证券研究报告发送给东方财富信息股份有限公司。版权归华西证券所有，请勿转发。P华西证券HUAXI SECURITIES证券研究报告|行业研究周报风险提示生猪产能恢复进程不及预期，产品销售不及预期，转基因商业化进程不及预期。盈利预测与估值：重点公司P/E名兼(元)2022E2023E2024E2021A2022E2023E2024E600737.SH中粮糖业7.87买入0.240.410.450.4832.7919.2017.4916.40002726.S2龙大美食9.15买入-0.610.070.210.34-15.00130.7143.5726.91601952.SH12.09买入0.530.680.770.8122.8117.7815.7014.93002041.sZ登海种业19.74买入0.260.330.440.5675.9259.8244.8635.25600313.SH农发种业10.41买入0.03347.0016.70买入0.370.340.440.5945.1449.1237.9528.31600371.SH万向德农12.85买入0.1398.85000998.sZ隆平高科16.65买入0.050.120.340.49333.00138.7548.9733.98002385.S2大北农8.13买入-0.110.020.370.45-73.91406.5021.9718.07600195.SH14.84买入0.510.550.70.8629.1026.9821.2017.26002688.SZ金河生物5.27买入0.1243.92600873.SH梅花生物9.98买入0.761.471.641.8113.136.796.095.5117.96买入-2.110.782.101.67-8.5123.038.5510.75请仔细阅读在本报告尾部的重要法律声明2