港股异动 | 朝云集团(06601)逆市涨超8% 宠物消费市场迎强劲增长浪潮 公司布局新兴宠物赛道

智通财经
May 26

智通财经APP获悉,朝云集团(06601)逆市涨超8%,截至发稿,涨8.17%,报2.78港元,成交额1102.62万港元。

消息面上,据市场消息报道,随着一年一度的消费狂欢节618大促拉开帷幕,宠物消费市场迎来了一波强劲的增长浪潮。5月16日晚8点,天猫618正式开卖。首小时,653个宠物品牌成交同比翻倍,鲜朗成交大涨超过220%,大宠爱成交增长近200%,弗列加特成交增长近200%。9个宠物品牌成交破千万,5个宠物主粮单品成交破千万。中信证券表示,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,该行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。

中信建投证券指出,公司旗下拥有威王、超威、贝贝健、倔强尾巴、倔强嘴巴、西兰、润之素、爪爪喵星球及米乐乖乖九大核心品牌,公司持续打造创新功效产品,并积极布局线上渠道,实现持续稳健增长,在杀虫驱蚊和洁厕品类市场份额第一。公司布局新兴的宠物赛道,覆盖从宠物产品到线下门店的全链路服务,形成多个转化节点和营销曝光点,具有领跑宠物行业,掘金赛道红利的优势。

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