饲料:下游养殖改善，利润有望修复；生猪养殖:成本持续优化，猪价上涨带动盈利水平提升；种植:粮价承压，政策预期&需求改善，景气有望修复 ；通胀预期升温，全面看多农业板块

日本的饮食习惯与中国相似，但逐渐西化。过往日本大米自给率较高，今年日本大米供应不足带动米价大涨，短期看是由于 1）高温导致日本大米连续减产、2）需求向好、3）民众非理性囤货；长期看则与自上世纪 70 年代起日本政府实施水稻减产计划有关；另外成本上涨也助推米价上涨。反观中国，当前国内粮食自给率较高，主要口粮作物库销比均处于较高水平，国内粮食安全基本有保障；但仍存在结构性短缺的问题，粮食供应链条也具有一定的脆弱性。近年来国家也在积极开辟多种进口来源渠道；不排除在农业生产及粮食最低收购价方面会出台更多的利好政策。

Processed vegetables are fresh vegetables converted into the ready-to-eat format. Canned, frozen, and fresh cut are the three common types of processed vegetables. Market size estimates include revenue generated from the sales of processed vegetables such as canned, frozen, and fresh cut. These estimates exclude revenue generated from the sales of other processed vegetable products such as dried vegetables, sauces, baked foods, and snacks.

Plant-based meat is a type of meat that is animal-free. It is an alternative to common processed foods that are typically made of animal parts. These products are usually made from soy, seitan, vegetables, tempeh, pea proteins, and other plant-based ingredients.

Pest control services helps to prevent the growth and spread of pests such as termites, rodents, and other pests (such as ants, flies, and bed bugs) that can cause health and hygiene hazards for humans. Pest control service providers focus on offering innovative, environmentally friendly, and effective products and solutions

Connected agriculture is the implementation of advanced technologies to enhance, manage, and control farming operations, which leads to an increase in the quantity and quality of agricultural output. Digital technology advancements have made it feasible to gather and use enormous amounts of data for minimal expense, which will assist in making farming operations more insight-driven and potentially more effective and productive. To enable farmers, agribusinesses, fertilizer manufacturers, and food and beverage companies to connect with potential customers, traders, and sellers, connected agriculture aims to provide real-time data regarding soil conditions, moisture levels, and weather conditions.

Connected agriculture is the implementation of advanced technologies to enhance, manage, and control farming operations, which leads to an increase in the quantity and quality of agricultural output. Digital technology advancements have made it feasible to gather and use enormous amounts of data for minimal expense, which will assist in making farming operations more insight-driven and potentially more effective and productive. To enable farmers, agribusinesses, fertilizer manufacturers, and food and beverage companies to connect with potential customers, traders, and sellers, connected agriculture aims to provide real-time data regarding soil conditions, moisture levels, and weather conditions.

The global cultured wheat market is a part of the global packaged foods and meats market. The global packaged foods and meats market was valued at $5,988.64 billion in 2021 and reached $7,124.2 billion in 2023. The global packaged foods and meats market witnessed an incremental growth of $1,135.6 billion and registered a CAGR of 9.1% from 2021 to 2023.