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值得买:接受国盛证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-08-26 14:56
每经头条(nbdtoutiao)——能给主人"打电话"的宠物智能手机也来了!宠物产业3000亿元市场大爆 发,行业上市公司"涨"声一片 截至发稿,值得买市值为74亿元。 每经AI快讯,值得买(SZ 300785,收盘价:37.33元)发布公告称,2025年8月26日,值得买接受国盛 证券等投资者调研,公司董事长兼首席执行官隋国栋等人回答了投资者提出的问题。 2025年1至6月份,值得买的营业收入构成为:互联网和相关服务行业占比100.0%。 (记者 王晓波) ...
天元宠物上半年营收净利双增 多元化手段开拓线上销售渠道
Zheng Quan Ri Bao Wang· 2025-08-26 13:45
本报讯 (记者马宇薇)8月26日,杭州天元宠物(301335)用品股份有限公司(以下简称"天元宠物") 发布了2025年半年度报告。报告期内,公司实现营收14.35亿元,同比增长14.59%;实现归母净利润 3745.94万元,同比增长20.14%。公司拟向全体股东每10股派发现金红利1元(含税)。 资料显示,天元宠物以宠物用品的设计开发、生产及销售为业务基础,积极拓展宠物食品销售业务领 域,构建起覆盖宠物窝垫、猫爬架、宠物食品、宠物玩具、宠物服饰、电子宠物用品等多系列、全品类 的宠物产品矩阵。 作为国内较早进入宠物产业的先行者,天元宠物经过二十多年的专注与积累,已形成持续的产品开发能 力与全品类的宠物用品布局,建立高效可靠的供应链管理体系,并构建覆盖全球市场的销售渠道与客户 资源。 随着国内宠物行业的快速发展,叠加消费者线上消费习惯的深化,线上渠道运营能力已成为企业核心竞 争力的关键。在此背景下,公司正通过并购重组等多元化手段,持续开拓国内线上销售渠道并强化运营 能力建设。 近期,天元宠物就发布公告称,公司发行股份购买资产并募集配套资金申请文件已获深交所受理。据此 前披露,天元宠物拟通过发行股份及支付现金方 ...
巴比食品:股东天津会平、天津中饮、天津巴比合计减持201.49万股,减持计划实施完毕
Mei Ri Jing Ji Xin Wen· 2025-08-26 11:09
截至发稿,巴比食品市值为54亿元。 每经头条(nbdtoutiao)——能给主人"打电话"的宠物智能手机也来了!宠物产业3000亿元市场大爆 发,行业上市公司"涨"声一片 (记者 王晓波) 2024年1至12月份,巴比食品的营业收入构成为:食品类占比90.38%,包装物及辅料占比6.05%,加盟 商管理占比3.47%,其他业务占比0.1%。 每经AI快讯,巴比食品(SH 605338,收盘价:22.74元)8月26日晚间发布公告称,公司于近日收到股 东天津会平、天津中饮、天津巴比《关于股份减持结果的告知函》,本次减持计划期间,天津会平通过 集中竞价方式累计减持公司股份180,900股;天津中饮通过集中竞价方式累计减持公司股份731,200股; 天津巴比通过集中竞价方式累计减持公司股份1,102,800股。公司股东天津会平、天津中饮、天津巴比本 次减持计划已实施完毕。 ...
天元宠物重大资产重组,最大受益者是郭广昌?
IPO日报· 2025-05-30 10:17
Core Viewpoint - Tianyuan Pet is acquiring an 89.7145% stake in Taotong Technology for a total consideration of 687.57 million yuan, which will be paid through a combination of cash and stock issuance [1][2]. Group 1: Acquisition Details - The acquisition will be executed through the issuance of shares and cash, with the cash component amounting to 438.53 million yuan and the share issuance valued at 249.04 million yuan [1]. - The company plans to raise up to 249.04 million yuan from no more than 35 qualified investors to fund the cash portion of the acquisition [1]. - Post-transaction, Taotong Technology will become a subsidiary of Tianyuan Pet [3]. Group 2: Taotong Technology Overview - Taotong Technology is a comprehensive e-commerce service provider that collaborates with well-known global brands, offering services such as brand consulting, e-commerce operations, consumer insights, and supply chain management [5]. - The company has shown significant revenue growth, with projected revenues of 1.61 billion yuan and 2.02 billion yuan for 2023 and 2024, respectively, alongside net profits of 62.52 million yuan and 69.06 million yuan [7]. Group 3: Historical Performance - Taotong Technology's revenue and net profit have consistently increased from 2013 to 2016, with revenues growing from 52 million yuan in 2013 to 572 million yuan in 2016 [6]. - The company has made a substantial leap in performance compared to seven years ago, indicating strong growth potential [8]. Group 4: Valuation and Financial Metrics - The valuation of Taotong Technology's 100% equity is assessed at 777 million yuan, reflecting a 32.78% increase over its book value [9]. - The performance commitment includes net profit targets of no less than 70 million yuan, 75 million yuan, and 80 million yuan for the years 2025 to 2027 [9]. Group 5: Tianyuan Pet's Financial Performance - Tianyuan Pet's revenue has shown an upward trend, with figures of 1.89 billion yuan, 2.04 billion yuan, and 2.76 billion yuan projected for 2022 to 2024, although net profits have declined during the same period [20][21]. - The company reported a revenue of 569.42 million yuan in Q1 2025, marking a 13.07% year-on-year increase, while net profit grew by 18.97% [24]. Group 6: Strategic Implications - The acquisition is expected to enhance Tianyuan Pet's performance and address its declining profit margins by expanding its e-commerce capabilities [25].