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依依股份:公司持续关注“宠物卫生护理”赛道的最新消费动向
(编辑 姚尧) 证券日报网讯 依依股份9月17日在互动平台回答投资者提问时表示,公司持续关注"宠物卫生护理"赛道 的最新消费动向,积极探索宠物卫生护理用品的市场空间和产品维度。公司具备专业化的产品研发团 队,一方面持续投入技术创新,围绕宠物健康、使用场景、环保需求等方向,先后研发并成功向市场推 介出具有固定贴、防滑、湿度显示、速干、竹炭、抗菌、防撕咬、添加除臭剂、诱导剂、超柔透气、安 抚情绪等多项具备专属性、功能性的宠物卫生护理用品;另一方面,主动与客户建立"调研一研发一试 产一市场反馈一产品正式推介"的联动机制——通过调研国际连锁零售商、专业宠物渠道商的市场洞 察,结合不同区域消费者的养宠习惯,向客户推介具备差异化竞争力的创新产品,实现从"被动供 货"到"主动引导需求"的角色升级,既帮助客户提升终端市场竞争力,也进一步巩固了自身在产业链中 的核心价值地位。 ...
依依股份(001206):关税影响有限,利润率逆势改善,中报分红回报股东
Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong performance relative to the market [7]. Core Insights - The company reported its 2025 mid-year results, which met expectations, with a revenue of 888 million yuan for H1 2025, reflecting a year-on-year increase of 9.3%. The net profit attributable to the parent company was 102 million yuan, up 7.4% year-on-year [7]. - The impact of tariffs on revenue was significant in Q2 2025, but recovery is expected as orders gradually resume. The company has a strong market position, with its pet hygiene products accounting for over 30% of the domestic customs export volume in the same category [7]. - Profitability improved due to declining raw material prices, with a gross margin of 19.1% in Q2 2025, up 0.3 percentage points quarter-on-quarter. The net profit margin also showed resilience, increasing to 11.9% in Q2 2025 [7]. - The company is confident in its future growth, as evidenced by employee stock ownership plans, share buybacks, and insider purchases, which align the interests of management and employees with the company's performance [7]. - The global pet industry is experiencing growth, and the company is well-positioned in the pet hygiene product segment, benefiting from a recovery in raw material prices and increased production capacity [7]. Financial Summary - Total revenue is projected to grow from 1,798 million yuan in 2024 to 1,980 million yuan in 2025, with a year-on-year growth rate of 10.2% [3]. - The net profit attributable to the parent company is expected to increase from 215 million yuan in 2024 to 238 million yuan in 2025, reflecting a growth rate of 10.6% [3]. - The earnings per share (EPS) is forecasted to rise from 1.18 yuan in 2024 to 1.29 yuan in 2025 [3].
可靠股份聘王向亭任副总兼董秘!20年资本经验加持,上半年营收5.49亿增5.39%,股价年内涨48.56%
Xin Lang Zheng Quan· 2025-08-25 05:38
Core Viewpoint - The appointment of Wang Xiangting as the new Deputy General Manager and Board Secretary of Reliable Co., Ltd. is seen as a significant step towards enhancing the company's governance structure and capital operation capabilities, which is expected to accelerate its development in the adult care products sector [2][4]. Group 1: Management Changes - Wang Xiangting has nearly 20 years of experience in large manufacturing and technology companies, particularly in capital operations and corporate governance [2]. - His previous roles include positions at Guangfa Securities, Hengdian Group, Zhejiang Wanma Cable Co., and Zhejiang Jiemai Electronics, where he was involved in multiple capital operations and the establishment of information disclosure systems [2]. Group 2: Company Performance - Reliable Co., Ltd. reported a total operating income of 549 million yuan for the first half of 2025, representing a year-on-year increase of 5.39%, and a net profit attributable to shareholders of 28 million yuan, up 21.81% year-on-year [4]. - The company has shown robust profitability despite fluctuations in raw material prices and changes in consumer demand, attributed to ongoing product structure optimization and an increased focus on mid-to-high-end products [4]. Group 3: Market Position and Strategy - Reliable Co., Ltd. is a leading manufacturer in the adult diaper industry and has been involved in drafting national standards for adult diapers and pads, maintaining a strong competitive position and industry influence [4]. - The company is expanding its "Reliable Welfare" brand to focus on the silver economy, innovating products and applications for elderly care in various settings, which opens up greater growth opportunities [5]. Group 4: Shareholder Returns - In 2024, Reliable Co., Ltd. implemented a cash dividend of 0.70 yuan per share (before tax), totaling 18.6497 million yuan, reflecting the company's commitment to providing long-term returns to shareholders [4]. Group 5: Stock Performance - As of August 25, the stock price of Reliable Co., Ltd. was 15.80 yuan per share, with a year-to-date increase of 48.56%, indicating market confidence in the company's long-term strategic direction and industry prospects [5].