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China Galaxy Securities 2025 Annual Strategy for the Agriculture, Forestry, Animal Husbandry, and Fishery Industry: Focusing on the Breeding Industry Chain, Looking Forward to Efficiency and Growth.
To further boost the growth Sector, investment opportunities in Agriculture in 2025 can still revolve around the breeding Industry Chain.
Guai Bao Pets (301498.SZ): Peking Junlian and Zhuhai Junlian have completed a Shareholding reduction of a total of 2.00% of shares.
On December 19, Gelonghui reported that Guibao Pet (301498.SZ) announced that the company recently received a notification letter from Peking Junlian and Zhuhai Junlian regarding the completion of the Shareholding plan implementation of Guibao Pet Food Group Co., Ltd. As of December 18, 2024, during the aforementioned Shareholding plan period, Peking Junlian has reduced its holdings by 2,779,955 shares through centralized bidding trade, accounting for 0.69% of the company's total share capital, and has reduced its holdings by 2,780,045 shares through block trade, also accounting for 0.69% of the company's total share capital; Zhuhai Junlian has reduced its holdings through centralized bidding trade.
Guai Bao Pet (301498.SZ): Shareholding completed, Shareholder KKR has cumulatively reduced its shareholding by 2.00%.
Gelonghui, December 10, reports that Guai Bao Pet (301498.SZ) announced that the company recently received a notice from KKR regarding the shareholding reduction of Guai Bao Pet Food Group Co., Ltd., which reached a total of 1% and completion of the shareholding reduction plan. Between November 19, 2024, and December 9, 2024, KKR reduced its shareholding by 4,000,445 shares through block trades, which accounts for 1.00% of the company's total equity. As of December 9, 2024, KKR has cumulatively reduced its shareholding by 8,000,830 shares through centralized bidding and block trades.
Gambol Pet Group Co., Ltd. (SZSE:301498) Shares Could Be 28% Below Their Intrinsic Value Estimate
Sinolink's industry strategy for 2025: grasp the direction of policy benefits and follow the industry development trends.
Comprehensively select the layout opportunities for the light industry sector in 2025, recommend new tobacco > bicycles = domestic furniture, focus on emerging national goods, exports & going global, and the papermaking sector.
Research reports dug deep | CICC: Maintaining a rating of 'Outperforming the industry' for Pet Bao with outstanding competitiveness shown in singles' day sales.
China International Capital Corporation's research reports pointed out that Guai Bao Pets (301498.SZ), as the leading brand of domestic pet food, has already established momentum and is expected to continue leading the rise of domestic brands into a golden age. Singles' day sales in the pet economy are thriving, and it is the right time for domestic brands to rise. The main brand Maifudi dominates the charts: the company's Singles' day sales across all platforms exceeded 0.67 billion yuan, a 65% year-on-year increase. Maifudi has been ranked first in the pet food and supplies category on Tmall, Douyin, and Pdd platforms for four consecutive years, ranking first on jd.com in categories such as dog dry food/dog wet food & snacks/cat dry food/cat wet food & snacks, as well as second in cat dry food. On one hand, Maifudi's domestic pet food foundation is strong.
