8 月出栏环比总体上升。截止9 月13 日，已有18 家上市生猪养殖企业披露8 月销售 简报，8 月合计销售量达到1028.2 万头，同比增长26.4%，环比增长6.1%；1-8 月 累计销售量达到8444.4 万头，同比增长41.5%。立华股份、华统股份、大北农环比 增速较高，分别达到了77.3%、37.4%、25.9%；华统股份、傲农生物、金新农、唐 人神同比增速较高，分别达到了2431.7%、126.6%、120.7%、97.6%。1-8 月大部 分公司的出栏量已经完成计划超过50%，其中牧原股份、京基智农完成度超过 70%。

投资建议：从头均市值角度，对应2023年预估出栏量，当前上市公司头均市值来看，其中牧原股份4500-5000元/头；温氏股份、巨星农牧3000- 3500元/头；新五丰、大北农2500-3000元/头；新希望、唐人神、傲农生物2000-2500元/头；天康生物、天邦食品、金新农、正邦科技均不到2000元/ 头，多股头均市值仍有显著上涨空间；从市净率角度看，大部分公司也都处于历史底部区间（数据截止9月15日）。 标的上，当前阶段，重点是：【温氏股份】（出栏上修复合增速40%+、成本下降超预期、黄鸡景气）、【牧原股份】；其次天康生物（估值性价比高、出 栏高增长且存上修可能、新疆成本优势）、新希望、唐人神、巨星农牧、傲农生物、中粮家佳康、天邦食品等。

Energy Information Administration ( Other international oil corporations, such as Repsol ( Pertamina ( PetroVietnam ( and JX Nippon Oil and Gas, have been drawn by new investment potential ( Despite the large presence of other regional and international firms in Malaysia, Petronas dominates the downstream industry Shell, Chevron, and Petron are among the foreign gasoline retailers operating domestically

Agriculture is one of the backbones of Indonesia’s economy, contributing some 13% to the country’s gross domestic product (GDP). At the same time, the agriculture sector provides income for large swathes of Indonesian households, employing 38.2mn people, equivalent to 30% of the total workforce in 2021. Indonesia is the world’s number one palm oil producer with almost 60% of global output. The country also ranks second in terms of rubber, and fourth by rice production. Although the government has long strived to reach self-sufficiency in the production of key food staples, Indonesia is still running a negative trade balance on its agriculture account as it is the largest wheat importer in the world, and imports large quantities of corn, oilseeds and sugar.

Australian agriculture benefits from decades of productivitygrowth in record-breaking year. Value of production to reach record $81 billion in 2021–22. Value of exports forecast to reach record $64 billion in 2021–22. Value of production and exports to fall and then steady over themedium term.