Makreo Research has released a detailed analysis titled “Global Banana Powder Market Size and Forecast (2019-2028) - By Type (Organic and Inorganic), Application, Distribution, Process,andGeography”, providing a comprehensive overview of the global market. The report delves into how trade impacts the market, examining import and export dynamics, and assesses the various demand and supply factors shaping the market. It analyzes the market's historical and current performance, including pricing trends and regional analysis. The report also highlights key players in the banana powder market, offering an in-depth examination of major companies, recent developments and detailed profiles. This comprehensive analysis empowers stakeholders and industry experts with a deep understanding of the evolving dynamics within this rapidly growing sector.

Agrochemicals are broadly classified into two categories: fertilizer and pesticide. Fertilizers are segmented into three categories, which include nitrogenous, phosphatic, and potassic. Different segments of pesticides include insecticides, herbicides, fungicides, and others.

Avocados are fruits that are rich in fiber, potassium, heart-healthy fats, and antioxidants. Avocados have a range of culinary applications; for example, they are used in salads, ice cream toppings, and other food products. Avocados generally grow in warmer climates. Different varieties of avocados are available in the market, such as Hass, Lamb Hass, and Fuerte.

印尼为第四人口大国，肉蛋白消费呈增长趋势。据印尼央行数据，2022 年印尼总人口达到 2.76 亿人，是世界人口数量第四大国。地理环境和宗教信仰原因，居民肉蛋白消费以水产及禽肉消费为主，根据 FAO 数据，2021 年，人均水产消费量 43.93 千克/年，占居民肉类消费比重 71.9%，超过东南亚地区平均水平，人均禽肉消费量 14.26 千克/年，占居民肉类消费比重 23.3%，人均禽肉消费量仍处较低水平。2011-2021 年期间水产品、禽肉人均年消费量复合增长率分别为 2.96%、7.38%，肉蛋白消费量保持增长趋势。

拆分宠物食品市场规模。宠物食品市场规模=吃专业宠食的宠物数量×每宠年均宠食消费=（总家庭户数×家庭养宠渗透率×每户平均养宠数）×专业宠食渗透率×（每宠年均喂食量×宠食产品单价）。

供需格局支撑猪价走高，积极把握右侧机遇。我们认为供需格局支撑猪价在下半年持续震荡走高，从供给端来看，能繁母猪产能去化已成气候，生产效率边际提升有限，二育压栏等行为趋于理性，预计猪肉供给收缩在下半年将持续显现；从需求端来看，替代品对于猪肉市场需求影响有限，Q3 进入消费旺季后，猪肉消费需求存在边际改善的预期，对猪价形成 一定支撑，预计后市猪价持续震荡上行。

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.

协会月报显示 1-6 月祖代更新量中进口仅 28.81 万套（占比 41%），进口占比持续低于 50%。而在下游产业盈利较薄弱的情况下上游父母代环节仍能持续涨价，进一步凸显出上游环节的供需矛盾，换羽延淘等短期调节行为已较难补足进口品种引种缺口。6 月产业链整体价格低位盘整，伴随上游矛盾向下游传导，产业链价格有望调头向上。

2024 年 6 月，12 家上市猪企共实现销售收入 217.93 亿元，同比+26.78%。其中同比增长率最高的企业为东瑞股份，同比+105.00%；最低为*ST 正邦，同比+4.23%。价格端，据涌益咨询数据，6 月生猪销售均价 18.30 元/公斤，较 5 月上涨 2.51 元/公斤。7 家上市猪企中（剔除大北农、唐人神、华统股份、金新农、罗牛山），东瑞股份销售均价最高为 20.05 元/公斤，牧原股份销售均价最低为 15.52 元/公斤，共计 6 家样本企业销售均价低于 6 月涌益咨询统计的生猪均价 18.30 元/公斤。6 月冻品平均库容率为 14.32%，环比下降 0.07pct，和 24 年 1 月相比下降 2.31pct，自 1 月起持续处于消化状态。

行业盈利中枢下移，头部猪企超额利润逐步清晰。回顾过去 10 年来，龙头企业如牧原股份、温氏股份等 ROE 及毛利率长期优于行业中枢，超额收益明显。我 们判断，随着行业盈利中枢长期下移，具备成本优势的头部猪企超额利润逐步清晰。本系列前 2 篇报告指出，当前产业层面三大特征：行业产能去化放缓，盈利中枢下移，行业分化加剧。资本层面，直接融资限制显著增强。展望未来，产业内玩家不再对行业的成长性和强周期性带来的暴利有幻想，其行为的一致性减弱，散养户的盈利与机会成本相比缺乏吸引力，逐渐退出；上市公司层面靠融资输血的时代已经落幕，更多依靠硬实力谋求内生增长，经营不善的劣质产能整合加速。