You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨中金:維持乖寶寵物“跑贏行業”評級 雙十一彰顯一流競爭力
格隆匯 11-22 16:42
中金公司研報指出,乖寶寵物(301498.SZ)作為國貨寵食第一品牌勢能已成,有望持續引領國貨崛起黃金時代。雙十一寵物經濟景氣成長,國貨崛起正當時。主品牌麥富迪霸榜:公司雙十一全網銷售額突破6.7億元,同比增長65%。麥富迪在天貓、抖音及拼多多平台寵物食品及用品品類總榜均連續四年位列第一,位列京東平台狗乾糧/狗濕糧&零食/貓乾糧/貓濕糧&零食第一/第一/第二/第一。一方面公司基本盤麥富迪國貨寵食第一品牌勢能已成,同大部分競爭對手已拉開身位差距;另一方面依託高鮮肉、BARF天性餵養理念等產品創新順利裂變子系列,孵化能力持續得到驗證,公司有望不斷完善品牌矩陣、優化產品結構。預計後續有望順應高端化、貓經濟、DTC渠道營銷趨勢,實現高質量超額成長。維持跑贏行業評級及目標價77元不變。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account