9 月CPI 同比+2.8%，猪肉价格持续上行 9 月我国CPI 同比+2.8%，其中食品价格同比+8.8%，食品中猪肉同比+36%；9 月CPI 环比+0.3%，其中食品项环比+1.9%。猪肉价格处于上升区间，影响CPI 环比+5.4%。9 月我国农产品进口金额204.74 亿美元，同比+11.6%，出口金额82.03亿美元，同比+10.45%，贸易逆差122.72 亿美元，同比+12.38%。

Manufacture of insecticides, rodenticides, fungicides, herbicides Manufacture of anti-sprouting products, plant growth regulators Manufacture of disinfectants (for agricultural and other use) Manufacture of other agrochemical products n.e.c.

Manufacture of fresh liquid milk, pasteurized, sterilized, homogenized and/or ultra heat treated Manufacture of milk-based drinks Manufacture of cream from fresh liquid milk, pasteurized, sterilized, homogenized Manufacture of dried or concentrated milk whether or not sweetened Manufacture of milk or cream in solid form Manufacture of butter

Grain milling: production of flour, groats, meal or pellets of wheat, rye, oats, maize (corn) or other cereal grains Rice milling: production of husked, milled, polished, glazed, parboiled or converted rice; production of rice flour Vegetable milling: production of flour or meal of dried leguminous vegetables, of roots or tubers, or of edible nuts Manufacture of cereal breakfast foods Manufacture of flour mixes and prepared blended flour and dough for bread, cakes, biscuits or pancakes

Manufacture of food consisting chiefly of fruit or vegetables, except ready-made dishes in frozen or canned form Preserving of fruit, nuts or vegetables: freezing, drying, immersing in oil or in vinegar, canning etc. Manufacture of fruit or vegetable food products Manufacture of fruit or vegetable juices Manufacture of jams, marmalades and table jellies Processing and preserving of potatoes: Manufacture of prepared frozen potatoes

canning etc. Production of fish, crustacean and mollusc products: cooked fish, fish fillets, roes, caviar, caviar substitutes etc. Production of fishmeal for human consumption or animal feed Production of meals and solubles from fish and other aquatic animals unfit for human consumption Activities of vessels engaged only in the processing and preserving of fish Processing of seaweed

Manufacture of prepared feeds for pets, including dogs, cats, birds, fish etc. Manufacture of prepared feeds for farm animals, including animal feed concentrates and feed supplements Preparation of unmixed (single) feeds for farm animals Treatment of slaughter waste to produce animal feeds

Manufacture of starches from rice, potatoes, maize etc. Wet corn milling Manufacture of glucose, glucose syrup, maltose, inulin etc. Manufacture of gluten Manufacture of tapioca and tapioca substitutes prepared from starch Manufacture of corn oil

This data equals output data for the following ISIC Rev. 4 code: 1200 Manufacture of Tobacco Products This class includes: Manufacture of tobacco products and products of tobacco substitutes: cigarettes, cigarette tobacco, cigars, pipe tobacco, chewing tobacco, snuff Manufacture of "homogenized" or "reconstituted" tobacco Stemming and redrying of tobacco This class excludes: Growing or preliminary processing of tobacco, see ISIC Code - 0115, ISIC Code - 0163 The data is given at producers' prices.

节后猪价维持强势，建议重点关注温氏股份、巨星农牧、天康生物、东瑞股份、中粮家佳康、唐人神、新五丰、傲农生物、新希望、天邦食品等。黄鸡景气向上，建议重点关注立华股份等。动保需求有望持续回升，建议重点关注普莱柯、科前生物等。