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谁能分羹4000亿元市场?多家上市公司涌入宠物赛道
Xin Lang Cai Jing· 2025-08-28 08:33
智通财经记者 赵阳戈 近期,随着宠物经济持续升温,诸多上市公司布局宠物赛道。 有的公司借助AI技术打造智能养宠平台,有的公司通过冻干工艺进军宠物食品,背后反映的,不仅是企业寻求第二增 长曲线的战略意图,也体现出中国宠物消费市场正在走向成熟与细分。 多家上市公司涌入宠物赛道 仿佛是一夜之间,宠物赛道成为资本共同瞄准的方向。 8月20日,金河生物(002688.SZ)对外宣布投资设立全资子公司——金河艾宠易(上海)生物技术有限公司(以下简 称"艾宠易"),注册资本1000万元。 金河生物布局AI+宠物领域早有征兆。8月1日,金河生物官方账号便有"预热",介绍了宠物情感多模态大模型Frank。 "目前还没有上线,在做上线之前最后的调试",金河生物相关负责人对智通财经表示。艾宠易APP会根据毛孩子的表情 进行AI分析,也会有积分增加互动,可在商城里用积分换取抵扣,为增加客户黏性,也会安排线上线下的互动活动。 该人士称,公司此前多专注化药疫苗等,主要还是针对猪牛羊等经济动物,现在推出子公司就是为加强布局宠物板块。 得利斯(002330.SZ)也在8月份有动作。 得利斯与厦门海福盛食品集团有限公司(以下简称"海福盛")、 ...
金河生物(002688) - 2025年7月31日投资者关系活动记录表
2025-07-31 13:48
Financial Performance - The company achieved a revenue of 1.39 billion CNY in the first half of the year, representing a year-on-year growth of 30.45% [1] - The net profit attributable to shareholders reached 138 million CNY, with a year-on-year increase of 51.52% [1] - The adjusted net profit was 128 million CNY, reflecting a growth of 50.88% compared to the previous year [1] Segment Performance - The pharmaceutical segment saw significant growth, generating 860 million CNY in revenue, a 72.15% increase, accounting for 61.83% of total revenue [1] - The veterinary pharmaceutical segment reported improved sales and profit levels, with major products like the antibiotic premix showing substantial growth [2] Market Dynamics - The price of raw materials, such as corn, decreased by 11.90% compared to the previous year, contributing to lower production costs [2] - The U.S. pharmaceutical market has shown consistent growth, with increased sales of key products like the water-soluble antibiotic [2] - The domestic market for the antibiotic is expected to grow due to improved profitability in the pig farming sector and expanded sales channels [2] Product Development - The company has received approval for the antibiotic in targeted animals, particularly sheep, which is expected to contribute significantly to sales growth [3] - New products, including vaccines for various diseases, are anticipated to launch within the year, enhancing the product portfolio [2][3] Strategic Initiatives - The company is focusing on expanding its pet business, with 15 products currently available and more in the pipeline [2] - A new pet app, "Ai Pet Easy," is set to launch, incorporating AI features for enhanced user engagement and potential revenue generation [2][3] Challenges and Outlook - The solid waste landfill business experienced a temporary decline in revenue, but recovery is expected in the future [4] - The overall outlook for the pharmaceutical segment remains positive, with expectations of maintaining a relatively high gross margin [3]