农林牧渔行业2018年投资策略：强者更强，超配龙头

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1、农林牧渔行业2018年投资策略目录投资聚焦..............................................................................................................................1新一轮土地流转升温............................................................................................................2农

2、业适度规模化势不可挡.....................................................................................................2土地流转升温，种植规模化加速..........................................................................................3种子行业：玉米复苏，水稻升级....................................

3、......................................................8行业回顾：玉米种业萎缩，水稻种业集中化........................................................................8玉米种业：粮价企稳，复苏有望..........................................................................................9水稻种业：稻价无风险，龙头再提

4、升.................................................................................15杂交稻种技术出海，主要种企布局加速.............................................................................18并购纵深推进，外延增长可期..........................................................................

5、.................19生猪养殖行业：周期向下，跌势难挡................................................................................21行业回顾：猪价小幅企稳，板块盈利仍向下......................................................................21周期向下，猪价跌势难挡................................................

6、...................................................22白羽鸡养殖行业：鸡价有望逐步爬升，行业回暖可期.......................................................27行业回顾：鸡价低迷拖累业绩...........................................................................................27鸡价有望逐步爬升，18年行业盈利好转可期........

7、............................................................28引种量仍低，行业产能恢复尚需时....................................................................................29动保行业：转型阵痛已过，市场苗有望爆发.....................................................................30行业回顾：政策、周期交织，行

8、业分化明显......................................................................30产品升级加快，市场苗有望爆发........................................