农林牧渔行业周报：2025年上半年宠物经济消费增长8.84%

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：农业重点公司2025Q2业绩前瞻》2025-2、《农林牧渔：再提反“内卷式”竞争，调整优化生猪产能》2025-07-063、《农林牧渔：降重效果初显，猪价快速回暖》2025-2024-112025-03农林牧渔沪深300 作者分析师分析师分析师相关研究07-1306-28 P.2内容目录本周观点...............................................................................................................................................................3行情回顾：本周农业板块跑输大盘1.2个百分点................................................................................................3本周热点........................................................................................................................................................4核心观点........................................................................................................................................................4农业数据跟踪........................................................................................................................................................5生猪：生猪价格下跌，猪肉价格上涨................................................................................................................5家禽：产品价格上涨，肉鸡苗价格上涨.............................................................................................................6大宗：玉米价格下跌，豆粕现货上涨................................................................................................................8风险提示..............................................................................................................................................................11图表目录图表1：本周农业板块跑输大盘1.2个百分点.........................................................................................................3图表2：本周动物保健Ⅱ板块上涨5.13%...............................................................................................................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14.28元/kg，较上周下跌2.1%.......................................................................5图表5：本周猪肉平均批发价20.66元/kg，较上周上涨0.3%.................................................................................5图表6：本周自繁自养头均盈利90.89元/头，外购仔猪头均盈利-18.66元/头...........................................................5图表7：本周出售仔猪毛利146.03元/头，较上周增加6.71元/头............................................................................5图表8：上周全国白条猪肉平均宰后均重89.58公斤，周环比下降0.3%..................................................................6图表9：本周15kg仔猪全国市场价37.61元/公斤，较上周上涨0.2%.....................................................................6图表10：2025年7月第1周父母代鸡苗价格50.35元/套，周环比上涨6.7%..........................................................6图表11：本周肉鸡苗价格1.37元/只，较上周上涨38.4%......................................................................................6图表12：本周白羽肉鸡平均价6.4元/公斤，较上周上涨2.6%................................................................................6图表13：本周鸡产品平均价8.4元/公斤，较上周上涨0.3%...................................................................................6图表14：本周父母代种鸡养殖利润-1.38元/只，较上周增加0.38元/只...................................................................7图表15：本周屠宰利润0.34元/只，较上周减少0.35元/只....................................................................................7图表16：本周817鸡苗平均价0.75元/只，较上周上涨8.7%.................................................................................7图表17：本周817肉杂鸡平均价7.14元/公斤，较上周上涨4.4%..........................................................................7图表18：本周国内玉米现货价2405元/吨，较上周下跌0.7%.................................................................................8图表19：本周CBOT玉米收盘价409美分/蒲式耳，较上周上涨3.2%.....................................................................8图表20：本周国内小麦现货价2439.56元/吨，较上周下跌0.2%............................................................................8图表21：本周CBOT小麦收盘价547美分/蒲式耳，较上周上涨0.3%.....................................................................8图表22：本周国内粳稻现货价2892元/吨，较上周持平.........................................................................................8图表23：本周CBOT糙米收盘价1237美分/英担，较上周下跌3.2%.......................................................................8图表24：本周国内大豆现货价3926.32元/吨，较上周持平.....................................................................................9图表25：本周CBOT大豆收盘价1035美分/蒲式耳，较上周上涨2.7%...................................................................9图表26：本周国内豆粕现货价2969.43元/吨，较上周上涨1.9%............................................................................9图表27：本周一级豆油现货价8293.33元/吨，较上周上涨1.3%............................................................................9图表28：本周国内菜粕现货价2699.42元/吨，较上周上涨3.3%............................................................................9图表29：本周国内进口四级菜油现货价9700元/吨，较上周上涨0.5%...................................................................9图表30：本周国内24度棕榈油现货价9050元/吨，较上周上涨1.6%....................................................................10图表31：本周BMD棕榈油收盘价4316林吉特/吨，较上周上涨3.4%..............