农林牧渔周观点：政策要求严格落实产能调控，关注生猪板块

神农集团*ST中基邦基科技15.4%11.6%11.4%生物股份万辰集团双塔食品-2.6%-1.8%-1.6% 动物保健畜禽养殖种植业渔业饲料农产品加工农林牧渔.申万中小100沪深3000.82%5.27%3.53%1.84%1.26%0.86%3.62%2.44%1.69%6.89%10.22%5.36%7.54%-1.15%6.24%6.86%6.52%4.85%29.24%14.71%3.65%9.43%11.58%9.28%12.81%8.95%4.89%4,418.333,232.682565.70811.824621.322192.802855.046953.674127.16 iFinDiFinD-4%-2%0%2%4%6%8%10%建筑材料煤炭钢铁有色金属建筑装饰 iFinD现货价:玉米:地区均价150017001900210023002500270029003100期货收盘价(连续):黄玉米 iFinD iFinDiFinDiFinD200025003000350040004500500055006000现货价:豆粕:地区均价400050006000700080009000100001100012000期货收盘价(活跃):豆油 iFinDiFinDiFinD600800100012001400160018002000期货收盘价(活跃):CBOT大豆2000250030003500400045005000期货收盘价(活跃):豆粕 iFinDiFinDiFinD市场价:生猪(外三元):全国均价:周:平均值020406080100120140市场价:仔猪(外三元20kg):全国均价:周:平均值平均价:二元母猪平均价:育肥猪配合饲料0510152025猪粮比价:全国猪料比价:全国01,0002,0003,0004,0005,0006,0002020-022020-072020-122021-052021-102022-032022-082023-012023-062023-112024-042024-092025-02能繁母猪存栏(右轴)生猪存栏-2000-100001000200030004000养殖利润:自繁自养生猪养殖利润:外购仔猪 iFinDiFinDiFinD2345300003200034000360003800040000420004400046000480002018-012018-062018-112019-042019-09 主产区平均价:白条鸡主产区平均价:肉鸡苗屠宰利润:白羽肉鸡 iFinDiFinD4567891011121314主产区平均价:白羽肉鸡2345平均价:肉鸡配合料-8-6-4-2024681012养殖利润:父母代种鸡养殖利润:白羽肉鸡 iFinDiFinD02468101214-3-2-1012345678 iFinDiFinD40004500500055006000650070007500期货收盘价(连续):白糖现货价格:白砂糖:南宁:产地广西 iFinDiFinD1000012000140001600018000200002200024000中国棉花价格指数:CCIndex:3128B中国进口棉价格指数:FCIndexM 6080100120140160180