北京商报讯（记者 张君花）9月26日，中宠股份在投资者互动平台表示，面对宠物食品市场发展的浪 潮，中宠股份正以全球化视野加速产业链布局。目前，集团已在全球范围内建成超22间现代化生产基 地。境内目前已形成规模化核心产能，后续的产能规划将为境内增速目前达成奠定基础，境外目前已在 美国、加拿大、墨西哥、新西兰、柬埔寨等多地设厂，整体着力打造稳定且抗风险的全球供应链护城 河。 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the agricultural, forestry, animal husbandry, and fishery industry [1]. Core Insights - The agricultural, forestry, animal husbandry, and fishery industry outperformed the benchmark index in August 2025, with a rise of 11.6% compared to a 10.3% increase in the CSI 300 index, resulting in a 1.3 percentage point outperformance [8][11]. - The report highlights a mixed performance in livestock prices, with pig prices declining while chicken prices showed signs of recovery [8][27]. - The report suggests that the industry is currently undervalued, with both price-to-earnings (PE) and price-to-book (PB) ratios below historical averages, indicating potential for valuation recovery [8]. Summary by Sections Market Review - In August 2025, the agricultural, forestry, animal husbandry, and fishery index rose by 11.6%, ranking 9th among 30 sectors [8][11]. - The planting sector saw the highest gains, while the aquaculture processing sector experienced the largest declines [8]. Livestock Industry Data Tracking - **Pig Farming**: The average price of pigs in August 2025 was 13.77 yuan/kg, down 5.36% month-on-month and 32.27% year-on-year. The market faced oversupply, leading to price declines [17][24]. - **Chicken Farming**: The average price of white feathered chickens was 3.56 yuan/jin, reflecting a month-on-month increase of 10.56% but a year-on-year decrease of 4.30% [27][29]. Pet Food - Pet food exports in August 2025 reached 29,500 tons, a year-on-year increase of 3.53%. However, the export value in USD decreased by 15.86% [32][34]. Major Agricultural Product Price Tracking - The report includes tracking of corn, wheat, soybean meal, and rapeseed meal prices, indicating fluctuations in the market [36][37]. Industry Dynamics and Company News - The report tracks significant events in the industry, including changes in grain import volumes and agricultural production forecasts [43]. - It also highlights key announcements from listed companies in the sector, including profit distribution plans and stock buybacks [45][48].

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：出海概念、小红书概念、小 盘、宠物经济等。 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，较上期增加4.47%。 2025年1月-6月，佩蒂股份实现营业收入7.28亿元，同比减少13.94%；归母净利润7910.26万元，同比减 少19.23%。 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。 责任编辑：小浪快报 9月26日，佩蒂股份盘中上涨2.02%，截至13:09，报17.68元/股，成交5341.61万元，换手率1.90%，总市 值43.99亿元。 资金流向方面，主力资金净流出28.03万元，特大单买入105.48万元，占比1.97%，卖出0.00元，占比 0.00%；大单买入415.51万元，占比7.78%，卖出549.03万元，占比10.28%。 佩蒂股份今年以来股价涨1.67%，近5个交易日跌1.89%，近20日跌3.18%，近60日涨8.93%。 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200 ...

Summary of Yuanfei Pet's Conference Call Company Overview - **Company**: Yuanfei Pet - **Industry**: Pet Food and Products Key Points and Arguments Financial Performance - **Q3 Revenue Growth**: Yuanfei Pet expects a revenue increase of 20%-30% year-on-year for Q3 2025, with a target of 1 billion yuan for its own brand and 250-300 million yuan for its agency business [2][3] - **Sales Performance**: The main brand, Pikap, achieved over 10 million yuan in sales in August, with a quarterly target of 30 million yuan [2][4] - **Profitability**: The net profit margin for overseas production in Cambodia is over 20%, allowing for cost-sharing with clients [4][18] Brand Strategy - **Focus on Core Brands**: The company is concentrating on its core brand, Pikap, and has eliminated underperforming brands to streamline operations [2][14] - **Product Expansion**: The product line is expanding from dog snacks to include cat snacks and staple foods, aiming for a one-stop shopping experience [2][6] - **Market Positioning**: Targeting the mid-price range market to increase customer exposure through a multi-category approach [2][6] Marketing and Sales Channels - **Channel Strategy**: Emphasis on Douyin (TikTok) for customer acquisition due to lower costs, with plans to convert customers to traditional e-commerce platforms like Taobao and JD [2][9] - **E-commerce Promotions**: No major promotional activities planned for the Double Eleven shopping festival; instead, a steady promotion of new products will continue [7] Competitive Landscape - **Domestic Competition**: Increased pressure from domestic brands on international brands, with a focus on capturing market share quickly [10] - **Market Dynamics**: The pet food market is characterized by a mix of new entrants and the decline of some mid-sized companies, with a few brands achieving significant scale [11] International Operations - **Export Markets**: The U.S. accounts for 70% of exports, with a 19% tariff; Europe and Japan account for 20% and 10%, respectively [4][19] - **Production Costs**: The cost advantage of Cambodian production remains significant, with tariffs in Cambodia at 19% compared to 55% in China [20] Future Outlook - **Growth Targets**: The company has set a 20% growth target for overseas markets over the next three years, with stable core customers mitigating risks from price fluctuations [22] - **Long-term Goals**: The goal for the self-owned brand business in 2026 is 300 million yuan in revenue, with a break-even point projected at over 500 million yuan [26] Employee Stock and Governance - **Employee Stock Reduction**: Recent stock reductions were related to pre-IPO shares held by long-term employees, unrelated to current equity incentive plans [16] Challenges and Risks - **Market Saturation**: Many pet food companies are stagnating around the 100 million yuan revenue mark due to various operational challenges [11] - **Profit Margin Pressures**: While the demand for high-end products is decreasing, the profitability of mid-range products remains stable [24] Additional Important Information - **Supply Chain Adjustments**: The company has successfully transitioned its supply chain to Cambodia, enhancing operational efficiency [18] - **Customer Retention**: The company anticipates an increase in customer repurchase rates as it enters a conversion cycle [8]

（文章来源：证券日报） 证券日报网讯中宠股份9月25日在互动平台回答投资者提问时表示，面对宠物食品市场发展的浪潮，中 宠股份正以全球化视野加速产业链布局。目前，集团已在全球范围内建成超22间现代化生产基地。境内 目前已形成规模化核心产能，后续的产能规划将为境内增速目前达成奠定基础，境外目前已在美国、加 拿大、墨西哥、新西兰、柬埔寨等多地设厂，整体着力打造稳定且抗风险的全球供应链护城河。 ...

董秘回答(中宠股份SZ002891)： 投资者您好，感谢您对公司的关注。 面对宠物食品市场发展的浪潮，中宠股份正以全球化视野加速产 业链布局。目前，集团已在全球范围内建成超22间现代化生产基地。境内目前已形成规模化核心产能， 后续的产能规划将为境内增速目前达成奠定基础，境外目前已在美国、加拿大、墨西哥、新西兰、柬埔 寨等多地设厂，整体着力打造稳定且抗风险的全球供应链护城河。查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 投资者提问： 董秘您好，能否介绍下贵公司在建产能有哪些以及进度如何，谢谢 ...

每经AI快讯，有投资者在投资者互动平台提问：能否介绍下贵公司在建产能有哪些以及进度如何？ 中宠股份（002891.SZ）9月25日在投资者互动平台表示，面对宠物食品市场发展的浪潮，中宠股份正以 全球化视野加速产业链布局。目前，集团已在全球范围内建成超22间现代化生产基地。境内目前已形成 规模化核心产能，后续的产能规划将为境内增速目前达成奠定基础，境外目前已在美国、加拿大、墨西 哥、新西兰、柬埔寨等多地设厂，整体着力打造稳定且抗风险的全球供应链护城河。 （文章来源：每日经济新闻） ...

中国宠物行业处于成熟阶段的前夜，单宠消费量未来可能成为行业的主要驱动力。根据数据，当前中国单宠年食品消费额仍较低，2022年为38美元，对标日 本的256美元。随着养宠家庭渗透率提升及消费升级，国内养宠渗透率以及单宠消费水平仍有较大提升空间，行业市场规模增长可期。 本文节选自华经产业研究院发布的《2023年中国宠物食品行业发展现状及竞争格局分析，初期外资占据主导，近年国产替代明显「图」》，如需获取全文内 容，可进入华经情报网搜索查看。 我国宠物食品行业发展初期，海外成熟品牌率先进入国内市场，凭借品牌优势在国内市场占据有利地位，随着国产品牌的发力，国产品牌的影响力在逐步扩 散。数据显示2013年玛氏和雀巢凭借旗下品牌矩阵占据国内宠物（犬猫）食品市场25.5%的份额，国产品牌占前十公司仅36%；而2022年宠物（犬猫）食品 销售额前十公司内中国企业份额提升至16.4%，占前十公司的55%，且乖宝宠物以4.8%的份额占比超越雀巢跻身行业第二。 近几年，社会经济发展和城市化进程加速，出现社会老龄化、独居人群的增多等现象，使得民众开始寻求情感与精神的慰藉与寄托，而宠物具备缓解压力、 陪伴、社交等多种属性，逐步得到大众的 ...

9月18日，因生产的宠物饲料未按规定进行产品质量检验，邢台市农业农村局对河北够派宠物食品有限 责任公司处以1.5万元罚款。 据调查，该公司2025年1月1日至5月28日期间生产的包括益生菌猫粮、鱼油猫粮等品类，共计584袋的10 批次添加冻干小包装宠物饲料未进行产品质量检验。 执法人员调取企业生产记录和自检数据发现，上述产品生产日期集中于2025年2月至5月。虽然该公司对 同期的200批次宠物配合颗粒饲料进行了检测，但根据国家标准GB/T31216-2014和GB/T31217-2014规 定，添加冻干物质后的产品因材料变更需重新认定批次并实施出厂检验。 立案后，执法人员于6月10日约谈负责销售的电商公司法人及化验员，并向企业送达《责令改正通知 书》。7月8日复查确认，该公司自5月29日起生产的每批次产品均已落实自检要求。 依据《饲料和饲料添加剂管理条例》第四十条及河北省裁量基准，监管部门认定企业行为违反《宠物饲 料管理办法》第六条，但因"及时改正"适用较轻处罚幅度，最终处罚款1.5万元。 有消费者曾投诉称 对于此次行政处罚，南都·湾财社记者通过天眼查所提供的联系方式对河北够派宠物食品有限责任公司 进行了多次 ...

9月21日，随着"'它'经济新纪元"宠物经济论坛的成功举行，第13届TOPS成都宠博会圆满收官。为期四 天的展会吸引了来自国内外超500家展商、4500+优质品牌参与。 从独家冠名行业贵宾酒会，到焕新亮相成都宠博会核心展区，再到联合主办产业高峰论坛，展会期间， 世界500强通威集团旗下宠粮品牌Care好主人以一场"渠道沟通、用户链接、行业引领"三位一体的深度 实践，全面展示了公司25年的品牌积淀，向全行业及消费者清晰传递了"均衡营养无负担"的全新品牌主 张，深刻诠释了作为世界500强旗下健康放心粮的责任与担当。通过深度参与本次展会，Care好主人向 着中国健康放心宠粮的头部品牌迈出了更坚实的一步。 酒会现场，不论是好主人花车、互动打卡背景画面，还是晚宴定制菜单、舞台效果，Care好主人元素随 处可见、深度融入，让与会嘉宾深刻感知Care好主人"让爱宠更健康，促进人宠和谐相伴"的品牌愿景。 颜值与实力并存，Care好主人亮相成都宠博会 9月18-21日，Care好主人全新品牌形象与产品实力在核心展区集中展示。本次展台围绕"均衡营养无负 担"主题打造，凭借其治愈、萌趣的美学设计与科学专业的内核，成为全场焦点。 展 ...