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所属行业:农、林、牧、渔业

  • 1881.农业行业:解码白鸡周期-农业热点专题之四

    [农、林、牧、渔业] [2021-05-09]

    现代化商品肉鸡生产必须经过从育种→祖代肉种鸡繁育生产→父母代肉种鸡繁育生产→商品肉鸡饲养的过程。1)祖代雏鸡→父母代雏鸡:扩繁系数1:50,最短育成时间近7 个月。2)父母代雏鸡→商品代雏鸡:扩繁系数1:100,最短育成时间7 个月。3)生产弹性:各代次生产可能应下游利润波动而引致提前淘汰或强制换羽,进而加速产能出清或延长产能利用。


    关键词:农业行业;白鸡;投资策略
  • 1882.农林牧渔行业:看好数字化领导者海大,生猪链推荐牧原与科前-农产品研究跟踪系列报告

    [农、林、牧、渔业] [2021-05-09]

    生猪:生猪价格自春节后开始持续下行,4 月16 日全国生猪均价暂缓下跌趋势,略微反弹至23.78 元/千克,但较年初已累计下跌11.63 元/千克。家禽: 4 月16 日白羽肉鸡价格较上周略微上升至8.58 元/公斤,处于历史低位。黄羽鸡价格3 月以来连续下跌,4 月16 日为19.80 元/公斤。大豆:国内大豆现货价格本周维持在高位,4 月16 日为5076.84 元/吨。玉米:国内玉米现货价本周反弹,4 月16 日为2786.92 元/吨。


    关键词:农林牧渔行业;数字化;农产品
  • 1883.农林牧渔行业:成长性持续兑现,关注养猪板块龙头

    [农、林、牧、渔业] [2021-05-09]

    农业板块跑输大盘。1)本期沪深300 指数下跌1.37%,农业板块下跌1.90%,在28 个子行业中排名第24 位;2)本周养猪板块均下跌,仅大北农、金新农超额收益均为正;养鸡板块圣农发展、华英农业上涨且超额收益为正;饲料板块均下跌且超额收益为负;动保板块生物股份、瑞普生物、普莱柯上涨,其余标的均获负超额收益;农产品种植及加工板块北大荒、道道全、众兴菌业、中粮糖业上涨;种子板块除*ST 敦种外均下跌,其中隆平高科超额收益为正。


    关键词:农林牧渔行业;养猪;投资策略
  • 1884.农林牧渔行业:农业超配增强,成长股重仓提升-2021Q1基金持仓分析

    [农、林、牧、渔业] [2021-05-06]

    基金持仓:成长股布局进一步强化,种植链与动保增持显著;生猪板块持仓:个股持仓分化加速,核心关注牧原与天邦;行业观点:成长坚守海大与牧原,景气布局种植链与动保。2021Q1 基金重仓报告公布,本报告对开放式主动偏股型基金(普通股票型+偏 股混合型+灵活配置型)的持仓情况进行分析。

    关键词:农林牧渔;生猪;成长股
  • 1885.天津市促进生猪产业发展的财政政策研究

    [农、林、牧、渔业] [2021-05-06]

    关键词:生猪产业;供给侧改革;财政政策
  • 1886.农林牧渔行业:猪价企稳,后周期业绩高增

    [农、林、牧、渔业] [2021-05-05]

    1)本期沪深300 指数上涨3.41%,农业板块上涨3.14%,在28 个子行业中排名第8 位;2)本周养猪板块牧原股份、正邦科技上涨且超额收益为正;养鸡板块圣农发展、民和股份上涨,板块超额收益均为负;饲料板块海大集团上涨且超额收益为正;动保板块仅瑞普生物下跌,生物股份、科前生物获正超额收益;农产品种植及加工板块仅金龙鱼超额收益为正;种子板块仅神农科技下跌,丰乐种业、荃银高科、*ST敦种超额收益为正。

    关键词:农林牧渔;猪价;农产品价格
  • 1887.农林牧渔行业:生猪链布局正当时,核心推荐牧原与科前

    [农、林、牧、渔业] [2021-05-05]

    生猪板块调整接近尾声,板块向上拐点临近。短期,猪价22 元/公斤有强支撑,预计5 月猪价开启反弹。近日猪价回调有两方面原因:1)季节
    性需求疲软;2)进口冻肉集中出库,造成供给阶段性增多。考虑到行业自繁自养平均成本,我们认为22 元/公斤的猪价仍有较强支撑。阶段性冻肉库存仍较高,随着冻肉的逐步出库消化,我们判断猪价有望在5 月上旬开启向上反弹。

    关键词:农林牧渔行业;生猪链;牧原;科前
  • 1888.全球太阳能农场市场报告(2020-2027年)

    [农、林、牧、渔业] [2021-04-30]

    Solar farms are farms powered using photovoltaic cells to generate energy over larger scale. The solar farms market is analyzed and estimated in accordance with the impacts of drivers, restraints, and opportunities. The period studied in this report is from 2019 to 2027. The report focuses on revenue generated from various types of solar farms, its end users, and operations. Moreover, the report analyzes the current solar farm market trends for different regions and suggests future growth opportunities by analyzing government regulations & policies, thereby further increasing consumer acceptance of solar farms.

    关键词:太阳能发电场;光伏电池供电;大规模产生能量
  • 1889.全球葡萄酒瓶塞市场报告(2021-2027年)

    [木材加工和木、竹、藤、棕、草制品业,农、林、牧、渔业] [2021-04-29]

    Wine corks or wine stoppers are a chunk made up of cork, rubber, or other similar products made by various materials used as a stopper for a wine bottle. These are mainly used to control the physical and chemical properties of the wine. Common wine corks control the moisture, act as the resistance to spillage, and also control the oxidants that in term control the presence of microorganisms. Natural, synthetic, screw caps, plastic caps, and others are different types of wine corks available in the market. Natural wine corks are best suited for the old and premium wine, which avoids the leakage and extraction of flavors from the bottle. For the purpose of analysis, the global wine corks market is segmented on the basis of type, distribution channel, and region. The study estimates the revenue generated from the sales of mainly two types of wine corks such as natural and synthetic.

    关键词:葡萄酒瓶塞;软木塞;橡胶;控制水分;控制氧化剂;控制微生物
  • 1890.全球智能室内花园系统市场报告(2020-2027年)

    [农、林、牧、渔业,水利、环境和公共设施管理业,信息传输、软件和信息技术服务业,计算机、通信和其他电子设备制造业] [2021-04-29]

    Smart indoor gardening system is a self-growing garden solution, which enables users to grow herbs, fresh plants, and flowers with higher nutritional content. The smart garden is a technological gardening device that is controlled by Wi-Fi. It has an app that helps to manage the unit from Android phone or iOS. These systems are designed for indoor use to manage lighting and offer nutrients to plants. In addition, they are specially designed for indoor use in small spaces, without soil, and are equipped with self-watering systems. For the purpose of analysis, the report segments the global smart indoor garden systems market based on type, technology, end user, and region. The report highlights the information about various types of smart indoor gardening such as wall gardena nd floor garden. It outlines the details about the technologies used in indoor gardening such as smart indoor gardening through self-watering, smart sensing, and smart pest management. Furthermore, the end users covered in the report include residential and commercial.

    关键词:智能室内园艺系统;自我种植;园艺解决方案;Wi-Fi控制;应用程序;管理照明;管理虫害
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