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2015年中国经济在三期叠加之下,从高速增长进入中高速增长,产能过剩,有效需求不足,连续出台政策聚焦环保与质量安全,供给侧改革能否突破规模扩张瓶颈?国际农产品价格直线下跌,国储玉米进入大库存时代,谷物原料使用开启多元化,大豆进口量创纪录新高,添加剂减量保价,养殖结构变化影响深远,拉动全产业链转型升级,“新常态”下企业盈利能力出现分化。
In 2015, with the three-phase superposition of China’s economy, the rapid growth has entered a period of rapid growth with overcapacity and insufficient effective demand. Policies have been continuously introduced to focus on environmental protection and quality and safety. Can the supply-side reform break the bottleneck of scale expansion? International agricultural prices plummet , The State Reserve Corn entered a large inventory era, diversified use of cereal raw materials, soybean imports hit a record high, additives reduce the insured, far-reaching impact of changes in aquaculture structure, driving the transformation and upgrading of the entire industrial chain, “new normal ” corporate profits Ability to differentiate.