兴全基金大举增持中宠股份，机构看好宠物消费赛道

Group 1 - The core viewpoint of the article highlights that Zhongchong Co., Ltd. (002891) has received significant support from institutional investors, particularly from Xingquan Fund, which has increased its holdings in the company amid a rebound in the consumer sector before the Spring Festival [1] - As of January 23, the total market value of the shares held by four funds managed by Xingquan exceeded 800 million yuan, indicating strong institutional confidence in the long-term value of the pet consumption sector [1] - The expectation of increased consumer spending during the Spring Festival is expected to boost short-term market sentiment for Zhongchong [1] Group 2 - In the recent week from February 6 to February 12, Zhongchong's stock price exhibited volatility, with a net inflow of 8.577 million yuan on February 11 leading to a 0.84% increase to 49.11 yuan, followed by a decline of 1.34% to 48.45 yuan on February 12 [2] - The stock experienced a cumulative decline of 2.61% over the period, with a trading volume of approximately 644 million yuan, reflecting a mixed trading activity ahead of the holiday [2] - Institutional buying activity has provided some support for the stock price despite the fluctuations [2] Group 3 - Institutions maintain an optimistic outlook on Zhongchong's long-term growth, with 56 institutions forecasting a 12.23% year-on-year increase in net profit for 2025, and an expected acceleration to 27.88% growth in 2026 [3] - The average target price for Zhongchong is set at 75.55 yuan, suggesting a potential upside of approximately 53.84% from the current stock price, driven by the essential nature of the pet food industry and anticipated revenue growth [3]