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《農(nóng)藥行業(yè)深度報告:出口繼續(xù)量價齊升,三季報驗證行業(yè)高景氣》由會員上傳分享,免費(fèi)在線閱讀,更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
1、目錄供需向好,行業(yè)持續(xù)高景氣..................................................4環(huán)保趨嚴(yán)優(yōu)化產(chǎn)業(yè)結(jié)構(gòu)................................................................................4農(nóng)化巨頭經(jīng)營好轉(zhuǎn),三季度出口繼續(xù)量價齊升............................................4產(chǎn)品價格與上市公司業(yè)績驗證行業(yè)景氣.................................6農(nóng)藥產(chǎn)品價格繼續(xù)大
2、漲................................................................................6上市公司三季度業(yè)績普漲.............................................................................92+26是短期重點(diǎn),長期環(huán)保趨嚴(yán)看好相關(guān)龍頭..................132+26地區(qū)農(nóng)藥受影響品種及比重....................................................
3、..........13環(huán)保持續(xù)趨嚴(yán),相關(guān)龍頭受益...................................................................14投資建議.............................................................................16風(fēng)險提示.............................................................................17揚(yáng)農(nóng)化工.................
4、...................................................................................18研究報告中所提及的有關(guān)上市公司......................................202017年11月13日出口繼續(xù)量價齊升,三季報驗證行業(yè)高景氣213586642/30242/2017111316:10圖表目錄圖表1.行業(yè)相關(guān)政策引導(dǎo)..................................................................
5、........4圖表2.六大農(nóng)化巨頭分季度收入合計....................................................5圖表3.我國農(nóng)藥出口數(shù)量(當(dāng)月值)及同比增長..............................5圖表4.我國農(nóng)藥出口金額(累計值)及同比增長..............................5圖表5.草甘膦開工率...................................................................................6圖表
6、6.草甘膦(華東)價格走勢.............................................................6圖表7.甘氨酸價格.......................................................................................6圖表8.草銨膦價格.......................................................................................7圖表9.煙嘧磺隆價格..
7、.................................................................................7圖表10.吡蟲啉價格.....................................................................................7圖表11.啶蟲脒價格.....................................................................................7圖表12.毒死
8、蜱價格..............................