《进口扰动及需求好转驱动鸡肉价格 上行，蛋鸡产能偏高或压制蛋价上行 空间—行业点评报告》-2025.9.22 《生猪板块回调继续积极配置，宠物 食品出口量同比延续增长—行业周 报》-2025.9.21 10 中美关税扰动再起，农业板块防守价值凸显 ——行业周报 | 陈雪丽（分析师） | 王高展（分析师） | | --- | --- | | chenxueli@kysec.cn | wanggaozhan@kysec.cn | | 证书编号：S0790520030001 | 证书编号：S0790525070003 | 农林牧渔 2025 年 10 月 12 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% -10% 0% 10% 19% 29% 2024-10 2025-02 2025-06 农林牧渔 沪深300 相关研究报告 《生猪能繁去化逻辑加强，牛肉牛奶 或于 2026 年实现联动向上—行业周 报》-2025.9.28 周观察：中美关税扰动再起，农业板块防守价值凸显 中美关税扰动再起，农业板块低位防守价值显现。美东时间 2025 年 10 月 8 日 美商务部宣布将多家中国实体列入出口管制 ...

证券日报网讯佩蒂股份（300673）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日收 市，持有本公司股票的股东总户数为17919户。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 001206 | 依依股份 | 1 | 10.00 | 63.46亿 | 113.23 | | 605338 | 巴比食品 | 策 | 6.07 | 57.76亿 | 45.81 | | 001222 | 源で宠物 | | 5.86 | 46.20亿 | 54.05 | | 301108 | 洁雅股份 | | 5.49 | 38.47亿 | 87.03 | | 300673 | 佩蒂股份 | 美 | 4.78 | 46.93亿 | 8.49 | | 600201 | 生物股份 | 4 | 4.62 | 113亿 | 48.95 | | 920419 | 路斯股份 | A | 4.36 | 19.51亿 | 29.91 | | 002481 | 双塔食品 | 1 | 4.13 | 71.55亿 | 7.60 | | 301156 | 美农生物 | 家 | 3.71 | 25.99亿 | 48.22 | | 605009 | 豪悦护理 | | 3.69 | ...

A股市场宠物经济概念股逆势上涨，其中，依依股份10CM涨停，巴比食品涨6%，源飞宠物、洁雅股份 行超5%，佩蒂股份、生物股份、路斯股份、双塔食品涨超4%，美农生物、豪悦护理、瑞普生物、创源 股份涨超3%。 ...

证券代码：300673 证券简称：佩蒂股份 公告编号：2025-046 债券代码：123133 债券简称：佩蒂转债 佩蒂动物营养科技股份有限公司 2025 年第三季度可转换公司债券转股情况公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 特别提示： 一、可转换公司债券发行上市情况 经深圳证券交易所审核同意，中国证监会《关于同意佩蒂动物营养科技股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2021〕3596号）同 意注册，公司可向不特定对象发行面值不超过人民币72,000.00万元的可转换公司债 券。 1 1. 债券代码：123133； 2. 债券简称：佩蒂转债； 3. 转股期起止日期：自2022年6月28日起至2027年12月21日止； 4. 当前有效转股价格：17.57元/股； 5. 2025年第三季度，共有40张佩蒂转债（票面金额合计4,000.00元）完成转股， 合计转换成本公司股票（股票名称：佩蒂股份，股票代码：300673）200股； 6. 自开始转股始至2025年第三季度末，共有2,264张佩蒂转债完成转股，票面 金额合计2 ...

证券之星消息，9月30日饲料板块较上一交易日上涨0.5%，佩蒂股份领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。饲料板块个股涨跌见下表： 从资金流向上来看，当日饲料板块主力资金净流出5500.35万元，游资资金净流入947.21万元，散户资金 净流入4553.14万元。饲料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002891 | 中宠股份 | | 2134.11万 | 6.69% | -172.76万 | -0.54% | -1961.36万 | -6.14% | | 002311 | 海大集团 | | 506.77万 | 1.99% | 1625.83万 | 6.37% | -2132.59万 | -8.36% | | 603609 | 禾丰股份 | | 329.87万 | 9.54% | 21.48万 ...

Group 1 - The core viewpoint of the news is that Petty Animal Nutrition Technology Co., Ltd. has seen a stock price increase of 5.09%, reaching 18.17 CNY per share, with a total market capitalization of 4.521 billion CNY [1] - The company, established on October 21, 2002, and listed on July 11, 2017, primarily focuses on the research, production, and sales of pet food, with pet food accounting for 98.05% of its main business revenue [1] - The trading volume for Petty shares was 113 million CNY, with a turnover rate of 3.99% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Agricultural Bank of China holds a significant position in Petty shares, with 57,000 shares held, representing 2.87% of the fund's net value [2] - The fund, named Agricultural Bank Quality Agriculture Stock A (016725), has a total scale of 12.1847 million CNY and has achieved a year-to-date return of 6.99% [2] - The fund manager, Song Yong'an, has a tenure of 13 years and 62 days, with the fund's best return during his tenure being 139.94% [2]

佩蒂股份今年以来股价涨1.50%，近5个交易日涨1.91%，近20日跌1.51%，近60日涨9.15%。 资料显示，佩蒂动物营养科技股份有限公司位于浙江省温州市平阳县水头镇工业园区宠乐路2号，成立 日期2002年10月21日，上市日期2017年7月11日，公司主营业务涉及宠物食品的研发、生产和销售。主 营业务收入构成为：宠物食品98.05%，其他1.95%。 9月30日，佩蒂股份盘中上涨2.08%，截至13:45，报17.65元/股，成交7437.90万元，换手率2.66%，总市 值43.92亿元。 分红方面，佩蒂股份A股上市后累计派现2.10亿元。近三年，累计派现8473.18万元。 资金流向方面，主力资金净流出1377.14万元，特大单买入118.86万元，占比1.60%，卖出575.91万元， 占比7.74%；大单买入1082.00万元，占比14.55%，卖出2002.08万元，占比26.92%。 佩蒂股份所属申万行业为：农林牧渔-饲料-宠物食品。所属概念板块包括：小红书概念、出海概念、宠 物经济、小盘等。 截至9月19日，佩蒂股份股东户数1.75万，较上期减少4.28%；人均流通股9232股，较上期增 ...

智通财经APP获悉，华创证券发布研报称，在宠物高端化的进程中，需求侧方向，用户的角色由"被动 买单"向"主动甄选"跃迁；供应侧方向，高端宠物粮市场的消费关注点正从单一营养指标转向综合性能 及功能性细分。而烘焙粮工艺的引入与本土化，成为国产宠粮高端化突破的重要契机。宠物食品市场的 核心竞争已从低价博弈转向"信任溢价"及"供应链自控力"；高端化成功意味着差异化可以被消费者明确 感知，从而解决宠物主信任焦虑，让其为此支付信任溢价的同时形成更高的品牌粘性；同时，进一步加 强龙头品牌的市占率提升逻辑。 华创证券主要观点如下： 高端化的动因：新代际对于高端化的平权解读 新消费的兴起来自于新代际的需求，其需求的特点是：1)重视自我价值表达与理念共识认可；2)要求信 息对等。由此，孕育出全新的商业模式，如爽感经济、社交经济、心理补偿经济即为代表，其共有特性 上与传统消费有所差异。 (1)破解"高端不引流、低价不盈利"的行业困局，来自于品牌路径的系统化布局。其核心逻辑在于：1)以 技术突破绑定消费心智；2)以内容运营获取精准流量；3)以标准建设强化高端认知。由此，孕育出全新 的增长模式，其与传统依赖单一价格或渠道的打法相比有显 ...

Summary of Petty Co. Conference Call Company Overview - Petty Co. has transitioned from an ODM manufacturer to a company with proprietary patents in dog chew products and has participated in setting national standards for pet food [2][3] - The company has established a global production footprint with factories in Vietnam, Cambodia, and New Zealand to enhance supply chain stability and optimize overseas profit structures, particularly in the U.S. market [2][12] Financial Performance - In Q1 2024, Petty Co.'s revenue and profit have largely recovered to levels seen in Q1 2022, with expectations for full-year revenue to match 2022 figures [2][6] - The gross margin for 2024 is projected to increase to 28.01%, benefiting from the completion of inventory destocking in Europe and the U.S. and a rise in capacity utilization at the Cambodia factory to 90% [2][6] Market Trends - The U.S. pet food market shows strong consumer vitality, especially for high-end functional foods like chews, with over 80% of U.S. pet owners recognizing the importance of pet food for health [2][9][10] - The demand for oral health management products is increasing, driven by a significant awareness of dental issues among aging pets [9][10] Product Innovation - Petty Co. has developed the fifth generation of plant and animal fiber mixed chews, which not only meet chewing and dental cleaning needs but also include additional nutritional components, maintaining a technological edge and enhancing bargaining power with customers [2][10][13] Competitive Landscape - The domestic high-end pet food market is primarily dominated by foreign brands, but local brands are finding ways to differentiate themselves. Petty Co. is entering the high-end dog food market with its brand "Jueyan" through a multi-channel strategy [2][11][15] - Domestic brands are increasingly innovating and adopting unique strategies to compete, such as the acquisition of high-end brands and the introduction of specialized products [11] Strategic Initiatives - Petty Co. is focusing on a multi-brand strategy, with "Jueyan" leading the charge in the high-end dog food segment, and plans to expand into wet food and seasonal snacks [5][16] - The company is also enhancing its online and offline channel strategies, leveraging e-commerce platforms and establishing a presence in large retail chains to improve brand visibility and sales [18] Future Outlook - The company anticipates a positive growth trajectory for 2025, with expectations for significant contributions from its brands "Jueyan" and "Haoshijia" as they capitalize on market trends and consumer preferences [19] - The New Zealand factory is expected to resume normal operations in the second half of 2025, which will alleviate profit pressures and support growth [19]