渔沪深300 作者分析师分析师分析师相关研究06-28 P.2内容目录本周观点............................................................................................................................................................3行情回顾：本周农业板块跑赢大盘0.3个百分点.............................................................................................3本周热点.....................................................................................................................................................4核心观点.....................................................................................................................................................4农业数据跟踪.....................................................................................................................................................5生猪：生猪价格下跌，猪肉价格上涨.............................................................................................................5家禽：产品价格下跌，肉鸡苗价格下跌..........................................................................................................6大宗：玉米价格下跌，豆粕现货持平.............................................................................................................8风险提示..........................................................................................................................................................11图表目录图表1：本周农业板块跑赢大盘0.3个百分点......................................................................................................3图表2：本周肉鸡养殖板块上涨4.37%...............................................................................................................3图表3：本周农林牧渔个股涨跌幅一览................................................................................................................3图表4：本周全国瘦肉型肉猪出栏价14.54元/kg，较上周下跌2%.......................................................................5图表5：本周猪肉平均批发价20.6元/kg，较上周上涨0.1%................................................................................5图表6：本周自繁自养头均盈利133.87元/头，外购仔猪头均盈利31.6元/头........................................................5图表7：本周出售仔猪毛利139.32元/头，较上周增加3.72元/头.........................................................................5图表8：上周全国白条猪肉平均宰后均重89.87公斤，周环比下降0.2%...............................................................6图表9：本周15kg仔猪全国市场价37.52元/公斤，较上周上涨2%.....................................................................6图表10：2025年6月第4周父母代鸡苗价格47.2元/套，周环比上涨1%............................................................6图表11：本周肉鸡苗价格0.99元/只，较上周下跌27.2%....................................................................................6图表12：本周白羽肉鸡平均价6.24元/公斤，较上周下跌7.6%...........................................................................6图表13：本周鸡产品平均价8.38元/公斤，较上周下跌0.9%..............................................................................6图表14：本周父母代种鸡养殖利润-1.76元/只，较上周-0.37元/只......................................................................7图表15：本周屠宰利润0.69元/只，较上周增加0.97元/只.................................................................................7图表16：本周817鸡苗平均价0.69元/只，较上周下跌2.8%..............................................................................7图表17：本周817肉杂鸡平均价6.84元/公斤，较上周上涨6.4%.......................................................................7图表18：本周国内玉米现货价2421.57元/吨，较上周下跌0.6%.........................................................................8图表19：本周CBOT玉米收盘价396.5美分/蒲式耳，较上周下跌5.8%...............................................................8图表20：本周国内小麦现货价2445.5元/吨，较上周下跌0.2%...........................................................................8图表21：本周CBOT小麦收盘价545.5美分/蒲式耳，较上周下跌2.0%...............................................................8图表22：本周国内粳稻现货价2892元/吨，较上周持平......................................................................................8图表23：本周CBOT糙米收盘价1278.5美分/英担，较上周下跌1.4%.................................................................8图表24：本周国内大豆现货价3926.32元/吨，较上周持平..................................................................................9图表25：本周CBOT大豆收盘价1007.5美分/蒲式耳，较上周下跌3.9%..............................................................9图表26：本周国内豆粕现货价2914.86元/吨，较上周持平..................................................................................9图表27：本周一级豆油现货价8186.67元/吨，较上周上涨0.6%.........................................................................9图表28：本周国内菜粕现货价2613.16元/吨，较上周上涨0.7%.........................................................................9图表29：本周国内进口四级菜油现货价9650元/吨，较上周下跌1.4%................................................................9图表30：本周国内24度棕榈油现货价8903.33元/吨，较上周上涨3.1%...........................................................10图表31：本周BMD棕榈油收盘价4175林吉特/吨，较上周上涨2.8%................................................................10图表32：本周柳州白糖现货价6100元/吨，较上周下跌0.2%..............