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时间:2020-07-01
《农林牧渔行业:后周期反转,加强关注2C端爆发式增长.docx》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
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...............................................................................
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