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国内玉米种子供给过剩,24/25销售季库销比升至历史高位
国内玉米种子供给过剩,24/25销售季库销比升至历史高位
行业数据
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图片格式:PNG
图片大小:69KB
图片尺寸:1331*842
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所属报告:
农林牧渔行业:种子行业投资框架2025年版-250124(44页).pdf
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相关数据
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行业数据
2026-03-06
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图1. 中国玉米种子种植面积在2020/21市场年度至2025/26市场年度(1,000公顷)
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行业数据
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2025年我国玉米种子制种面积继续下降,行业库存从高点下降
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行业数据
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行业数据
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行业数据
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我国玉米种子市场主要参与者基本情况
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2025-07-02
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2013-2021年杂交玉米种子市场零售价
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行业数据
2025-07-02
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2024年玉米种子毛利率36.7%,同比提升
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行业数据
2025-06-23
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国内水稻种子基本面有所改善,24/25销售季库销比回落
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行业数据
2025-02-05
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国内玉米种子库存目前处于历史较高水平
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行业数据
2025-02-05
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2016年之后,杜邦先锋玉米种子市占率重回第一
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竞争格局
2025-02-05
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2021年公司玉米种子收入结构
fCDpg5HljZU5NTggfCDnp4vkuZAzNjggfCDnp4vkuZA2MTggfCDlhbbku5bnjonnsbPnp40gfAp8LS0tLS0tLS0tfC0tLS0tLS0tLXwtLS0tLS0tLS18LS0tLS0tLS0tLS18CnwgMTcuMTglICB8IDQxLjA4JSAgfCAxNS4yOSUgIHwgMjYuNDUlICAgIHwKCgrotYTmlpnmnaXmupA6IFdpbmQsIOS4reWOn+ivgeWIuOeglOeptuaJgA==
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行业数据
2024-12-25
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2014-2024年公司玉米种子销售情况
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行业数据
2024-12-25
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➢ 2024年玉米种子竞争加剧,基本面恶化。2024年国内玉米制种面积维持高位,单产有所增加,叠加上一销售季结余库存,24/25销售季国内玉米种子总供给同比增加10%至22.37亿公斤,明显高于实际需种量,库销比预计将由上一产季的44%进一步攀升至75%。考虑到目前国内玉米价格已重回底部,2025年农户种植积极性预计受挫,国内新季玉米种子销售短期面临降价压力。另外,相较于玉米种子,杂交水稻种子基本面相对较好,库存回落至较低水平,但考虑到稻谷行情短期缺乏驱动,水稻种子价格预计难有上行。
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农林牧渔行业:种子行业投资框架2025年版-250124(44页).pdf
2026年种业行业投资框架报告:转基因品种64个过审与库销比75%,玉米价格筑底与研发型种企布局分析
隆平高科、登海种业玉米及水稻种子销售情况
国内转基因玉米性状一览
国内玉米种子库存目前处于历史较高水平
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