乖宝宠物(301498) - 乖宝宠物食品集团股份有限公司投资者关系活动记录表

Group 1: Financial Performance - The company's revenue for the first half of 2023 was 2.066 billion CNY, representing a year-on-year increase of 22.44% [2] - The net profit attributable to the parent company for the same period was 206 million CNY, with a year-on-year growth of 49.69% [2] - For the period of January to September 2023, the projected revenue is expected to be between 3.027 billion CNY and 3.107 billion CNY, indicating a year-on-year increase of 21.68% to 24.89% [2] Group 2: Future Development Plans - The company aims to focus on its own brands for future development, particularly expanding the market share of the brand "Mai Fu Di" [3] - Plans include enhancing the mid-to-high-end transformation of the Mai Fu Di brand and increasing the proportion of high-end products [3] - The company intends to grow the sales scale of its own brand "Waggin' Train" in international markets [3] Group 3: Industry Insights - The pet food industry has seen significant growth, with many emerging influencer brands that leverage strong e-commerce capabilities [3] - However, these brands often lack stable supply chain and R&D capabilities, which are crucial for sustainable development in the pet food sector [3] - The potential for industry growth is linked to rising economic levels and increasing consumer spending on pet food, with China's pet food market expected to grow significantly due to low current penetration rates compared to developed countries [3]