农林牧渔行业周报：它博会开幕，揭开宠物行业高景气

请仔细阅读本报告末页声明 增持（维持）张斌梅执业证书编号：S0680523070007邮箱：zhangbinmei@gszq.com沈嘉妍执业证书编号：S0680524040001邮箱：shenjiayan@gszq.com樊嘉敏执业证书编号：S0680523070008邮箱：fanjiamin@gszq.com1、《农林牧渔：2025Q1农业板块业绩简述》2025-05-2、《农林牧渔：宠物公司业绩表现亮眼，行业持续高景气》2025-04-273、《农林牧渔：养殖减配明显，种植小幅减配——2025Q1持仓分析》2025-04-252024-092025-01农林牧渔沪深300 作者分析师分析师分析师相关研究04 P.2内容目录本周观点...............................................................................................................................................3行情回顾：本周农业跑输大盘1个百分点...........................................................................................3本周热点.........................................................................................................................................4核心观点.........................................................................................................................................4农业数据跟踪.........................................................................................................................................5生猪：生猪价格下降，猪肉价格下降..................................................................................................5家禽：毛鸡价格上涨，鸡苗价格上涨..................................................................................................6大宗：美豆价格下跌，豆粕现货下跌..................................................................................................8风险提示..............................................................................................................................................11图表目录图表1：本周农业板块跑输大盘1个百分点..............................................................................................3图表2：本周渔业板块上涨3.87%..........................................................................................................3图表3：本周农林牧渔个股涨跌幅一览....................................................................................................3图表4：本周全国瘦肉型肉猪出栏价14.73元/kg，较上周下降0.3%..........................................................5图表5：本周猪肉平均批发价20.62元/kg，较上周下跌0.8%....................................................................5图表6：本周自繁自养头均盈利84.33元/头，外购仔猪头均盈利58.46元/头..............................................5图表7：本周出售仔猪毛利242.17元/头，较上周减少0.98元/头..............................................................5图表8：上周全国白条猪肉平均宰后均重91.86公斤，周环比上涨0.1%.....................................................6图表9：本周15kg仔猪全国市场价44.15元/公斤，较上周下跌0.1%........................................................6图表10：2025年4月第2周父母代鸡苗价格40.32元/套，周环比下跌3.6%.............................................6图表11：本周肉鸡苗价格2.91元/只，较上周上涨0.3%..........................................................................6图表12：本周白羽肉鸡平均价7.45元/公斤，较上周下降0.4%.................................................................6图表13：本周鸡产品平均价8.9元/公斤，较上周持平..............................................................................6图表14：本周父母代种鸡养殖利润0.16元/只，较上周增加0.01元/只......................................................7图表15：本周屠宰利润-1.15元/只，较上周增加0.05元/只......................................................................7图表16：本周817鸡苗平均价0.58元/只，较上周持平............................................................................7图表17：本周817肉杂鸡平均价7.28元/公斤，较上周下跌0.2%.............................................................7图表18：本周国内玉米现货价2363.53元/吨，较上周上涨2.4%...............................................................8图表19：本周CBOT玉米收盘价449.75美分/蒲式耳，较上周下跌4.1%....................................................8图表20：本周国内小麦现货价2460.67元/吨，较上周上涨0.2%...............................................................8图表21：本周CBOT小麦收盘价521美分/蒲式耳，较上周下跌4.1%........................................................8图表22：本周国内粳稻现货价2864元/吨，较上周上涨0.2%...................................................................8图表23：本周CBOT糙米收盘价1265美分/英担，较上周下降0.5%..........................................................8图表24：本周国内大豆现货价3927.89元/吨，较上周上涨1%.................................................................9图表25：本周CBOT大豆收盘价1052.25美分/蒲式耳，较上周下跌0.6%..................................................9图表26：本周国内豆粕现货价3312.29元/吨，较上周下跌8.1%...............................................................9图表27：本周一级豆油现货价8176.67元/吨，较上周下跌1.0%...............................................................9图表28：本周国内菜粕现货价2567.37元/吨，较上周下跌2.2%...............................................................9图表29：本周国内进口四级菜油现货价9477.5元/吨，较上周上涨0.8%...................................................9图表30：本周国内24度棕榈油现货价8641.67元/吨，较上周下跌4.4%..................................................10图表31：本周BMD棕榈油收盘价3815林吉特/吨，较上周下跌1.7%.......................................................10图表32：本周柳州白糖现货价6150元/吨，较上周下跌0.8%..................................................................10图表33：本周NYBOT11号糖收盘价17.82美分/磅，较上周上涨2.2%.....................................................10图表34：本周国产鱼粉现货价10875元/吨，较上周持平.........................................................................10图表35：本周进口鱼粉现货价10850元/吨，较上周下跌0.8%................................................................10 请仔细阅读本报告末页声明 本周观点行情回顾：本周农业跑输大盘1个百分点本周（2025/05/09）农业板块上涨1%，跑输大盘1个百分点。个股方