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天风证券最新研报显示,中国宠物食品出口呈现季度性改善趋势,国产品牌迎来发展机遇。
Tianfeng Securities' latest research report indicates that China's pet food exports show quarterly improvement trends, presenting development opportunities for domestic brands.
7月份数据显示(人民币计价):
- 宠物食品出口额同比增长0.47%
- 连续第二个月实现正增长
- 出口单价同比上涨13%
Key data for July (RMB terms):
- Pet food export value increased by 0.47% YoY
- Second consecutive month of positive growth
- Export unit price rose 13% YoY
核心亮点:
• 美国市场占比环比提升
• 对美出口实现22个月来首次同比增长
• 美元计价出口单价仍保持6%增长
Key Highlights:
• Increased market share in the U.S.
• First YoY growth in exports to U.S. in 22 months
• 6% growth in USD-denominated unit price
天风证券建议关注:乖宝宠物、中宠股份、佩蒂股份等龙头企业,预计行业将迎来业绩拐点。
Tianfeng Securities recommends focusing on leading companies like Wanpy, Zhongchong, and Petty, anticipating an industry performance turning point.
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