华泰证券:海外引种或受阻 看好白羽鸡产业链盈利明显好转

东方财富
05 Dec 2024

华泰证券指出,美国俄克拉荷马州和新西兰受HPAI影响或停止禽类产品出口,我国种鸡引种或将受阻。我们估算引种若受阻后国内现有父母代雏鸡最大供应产能约4350~4800万套、较2023年销量减少30%左右;而法国可供应的引种量、美国密西西比州等其他州是否/何时可恢复引种尚不确定,我们预计国内白羽鸡产能或现明显被动去化。今年以来,商品代鸡苗、尤其白羽鸡肉产品价格总体表现为偏弱,白羽肉鸡产业链上市公司盈利...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10