农林牧渔行业：养猪扭亏，养鸡景气，饲料、疫苗承压

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1、目录1.重点公司三季报业绩预测.-3-2.业绩预告汇总：三季报整体情况平淡...............................................................-4-3.养殖板块：养猪扭亏，养鸡景气.......................................................................-6-3.1三季度价格分析：鸡价维持高位，猪价反弹..............................................-6-3.2重点上市公司分析.............

2、............................................................................-7-4.饲料板块：周期走弱，板块承压.......................................................................-8-4.1猪料承压，禽料、水产维持强势.................................................................-8-4.2重点上市公司分析.......................

3、..................................................................-9-5.动保板块：存栏走低压制增长.........................................................................-10-6.种子板块：三季度淡季，预收款揭露新销季情况..........................................-10-7.其余板块：金针菇亮眼..............................................

4、.......................................-10-8.投资建议.............................................................................................................-11-9.风险提示.............................................................................................................-11-图1、白鸡价格

5、景气...............................................................................................-6-图2、鸡苗价格维持高位.......................................................................................-6-图3、三季度生猪价格反弹...........................................................................

6、........-7-图4、三季度仔猪价格低位...................................................................................-7-图5、部分饲料企业分季度销量增速情况...........................................................-9-图6、玉米价格震荡..........................................................................................

7、.....-9-图7、豆粕价格上涨...............................................................................................-9-表1、猪、鸡价格监测情况.....................................................................................-3-表2、养殖板块重点公司18Q3业绩测算和预测（单位：百万元）...................-3-表3、饲料