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依依股份重磅收购“许翠花”剑指百亿猫砂市场 构筑卫护赛道新护城河
Zhong Zheng Wang· 2025-10-28 06:13
Core Viewpoint - The acquisition of Gao Ye Jia by Yiyi Co., Ltd. is a strategic move aimed at dominating the rapidly growing cat litter market, particularly through its flagship brand "Xu Cui Hua" [1][2] Group 1: Acquisition Strategy - Yiyi Co., Ltd. has disclosed a plan to acquire Gao Ye Jia, targeting the high-growth cat litter sector valued at billions [1] - The acquisition is seen as a strategic positioning and value reassessment in the core pet hygiene market, transitioning from organic growth to mergers and industry consolidation [1] Group 2: Market Positioning - Yiyi Co., Ltd. is a global leader in pet hygiene, focusing on essential and high-frequency consumer needs, particularly in the cat economy, which has surpassed the dog economy [1] - "Xu Cui Hua" has emerged as a leading brand in the cat litter market, characterized by its innovative cassava-based litter that addresses key consumer pain points [1] Group 3: Sales Performance - In 2024, "Xu Cui Hua" has entered the top three of domestic cat litter brands and has consistently ranked high on platforms like Tmall and Douyin [2] - During the 2025 618 shopping festival, "Xu Cui Hua" achieved the overall sales champion in the cat litter category across multiple platforms, showcasing strong consumer loyalty and brand reputation [2] Group 4: Brand and Market Expansion - The addition of "Xu Cui Hua" enhances Yiyi Co., Ltd.'s portfolio, allowing it to compete equally in both cat and dog hygiene markets, solidifying its leadership position [2] - The brand is not just a product but a validated consumer brand operation system, providing access to millions of cat owners and a robust online marketing strategy [2] - Yiyi Co., Ltd. plans to leverage its extensive overseas B2B network to introduce "Xu Cui Hua" to international markets, aiming to establish it as a global brand representing Chinese manufacturing [2]