A-shares reaction丨Guai Bao Pet has retreated for two consecutive days after recently hitting an all-time high.

Gelonghui February 6 | Guibao Pets (301498.SZ) has seen a pullback for two consecutive days, with a Market Cap barely holding at 36 billion yuan. The stock has been on a continuous upward trend recently, even setting a historic High Stock Price of 99.9 yuan. Analysts indicate that the recent sustained increase and continuous record-setting of historic highs may trigger short-term pullback risks. The Pet Economy white paper shows that the industry's growth rate is expected to increase by 4.3 percentage points year-on-year in 2024. Referring to the development of domestic and international pet markets exhibits a certain ability to traverse economic cycles, and considering that China’s pet ownership penetration rate and spending per pet still have considerable room for improvement compared to Europe, America, and Japan, some Institutions predict that the domestic pet economy still...

Gelonghui FinanceFeb 6 13:47

Guolian: The Pet Economy is steadily growing, with ten-million-level blockbuster products continuing to emerge.

In 2024, the online sales data of the pet market maintains double-digit growth, brand concentration is increasing, domestic brands are replacing imports, and the leading structure is relatively stable.

Zhitong FinanceFeb 5 16:04

Zheshang: Xiaohongshu is welcoming overseas traffic, and pet brands are expected to seize the opportunities for going abroad.

Leveraging the inherent "grass-planting gene" advantage of Xiaohongshu, the pet Industry is expected to seize the business opportunities arising from the new trend.

Zhitong FinanceJan 19 16:37

Research Reports on Digging Gold | HTSC: Maintain a 'Buy' rating for Guibao Pet, with a Target Price of 95.2 yuan.

Gelonghui, January 6th | HTSC's Research Reports point out that multiple data validate the high growth dividends of The Pet Economy in the country. WeChat gifting and tariffs on imported pet food may help domestic pet food brands increase their market share, with Guobao Pet (301498.SZ) likely to benefit more from advantages in channels, products, and brands. Besides the steady growth of its main brand Maifudi, the high-end brand Friega has shown remarkable growth, and new brands may begin to grow from 2025. Referencing comparable companies at 21X PE in 2025 and considering the company's earnings primarily from domestic self-owned brand Business, which is less affected by foreign trade fluctuations and has significant advantages, a valuation of 45X for 2025 is assigned.

Gelonghui FinanceJan 6 15:56 · Ratings

Gui Bao Pets (301498): A leader in domestic pet brands with strong growth potential.

Multiple data validations indicate a high growth dividend for The Pet Economy in the country. WeChat gifting and increased tariffs on imported pet food may help domestic brands increase their market share, with Guai Bao potentially benefiting more due to advantages in channels, products, and branding. In addition to steady growth of the main brand Mai Fu Di, there is also a focus on the high-end segment.

HTSCJan 5 00:00

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.

Zhitong FinanceDec 26, 2024 17:06