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源飞宠物涨4.94%,成交额1.73亿元,近5日主力净流入-428.50万
Xin Lang Cai Jing· 2025-10-10 07:52
来源:新浪证券-红岸工作室 10月10日,源飞宠物涨4.94%,成交额1.73亿元,换手率6.73%,总市值45.79亿元。 异动分析 宠物经济+跨境电商+共同富裕示范区+人民币贬值受益+一带一路 1、温州源飞宠物玩具制品股份有限公司的主营业务是宠物用品和宠物食品的研发、生产和销售。公司 的主要产品是宠物零食、宠物牵引用具、宠物玩具、宠物干粮、宠物湿粮。 2、2022年10月14日互动易回复:公司在境外进行的自主品牌销售主要由子公司美国BA开展,销售的产 品全部为宠物牵引用具,主要通过在Amazon、Shopify等网络电商平台进行销售。 3、公司位于浙江省温州市平阳县水头镇标准园区宠乐路1号,专注于宠物用品和宠物零食的研发、生产 和销售。 4、根据2024年年报,公司海外营收占比为85.78%,受益于人民币贬值。 5、2023年3月31日互动易回复:公司的海外基地主要为柬埔寨爱淘和柬埔寨莱德,其作为公司推进全球 化产能布局、提高市场竞争力的重要战略,主要定位为公司在东南亚地区的生产基地并作为国内产能的 补充;同时作为建立东南亚供应链的尝试,公司设立柬埔寨生产基地有利于降低劳动力成本和应对国际 贸易摩擦。目前 ...
源飞宠物跌1.17%,成交额6343.57万元,近3日主力净流入-824.06万
Xin Lang Cai Jing· 2025-10-09 07:39
来源:新浪证券-红岸工作室 10月9日,源飞宠物跌1.17%,成交额6343.57万元,换手率2.58%,总市值43.64亿元。 异动分析 宠物经济+跨境电商+共同富裕示范区+人民币贬值受益+一带一路 1、温州源飞宠物玩具制品股份有限公司的主营业务是宠物用品和宠物食品的研发、生产和销售。公司 的主要产品是宠物零食、宠物牵引用具、宠物玩具、宠物干粮、宠物湿粮。 2、2022年10月14日互动易回复:公司在境外进行的自主品牌销售主要由子公司美国BA开展,销售的产 品全部为宠物牵引用具,主要通过在Amazon、Shopify等网络电商平台进行销售。 3、公司位于浙江省温州市平阳县水头镇标准园区宠乐路1号,专注于宠物用品和宠物零食的研发、生产 和销售。 区间今日近3日近5日近10日近20日主力净流入-88.45万-824.06万-721.13万-1696.83万-5031.55万 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额2424.63万,占总成交额的5.56%。 技术面:筹码平均交易成本为24.06元 该股筹码平均交易成本为24.06元,近期该股有吸筹现象,但吸筹力度不强;目前股价靠近压力位 22.96, ...
金店退租,商场欲引入宠物摄影店 一只猫卖5万8,毛孩子成了商场新流量密码?
Mei Ri Jing Ji Xin Wen· 2025-10-03 01:07
在上海市中心的一家商场,透过一家店的橱窗,小猫、小狗们被安置在每个玻璃格子里,左上方的标签 还写明了"商品"种类、品种、性别、疫苗注射情况以及性格。 "商场的目的很明确,就是引流。宠物和二次元一样,现在是购物中心和商场吸引年轻人和中年客群的 重要抓手。"何绮玥直言。 2024年中国城镇宠物(犬猫)消费市场规模超过3000亿元,预计2027年将突破4000亿元。特别是养宠的 年轻群体占比不断扩大。正如何绮玥所言,宠物店成为线下商业体吸引消费者的重要抓手。 宠物店成商场"新宠",有商场金店退租欲引入宠物摄影店 2023年,英宠摄影在北京朝阳合生汇商场开出第一家门店,2025年3月又受邀在"1733商业空间"开了门 店。如今,这股风潮也出现在王府井(600859)、西单等传统百货以及万达等大型商业集团中,它们正 在布局宠物友好楼层,英宠摄影也收到多家商场的入驻邀请。 商场内,在玻璃箱子里的宠物被展示和售卖 图片来源:每经记者 范芊芊 摄 在它们身边的货架上,摆着宠物零食、衣服、清洁护理用品以及玩具,店里还提供宠物清洗服务。如果 在这儿买上一只小猫或小狗,宠物的日常吃喝玩乐及用品也可以一站式配备齐全。 商场宠物门店售 ...
金店退租,商场欲引入宠物摄影店 一只猫卖5万8,毛孩子成了商场新流量密码?丨宠物经济④
Mei Ri Jing Ji Xin Wen· 2025-10-03 00:22
在它们身边的货架上,摆着宠物零食、衣服、清洁护理用品以及玩具,店里还提供宠物清洗服务。如果在这儿买上一只小猫或小狗,宠物的日常吃喝玩乐及 用品也可以一站式配备齐全。 在另一家高端商场,一只躺在恒温玻璃展柜里的拿破仑猫,身价58888元,它的邻居们的标价也是成千上万元。再往里,挤满了来撸猫的年轻人,有妈妈带 着三四岁的小孩,也有年轻的情侣。"妈妈,你看它醒了!""这只小猫好可爱!"这里不时传来喜悦的交流声,还有忙碌的手机摄像。 9月下旬,《每日经济新闻》记者走访多家商场,看到各种宠物活体店、用品店、食品零售店和集合店。而在北京的商场,一家宠物摄影店办起了摄影展。 在全国各地,越来越多的宠物店进驻商场。 "以前我们(宠物店)想进商场,但很多商场不让进;现在商场主动来找我们入驻,几乎每个月都有邀请。"英宠摄影创始人何绮玥表示,近两年,线下商业 体对宠物业态的态度发生了转变,今年尤其明显。 每经记者|舒冬妮 范芊芊 包晶晶 每经编辑|张海妮 在上海市中心的一家商场,透过一家店的橱窗,小猫、小狗们被安置在每个玻璃格子里,左上方的标签还写明了"商品"种类、品种、性别、疫苗注射情况以 及性格。 商场内,在玻璃箱子里的宠物被 ...
宠物行业国货品牌的崛起之路(40页报告)
Sou Hu Cai Jing· 2025-10-01 22:36
本文为节选内容 更多报告,关注公众号:大消费市场调研 中国宠物行业经历了从外资品牌主导到国货品牌崛起的深刻变革,国货品牌崛起历经多阶段。2015-2020 年在电商、社交媒体兴起的浪潮中,部分品牌抓 住电商快速发展的红利期和社交媒体流量红利,相继崛起。这一时期,社交媒体的互动性,为国货品牌提供了与消费者直接沟通的机会,也为品牌崛起奠 定了基础。国货品牌在宣传产品安全性、化解信任危机方面形成合力,成功赢得了消费者信任。在早期,国货品牌以高性价比产品填补价格带空白,渗透 进口品牌未覆盖客群。此外,国货品牌抓住产品升级的机遇,2016 年进口高端品牌普及了无谷鲜肉粮、冻干粮等原料升级的产品概念,但其价格高昂。 面对这一市场痛点,国货品牌则抓住机遇,借助代工厂鲜肉膨化粮的产能扩张与成本优势,以更优的价格完成了产品升级,填补中端市场。2020 年疫情 和外资品牌Petcurean go!的毒猫粮致死事件进一步推动了国货品牌的市场渗透。在这一系列内外部因素的推动下,国货品牌不仅成功改变了市场格局, 还为未来持续引领宠物行业的发展奠定了坚实基础。 1、搭乘电商与社交媒体快车 1.1.阶段一:电商快速发展的红利期 2010 ...
2025年中国宠物分阶喂养与营养需求白皮书
艾瑞咨询· 2025-09-28 00:06
Core Viewpoint - The Chinese pet market is experiencing significant growth driven by increasing pet ownership and emotional consumption, leading to a shift towards customized and functional pet food tailored to different life stages and health needs [1][2]. Group 1: Market Overview - The pet economy in China is substantial and steadily growing, with a projected growth rate of over 10% year-on-year in 2024, and further acceleration expected in 2025 due to diversified service scenarios and health management upgrades [2]. - The number of pet cats has rapidly increased, surpassing dogs, with 71.53 million cats expected by 2024, while dog numbers remain stable [4]. Group 2: Pet Food Market - Domestic pet food brands dominate the mass market, with differentiation driven by product characteristics [6]. - The pet food market is seeing a trend towards wet food and freeze-dried options, with over half of pet owners feeding their pets canned or soft-packaged wet food [20][21]. Group 3: Pet Owner Demographics - A higher proportion of pet owners are women, primarily aged 26-35, residing in high-tier cities with stable incomes [8]. - Most pet owners are married with children, and many have one pet, indicating a trend towards single-pet households [9][11]. Group 4: Pet Care and Emotional Connection - Pet owners report a strong emotional bond with their pets, rating their feelings at an average of 9 out of 10, viewing pets as family members and companions [14]. - Despite challenges in pet care, owners maintain a responsible and accommodating attitude towards their pets [16]. Group 5: Nutritional Awareness - Pet owners prioritize nutrition and health, showing a high level of recognition for scientific and staged feeding practices [18]. - The demand for functional nutritional supplements is rising, with probiotics being the most popular choice among pet owners [24][25]. Group 6: Feeding Habits by Life Stage - For puppies and kittens, owners focus on providing balanced nutrition and disease prevention, with a preference for high-quality ingredients [30][32]. - Young adult pets require a higher intake of protein and regular exercise, with owners spending more on food and supplements [38][40]. - Senior pets need special dietary considerations, with a focus on easy-to-chew, low-calorie foods that support joint health and overall well-being [46][48]. Group 7: Purchasing Behavior - Pet owners tend to purchase food from online platforms and specialty stores, with a focus on promotions and nutritional content [34][42][50]. - The purchasing frequency and spending vary by life stage, with young adult pets leading to higher expenditures compared to puppies and senior pets [44][52].
源飞宠物涨0.43%,成交额9001.30万元,近3日主力净流入287.73万
Xin Lang Cai Jing· 2025-09-26 08:06
Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is benefiting from the pet economy, cross-border e-commerce, and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of June 30, 2025, the company reported a revenue of 792 million yuan, a year-on-year increase of 45.52%, and a net profit of 74.16 million yuan, a year-on-year increase of 0.37% [7]. Revenue Composition - The revenue composition of the company is as follows: pet snacks 52.09%, pet leashes 24.77%, pet staple food 9.79%, others 7.72%, and pet toys 5.64% [7]. International Operations - The company has a significant international presence, with 85.78% of its revenue coming from overseas, benefiting from the depreciation of the RMB [3]. - The overseas sales are primarily conducted through its subsidiary in the U.S., BA, focusing on pet leashes sold via platforms like Amazon and Shopify [2][3]. Production and Supply Chain - The company has established production bases in Cambodia, which serve as important strategic locations for enhancing market competitiveness and reducing labor costs [3]. - The Cambodian production bases, Aitao and Laide, have been operational with an annual capacity utilization rate of around 80% [3]. Shareholder Information - As of June 30, 2025, the company had 15,300 shareholders, an increase of 20.85% from the previous period, with an average of 5,146 shares held per shareholder, a decrease of 17.29% [7][8]. - Notable new institutional shareholders include Hai Fu Tong Growth Value Mixed A and Bo Shi Third Industry Growth Mixed [8].
2025年中国宠物食品行业消费比重、细分市场结构及重点企业营收
Sou Hu Cai Jing· 2025-09-25 03:31
中国宠物行业处于成熟阶段的前夜,单宠消费量未来可能成为行业的主要驱动力。根据数据,当前中国单宠年食品消费额仍较低,2022年为38美元,对标日 本的256美元。随着养宠家庭渗透率提升及消费升级,国内养宠渗透率以及单宠消费水平仍有较大提升空间,行业市场规模增长可期。 本文节选自华经产业研究院发布的《2023年中国宠物食品行业发展现状及竞争格局分析,初期外资占据主导,近年国产替代明显「图」》,如需获取全文内 容,可进入华经情报网搜索查看。 我国宠物食品行业发展初期,海外成熟品牌率先进入国内市场,凭借品牌优势在国内市场占据有利地位,随着国产品牌的发力,国产品牌的影响力在逐步扩 散。数据显示2013年玛氏和雀巢凭借旗下品牌矩阵占据国内宠物(犬猫)食品市场25.5%的份额,国产品牌占前十公司仅36%;而2022年宠物(犬猫)食品 销售额前十公司内中国企业份额提升至16.4%,占前十公司的55%,且乖宝宠物以4.8%的份额占比超越雀巢跻身行业第二。 近几年,社会经济发展和城市化进程加速,出现社会老龄化、独居人群的增多等现象,使得民众开始寻求情感与精神的慰藉与寄托,而宠物具备缓解压力、 陪伴、社交等多种属性,逐步得到大众的 ...
源飞宠物跌1.20%,成交额6770.51万元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-23 08:49
Core Viewpoint - The article discusses the performance and strategic positioning of Wenzhou Yuanfei Pet Products Co., Ltd., highlighting its focus on pet supplies and food, as well as its international sales strategy benefiting from currency depreciation and global market expansion [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][3]. - The company is located in Pingyang County, Wenzhou, Zhejiang Province, and was established on September 27, 2004, with its stock listed on August 18, 2022 [7]. - The revenue composition of the company includes pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 792 million yuan, representing a year-on-year growth of 45.52%, while the net profit attributable to the parent company was 74.16 million yuan, with a slight increase of 0.37% [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Position and Strategy - The company benefits from a high overseas revenue ratio, with 85.78% of its revenue coming from international markets, aided by the depreciation of the Chinese yuan [3]. - The company has established production bases in Cambodia to enhance its global capacity and reduce labor costs, with an average capacity utilization rate of around 80% in previous years [3]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 20.85% to 15,300, while the average circulating shares per person decreased by 17.29% to 5,146 shares [7]. - New institutional shareholders include Hai Fu Tong Growth Value Mixed Fund and Bo Shi Third Industry Growth Mixed Fund, indicating growing interest from institutional investors [8].
源飞宠物股价跌5.24%,博时基金旗下1只基金位居十大流通股东,持有90.35万股浮亏损失118.36万元
Xin Lang Cai Jing· 2025-09-18 02:17
Core Viewpoint - Yuanfei Pet experienced a decline of 5.24% on September 18, with a stock price of 23.70 CNY per share and a total market capitalization of 4.524 billion CNY [1] Company Overview - Yuanfei Pet was established on September 27, 2004, and went public on August 18, 2022. The company is located in Wenzhou, Zhejiang Province, and specializes in the research, production, and sales of pet products and pet snacks [1] - The revenue composition of Yuanfei Pet is as follows: pet snacks 52.09%, pet leashes 24.77%, pet food 9.79%, other products 7.72%, and pet toys 5.64% [1] Shareholder Information - According to data, Bosera Fund has a presence among the top ten circulating shareholders of Yuanfei Pet. The Bosera Third Industry Growth Mixed Fund (050008) entered the top ten shareholders in the second quarter, holding 903,500 shares, which accounts for 1.15% of the circulating shares [2] - The estimated floating loss for the fund today is approximately 1.1836 million CNY [2] Fund Performance - The Bosera Third Industry Growth Mixed Fund (050008) was established on April 12, 2007, with a current scale of 672 million CNY. Year-to-date, it has achieved a return of 24.71%, ranking 3734 out of 8172 in its category. Over the past year, it has returned 35.42%, ranking 4822 out of 7980 [2] - The fund manager, Yu Yue, has been in the position for 7 years and 85 days, with the best fund return during this period being 85.32% and the worst being -19.29% [3]