行业研究报告题录
农、林、牧、渔业(2024年第10期)
(报告加工时间:2024-03-26 -- 2024-04-06)

行业资讯

境内分析报告

  • 白鸡价格趋势向上,供给偏紧或贯穿 2024 全年
    肉鸡价格上行盈利改善,商品代鸡苗供给预计持续偏紧。据博亚和讯,2024 年 2 月全国白羽肉鸡销售均价 8.03 元/公斤,环比+0.15 元/公斤,养殖利润+0.3 元/羽,环比+1.34 元/羽。种鸡存栏方面,2 月末行业白羽祖代种鸡总存栏量 182.75 万套,环比+1.8%,其中在产环比+6.1%,后备环比-4.9%。父母代种鸡总存栏 3653.60 万套,环比+3.2%,其中在产环比+10.1%,后备环比-5.2%。2 月商品代白羽鸡苗销量 3.29 亿只,环比+0.10 亿只。当前白鸡供给缺口已传导至肉鸡端,根据 2023 年 5 月至 2024 年 2 月父母代鸡苗供给推算,预计 2024 年 3 月-11 月商品代鸡苗供给持续偏紧。
  • 科技成长或为阻力最小方向——2024年3月基本面量化月报
    新能源、电子等科技成长方向近期出现了基本面改善、政策支持等密集催化,且在前期调整过程中跌幅较大,后续或将成为上行阻力最小的方向。对于基建链而言,本期受春节假期影响,数据更新较少,继续关注后续数据变动及钢铁、建材行业潜在的投资机会。此外,猪周期或将触底,目前已可开始关注。

境外分析报告

  • 全球植物水市场报告(2024-2028年)
    Plant-based water products are healthier alternatives to conventional sweetened and carbonated beverages, as they are derived from plant-based natural sources and contain fewer chemicals and pollutants. Plant-based water can be used for drinking and cooking as it is free of preservatives, artificial colors, and other additives. Plant-based water is typically obtained from natural sources like spring water, coconut water, or artesian wells and can also contain beneficial minerals and electrolytes, as well as vitamins and antioxidants.
  • 全球兽医快速检测试剂盒市场报告(2023-2028年)
    Animals are a major part of human lives. Some animals are considered companion animals, and some are livestock animals that play a vital role in the stability of the ecosystem, environment, and human lives. There are three major types of animals: companion animals, livestock animals, and wildlife animals. Livestock and companion animals are considered in the studied report.
  • 全球物联网农业市场
    Precision farming, also known as precision agriculture, is an approach to farming that uses technology and data to optimize agricultural practices and increase efficiency.  Precision farming involves collecting and analyzing data on soil conditions, weather patterns, and crop growth, among other factors, to make informed decisions about planting, irrigation, fertilization, and harvesting.

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