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China Galaxy Securities 2025 Annual Strategy for the Agriculture, Forestry, Animal Husbandry, and Fishery Industry: Focusing on the Breeding Industry Chain, Looking Forward to Efficiency and Growth.
To further boost the growth Sector, investment opportunities in Agriculture in 2025 can still revolve around the breeding Industry Chain.
Express News | Petpal Pet Nutrition Technology: The terminal demand and Order in overseas markets will grow normally in 2025.
Petpal pet nutrition technology (300673): Capacity breakthroughs release growth, and proprietary brands are gradually emerging.
Investment Highlights petpal pet nutrition technology: A leader in the chewable products field, starting in 2018 with diversification in categories, balancing both domestic and international markets. 1) Originating from chewable products, plant-based and animal-hide chewable products account for over 60%, with plant-based chewable products historically being the highest gross margin products for the company.
Donghai Securities: "november 11 shopping festival-related" pet food performance is impressive. The leader is strong and continues to be strong.
In September 2024, China's pet food export volume was 0.0256 million tons, a year-on-year increase of 5.47%; the export value was 0.124 billion US dollars, a year-on-year increase of 11.04%. The export volume and export value of pet food have maintained rapid year-on-year growth since the beginning of this year, continuing to show growth in September due to last year's low base effect.
Central China Securities: Weak operation of pork prices, 'Singles' Day' pet data continues to grow
Central China Securities released research reports stating that the forward industry pe and pb are both lower than the historical valuation center, at relatively low levels, and are expected to see a valuation rebound in the future, maintaining an investment rating of "stronger than the market" for the industry.
Shenwan Hongyuan: Focus on the theme of food security, focusing on the planting industry, hog farming, and pet food across multiple sectors.
According to statistics from the 37 listed companies tracked by Shenwan Agriculture, Forestry, Animal Husbandry and Fisheries, the total net income attributable to the mother in Q3 2024 reached 18.4 billion yuan, a year-on-year increase of 358%, with hog farming and pet food performance growth ranking at the top.