行业研究报告题录
农、林、牧、渔业(2020年第29期)
(报告加工时间:2020-08-24 -- 2020-08-30)

行业资讯

境外分析报告

  • 全球米糠油市场-增长,趋势和预测(2020-2025年)
    Rice bran oil, also known as heart oil in Japan and other countries, has been found to be one of the most ideal edible oils due to its balanced fat composition as per the latest WHO & NIN recommendations. Additionally, consumers are increasingly realizing its benefits as it is high in oryzanol, high in phytosterols, naturally rich in vitamin E, light in taste and aroma, high in monounsaturated fatty acid (MUFA), contains 0-gram trans fat per serving, and has a high smoke point (250⁰C). Rice Bran Oil is also hypoallergenic and a naturally-occurring source of many antioxidants, such as Tocopherols, Tocotrienols, Gamma Oryzanol, Phytosterols, Polyphenols, and Squalene. The components of rice bran oil also provide it a larger shelf life. In fact, a recent study conducted by the Department of Pharmacology, PGI, Chandigarh confirmed that rice bran oil reduces cholesterol better than even extra virgin olive oil, thereby posing the opportunity of offering rice bran oil as a cheaper substitute to olive oil.
  • 全球精准农业市场分析和预测(2019-2025年)
    Over the last decade, the global agriculture industry has shifted from using conventional farming practices to more advanced solutions. There are several challenges, such as food security, shortage, low income of farmers, and shortage of labor, that have led to the adoption of several technology-based solutions. These technology-based solutions include a huge range of applications, such as farm data management, spraying, fertilization, crop monitoring, and perspective seeding, among others. The multinational agricultural giants are striving to gain global attention to the precision agriculture industry. Rising interest in IoT amongst the agricultural machinery vendors such as AGCO Corporation, Deere & Company, CLAAS, and CNH Industrial, has been a major trend in the market. Moreover, players, including agri-input giants such as Bayer, ICL Ltd., and BASF, are also focusing on incorporating data analytics and farm management systems in their product offerings. In recent years, the advent of data analytics and cloud solutions has created new market opportunities for existing as well as incoming players. There are several types of companies that work under the umbrella of precision agriculture. These companies are providing solutions to the farmers to increase their farm profitability.

投资分析报告

  • 农林牧渔行业:猪价周环比上涨2%,持续关注生猪、种植板块-周报
    猪用疫苗有望随后周期生猪产能恢复+非瘟疫苗或成功商用双重催化迎来高速增长期,猪苗市场容量或达150 亿元(不含非瘟疫苗),相比当前存2-3 倍空间。
  • 农林牧渔行业:养猪板块业绩释放,继续关注种植链-周报
    农业板块跑输大盘。1)本期沪深300 指数上涨0.30%,农业板块上涨0.12%,在28 个子行业中排名第16 位;2)本周养猪板块正邦科技、新希望获正超额收益,养鸡板块圣农发展、立华股份、益生股份下跌,其余标的获正超额收益;饲料板块海大集团、大北农略上涨;动保板块仅中牧股份、天康生物超额收益为正;种植板块全线上涨,仅雪榕生物超额收益为负;种子板块冲高后回落,登海种业、丰乐种业超额收益为正。

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