转基因技术打破传统杂交种属屏障，助力生产力提升。转基因技术通过改 变基因的组成来获得优良性状， 具有可进行跨物种性状改造、可控性强、效 率高等特点。世界农业育种技术经历三阶段发展，目前已进入分子育种阶段。 国际经验表明， 转基因技术的应用可带来增产增收、减少杀虫剂收入、种子 溢价、重塑行业竞争格局等多种影响。

Pots and planters are the containers used for cultivating and displaying plants, flowers, and vegetables. They are available in various sizes, shapes, colors, and materials. They can be used for the indoor and outdoor decoration. The dynamic gardening industry has witnessed a paradigm shift over the years in global trends and challenges. The garden & yard maintenance industry is constantly evolving with environmental factors. It is also externally shaped based on the equipment and technology available in the market. With considerable upgrades in business models and operation techniques, the market can witness further traction supported by stringent protocols and corporate policies. Accordingly, pots and planters form an integral component of the gardening industry and are expected to grow at a CAGR of 4.64% during the forecast period. Moreover, with the rising interest in gardening and lawn care activities, the demand for landscaping services is growing significantly, thereby pushing the demand for pots and planters.

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 • Precision farming techniques may include the use of sensors, drones, GPS, and other technologies to collect and analyze data in real time, allowing farmers to make data driven decisions and adjust their practices as needed

生猪：猪价继续下跌，产能去化有望加速。1）节后消费明显回落，猪价承压走弱。 双节后市场消费需求显著回落，叠加养殖端出栏增加，猪价继续下调。10 月12 日 猪价15.19 元/公斤，周环比-3.98%。10 月13 日自繁自养/外购仔猪养殖利润分别 为-133.07/-208.09 元/头，较9 月29 日环比-62.37/-62.11 元/头。2）9 月猪企出栏 环比增长、均价环比下滑。量上，9 月15 家猪企共出栏生猪 708.95 万头，环比+ 3.77% ， 同比+ 23.89% ， 其中温氏股份/ 新希望/ 大北农出栏量环比分别 +5.62%/+4.36%/+10.49% ， 牧原股份/ 天邦食品/ 天康生物环比分别-5.27%/- 8.74%/-7.91%。价上，9 月12 家猪企生猪销售均价为16.06 元/公斤，环比-4.58%， 其中牧原股份/温氏股份/新希望均价为15.82/16.22/15.97 元/公斤，环比-3.24%/- 3.68%/-3.97%。3）产能持续去化，9 月多口径能繁降幅环比扩大。7 月末猪价快 速上涨后，8 月初开始猪价震荡下跌，双节后猪价跌破16 元/公斤，养殖亏损幅度 扩大，行业资金压力加剧。9 月钢联/涌益能繁母猪存栏环比-0.41%/-0.27%，较前 值（8 月环比+0.29%/+0.04%）由增转负。展望后市，消费旺季带动下，23q4 猪 价预计整体上涨但幅度有限，节后需求回落24H1 猪价或再次进入下行区间。现金 流紧张/仔猪跌价、商品猪价偏弱/预期悲观背景下，行业产能去化有望加速。目前 板块估值低位，建议关注稳健龙头牧原、温氏，弹性标的华统、巨星、唐人神。