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《農(nóng)林牧漁行業(yè):養(yǎng)豬扭虧,養(yǎng)雞景氣,飼料、疫苗承壓》由會(huì)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(kù)。
1、目錄1.重點(diǎn)公司三季報(bào)業(yè)績(jī)預(yù)測(cè).-3-2.業(yè)績(jī)預(yù)告匯總:三季報(bào)整體情況平淡...............................................................-4-3.養(yǎng)殖板塊:養(yǎng)豬扭虧,養(yǎng)雞景氣.......................................................................-6-3.1三季度價(jià)格分析:雞價(jià)維持高位,豬價(jià)反彈..............................................-6-3.2重點(diǎn)上市公司分析.............
2、............................................................................-7-4.飼料板塊:周期走弱,板塊承壓.......................................................................-8-4.1豬料承壓,禽料、水產(chǎn)維持強(qiáng)勢(shì).................................................................-8-4.2重點(diǎn)上市公司分析.......................
3、..................................................................-9-5.動(dòng)保板塊:存欄走低壓制增長(zhǎng).........................................................................-10-6.種子板塊:三季度淡季,預(yù)收款揭露新銷季情況..........................................-10-7.其余板塊:金針菇亮眼..............................................
4、.......................................-10-8.投資建議.............................................................................................................-11-9.風(fēng)險(xiǎn)提示.............................................................................................................-11-圖1、白雞價(jià)格
5、景氣...............................................................................................-6-圖2、雞苗價(jià)格維持高位.......................................................................................-6-圖3、三季度生豬價(jià)格反彈...........................................................................
6、........-7-圖4、三季度仔豬價(jià)格低位...................................................................................-7-圖5、部分飼料企業(yè)分季度銷量增速情況...........................................................-9-圖6、玉米價(jià)格震蕩..........................................................................................
7、.....-9-圖7、豆粕價(jià)格上漲...............................................................................................-9-表1、豬、雞價(jià)格監(jiān)測(cè)情況.....................................................................................-3-表2、養(yǎng)殖板塊重點(diǎn)公司18Q3業(yè)績(jī)測(cè)算和預(yù)測(cè)(單位:百萬(wàn)元)...................-3-表3、飼料