农林牧渔行业周报：反内卷&环保趋严重视生猪板块配置机会

华西证券2025-07-07

本周观点:种植产业链：据农业农村部，当前，全国进入主汛期，是农业灾害高发期，也是秋粮产量形成关键期。气象部门预计，7—9月我国降水“北多南少”，区域性和阶段性旱涝灾害明显。目前，主产区土壤墒情较为适宜，秋粮作物苗情长势总体较好，但局部地区受前期阶段性低温、干旱等影响，部分田块播种推迟、苗情偏弱，夺取秋粮丰收还面临风险挑战。全年粮食生产大头在秋粮、关键在秋粮。农业农村部启动实施奋战100 天抓夏管提...

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农林牧渔行业周报：反内卷&环保趋严 重视生猪板块配置机会

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农林牧渔行业周报：反内卷&环保趋严重视生猪板块配置机会