农林牧渔行业：后周期反转，加强关注2C端爆发式增长.docx

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1、目录1、重点公司中报业绩预测表.-3-2、农业板块：中报业绩分化..................................................................................-3-3、畜禽养殖：养猪持续释放业绩，养鸡承压.......................................................-4-20年上半年价格分析：...................................................................................

2、....-4-重点上市公司分析................................................................................................-6-4、饲料：禽料维持高景气，猪料、水产改善.......................................................-8-各品种总体景气..........................................................................................

3、..........-8-原材料：玉米回升，豆粕波动较大....................................................................-8-重点上市公司分析................................................................................................-9-5、动保：需求改善，渐入佳境.....................................................................

4、.........-9-重点上市公司分析..............................................................................................-10-6、种子：玉米回暖，水稻集中度提高................................................................-10-重点上市公司分析..............................................................................

5、................-11-7、投资建议............................................................................................................-11-8、风险提示............................................................................................................-12-图1、生猪价格旺季反弹......................

6、.................................................................-5-图2、仔猪价格高位...............................................................................................-5-图3、2020H1白鸡价格深跌后反弹......................................................................-6-图4、2020H1鸡苗价格跌至低位......

7、....................................................................-6-图5、猪料销量增速...............................................................................................-8-图6、禽料销量增速...............................................................................