电竞滚球

辟谣专栏

多地出现抢购粮油现象 辟谣: 别盲目

发布日期: 2019-04-01 点击:

电竞滚球 yuanbiaoti: huanggang、yichang、ezhoudengdichuxianqianggouliangyouxianxiang piyao: biemangmugenfengqianggou laiyuan: jinrongjiewangzhan

jinri,huanggang、yichang、ezhoudengdichuxianqianggouliangyouxianxiang。weici,dangdi3yue31rijunfabupiyaotixing,buyaozaimangmugenfeng“qiangmiqiangyou”。

huanggang: buyaozaimangmugenfeng“qiangmiqiangyou”

huanggangbiaoshi,sanbuliangyoujinzhangdexujiaxinxi,shifoushigebiebuliangshanghuweicuxiaokucunwuzisuowei,zhengzaidiaochazhizhong。huangzhouchengquliangyoudengshenghuowuzikucunchongzu,wanquannengmanzuqunzhongshenghuoxuqiu,erqiehoubeihuoyuanzuzhizhengchang、youli。

qingguangdaqunzhongbuxinyao、buchuanyao、bushangdang。duibieyouyongxinzhizaoyaoyanyinqihunluande,jiangyifacongyandaji!

 

 

 

ezhou: qianwanbuyaogenfengqianggouliangyou

电竞滚球 ezhoushishichangjianduguanlijubiaoshi,quanshiliangyoukucunchongzu,nenggoumanzuqunzhongzhengchangxuqiu。ezhoushishichangjianduguanlijuhuyuguangdaqunzhongzhengmianxuanchuan,buyaoniezao、sanbuzhangjiaxinxi,zaochengshichangkonghuang。duiyushaoshujingyingzheliyongyiqingfangkongzhiji,weibeishangyedaode,weifanjiagefalvfagui,jiejihongtaidamihuoshiyongyoushangpinjiage、chuantongzhangjia、yiliechongyou、dunjijuqidengxingwei,huanyingguangdaqunzhongxiangshi、qushichangjianguanbumenhefagaibumenjubao。

 

 

 

yichang: daogukucunkegongxiaofeijin6geyue

电竞滚球 yichangtixing,xiajimashanglailin,damimianfenrongyibianzhi,qingdajialixingxiaofei。yichangshifagaiweifuzhurendengmingliangjieshao,yichangzhongxinchengqukucunchengpinliangmimianheji10073dun,kegongzhongxinchengquzongrenkouxiaofei30.5tian。yichangjingneidaogukucunyue43wandun,chubeidaogu38.09wandun,damijiagongqiyeshangpindaogu4.7wandun,gongkejiagongchengpindami23.5wandun,kegongquanshizongrenkouxiaofeijin6geyue。

 

 

 

yiqinghuoyingxiangquanqiuliangshitixi

juxinhuashebaodao,lianheguoliangshijinongyezuzhishuo,xinguanfeiyanyiqingzaiquanqiumanyanzhishilaodongliduanquehegongyinglianzhongduan,kenengyingxiangyixieguojiahediquliangshianquan。

lianheguoliangshijinongyezuzhizaiguanfangwangzhanshuo: “chufeiwomenkuaisucaiquxingdong,baohuzuicuiruohuanjie,baozhengquanqiuliangshigongyingliantongchang,huanjieyiqingmanyanduizhenggeliangshitixideyingxiang,fouzewomenmianlinliangshiweijipojindefengxian。”

lianheguoliangnongzuzhiyuji,zaogaoqingkuangyujijiangzai4yuehe5yuechuxian。

近期有多个主要的粮食出口国也开始限制本国(6.820-0.42-5.80%)离境。越南暂停了新的大米出口合同;塞尔维亚停止了葵花籽油和其他农业物资的出口;作为全球重要的小麦面粉出口国,哈萨克斯坦禁止了小麦面粉、胡萝卜、糖和土豆等农产品的出口;而俄罗斯方面也表示将每周评估情况来决定是否出台出口禁令。此外,还有消息称,巴西、阿根廷的大豆出口也受疫情防控措施影响,出口效率放缓。

guoneiliangshigongyingchongzu

电竞滚球 woguoliangshizongchanlianglianxu5nianzai6.5yidunyishang,qizhongguwuzhanbi92%yishang。suiranwoguoliangshinianjinkouliangchao1yidun,danqizhongjin80%weidadou。zhuliangdaogu、xiaomai、yumidengjinkouliangjinbaiwandunjibie,zhanguoneixiaofeizongliangde1-2%zuoyou。dangqianwoguozhuliangkucunchongzu,2019niandidaogu、xiaomai、yumikucunxiaofeibifenbiewei: 86.2%、91.1%he39.9%。woguozhuliangjibenyishixianwanquanziji,qiejieduanxingguosheng。

电竞滚球 guojiachubeibaozhangliangyouanquan。dangqianwoguoyongyouchaoguo1.5yideliangshichubei,xiaomai、daogudengkouliangkucunchuyulishizuigaoshuiping。tongshiwoguozaidazhongchengshijianlilemanzushichanggongying10tianzhi15tiandechengpinliangyouyingjichubei。

jigouquanmiankanhaonongyebankuaihouqibiaoxian

电竞滚球 suizhenongyegudequanmianshangzhang,jigoudexiangguanyanbaoyemingxianzengjia,bingqiexiangguandeguanzhudianyehuafendefeichangxiangjin。

(3.300-0.02-0.60%)证券对农业板块的关注被分为两大类:

1、种植产业链: 3月中旬以来,伴随多国货币放水,国际市场农产品价格开始上涨。我们认为,受期货市场传导的影响,国内糖、油脂和粮食价格有望上涨,粮油种植和加工板块将受益于产品涨价逻辑和库存增值逻辑,建议重点关注。推荐标的有(12.460-0.39-3.04%)(10.360-0.76,-6.83%)(14.320-0.48-3.24%)。粮价上涨有利于上游种子价格上涨,叠加技术升级逻辑,种业板块应予以重点关注,推荐标的有(17.340-0.78-4.30%)(11.440-0.65,-5.38%)(8.270-0.38-4.39%)(13.380-0.80-5.64%)

2、chuqinyangzhilian: feiwenyimiaoshangshirengxujiaozhangshiri,jixutuijianyangzhibankuai。

1)生猪: 行业产能修复仍面临较大的非瘟疫情风险,预计2020全年猪价继续保持高位,行业处于暴利阶段。从头均市值角度来看,板块个股价值低估明显,维持看好评级。个股方面,自上而下,从防控优势主线,重点推荐天康生物、(121.300-0.91-0.74%)(31.9900.561.78%)。自下而上,从基本面改善主线,推荐(9.750-0.44-4.32%)(18.700-0.36-1.89%)(22.7301.195.52%)

2)baiji: jijiahemiaojiajinqichixufandan。erjidu,shouchanchujianshaoyingxiang,yujibaijijiageyouwangjixufandan,bupaichuzaiduchongjiquniangaodiandekeneng。baijibankuaituijianguanzhuqushixingtouzijihui,xiangguangeguyingyuyiguanzhu。

(5.080-0.04-0.78%)则将农产品行业划分为4大领域:

1、youyugaojingqi,gaoyingli,gaochengzhang,diguzhi,zhongdiantuijianshengzhuyangzhibankuai。

1)congweilaijingzhenggejulaikan,meiyicidadeyiqingbaofahou,jiuhuijiasushengzhuyangzhixingyejizhongdudetisheng。womenyujiweilai3-5nianguoneiyangzhilongtoutop10shizhanlvjiangda40-50%。chanyejizhongdudafutisheng。

电竞滚球 2)fangyiyoushixianzhudejituanyangzhiqiyeyinglaifazhanjiyuqi。zaifeizhouzhuwendebeijingzhixia,fangyiyoushigouchengchannenghuifudeguanjian,jituanyangzhuqiyezaizijin、jishu、guanliherenyuanfangmianyoushituchu,gouchengxingyechannenghuifudezhuyaoliliang。

3)重点推荐: 高成长的牧原股份、新希望、正邦科技;盈利强预期的(31.630-0.67,-2.07%)、天康生物。

2、动保板块: 下游养殖集中度提升带来行业扩容,行业进入研发和产品创新驱动阶段,未来非瘟疫苗商业化将进一步打开行业成长空间。持续重点推荐(21.250-0.07-0.33%)(研发能力强,已获得P3实验室和非瘟疫苗研发资质;产业化能力强,业内最强生产工艺);其次天康生物、(12.690-0.38-2.91%)(17.650-0.55-3.02%)

电竞滚球 3、liangshianquan: shouguowaixinguanfeiyanyingxiang,guoneijinkounongchanpinkenengshoudaoyingxiang,huodaozhiguoneinongchanpinjiageshangzhang。womenrenweidadou(jinkouyilaiduchaoguo80%)ruojinkoushoudaoyingxiangjiageshangzhanggailvjiaoda,yumi(guoneigongxuyijingjinpingheng,houqichonghaikenengdaozhiyumijinyibujianchan)jiageshangzhangqushixianzhu,xiaomaihedaoguguoneigongjihekucunjiaoweichongzu,qushixingshangzhangkenengxingjiaoxiao。zhongdiantuijianshouyiyunongchanpinjiageshangzhangyijizhuanjiyinzhengcetuijindezhongzibankuai: longpinggaoke+dabeinong。

4、饲料板块: 重点推荐(38.830-1.37-3.41%),中长期成长逻辑不变,核心竞争力铸就壁垒,市占率不断提升;短期重点关注养殖户塘鱼出塘节奏和夏季极端天气情况,若国内疫情稳定不会边际恶化,预计今年水产养殖周期弹性将逐步兑现。

(8.120-0.15-1.81%)电竞滚球则重点关注4大方面:

liangshizuowu: jianyiguanzhuliangjiashangzhangyuqixiazhongzhiyetouzijihui。tongguofenxiguoneizhuyaojidanongzuowujinchukouqingkuangfaxian: 1)daogu: 2019nianwoguodaogujidamizongjinkouliang255wandun,zhandangnianguoneixiaofeiliangde1.28%;qizhongcongyuenanjinkouliangzhanguoneixiaofeiliang0.24%,yinciyuenanxianzhidamichukouduiwoguoyingxiangbuda;2)dadou: woguodadouduijinkouyicundujiaogao,ruobaxi、agentingliangguocaiquxianzhicuoshihuoyanchifahuoyujijiangdaozhiguoneidadou、doupojiagedafubodong;3)yumi,woguoyumiguoneigongjiweizhu,yinciduanqishouguojishichangyingxiangjiaoxiao。congquanqiuliangshizuowugongjixingshilaikan,2020nianguoneicaoditanyeejifeizhouhuangzaidefajiaohuochengweizhutuiliangjiashangzhangdezhongyaoyinsu。jianyiguanzhulongpinggaoke、dabeinong、quanyingaoke、denghaizhongye。

电竞滚球 chuyangzhi: zhujiajixudiaozheng,suizhexiayoucanyinfusujiasuyijibufenshengfenxuexiaoqueding4yuefenkaixue,womenyuji4yuezhongxunzhihouzhujiayouwangzhongxinkaiqishangzhang。zhongqilaikan,nengfancunlanzhongjiaodabilidesanyuanzhanbihuoshidechannengdehuifubuhuiyifanfengshun,yuji2020nianquanguozhujiarengjianggaoweiyunxing。tuijianshouyiyuxingyeguimohuajinchengjiasu、longtouqiyeshizhanlvtishengdeyangzhilongtoumuyuangufen、wenshigufen,jianyiguanzhuxinxiwang、zhengbangkeji。

禽养殖: 随着下游餐饮逐步复苏,预计价格震荡偏强运行。建议关注全产业链一体化企业(23.330-0.32-1.35%)

动保: 业绩底部渐过,2020-2021年有望逐步改善。规模化养殖群体的快速增加将带动高品质疫苗用量提升,进而支撑动保板块业绩回暖。建议关注生物股份、中牧股份、普莱柯、(13.9200.19,1.38%)