一股"它经济"浪潮正在席卷全国。 每经智库研究员 吴林静 王捷 每经编辑｜杨欢 《2025年中国宠物行业白皮书（消费报告）》最新数据显示，2024年我国城镇"毛孩子"数量再创新高，犬猫总数突破1.2亿只，相当于每7个城镇常住居民就 拥有一只宠物；相关消费市场规模更是突破3000亿元大关，同比增长7.5%。 宠物经济已从单纯的消费现象，跃升为各地竞相布局的新兴产业。近期，被称为"最牛风投城市"，合肥抓住这一社会心态变迁，提出"宠物友好城市"建设， 还召开了壮大宠物经济赛道的座谈会，聚焦宠物产业高质量发展。 但放眼全国宠物经济版图，把宠物经济当做一门正经产业的，早有一些城市跑在了合肥之前。 合肥入局 当宠物消费正从"吃饱穿暖"向"精致养宠"跃升，"科创之城"合肥敏锐捕捉到这一生活方式的深刻变革。其2025年市政府工作报告中，直言要"壮大宠物经济 新赛道"。 第26届亚洲宠物展 图片来源：亚宠展官方 今年3月发布的《合肥市促进宠物经济高质量发展三年行动计划（征求意见稿）》（以下简称《三年行动计划》）显示： 促进宠物医药、食品、用品、服务、医疗等多业并举协调发展。到2027年，全市宠物经济规模与效益显著提升，宠物产业 ...

2025 年 05 月 12 日 行业周报 看好/维持 农林牧渔 农林牧渔 农业周报 20250503-20250510：粮价继续上涨，畜禽等待拐点 ◼ 走势比较 ◼ 子行业评级 | 种植业 | 看好 | | --- | --- | | 畜牧业 | 看好 | | 林业 | 中性 | | 渔业 | 中性 | | 农 产 品 加 工 | 看好 | | Ⅱ | | ◼ 推荐公司及评级 二、核心观点 行业评级及策略：粮价近期持续上涨，种植产业链景气有望触底反 转。畜禽价格低迷，产能有望高位回落。关税反制事件凸显国内农 产品供应重要性，产业发展政策环境有望持续优化，继续看好板块 投资机会。 | 中宠股份 | 买入 | | --- | --- | | 牧原股份 | 买入 | | 苏垦农发 | 买入 | 相关研究报告 <<农业周报 20250427-20250502：子 行业 1 季报分化明显，养殖相关板块 业绩增长良好>>--2025-05-07 <<年报&一季报点评：粮价低迷致业 绩承压，自营农地规模扩大>>-- 2025-04-30 <<年报&一季报点评：自主品牌高速 增长，OEM 产能布局优势突出>>-- 2025 ...

Investment Rating - The overall industry rating is positive, with expectations for higher returns compared to the CSI 300 index in the next six months [52]. Core Views - The agricultural product prices have shown a divergence recently, with grain prices continuing to rise while livestock prices have stabilized after an initial increase. The importance of domestic food security has been highlighted by tariff countermeasures, and the policy environment for industry development is expected to continue improving, indicating ongoing investment opportunities in the sector [5][18]. - The livestock industry chain is experiencing stagnation in production capacity growth, with the valuation of the sector at a low point, suggesting long-term investment opportunities. The average price of live pigs is currently 14.95 yuan/kg, reflecting a slight decrease from the previous week [5][19]. - The poultry sector is witnessing fluctuations in chicken prices, with the average price for white feather broilers at 3.73 yuan/kg, down 0.02 yuan from last week. The industry is advised to monitor the impacts of avian influenza and tariff countermeasures [21][20]. Summary by Sections Livestock Industry Chain - **Pork**: The production capacity growth has stagnated, and the sector's valuation is at a historical low, indicating potential long-term investment value. The average price of live pigs is 14.95 yuan/kg, down 0.02 yuan from last week [5][19]. - **Poultry**: The average price for white feather broilers is 3.73 yuan/kg, down 0.02 yuan from last week. The industry is advised to monitor the impacts of avian influenza and tariff countermeasures [21][20]. - **Eggs**: The average price for yellow chickens has shown a slight increase, with prices at 10.69 yuan/kg for Lihua yellow chickens, up 0.32 yuan from last month [21]. Planting Industry Chain - **Seed Industry**: The recent announcement of 99 genetically modified corn and soybean varieties pending approval indicates a significant expansion in domestic GM crop varieties, which is expected to enhance agricultural production efficiency [22]. - **Grain Prices**: Recent increases in grain prices, with corn at 2291 yuan/ton and wheat at 2434 yuan/ton, suggest potential investment opportunities in the context of reduced imports and tariff measures against U.S. agricultural products [22][11]. Recommended Companies - The report recommends several companies for investment, including: - Zhongchong Co., Ltd. (Buy) - Muyuan Foods Co., Ltd. (Buy) - Suqian Agricultural Development Co., Ltd. (Buy) [3].