20240529_银河证券_农林牧渔行业:走出行业至暗时刻紧握猪价上行期的布局时机_20页.pdf
Table_Header 2024 05 29 Table_Title Table_Summa 24 H2 H1 2009 24-93 24 MSY+0.39 24 24H2 H1-6 4 4 1212.2-2.91%-1.86%23Q2 24 4 14.94/kg+3.53%2.9%4 125.82kg+2.03%+6.53%Q1+7%19%24Q1 15 3677-11.65%+7.32%*ST*ST 15 2017 5.57%23 20.69%24Q1 18.9%23Q1 1.68pct Q1 5%24Q1 13.94/kg-4.85%24Q1 170.26 23Q4 48.67 24Q1 1%12%24Q1 300498.SZ+20%002714.SZ+10%002100.SZ+14%Table_IndustryName Table_InvestRank Table_Authors 021-68597609 xiezhiyou_ S0130519020001 Table_IndustryData 300 2024-5-28 Table_Chart Table_Research 002100.SZ+1 002567.SZ 24 500&-25%-20%-15%-10%-5%0%5%10%300 2 Table_ReportTypeIndex/.3 4.4 4.4 24.5 4.7 Q1.8 Q1+7%19%.8 Q1 5%.9 24 H2 H1.11 2024.11 24H2 H1.12.14.17 XVDWvMqNoNoPqOpMsPsNoP9PbP6MpNoOtRmQfQnNmRiNnOnNbRnNyQvPtPxOxNnPzQ 3 Table_ReportTypeIndex/2023 15.31/kg-21.2%8 17.3/kg 24 4 15/kg 23 24 4 4 3986-0.1%22 404-9.2%2023 SW 8.4%2024 SW 1-2 3 2024 1 24 5 22 15.72/kg 2 24Q1 3992-3.62%3 2023 SW 4 2014 SW PB Bands Wind Wind 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2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 24Q1/11 Table_ReportTypeIndex/24 H2 H1 5 2024 2009 23 7.27 3.81%23 15.31/kg 21.14%2024 MSY 1 2023 3-24 2 24-93 24 3-4 25 2 MSY 23 MSY 16.87+0.93 24 MSY+0.39 24 15.3/kg 23Q4 24 22 MSY-1.41 24 MSY 24 29 2009 30 2020 4 51219263340500005500060000650007000075000/kg-250030003500400045005000/10/12 Table_ReportTypeIndex/31 2013-2023 MSY/32 2013 24H2 H1 1 10 10 24H1 H2 4276 4143 24 130 H2 H1 24H2 H1 33 2022 34 2020/Wind 2 5 5 24 3 4-6 24Q2 24 4 15.38/kg+3.53%24H2 H1 6 101214161820222013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023MSY/-100001000200030004000500060002013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024E/10121416182022242639004000410042004300440045004600/10/kg30003200340036003800400042004400460048001 2 3 4 5 6 7 8 9 10 11 12 2020 2021 2022 2023 2024 13 Table_ReportTypeIndex/35 36 37 51117232935418001000120014001600180020002020 9 2020 11 2021 1 2021 3 2021 5 2021 7 2021 9 2021 11 2022 1 2022 3 2022 5 2022 7 2022 9 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