数据显示，7月29日依依股份主力资金净流出1593.50万元，占流通市值的0.59%。当日盘中曾出现快速 回调，9点30分时5分钟内跌幅超过2%，股价最低报25.84元。 依依股份7月29日股价报收25.36元，较前一交易日下跌0.66元，跌幅2.54%。当日开盘价为26.37元，最 高触及26.66元，最低下探至25.02元，全天振幅达6.30%。该股当日成交量为67553手，成交金额1.72亿 元，换手率为6.35%。 依依股份主营业务为宠物卫生护理用品的研发、生产和销售，主要产品包括宠物垫、宠物尿裤等。公司 产品远销海外多个国家和地区，是国内宠物卫生护理用品行业的重要企业之一。 风险提示：股市有风险，投资需谨慎。 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price not specified [5] Core Viewpoints - The company is focusing on enhancing its competitive edge by leveraging its domestic and international production capabilities to seize opportunities in the pet hygiene and care products market [1][2] - The Chinese pet products market is experiencing robust growth, with a projected penetration rate of 80.2% for pet supplies by 2024, indicating a strong consumer shift towards pet care [2] - The company has adjusted its profit forecasts, expecting net profits of 267.35 million, 322.58 million, and 382 million yuan for the years 2025 to 2027, respectively, with corresponding P/E ratios of 17, 14, and 12 [4] Summary by Sections Company Strategy - The company is advancing a dual strategy of "overseas + domestic" and "ODM/OEM + proprietary brands" to strengthen its market position [1] - It is investing in various pet-related sectors, including cat litter, pet food, smart pet products, and veterinary vaccines, to prepare for future expansion [1] Market Analysis - The report highlights that the global production capacity for pet hygiene products is primarily concentrated in China, which provides a competitive advantage due to lower costs compared to other regions [3] - The company is actively expanding its market presence in non-US regions such as Europe and Southeast Asia to mitigate risks associated with tariffs [3] Financial Projections - The company anticipates significant revenue growth, with projected revenues of 1.34 billion, 1.80 billion, and 2.18 billion yuan for 2023, 2024, and 2025, respectively, reflecting growth rates of -11.80%, 34.41%, and 21.48% [10] - The EBITDA is expected to increase from 190.94 million yuan in 2023 to 392.38 million yuan in 2025, indicating a positive trend in operational efficiency [10]

Group 1 - The A-share pet economy sector showed strong performance at the beginning of trading, with Kangtai Medical rising over 14% [1] - Rainbow Group and Huisheng Biological both increased by over 5% [1] - Other companies such as Jiaotong Angli, Hasi Lian, Yiyi Co., and Guai Bao Pet also experienced gains [1]

2025 年 7 月 23 日 投资要点： 分析师：魏红梅 SAC 执业证书编号： S0340513040002 电话：0769-22119462 邮箱：whm2@dgzq.com.cn 主要数据 | 分析师：魏红梅 | | | | --- | --- | --- | | SAC | 执业证书编号： | | | S0340513040002 | | | | 公 | 电话：0769-22119462 | | | 司 | 邮箱：whm2@dgzq.com.cn | | | 研 | | 究 | | 主要数据 | | | | 2025 | 年 7 月 22 日 | | | 收盘价（元） | | 25.98 | | 总市值（亿元） | | 48.04 | | 总股本（百万股） | | 184.89 | | 流通股本（百万股） | | 106.32 | | ROE(TTM) | | 12.02% | | 12 | 月最高价（元） | 25.98 | | 12 | 月最低价（元） | 10.92 | 股价走势 增持（维持） 我国宠物一次性卫生用品龙头 积极开拓市场 公 司 点 评 依依股份（001206）跟踪点评 公司系我 ...

事件： 近期宠物行业相关公司如乖宝宠物、中宠股份、佩蒂股份等股价有所回调，依依股份股价表现相对较 强。 点评： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 农林牧渔行业 超配（维持） 国内市场仍有扩容空间 国产龙头仍有增长动力 宠物行业跟踪点评 2025 年 7 月 23 日 分析师：魏红梅（SAC 执业证书编号：S0340513040002） 电话：0769-22119462 邮箱：whm2@dgzq.com.cn 跟 踪 点 评 行 证券研究报告风险等级及适当性匹配关系 | 低风险 | 宏观经济及政策、财经资讯、国债等方面的研究报告 | | --- | --- | | 中低风险 | 债券、货币市场基金、债券基金等方面的研究报告 | | 中风险 | 主板股票及基金、可转债等方面的研究报告，市场策略研究报告 | | 中高风险 | 创业板、科创板、北京证券交易所、新三板（含退市整理期）等板块的股票、基金、可转债等 | | | 方面的研究报告，港股股票、基金研究报告以及非上市公司的研究报告 | | 高风险 | ...

证券时报·数据宝统计，截至上午10:28，今日沪指跌0.32%，A股成交量657.44亿股，成交金额8512.92亿 元，比上一个交易日增加1.41%。个股方面，1488只个股上涨，其中涨停71只，3779只个股下跌，其中 跌停6只。从申万行业来看，建筑材料、美容护理、建筑装饰等涨幅最大，涨幅分别为2.00%、0.85%、 0.64%；银行、非银金融、计算机等跌幅最大，跌幅分别为1.38%、1.20%、1.05%。（数据宝） 今日各行业表现（截至上午10:28） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 建筑材料 | 2.00 | 197.98 | 38.58 | 韩建河山 | 10.08 | | 美容护理 | 0.85 | 39.64 | 49.51 | 依依股份 | 9.99 | | 建筑装饰 | 0.64 | 222.97 | 1.86 | 筑博设计 | 20.02 | | 钢铁 | 0.54 | 80.79 | -31.41 | 西宁特钢 | 10.04 ...

Group 1 - The beauty care sector experienced a significant rise at the beginning of trading, with Jeya Co., Ltd. (301108) increasing by over 10% [1] - Yiyi Co., Ltd. (001206) approached the daily limit increase, indicating strong market interest [1] - Aimeike (300896) saw an increase of over 4%, reflecting positive sentiment in the industry [1] Group 2 - Other companies such as Shuiyang Co., Ltd. (300740) and Shanghai Jahwa United Co., Ltd. (600315) also experienced upward movement, suggesting a broader trend in the beauty care sector [1]

股东户数连续下降个股中，连降时间较长的有国元证券、中原传媒等，其中，国元证券最新股东户数为 93749户，已连续减少12期，累计降幅为7.13%，中原传媒股东户数连降9期，最新户数为17042户，累 计降幅29.57%，股东户数连降期数较多的还有洁美科技、锡业股份、双象股份等。从最新一期的股东 户数下降幅度看，降幅较大的有依依股份、双象股份、中航高科等，最新股东户数分别下降9.33%、 7.38%、6.66%。 投资者可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东户 数信息。证券时报·数据宝统计显示，94家公司公布了截至7月20日最新股东户数，相比之前各期，有16 股股东户数连续减少3期以上，股东户数最多已连降12期。也就是说筹码呈持续集中趋势。 | 代码 | 简称 | 最新股东户 | 较上期增减 | 连续下降期 | 筹码集中以来涨跌 | 相对沪指 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （%） | 数 | （%） | （%） | | 001206 | 依依股 份 | 18644 | -9.33 | ...

农林牧渔行业 超配（维持） 农林牧渔行业双周报（2025/7/4-2025/7/17） 行 业 生猪养殖公司上半年盈利较好 2025 年 7 月 18 日 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 分析师：魏红梅 SAC 执业证书编号： S0340513040002 电话：0769-22119462 邮箱：whm2@dgzq.com.cn SW农林牧渔行业略跑输沪深300指数。2025年7月4日—2025年7月17日，SW 农林牧渔行业上涨0.74%，跑输同期沪深300指数约0.93个百分点；细分板 块中，动物保健、农产品加工、养殖业、种植业录得正收益，分别上涨8.71%、 2.56%、1.42%和0.46%；渔业和饲料录得负收益，分别下跌1.8%和4.2%。 估值方面，截至2025年7月17日，SW农林牧渔行业指数整体PB（整体法， 最新报告期，剔除负值）约2.66倍，近两周略有回升。目前行业估值处于 行业2006年以来的估值中枢约59.2%的分位水平，仍处于历史低位。 周 报 农林渔牧（ ...

Group 1 - The company held its second extraordinary general meeting of shareholders and the first employee representative meeting of 2025 on July 11, 2025, where the fourth board of directors was elected [1] - The meeting was attended by all 14 directors, and the procedures complied with relevant laws and regulations [1][2] - The board unanimously elected non-independent director Gao Fuzhong as the chairman of the fourth board of directors, with a term starting from the approval date until the board's term ends [2] Group 2 - The board approved the election of members for various specialized committees, including the Strategy Committee, Audit Committee, Nomination Committee, and Compensation and Assessment Committee, with all votes in favor [3][4] - Gao Fuzhong was appointed as the chairman of the Strategy Committee, while Liu Ying was appointed as the chairman of the Audit Committee [3] - The board also approved the appointment of Gao Fuzhong as the general manager and several other executives, including Lu Junmei and Gao Jian as deputy general managers [4] Group 3 - The board appointed Zhou Lina as the financial director and also approved the appointment of Zhou Lina as the board secretary and Zhang Beibei as the securities affairs representative [5] - All appointments are effective from the date of approval until the end of the fourth board's term [4][5]