朝云集团(06601)盘中涨超11%,截至发稿,股价上涨10.37%,现报2.66港元,成交额2406.50万港元。
中信证券认为,2025年宠物板块业绩有望持续增长。宠物经济是稀缺赛道,需求韧性强,国内市场目前仍处“大行业、小龙头”阶段,龙头集中程度进一步提升,看好龙头通过产品创新、品牌和渠道建设不断提升市场份额。
国元证券研报指出,2024全年公司家居护理/个人护理/宠物门店及宠物产品业务分别营收16.34/0.53/1.27亿元,同比分别增减11.00%/-13.09%/64.49%,其中宠物板块产品依旧保持高速增长。产品端看好公司切入宠物行业带来的辽阔增长空间,渠道端认为公司线上线下齐头并进的全渠道覆盖策略有望实现多维度的增长。
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