The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural adjuvants by geography and historical trend. The scope of the report extends to sizing of the agricultural adjuvants market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agrochemicals by geography and historical trend. The scope of the report extends to sizing of the agrochemicals market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agritourism by geography and historical trend. The scope of the report extends to sizing of the agritourism market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural sprayers by geography and historical trend. The scope of the report extends to sizing of the agricultural sprayers market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for agricultural micronutrients by geography and historical trend. The scope of the report extends to sizing of the agricultural micronutrients market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

截至23 年1 月6 日，全国生猪出栏均价为14.96 元/公斤，较上周末均价进一步走低。我们认为生猪供给充足同时需求较为低迷仍然是猪价走低的核心原因。供给端，本周全国屠宰量为137.73 万头，环比+13.78%，显示生猪供给仍然充裕。需求端，近期春节备货期将基本结束，需求将平稳走低，预计生猪价格仍将维持低位。头部生猪企业完成全年出栏目标。根据12 月生猪销售简报，牧原/温氏/新希望当月分别出栏生猪602.7/187.32/156.69 万头，22 年全年出栏生猪6120.1/1790.86/1461.39 万头，基本完成6000/1800/1400 万头的出栏目标。

温氏股份、立华股份、湘佳股份2022年12 月分别销售肉鸡9818.24、3742.64、338.06 万只，同比分别2.7%、8.4%、-12.0%；1-12 月累计销售10.81、4.07、0.42 亿只，同比分别-1.8%、6.0%、14.6%。销售均价继续回落，12 月全国中速鸡均价11.96 元/公斤，环比下跌22.64%，温氏股份、立华股份、湘佳股份售价分别为13.38、13.16、11.14 元/公斤，环比分别下跌15.4%、12.3%、13.2%。产能方面，据畜牧业协会，12 月父母代鸡苗销量427.45 万套，同比减少8%，环比减少4.4%，鸡价下行后，产能数据继续回落。

动保：看好龙头利润兑现，行业贝塔机会凸显。短中期，受益下游养殖较好盈利和规模化趋势加速，动保行业有望迎来业绩量利双击；长期，看好龙头市占率提升。从兽药和疫苗两个细分行业看，我们认为兽药行业更分散，头部企业成长更有确定性，尤其是优质公司更能享受下游养殖规模化带来的行业红利。疫苗赛道核心关注非洲猪瘟疫苗临床进展及商业化落地情况，从股票角度看，短期更偏主题。综合来看，动保板块核心推荐：回盛生物、国邦医药、中牧股份、科前生物、普莱柯等。