Tweet
Qilu Securities is a large comprehensive securities company approved by China Securities Regulatory Commission with 2000 employees.
machine translation
Agriculture, forestry, animal husbandry and fishery industry: focus on high growth feed industry uncertainty
at 2012-4-9 0:00:00 Xie Gang Qilu Securities
snip
Epidemic raging Qinmiao prices will continue to decline, but the short-term recommendations concern committed to the promotion of the vaccine market highly flexible variety - Rip biological.
The average quotation of the week Shandong day-old chicks to reach 3.65 yuan / feather, down 3%; Yamiao price fell 26 percent to 2.9 yuan / Yu. Short-term due to weak end demand, hair chicken prices will decline. Day-old chicks prices gradually over the Bulan peak period, the epidemic raging and spring busy Miao source demand dropped Qinmiao prices will continue to decline.
However, we believe that the incidence of Anhui, Jiangsu and Hunan, and other avian influenza enhance short-term valuation of vaccine stocks or uplifting, it is recommended that the concern is to share the industry's future growth and opportunities to integrate poultry vaccine manufacturers Rip biological.
snip
Agricultural investment strategy this week:
(1) pig herds growth, enhance feed downstream demand climate uncertainty, and based on the time delay of the pork price è the herds è feed demand, this boom will continue throughout 2012.
snip
(3) taking into account the bird flu vaccine shares earnings and valuation upgrade, we recommend Rip biological; and bottom-up recommended minority interest acquisition process smooth Long Ping High-Tech; and prices will soon be the leading corn oil Xiwang Food .
Zhttp://report.stockstar.com/info/darticle.aspx?id=JC,20120409,00003212&columnid=348 9
machine translation
Agriculture, forestry, animal husbandry and fishery industry: focus on high growth feed industry uncertainty
at 2012-4-9 0:00:00 Xie Gang Qilu Securities
snip
Epidemic raging Qinmiao prices will continue to decline, but the short-term recommendations concern committed to the promotion of the vaccine market highly flexible variety - Rip biological.
The average quotation of the week Shandong day-old chicks to reach 3.65 yuan / feather, down 3%; Yamiao price fell 26 percent to 2.9 yuan / Yu. Short-term due to weak end demand, hair chicken prices will decline. Day-old chicks prices gradually over the Bulan peak period, the epidemic raging and spring busy Miao source demand dropped Qinmiao prices will continue to decline.
However, we believe that the incidence of Anhui, Jiangsu and Hunan, and other avian influenza enhance short-term valuation of vaccine stocks or uplifting, it is recommended that the concern is to share the industry's future growth and opportunities to integrate poultry vaccine manufacturers Rip biological.
snip
Agricultural investment strategy this week:
(1) pig herds growth, enhance feed downstream demand climate uncertainty, and based on the time delay of the pork price è the herds è feed demand, this boom will continue throughout 2012.
snip
(3) taking into account the bird flu vaccine shares earnings and valuation upgrade, we recommend Rip biological; and bottom-up recommended minority interest acquisition process smooth Long Ping High-Tech; and prices will soon be the leading corn oil Xiwang Food .
Zhttp://report.stockstar.com/info/darticle.aspx?id=JC,20120409,00003212&columnid=348 9