【精品报告】国海证券-宠物食品行业深度报告
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1M 3M 12M
2.3 10.3 58.1
300 1.2 3.2 25.3
2020-11-15
2020-11-01
2020-10-30
9
2020-10-26
2010-2019
34.55%201920242019
7012010-2019
24.16%
2018
23%
201822%
2
2019
CR1031.10%
11.40%
60%CR10,
300673.SZ 36.05 0.34 0.71 1.01 106.03 50.77 35.69 Wind
1 (6)
1.1 (6)
1.2 (7)
2 (8)
2.1 (8)
2.2 (11)
3 (14)
3.12 (14)
3.2 (15)
3.3 (18)
4 (20)
4.1 (21)
4.2 (21)
5 (22)
5.1 (23)
5.2 (26)
(29)
6 (30)
1 (6)
26
3 (6)
47
5 (8)
62019 (8)
7 (9)
8 (9)
9 (9)
102017 (9)
11 (10)
12 (10)
132019 (10)
14 (10)
152019 (11)
162019 (11)
17
18 (12)
19 (12)
202019 (13)
21 (13)
222019 (13)
232019 (13)
24 (14)
25
26
27
28
292018 (16)
302018 (16)
312019 (16)
322019T op5 (16)
33 (17)
342019 (19)
352019CR10 (19)
36 (19)
37 (19)
38
39T op5 (21)
40 (21)
41GDP (22)
422019T op10 (22)
43 (22)
44 (22)
45 (23)
46 (23)
47 (24)
48 (24)
49 (25)
50 (25)
51 (26)
52 (26)
53 (27)
54 (27)
30
2017
1992
10%
2010
1
2010-2019
34.55%20192024
61.46%124438.54%
780201787462019
9915 6.50%
23
2010
2019701 2010-201924.16%
4
2019
201961.4%
39.4%19.5% 2.5%20180.28.0 1.0
64.17%31.76% 4.07%
Pet business
20504120 501922
2205020001958
APPA2060
32000-2013
42013
1998-201356%
68%201365%-68%
20198460
74.94%50.47%
78
APPA APPA
2000
2017 1.41 1.84 1.58%
201760208970
47109420
9102017
APPA APPA
2019
957 5.75%2020
990Euromonitor2019
343 5.54%2010-2019
4.39%
2018APPA
2019235.6498.15
9.6768.61%28.58% 2.81%
Euromonitor2020247.98
5.24%2025292.412020
104.90 6.88%2025
125.78
14
Euromonitor Euromonitor
Euromonitor
201935.2%
2015-2019
201913.8%31.9% 4.5%
2015 3.3%
201914.5%
Euromonitor2019
27.9%19.7%
10.6%7.1%7.0%
2018
152019162019
Euromonitor Euromonitor
1960
60196910
2011215042015
187218502019
9788801858