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时间:2018-11-29
《非洲猪瘟时代的猪周期-农林牧渔行业:产业格局重塑.docx》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、目录1、猪瘟导致的生猪禁运或成常态化......................................................................-4-1.1、猪瘟科普.......................................................................................................-4-1.2、海外疫情发展情况.......................................................
2、................................-5-1.3、国内疫情加速蔓延.......................................................................................-6-1.4、禁运相关的政府法令...................................................................................-9-2、生猪禁运下的南北割裂........................
3、............................................................-10-2.1、产、销区生猪价格分化.............................................................................-10-2.2、补栏积极性受挫.........................................................................................-11-2.3、销区快速出
4、栏,产区压栏.........................................................................-13-2.4、区域性猪周期或将持续一段时间.............................................................-14-3、行业格局重塑..................................................................................................
5、..-14-3.1、消费区的猪价最低点或已过去,未来长期景气......................................-14-3.2、产区面临供给过剩,或加速去产能.........................................................-17-3.3、冷鲜肉开启新纪元.....................................................................................-19-4、销区养殖企业、产区屠宰企业有望受益
6、........................................................-20-4.1、销区养殖企业受益.....................................................................................-20-4.2、产区屠宰企业受益.....................................................................................-27-5、投资建议....
7、........................................................................................................-34-6、风险提示............................................................................................................-34-图1、非洲猪瘟病猪症状...................................
8、....................................................-4-图2、非洲猪瘟病毒环境耐受力强..........................
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