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农林牧渔行业深度研究：把握白羽鸡周期，关注食品化布局-20230829-华泰证券

把握白羽鸡周期，关注食品化布局从周期视角出发，2022 年白羽鸡祖代更新量减少 23%已如期传导至父母代鸡苗销量，考虑父母代换代影响、及祖代种鸡或不具备大规模换羽基础，我们预计商品代出栏环比收缩或最早在 23Q4 出现、2024 年白羽鸡肉供需或现缺口，2024、2025 年白羽鸡均价有望迎来持续上涨。从长期发展视角出发，国内白羽鸡行业仍存较大扩容空间、产业食品化转型有望孕育大型品牌食品企业。建

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