农林牧渔行业：“读懂鸡周期”系列报告一：禽流感下种源紧张或持续，静待养殖链下游拐点到来

www.chinastock.com.cn !"#$%&'()*+,-./012345!"6789:;<=>? [table_research] !"#$%&●'()*!" 2023 ! 07 " 23 # [table_main] !"#$%&'( +,-./0123456789:;.<=>?@ AABCDEFGHIJ%&K '()*!" !" !"#$%& $%&' l )*+,-./0123456789: 22 '()*+, 96.34 -./01-31.28 -.223H1 ()*+, 59.96 -./01+13.35%/3456718 35%9:;<=>?/@A 23Q4 BCDEF)923 '7 G 9 H/()IJK 167.64 -./LMNO8 56.26 -./'PQRS 21 'TUVWXY/Z[:\]^_`abcd()efghicj/Nkgilmnopcqdri/stuv)<=wU9exyz/uv){|i}~]/• GM€EF)x•‚ƒ„h…†‡ˆc‰Š‹:q9ŒK,yz/uv)•EF)eŽ•,•‘?<=’“9 l 23 ;<=>?@A'3B4CDEF?@GH ”•””–—˜”•”™–š/›œ •• •žŸ ¡¢ —£š•• ¤¥¦/§¨ ”™ '©ª«¬-®9”” '¯ž56ž°±²ž³+´µ/¶²ž·¸56¹Mº»°±¼½¾¿¹r56/LÀÁ¹ÂÃÄnÅÆÇP/²žÈÉÊËÌab9”™ '£ G©ªÍÎDÏÐѸeҌӞ¾´9ÔD • G —Õ H/¾´!””'eÒŒÓ,7›œI,d ™™Ö/×ÏÐØÙ&ÚA ¡ — ¦ŸÛ•š™¦ÜÝÞߥ¦/•‘WLÒÛŒÓgf~¸ab/àáâãNk©ªäEåæçèéêdri/ëWÏÐeÒlmgfab9 l IJ)*+K-56LMNOP0QRSTUVW —ì 'TU:íeîæçgi••,ïðñ/âòóôõö÷>øùúû>üfö÷>ý³ö÷>þÿö÷>+!">#$%F9GPU&/6 G:íeîeŽ•,•x•Q'1cq/eÒ•,01:q•x•()*?9ƒPU&/ŒK,+,-?./·ƒP01Ù2ƒP3dƒ„h«4923Q2:íeîeŽ•eÒ•,Q'1:q/Q3 56789:|;•,ðñ9<l IJ)*+K-XYZ[\]^4_`abcd1e :í=`eîådÛå>|?•@|?ABCeDÃEˆ/LMFGc;%F[Hdîå!I#$%F•øùúû•ôõö÷•þÿö÷&BJDÃdi}~]9KLU&/æç>|?CeDÃEˆMP~¸/üf•ý³dåN0OhP1EF)eŽx•d0Oh2%F[HQR/S%d{|i}³BJeDÃEˆdi}Q]1f%/øùúûd%F[HQR|T?×qåUV9‚eDÃXYWXc/YZ[\]^i}_`h9a/LMþÿö÷•ôõö÷•#$%F•øùúûT~Xdbgcd?³ef?7g9<l fghi æçh:;()eli<=>?2uv)li0Y/st<=wU/ër1 23Q4 BCDEF)/ex’“rÃ923H2 jekJ'ă„hlm@Ã/no|;exp‚’“9ÛqÞWXcd6Prs•GëÎk9tuRvP&/23'7G21HSWÒeæçPB!LYR&ó 2.54 w/S1xyŠ‹z{/rQRh|}/~•ý³ö÷!002234.SZ&•øùúû!002299.SZ&•ôõö÷!603609.SH&•üfö÷!002458.SZ&•þÿö÷!002746.SZ&€9 l jklm ex’“á•@Ãd‚ƒ2©¥d‚ƒ2„…†x•Eˆd‚ƒ2‡ˆ‰Šd‚ƒ€9 L‹Œ •Žg (!021-68597609 *!xiezhiyou_yj@chinastock.com.cn "#$%&'(!S0130519020001 qå•• 2023.07.20 [table_report] )*+,!Wind-./012345678 V|‘’ @ABC%&/DEFG@A!!()*+,-./012345!"6789:;<=>?H 1 # $ Ù•=`eqå()gi“-/æçhBCM<––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––<”n—–<”™”— ()*+,01•—™Ö/3456718 ™£Ö<–––––––––––––––––––––––––––––––––––––––––––––––––––<”n”–<()JKVWXY•fghicj/Nkgilmn"cq/st<=wU<––––––––––––––––––––––––––––<™n™–<uv){|i}~]/̃„h…†‡ˆ • GEF)eŽx•:q<–––––––––––––––––––––––––––––––––––<–n––<”™”— uv)•EF)eŽ•,01•—£Ö••”Ö/•‘?—˜<=’“<––––––––––––––––––––––––––––––––––<šn/•”™ 'ÛqÞ©ª«¬-®/|}¾´©ª§û<–––––––––––––––––––––––––––––––––––––––––––––––––––––––<•n·•:í=`eîåæç•%F[Hg•,-ðñ™š<––––––––––––––––––––––––––––––––––––––––––––––––––––<Õn—–<š G:íeîeŽ•,•x•Q'1cq/eÒ•,01:q•x•()*?<–––––––––––––––––––––––––<—•n”–<›” :íeîeŽ•eÒ•,'1:q/›™ 56789:|;•,ðñ<–––––––––––––––––––––––––––––––<——n2•:í=`eîå{|CDÃEˆ/]œ[\]^i}<–––––––––––––––––––––––––––––––––––––––––––––––––<—”n—–<YZ{|i}CeDÃEˆ/gåhäc;Εnž1BJDÃ<––––––––––––––––––––––––––––––––––––<—”n”–<‚eDÃXYWXc/YZ[\]^i}_`h9a<––––––––––––––––––––––––––––––––––––––––––––––<—£nŸ• b¡¢<––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––<—£n£•‚ƒ9¤<––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––<—šn< @ABC%&/DEFG@A!()*+,-./012345!"6789:;<=>?H 2 %&'()*+,-./012345678 1. 23H1 ()*+,-.+13%/01234.5 35% =`eæçqåtlikwEF)dBC/7`[¥¦()-()-uv)-EF)2•)p/§¨©ªB§ûÙ«7`