农业行业周报：农产品价格上涨，看好板块投资机会

Investment Rating - The overall investment rating for the agriculture sector is positive, with expectations of higher returns than the CSI 300 index by over 5% in the next six months [50]. Core Insights - Recent increases in agricultural product prices are expected to continue due to tariff countermeasures, presenting overall investment opportunities in the agriculture sector. Key investment themes include tariff countermeasures, capacity reduction, and low valuations [6][20]. - The pig farming industry is experiencing stagnant production capacity, with valuations at historical lows, indicating long-term investment potential despite expected weak price fluctuations [6][21]. - The chicken industry is anticipated to benefit from tariff countermeasures, with potential price increases for chicken products due to reduced imports from the U.S. [9][22]. - The feed industry has shown resilience, with smaller adjustments compared to other sub-sectors, indicating stability within the sector [26]. Summary by Sections 1. Livestock Industry - Pig prices are currently at 14.97 CNY/kg, showing a slight increase of 0.31 CNY from the previous week. The average weight of pigs post-slaughter is 91.46 kg, with a processing plant utilization rate of 34.78% [14][20]. - The profitability for self-breeding farms is reported at 79 CNY per head, with a slight increase in the price of piglets to 40.9 CNY/kg [21]. - The chicken market is seeing a price increase, with broiler chicken prices at 3.75 CNY/kg and chick prices at 3.1 CNY each, indicating a potential upward trend in chicken prices due to reduced imports [9][22]. 2. Planting Industry - The seed industry is expected to benefit from improved policy environments, particularly for genetically modified corn and soybeans, which are projected to accelerate in commercialization [12][24]. - Recent increases in grain prices, with corn at 2290 CNY/ton and wheat at 2426 CNY/ton, are attributed to tariff countermeasures against U.S. agricultural products, suggesting further price increases in the future [13][24]. 3. Recommended Companies - The report recommends buying shares in companies such as Denghai Seed Industry, Muyuan Foods, and Suqian Agricultural Development, indicating strong growth potential in the sector [4][48].