[农、林、牧、渔业] [2024-01-18]
[农副食品加工业,食品制造业,农、林、牧、渔业] [2024-01-18]
Anhydrous milk fat (butter oil) is a dairy product made from butter that has been drained of its moisture content and non-fat particles to reveal a concentrated, pure form of milk fat. Given its rich, creamy texture and buttery flavor, it is frequently utilized in the food industry. Applications include giving a unique taste and texture to dairy, confectionery, and baked goods. Due to its emollient and moisturizing qualities, it is also used in cosmetics and personal hygiene products.
[农副食品加工业,食品制造业,农、林、牧、渔业] [2024-01-18]
Bouillon is a clear, rich broth that is obtained by simmering meat, bone marrow, or vegetables in water. Bouillon is commonly used as a foundation for soups, sauces, or goulash or consumed as a hot drink. Its flavor is enhanced by the addition of salt, herbs, and spices.
[农、林、牧、渔业,计算机、通信和其他电子设备制造业,医药制造业] [2024-01-18]
A bovine treatment system refers to a comprehensive set of healthcare and management solutions designed to address the specific needs of cattle, particularly bovine species, which include both beef and dairy cattle. These systems are used to monitor, diagnose, and treat various health issues and to manage the overall well-being and productivity of cattle herds. Bovine treatment systems typically incorporate a combination of hardware, software, and healthcare protocols to provide effective care for cattle.
[农、林、牧、渔业,化学原料和化学制品制造业,综合,有色金属冶炼和压延加工业] [2024-01-17]
排名高低方面,有色、化工、农业、煤炭、机械等居前。截至 2023 年 12 月 25 日的综合得分排名靠前的行业有:有色、化工、农业、煤炭、机械等。综合得分排名靠后的行业有:地产、商贸、传媒、计算机、建筑等。边际变化方面,电新、银行、钢铁、有色、公用、汽车等排名上升。边际变化有时比排名结果更有信号意义,一般建议重点关注排名较高且边际改善的行业。本期打分表中电新、银行、钢铁、有色、公用、汽车等行业排名提高较多;另一方面,传媒、商贸、医药、军工、电子等行业排名下降较多。
[农、林、牧、渔业,公共管理、社会保障和社会组织] [2024-01-16]
[农、林、牧、渔业] [2024-01-15]
[农、林、牧、渔业] [2024-01-13]
【农产品种植】全球主要农产品供应预期宽松,【大豆】南美增产前景丰满,即使巴西出现减产,也非常大概率被阿根廷和巴拉圭同比增产冲 销, 3月南美大豆集中上市前重点关注天气是否会给产量带来预期差。【玉米】海外:全球玉米市场丰产预期强烈,主产国出口预期势头强劲; 国内:供需缺口缩窄,低价进口玉米及替代品供应冲击市场。【白糖】海外:巴西产量的超预期上调是扭转23/24年度全球供需平衡的核心因 素,带动全球糖价整体运行中枢下移。国内:产量恢复性增产,但配额外进口利润还处于大幅倒挂的局面,不支持进口量短期内的大量增长,叠 加国内制糖成本相对海外偏高,我们预计国内糖价跟随海外运行重心下移但回落空间相对有限。转基因品种审定已正式公布,种业成长空间广 阔,行业红利有望兑现。
[农、林、牧、渔业] [2024-01-12]
2023 年生猪出栏价格季节性反弹昙花一现,长期表现低迷。2023 年 上半年,猪价持续性缓速下行,从1 月初15.56 元/KG 徐徐跌至6 月 末13.95 元/KG。下半年消费旺季,夏季宵夜等餐饮需求普遍增多,9 月初达阶段性高点17.46 元/KG。10 月以来,非洲猪瘟再起,抛售的 压力相对较大,导致多地区猪肉价格超跌。2022 年8 月至2023 年2 月能繁母猪存栏高于正常保有量,产能相对过剩,叠加冻猪肉进口量 大幅增长、成交均重较高,供给处长期相对过剩状态。
[农、林、牧、渔业] [2024-01-12]
博亚和讯公布11 月监测的能繁母猪存栏去化数据,11 月末全国能繁母猪存栏环比下降2.82%(前值为下 降1.40%),同比下降5.69%(前值为下降1.26%)。我们认为在猪价低迷和养殖疾病的干扰下,能繁母猪产 能开始加速去化。考虑到2024 年上半年猪价可能维持深度亏损水平,行业中资产负债率和养殖成本双高 的养殖群体有望迎来产能出清,预计猪周期有望实现反转行情。核心推荐:一线弹性标的华统股份、巨星 农牧、新五丰、天康生物、唐人神;二线弹性标的神农集团、京基智农等;白马股牧原股份、温氏股份。