CFA：2026年春季全球农业并购策略与市场趋势报告（英文版）（24页）.pdf

1、AgricultureINDUSTRY REPORTSpring|2026CREAT IN GM&A STRATEGIES FOR BUSINESS OWNERSSINCE 1956Agriculture Industry News|Spring 2026|Page 2Table of ContentsMarket Observations .3Transaction Highlights.9Public Companies .12CFA Overview.18Agriculture Industry News|Spring 2026|Page 3Market ObservationsAgri

2、culture Industry News|Spring 2026|Page 4Market SummaryAgriculture Market The global agriculture sector entered 2026 with an estimated gross production value of approximately$4.99 trillion,with structural bifurcation between crop and livestock subsectors defining Q1 performance.Soft commodity prices,

3、persistent input cost inflation,and shifting trade flows shaped conditions across all major producing regions throughout the quarter.North American row crop producers faced the most acute pressure.Corn and soybeans were priced at$4.21 and$10.39 per bushel respectively,both near or below estimated br

4、eakeven levels.Fertilizer costs rose 10 to 20%year-over-year through January,with phosphate applications running approximately 20%below seasonal norms.A Middle East conflict in March closed a key shipping corridor,pushing U.S.nitrogen prices more than 20%higher between late February and mid-March,dr

5、awing regulatory scrutiny from federal authorities over pricing practices among major domestic producers.In contrast,the livestock sector outperformed.With the national cattle herd at its smallest size in 75 years,fed cattle prices averaged$234 to$238 per hundredweight,with supplies running 6 to 7%b

6、elow prior-year levels.Avian influenza depopulated 15.2 million commercial layer birds through the quarter,though flock rebuilding was underway and egg prices declined 42%year-over-year by February.Consumer food prices rose approximately 2.3%,moderating from prior-quarter levels.In Europe,elevated e