证券之星消息，7月31日个护用品板块较上一交易日下跌1.99%，延江股份领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。个护用品板块个股涨跌见下表： 从资金流向上来看，当日个护用品板块主力资金净流出1.63亿元，游资资金净流出4671.12万元，散户资 金净流入2.1亿元。个护用品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 2786.97万 | 9.56% | -2061.97万 | -7.07% | -725.00万 | -2.49% | | 001328 | 登康口腔 | 783.69万 | 6.75% | -633.61万 | -5.46% | -150.08万 | -1.29% | | 003006 自亚股份 | | 85.10万 | 0.53% | -742.19万 | -4.66% | ...

Company Overview - Yiyi Co., Ltd. specializes in the research, development, production, and sales of pet hygiene care products, including pet pads and pet diapers [1] - The company is a significant player in the domestic pet hygiene care products industry and exports its products to various countries and regions [1] Stock Performance - On July 29, Yiyi's stock closed at 25.36 yuan, down 0.66 yuan, representing a decline of 2.54% from the previous trading day [1] - The stock opened at 26.37 yuan, reached a high of 26.66 yuan, and a low of 25.02 yuan, with an intraday volatility of 6.30% [1] - The trading volume for the day was 67,553 hands, with a total transaction value of 172 million yuan, resulting in a turnover rate of 6.35% [1] Market Activity - On July 29, there was a net outflow of 15.935 million yuan in the main funds, accounting for 0.59% of the circulating market value [1] - The stock experienced a rapid pullback during the trading session, with a drop of over 2% within the first five minutes, reaching a low of 25.84 yuan [1]

依依股份最新一期业绩显示，截至2025一季报，公司营业总收入4.85亿元、同比增长26.56%，归属净利 润5409.22万元，同比增长27.96%，扣非净利润5017.23万元，同比增长40.99%，流动比率3.967、速动比 率3.505、资产负债率17.57%。 金融界消息 截至2025年7月29日收盘，依依股份（001206）报收于25.36元，下跌2.54%，换手率 6.35%，成交量6.76万手，成交金额1.72亿元。 资金流向方面，今日主力资金净流出1593.50万元，占比成交额9.26%。其中，超大单净流出673.89万 元、占成交额3.92%，大单净流出919.61万元、占成交额5.35%，中单净流出流出1236.05万元、占成交 额7.18%，小单净流入2829.56万元、占成交额16.45%。 天眼查商业履历信息显示，天津市依依卫生用品股份有限公司，成立于1990年，位于天津市，是一家以 从事造纸和纸制品业为主的企业。企业注册资本18489.3808万人民币，实缴资本10921.2116万人民币。 公司法定代表人为高福忠。 通过天眼查大数据分析，天津市依依卫生用品股份有限公司共对外投资了 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301108 | 洁雅股份 | 27.05 | -4.11% | 4.92万 | 1.35亿 | | 603193 | 润本股份 | 34.45 | -4.04% | 19.96万 | 6.96 Z | | 002511 | 中顺洁桑 | 7.66 | -2.67% | 53.20万 | 4.16 亿 | | 001206 | 依依股份 | 25.36 | -2.54% | 6.76万 | 1.72亿 | | 605009 | 豪倪护理 | 40.56 | -2.08% | 8.71万 | 3.62亿 | | 603238 | 诺邦股份 | 19.13 | -1.65% | 21.21万 | 4.32亿 | | 003006 | 百亚股份 | 26.97 | -1.21% | 7.48万 | 2.03亿 | | 300888 | 稳健医疗 | 40.82 | -1.02% | 9.16万 | 3.77亿 | | 600249 | 两面针 | 5.8 ...

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]

Investment Rating - The report maintains an "Accumulate" rating for the company [5][8]. Core Views - The company is a leader in the pet disposable hygiene products sector in China and is actively expanding its market presence [8]. - The domestic and international pet markets are expected to continue growing rapidly, with China's pet market size surpassing 300 billion yuan [8]. - The company has established a strong customer resource advantage in overseas markets, primarily through ODM/OEM models, and has become a key supplier for several well-known multinational companies [8]. Financial Summary - The company's total revenue is projected to grow from 1,798 million yuan in 2024 to 2,843 million yuan in 2027, reflecting a steady increase [9]. - Net profit is expected to rise from 215 million yuan in 2024 to 349 million yuan in 2027, indicating a positive growth trajectory [9]. - The estimated EPS for 2025 and 2026 are 1.34 yuan and 1.60 yuan, respectively, with corresponding PE ratios of 19 times and 16 times [8][9].

Investment Rating - The report maintains an "Overweight" rating for the pet industry, indicating that the industry index is expected to outperform the market index by over 10% in the next six months [4]. Core Insights - The pet industry in China is projected to continue its rapid growth, with the urban pet consumption market expected to increase from 170.8 billion yuan in 2018 to 300.2 billion yuan by 2024, reflecting a CAGR of approximately 9.9% [3]. - The pet food market is anticipated to grow from 89.1 billion yuan to 158.5 billion yuan during the same period, with a CAGR of about 10.1% [3]. - The pet healthcare market, including vaccines and medications, is expected to see significant growth, with a projected increase from 8.54 billion yuan to 37.22 billion yuan, representing a CAGR of 27.8% [3]. - The report highlights that the pet ownership penetration rate in China is still relatively low compared to mature markets, indicating substantial room for growth [3]. Market Dynamics - The pet ownership demographic is shifting towards younger generations, with post-90s pet owners constituting 41.2% and post-00s pet owners rising to 25.6% [3]. - The report notes that the pet industry in China is characterized by a low concentration of market players, with the top three companies holding only 3.6% of the market share [3]. - The competitive landscape is fragmented, with numerous small and medium-sized enterprises alongside established brands like Guai Bao Pet and Zhong Chong Co [3]. Investment Recommendations - The report suggests focusing on key players in the pet industry, including Guai Bao Pet (301498), Zhong Chong Co (002891), Yi Yi Co (001206), Yuan Fei Pet (001222), Tian Yuan Pet (301335), and Pu Lai Ke (603566) [3].

Market Overview - The Shanghai Composite Index decreased by 0.32% as of 10:28 AM, with a trading volume of 657.44 million shares and a transaction value of 851.29 billion yuan, an increase of 1.41% compared to the previous trading day [1]. Industry Performance - The top-performing sectors included: - Building Materials: Increased by 2.00% with a transaction value of 197.98 billion yuan, led by Hanjian Heshan, which rose by 10.08% [1]. - Beauty Care: Increased by 0.85% with a transaction value of 39.64 billion yuan, led by Yiyi Co., which rose by 9.99% [1]. - Building Decoration: Increased by 0.64% with a transaction value of 222.97 billion yuan, led by Zhubo Design, which rose by 20.02% [1]. - The sectors with the largest declines included: - Banks: Decreased by 1.38% with a transaction value of 180.32 billion yuan, led by Xiamen Bank, which fell by 3.53% [2]. - Non-Bank Financials: Decreased by 1.20% with a transaction value of 324.12 billion yuan, led by Hualin Securities, which fell by 5.42% [2]. - Computers: Decreased by 1.05% with a transaction value of 642.92 billion yuan, led by Zhongyuan Haike, which fell by 5.29% [2]. Summary of Trading Data - A total of 1,488 stocks rose, with 71 hitting the daily limit up, while 3,779 stocks fell, with 6 hitting the daily limit down [1]. - The overall market sentiment showed a mixed performance across various sectors, with significant activity in building materials and beauty care, while banking and non-bank financial sectors faced declines [1][2].

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]