农业周观点：猪价短期调整，消费旺季临近-240824-中航证券-14页

1◆涨幅前五中宠股份粤海饲料万辰集团乖宝宠物国联水产9.2%7.6%7.3%6.7%6.4%跌幅前五大禹生物巨星农牧科前生物正虹科技温氏股份-24.8%-13.6%-13.0%-10.9%-10.7%资料来源：iFind，中航证券研究所整理◆◆。7月环比同比1-7月同比均价环比同比均重环比牧原股份615.8021.5%8.0%3854.707.2%18.303.2%32.5%119.0-0.2%温氏股份232.33-0.4%9.0%1669.7620.0%18.954.7%33.4%121.4-1.5%新希望126.20-1.9%-8.6%995.06-4.1%18.804.0%33.4%100.81.2%大北农46.5830.0%13.2%331.393.8%19.025.0%35.9%125.01.5%天邦食品52.946.9%3.6%354.77-0.7%18.943.8%31.5%85.7-3.0%唐人神28.50-2.9%-10.6%216.789.6%-----天康生物22.13-14.6%-13.5%162.283.7%17.613.3%34.5%103.157.1%华统股份20.20-1.8%6.2%153.8415.4%18.902.2%31.9%117.172.8%正邦科技22.99-3.2%-29.3%181.91-45.1%18.504.9%34.9%134.81.8%神农集团19.85-16.2%46.9%129.0860.1%18.657.1%34.6%110.5-8.5%傲农生物12.556.2%-72.0%150.58-55.3%-----金新农9.3042.0%31.7%69.3912.8%19.2719.2%32.5%74.6-14.4%东瑞股份6.593.8%50.8%41.982.4%20.371.6%16.7%93.9-2.8%数据来源：iFinD，公司公告，中航证券研究所农业组整理2024年7月生猪上市企业销售情况追踪7月生猪出栏（万头）1-7月累计出栏（万头）出栏均价（元/公斤）出栏均重（公斤/头）。动物保健畜禽养殖种植业渔业饲料农产品加工农林牧渔.申万中小100沪深300近一周涨跌-6.60%-9.00%-4.36%-0.36%-4.65%-5.30%-7.16%-2.19%-0.55%月初至今涨跌-9.21%-11.27%-3.95%-1.99%-10.14%-8.47%-9.69%-7.01%-3.34%年初至今涨跌-42.27%-15.49%-24.43%-37...