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农林牧渔行业中期策略：关注猪周期磨底，布局新技术红利-20230526-华泰证券

中期策略关注猪周期磨底，布局新技术红利周期视角而言，猪价磨底何时结束或是板块投资的核心关注点，而转基因玉米和非洲猪瘟疫苗有望为农板块投资带来成长性机会。推荐低成本生猪养殖龙头牧原股份和温氏股份等、种业龙头隆平高科和大北农等，建议关注海大集团、中牧股份、科前生物等。畜禽养殖：猪价三次探底，期待周期上行目前正处于本轮猪周期的第三次探底期，预计能繁母猪存栏去化仍将持续甚至加速。以历史经验来看，探

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