东北证券：引种缺口催化景气上行蛋白替代拓长期空间

格隆汇08-14 10:35

东北证券发布研报称，猪肉依旧是我国第一大肉类消费来源，但人均消费量增速放缓、消费占比逐年下行，而禽类消费占比则快速提升。白羽肉鸡凭借极致养殖效率成为国内禽肉供给核心品种。白羽肉鸡行业具备清晰的产业链周期运行特征，周期核心驱动源自上游祖代种源供给波动。白羽鸡行业长期成长逻辑清晰，长期维度重点看好下游深加工带来的持续增量空间。

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东北证券：引种缺口催化景气上行 蛋白替代拓长期空间

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东北证券：引种缺口催化景气上行蛋白替代拓长期空间