(新春见闻)春节临近"毛孩子"也过年 中新网北京2月11日电 题：春节临近"毛孩子"也过年 中新网记者王梦瑶 春节渐近年味日浓，这些年中国的春运大军中，多了一批特殊的"旅客"。 对于养宠人来说，怎么把"毛孩子"带回家成为节前的一大话题。社交媒体上，"宠物托运""人宠同行"等 话题浏览量已经超过5亿。 从青岛来北京工作的李娜今年第一次带自己的小猫"喵哥"回家过年。 2月9日，中铁快运工作人员正在装运宠物。中新网记者 王梦瑶摄 宠物"春运"的兴起，直接带动了相关出行装备的热销。天猫年货节数据显示，保障宠物旅途舒适与安全 的装备正成为养宠人的刚需。 宠物推车成交对比去年农历同期翻倍增长，专为自驾设计的猫狗车载垫也增长超40%。除了基础的推 车、坐垫，能提供"数字安全感"的宠物GPS追踪器成为爆款，成交额同比大涨近200%，成为了守护宠 物的"防丢神器"。 深圳的刘先生正为返回湖北老家的长途自驾做准备。他的行李中有一份特别的清单，是专门为他的金毛 准备的：后排车载垫、狗狗安全带、随行水杯、零食还有它心爱的玩具。 刘先生说："以前觉得开长途回家很麻烦，但现在有它在，十几个小时的车程反而成了难得的亲子时 光。" 在北京南 ...

Investment Ratings - The report maintains an investment rating of "Buy-A" for Haida Group (002311.SZ) and "Buy-B" for Shengnong Development (002299.SZ) and Wen's Shares (300498.SZ) [2] Core Insights - The pig prices are expected to face downward pressure after the peak season, with self-breeding pig farming profits currently in the negative [4] - The feed industry is undergoing accelerated consolidation, with market share shifting towards leading companies with R&D advantages and scale [4] - The report highlights opportunities for Haida Group due to its efficient internal management and strong service advantages in the industry chain [4] - The report suggests that the pig farming industry may experience a significant capacity reduction in 2026, which could improve the fundamentals and valuations of the sector [5] - The pet food sector is expected to continue growing, with a shift in competition from marketing to R&D and supply chain management [6] Summary by Sections 1. Industry Performance - The agricultural sector saw a decline of 1.92% in the week of February 2-8, 2026, with the food and feed additives, meat chicken farming, and pig farming sectors performing relatively well [3][13] 2. Pig Farming - As of February 6, 2026, the average prices for external three-way cross pigs in Sichuan, Guangdong, and Henan were 11.65, 11.96, and 12.38 CNY/kg, respectively, showing a week-on-week decline of 4.12%, 1.64%, and 1.98% [4][22] - The average pork price was 18.34 CNY/kg, down 1.45% from the previous week [4][22] - Self-breeding pig farming profits were reported at -38.09 CNY/head, a decrease of 63.19 CNY/head from the previous week [4][22] 3. Poultry Farming - The price of white feather chickens was reported at 7.53 CNY/kg, down 2.71% week-on-week, with a loss of 0.26 CNY per chicken [37] 4. Feed Processing - The average price of feed for fattening pigs remained stable at 3.37 CNY/kg as of January 29, 2026 [41] 5. Aquaculture - As of February 6, 2026, the price of sea cucumbers was 120 CNY/kg, and the price of shrimp was 320 CNY/kg, both remaining stable [47] 6. Crop and Oilseed Processing - As of February 6, 2026, corn was priced at 2368.43 CNY/ton, with a slight decrease of 0.33% week-on-week, while soybean prices remained stable at 4072.11 CNY/ton [56][57]

Investment Rating - The report maintains an investment rating of "Buy-A" for Haida Group, "Buy-B" for Shengnong Development and Wens Foodstuff, and "Hold-A" for Guai Bao Pet and Zhongchong Shares [4]. Core Insights - The report highlights that the feed industry is transitioning from product competition to value chain competition, with market share increasingly concentrating among leading companies with advantages in technology, scale, and service [7]. - Haida Group is expected to continue gaining market share due to its efficient internal management and strong service advantages, with significant growth potential in overseas markets [7]. - The report suggests that the pig farming industry is undergoing a market-driven capacity reduction, which may stabilize prices in the coming months [8]. Industry Performance Overview - For the week of January 26 to February 1, the agricultural sector saw a 1.82% increase, ranking fifth among sectors, while the CSI 300 index had a slight increase of 0.08% [6][16]. - The report notes a decline in pig prices, with average prices for external three-way pigs in Sichuan, Guangdong, and Henan at 12.15, 12.16, and 12.63 yuan/kg respectively, reflecting decreases of 5.08%, 9.66%, and 4.54% [6][26]. - The average pork price increased slightly to 18.61 yuan/kg, up by 0.65% [6][26]. Livestock and Feed Industry - The report indicates that the average profit for self-bred pigs is 25.10 yuan/head, down by 18.25 yuan from the previous week, while the profit for purchased pig farming increased by 8.29 yuan to 124.13 yuan/head [6][26]. - In the poultry sector, the price of white feather chickens rose to 7.74 yuan/kg, a 3.20% increase, and the profit per chicken increased significantly by 550% to 0.39 yuan/chicken [44]. - The average price of feed for fattening pigs remained stable at 3.37 yuan/kg, while chicken feed prices were steady at 3.45 yuan/kg [47]. Market Trends and Future Outlook - The report emphasizes the ongoing consolidation in the feed industry, with a focus on companies that can leverage technological and service advantages [7]. - The pet food sector is expected to continue growing, with a shift towards R&D and supply chain management as key competitive factors [9]. - The report suggests monitoring companies like Wens Foodstuff, Shennong Group, and Juxing Agriculture for potential investment opportunities in the pig farming sector [8].

Industry Rating - The investment rating for the agricultural, forestry, animal husbandry, and fishery industry is "Buy" [2] Core Insights - The pet industry is experiencing continuous growth driven by new pet owners and increased per capita spending on pets. The market size for urban pet consumption (dogs and cats) in China is projected to reach approximately 312.6 billion CNY in 2025, representing a year-on-year growth of 4% compared to 2024. The growth rates for cat and dog consumption are 5% and 3%, respectively [14][16] - The preference for domestic brands is on the rise, with brand competition remaining intense. By 2025, the preference for domestic brands in cat and dog food is expected to reach 38% and 35%, respectively, up from 16% and 20% in 2022. The market has seen significant changes over the past decade, influenced by various e-commerce and social media trends [25][35] - There is increasing competition in the baked food segment, with functional pet foods emerging as a potential growth area. Consumer preferences are shifting towards baked and freeze-dried foods, with functional foods expected to become a new trend in the industry [43][56] - The report emphasizes the importance of focusing on new retail channels, particularly instant retail, which is currently in a high-growth phase. The market share of major online platforms like Tmall, Taobao, JD, Douyin, and Pinduoduo is approximately 29%, 9%, 9%, and 10%, respectively [14][19] Summary by Sections Industry Overview - The pet industry is projected to grow, with the number of cat and dog owners increasing to approximately 42.14 million and 36.60 million, respectively, in 2025. The average annual spending per pet cat and dog is expected to be 2,085 CNY and 3,006 CNY, respectively [14][20] Brand Landscape - The competitive landscape is evolving, with domestic brands gaining market share. The top five brands in cat and dog food by usage rate in 2025 will predominantly be domestic brands, reflecting a shift in consumer preferences [25][30] Product Innovation - Consumer preferences are shifting towards baked and freeze-dried pet foods, with a notable decline in the preference for puffed foods. The report identifies functional pet foods as a key area for future growth, with specific health benefits being a major consideration for consumers [43][56] Channel Transformation - The report highlights the significance of instant retail channels, which are experiencing rapid growth. The integration of online and offline channels is seen as a critical factor for success in the pet industry [14][19] Investment Recommendations - The report suggests that the pet industry will continue to grow at a rate of 4% in 2025, driven by new pet owners and increased spending. It recommends focusing on companies with strong R&D capabilities and sales performance, such as Guobao Pet, Zhongchong Co., and Petty Co. [14][8]

Group 1 - The event "Guangdong Goods Going Global" featured the export of 23,000 orchids from Shunde to Southeast Asia, with 6,000 orchids heading to Singapore and 17,000 to Vietnam [3][6][7] - The export ceremony was organized by multiple local entities, including the Southern Rural Newspaper and the Shunde District Agricultural and Rural Bureau [4][5] - This initiative aims to promote local agricultural products and enhance international trade connections [4][5] Group 2 - The "Pet Industry Oscars" event took place in Guangzhou, gathering industry leaders and experts to discuss the development of the pet industry [15][17] - The event included a seminar focused on the health of senior pets, featuring experts from various fields [32][34] - Awards were presented for innovation, brand excellence, service, and academic contributions within the pet industry [36][40][41] Group 3 - The "Common Prosperity Workshop" was inaugurated in Chaozhou, representing a collaborative effort between government, enterprises, and local communities to enhance agricultural prosperity [22][24][25] - This initiative is part of a broader strategy to support rural revitalization and improve the livelihoods of local farmers [22][24] Group 4 - The "Dongpi Sausage New Year Goods Season" event will be held in Qingyuan, promoting local culinary culture and enhancing the shopping experience for residents and tourists [26][28][30] - The event aims to blend traditional and modern elements in a festive atmosphere, contributing to rural revitalization [28][30]

1月24日，游客在广州市广州塔广场的宠物年货节和宠物亲密互动。近日，"媒体+"广货行天下·首届大 湾区宠物行业年度盛典暨宠物年货节在广州开展，吸引数百名行业领袖、专家学者与爱宠人士前来研讨 产业发展、对接贸易资源、展示优质品牌、传播宠物文化。中新社记者 陈楚红 摄 1月24日，游客在广州市广州塔广场的宠物年货节和宠物亲密互动。近日，"媒体+"广货行天下·首届大 湾区宠物行业年度盛典暨宠物年货节在广州开展，吸引数百名行业领袖、专家学者与爱宠人士前来研讨 产业发展、对接贸易资源、展示优质品牌、传播宠物文化。中新社记者 陈楚红 摄 1月24日，广州市广州塔广场的宠物年货节展出的宠物用品吸引游客。近日，"媒体+"广货行天下·首届 大湾区宠物行业年度盛典暨宠物年货节在广州开展，吸引数百名行业领袖、专家学者与爱宠人士前来研 讨产业发展、对接贸易资源、展示优质品牌、传播宠物文化。中新社记者 陈楚红 摄 1月24日，游客在广州市广州塔广场的宠物年货节和宠物亲密互动。近日，"媒体+"广货行天下·首届大 湾区宠物行业年度盛典暨宠物年货节在广州开展，吸引数百名行业领袖、专家学者与爱宠人士前来研讨 产业发展、对接贸易资源、展示优质品 ...

Group 1 - The pet industry is experiencing innovation and development, highlighted by the first annual pet industry gala and a specialized forum focusing on industry innovation [3][5][6] - Industry experts and representatives gathered to discuss high-quality development paths for the ornamental aquatic industry, emphasizing "innovation-driven and integrated development" [6][7] - The forum featured authoritative speakers sharing valuable insights, contributing to a wealth of industry knowledge [7][8] Group 2 - Jin Xing Beer has submitted an IPO application to the Hong Kong Stock Exchange, potentially becoming the first "Chinese craft beer" listed on the Hong Kong market [22][23][24] - The company is backed by CITIC Securities and Bank of China International as joint sponsors for the IPO [23][24] Group 3 - The Guangdong New Year dish series is gaining popularity in Shanghai, with sales expected to increase by nearly 200% from 2023 to 2025, surpassing 10 billion yuan in sales by 2025 [32][33][34] - The "Guangdong New Year Dish" marketing campaign is set to launch in Shanghai, showcasing ten signature dishes to attract consumers [34][36]

Core Viewpoint - The first annual pet industry awards ceremony in the Greater Bay Area was held, recognizing innovation and excellence in the pet sector, highlighting the industry's transition from "scale growth" to "quality upgrade" [4][14]. Group 1: Awards and Recognitions - The event awarded four major categories: "Annual Innovation Technology Award," "Annual Excellence Brand Award," "Annual Excellence Service Institution Award," and "Annual Excellent Paper Award," covering key areas such as technology, branding, service, and academia [6][11][12]. - The "Annual Innovation Technology Award" was given to six companies, including Shenzhen Qianhai Homan Technology Co., for their breakthroughs in pet food, medicine, and smart devices [21][22]. - The "Annual Excellence Brand Award" was awarded to 11 companies, including New Ruipeng Pet Medical Group, recognized for leading the industry with high-quality products and strong brands [25][26]. - The "Annual Excellence Service Institution Award" was presented to seven companies, including Guangzhou Yingying Management Consulting Co., for their contributions to standardizing and professionalizing services [30]. - The "Annual Excellent Paper Award" was awarded to six scholars, including Zhou Yanhong, for their significant contributions to academic research and practical applications in the pet field [37]. Group 2: Market Insights and Future Outlook - According to Liu Xiaoxia, the founder of the pet industry big data platform, the urban pet (dog and cat) consumption market in China is projected to reach 312.6 billion yuan by 2025, a 4.1% increase from 2024 [43]. - The average annual spending per dog is expected to be 3,006 yuan, a slight increase of 1.5% from 2024, while for cats, it is projected to be 2,085 yuan, up 3.2% [44]. - By 2028, the urban pet consumption market is anticipated to grow to 405 billion yuan, indicating a significant growth potential in the pet industry as the pet ownership demographic expands and emotional connections deepen [45][46]. Group 3: Industry Development Initiatives - The ceremony also launched the "First Greater Bay Area Pet Industry High-tech Investment Competition" and initiated strategic cooperation for promoting pet industry park construction, aiming to bridge dreams with industry [51][52]. - The event emphasized the importance of innovation, brand excellence, academic research, and service network development in shaping a more caring, vibrant, and high-quality pet industry in China [58][60].

Investment Rating - The report maintains an "Accumulate" rating for the pet industry [4] Core Insights - The pet industry is expected to grow at a rate of 4.1% in 2025, marking a transition to high-quality growth, with the market size reaching 312.6 billion yuan [9][10] - The number of pet dogs and cats is increasing, with a year-on-year growth of 1.8%, and the average annual spending per dog and cat is also rising [10][14] - The trend of younger pet owners is driving the industry towards high-quality development, with 90s and 00s generations becoming the main consumer groups [14] Summary by Sections 1. Industry Scale - The pet industry market size is projected to reach 312.6 billion yuan in 2025, growing by 4.1% compared to 2024 [9] - The dog market is expected to reach 160.6 billion yuan, while the cat market is projected to reach 152.0 billion yuan, with respective growth rates of 3.2% and 5.2% [9] - By 2028, the market size is anticipated to reach 405.0 billion yuan [9] 2. Market Dynamics - The market is characterized by a "stronger getting stronger" trend, with domestic brands gaining market share [20] - In the 2025 Double Eleven shopping festival, domestic brands accounted for over 70% of the market share, and the top 10 brands on Tmall reached a concentration ratio of 44% [20] - Online channels, particularly Tmall, remain the largest market, accounting for 29% of the total market share, while offline channels like pet stores and hospitals account for 33% [22] 3. Trends - There is a significant shift towards scientific feeding practices, with 55.3% of pet owners willing to learn about scientific feeding methods [40] - The trend of wet food consumption is accelerating, with notable growth in various categories such as cat freeze-dried food and dog baked food [40] - The demand for specialized pet food for different life stages and sizes is increasing, particularly for senior dogs, which saw a sales increase of 67% in 2024 [45]

Core Viewpoint - The event "Pet New Year Festival" will take place at Guangzhou Tower from January 22 to 25, featuring various activities for families and their pets, aiming to create a joyful winter experience for attendees [6][17]. Group 1: Event Details - The "Pet New Year Festival" will be held at Guangzhou Tower, offering a variety of activities including a pet beauty masterclass, a star-studded red carpet show, and a pet competition [6][17][33]. - The festival will run from January 22 to 25, with specific timings for different activities, including the pet beauty masterclass on January 23 and the pet competition on January 24-25 [17][25][36]. Group 2: Activities and Attractions - The event will feature a masterclass where pet owners can learn essential pet care skills, helping them save time and money while enhancing their pet care knowledge [18][21]. - A star-studded red carpet show will allow families to enjoy a unique fashion event with their pets, providing opportunities for memorable photos [27][30]. - The festival will also include a pet competition, specifically the IUCC National Cat Competition, which promises to be visually appealing and engaging for attendees [33][36]. Group 3: Audience Engagement - The festival aims to attract families, encouraging them to bring their children and pets to enjoy a day filled with fun and bonding experiences [9][39]. - The event is designed to create lasting memories for families, with opportunities for interaction and engagement between children and pets [40][41].