20230223-华创证券-华创农业1月肉禽跟踪报告_鸡苗价格逐步恢复_后备祖代鸡缺口明显_14页_1mb.pdf
2009 1210 2023 02 23 1 1 1 1.86 13.47 2.96 0.54+158%+12%-3%+100%+78%-12%-45%+337%1 1.71 0.54+81.48%+336.95%+165.59%+99.85%7.64 2.84-30.98%-45.03%-13.08%-2.97%1 7.21 0.12+15.45%-31.85%+39.96%-14.42%2 1 2.91/+5.91%3.41/+41.68%2.39/+90.50%10,966.67/-3.28%12,089/11,088/+1.56%1.35%1 29671/14630/+11.27%+2.23%3 1 3.66+14.11%+31.22%5,014.97 2,280.02+33.89%-4.37%+28.09%+129.36%1 6.32 2.56-23%-17%4 1 124.77+16.39%-2.01%50.71-37.44%+12.10%1 1954.65-2.08%-1.15%1681.99+13.07%-2.83%22 5 2023 2 15 316 447 58.39M 47 S0360522060001 021-20572579 S0360521080002%()94 0.01()14,693.05 1.63()10,438.25 1.53%1M 6M 12M-0.6%-15.1%-11.0%-0.9%-7.2%5.4%20230103-20230108 2023-01-08 20221226-20230102 2023-01-02 20221219-20221225 2022-12-25-23%-13%-2%8%22/02 22/05 22/07 22/09 22/12 23/022022-02-222023-02-21 300 1 2009 1210 2.4.4.6.7.9.10.11 1 2009 1210 3 1 1.4 2.5 3 1.5 4 11%.6 5 2%.6 6 1.6 7 1 23%.7 8 1 17%.7 9 1 8%.7 10 1 20%.7 11 1.8 12 1.8 13 2022 96 25%.8 14 1.9 15 1.9 16 1 0.03/.9 17 1-2.65/.9 18 2023 1-3/.9 19.10 20.10 21.10 1 2009 1210 4 2023 1 1 1.86 13.47 2.96 0.54+158%+12%-3%+100%+78%-12%-45%+337%1 2023 1 1.71 0.54+81.48%+336.95%+165.59%+99.85%909 0.15+49.48%+95.26%2 2023 1 7.64 2.84-30.98%-45.03%-13.08%-2.97%1 3 2023 1 7.21 0.12+15.45%-31.85%+39.96%-14.42%1 1 1 1/0.50 28.09%33.89%1.71 81.48%165.59%3.41 41.68%98.36%909 0.09 22.25%77.71%0.15 49.48%95.26%1.62 22.20%9.89%0.23 129.36%-4.37%0.54 336.95%99.85%2.39 90.50%108.98%/6.32-32.04%-22.93%7.64-30.98%-13.08%12,089 1.56%12.77%2.56-45.76%-16.61%2.84-45.03%-2.97%11,088 1.35%16.36%/2.43 3.85%7.52%7.21 15.45%39.96%29,671 11.27%30.21%0.08-33.33%-20.00%0.12-31.85%-14.42%14,630 2.23%6.97%wind 1 2.91/5.91%3.41/41.68%2.39/90.50%1 2 1 66.34%1 2009 1210 5 2 wind 10,966.67/3.28%12,089/11,088/1.56%1.35%1 29671/14630/11.27%2.23%C 3 1 wind 7,0008,0009,00010,00011,00012,00013,00014,00015,00016,000/1 2009 1210 6 4 11%5 2%1 3.66+14.11%+31.22%5,014.97 2,280.02+33.89%-4.37%+28.09%+129.36%2023 2023 5.8 1 909 946.89+77.71%+22.25%909 2023 909 8000 3 6 1 2023 1 6.32 2.56-23%-17%1 2023 1 2.43 0.08+8%-20%-30%-20%-10%0%10%20%30%40%05,00010,00015,00020,00025,00030,00035,000/-15%-10%-5%0%5%10%15%20%03,0006,0009,00012,00015,00018,000/1 2009 1210 7 7 1 23%8 1 17%9 1 8%10 1 20%2023 1 124.77 16.39%2.01%50.71 37.44%12.10%96 25%1 2009 1210 8 11 1 12 1 13 2022 96 25%2023 1 1954.65 2.08%1.15%1681.99 13.07%2.83%1 70 22 607080901001101201301401501 2 3 4 5 6 7 8 9 10 11 12 2019 2020 20212022 20233040506070801 2 3 4 5 6 7 8 9 10 11 12 2019 2020 20212022 2023-120%-80%-40%0%40%80%120%0510152025 1 2009 1210 9 14 1 15 1 16 1 0.03/17 1-2.65/wind wind 18 2023 1-3/AA+/308 901 188/2023 1 70-80 60-70 70 52-55 40-65 40-50 50 30-35 25 20-22 2023 2 70-75 55-70 70 52-55 40-60 35-45 40 30 25 20-22 2023 3 70-75 65-75 70 60 40-55 35-45 35 25-30 30 25 2023 2 15 316 447 58.39M 47 13001400150016001700180019002000210022001 2 3 4 5 6 7 8 9 10 11 12 2019 2020 20212022 20239001000110012001300140015001600170018001 2 3 4 5 6 7 8 9 10 11 12 2019 2020 20212022 2023-4-3-2-1012342019-102019-122020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-12-8-6-4-2024682009-102010-062011-022011-102012-062013-022013-102014-062015-022015-102016-062017-022017-102018-062019-022019-102020-062021-022021-102022-06 1 2009 1210 10 19 20 USDA USDA 21 Lawrence 2022/12/5 WOAH Non-Poultry Lawrence 2022/11/4 Commercial Broiler Breeder 34400 Leake 2023/2/7 Commercial Broiler Production 89800 Lowndes 2022/11/14 WOAH Non-Poultry Cleveland 2022/10/21 WOAH Non-Poultry Creek 2022/10/20 WOAH Non-Poultry Pawnee 2022/12/6 WOAH Non-Poultry Sequoyah 2022/4/30 Commercial Broiler Breeder 13800 Tulsa 2022/10/14 WOAH Non-Poultry Bledsoe 2022/11/15 Commercial Broiler Breeder 20900 Davidson 2022/11/23 WOAH Non-Poultry Obion 2022/9/15 WOAH Poultry Tipton 2022/10/31 WOAH Non-Poultry Weakley 2023/1/20 Commercial Broiler Production 267800 2022/12/28 2022/12/28 Commercial Broiler Breeder 43,600 Commercial Broiler Breeder 19,000 2022/12/21 WOAH Poultry 28,800 2022/12/14 WOAH Poultry 37,900 USDA 1 2009 1210 11 1 2009 1210 12 2022 2019 2020 2019 2022 2019 2022 2022 1 2009 1210 13 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82871425 0755-83024576 0755-82756804 0755-82756803 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 1 2009 1210 14(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522