农林牧渔行业周报：如何理解生猪产业高质量发展

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：2025年上半年宠物经济消费增长8.84%》2025-07-192、《农林牧渔：农业重点公司2025Q2业绩前瞻》2025-3、《农林牧渔：再提反“内卷式”竞争，调整优化生猪产能》2025-07-062024-112025-03农林牧渔沪深300 作者分析师分析师分析师相关研究07-13 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1.9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：产品价格上涨，肉鸡苗价格上涨.............................................................................................................6大宗：玉米价格上涨，豆粕现货下跌................................................................................................................8风险提示..............................................................................................................................................................11图表目录图表1：本周农业板块跑赢大盘1.9个百分点.........................................................................................................3图表2：本周其他种植业板块上涨7.1%.................................................................................................................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14.25元/kg，较上周下跌0.2%.......................................................................5图表5：本周猪肉平均批发价20.87元/kg，较上周上涨1.0%.................................................................................5图表6：本周自繁自养头均盈利62.16元/头，外购仔猪头均盈利-71.39元/头...........................................................5图表7：本周出售仔猪毛利147.1元/头，较上周增加1.07元/头.............................................................................5图表8：2025年7月第2周全国白条猪肉平均宰后均重89.58公斤，周环比下降0.3%............................................6图表9：本周15kg仔猪全国市场价37.52元/公斤，较上周下跌0.2%.....................................................................6图表10：2025年7月第2周父母代鸡苗价格46.23元/套，周环比下跌8.2%..........................................................6图表11：本周肉鸡苗价格1.93元/只，较上周上涨40.9%......................................................................................6图表12：本周白羽肉鸡平均价6.7元/公斤，较上周上涨4.7%................................................................................6图表13：本周鸡产品平均价8.54元/公斤，较上周上涨1.7%..................................................................................6图表14：本周父母代种鸡养殖利润-0.82元/只，较上周增加0.56元/只...................................................................7图表15：本周屠宰利润-0.06元/只，较上周减少0.39元/只....................................................................................7图表16：本周817鸡苗平均价0.93元/只，较上周上涨24%..................................................................................7图表17：本周817肉杂鸡平均价7.5元/公斤，较上周上涨5%...............................................................................7图表18：本周国内玉米现货价2407.84元/吨，较上周上涨0.1%............................................................................8图表19：本周CBOT玉米收盘价399.5美分/蒲式耳，较上周下跌2.3%..................................................................8图表20：本周国内小麦现货价2444.56元/吨，较上周上涨0.2%............................................................................8图表21：本周CBOT小麦收盘价539.25美分/蒲式耳，较上周下跌1.4%.................................................................8图表22：本周国内粳稻现货价2912元/吨，较上周上涨0.7%.................................................................................8图表23：本周CBOT糙米收盘价1263.5美分/英担，较上周上涨2.1%....................................................................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1021.75美分/蒲式耳，较上周下跌1.3%...............................................................9图表26：本周国内豆粕现货价2963.14元/吨，较上周下跌0.2%............................................................................9图表27：本周一级豆油现货价8323.33元/吨，较上周上涨0.4%............................................................................9图表28：本周国内菜粕现货价2660.53元/吨，较上周下跌1.4%............................................................................9图表29：本周国内进口四级菜油现货价9610元/吨，较上周下跌0.9%...................................................................9图表30：本周国内24度棕榈油现货价9080元/吨，较上周上涨0.3%....................................................................10图表31：本周BMD棕榈油收盘价4276林吉特/吨，较上周下跌0.9%...................