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我国宠物集中度仍较低,2022年CR20约为19%
我国宠物集中度仍较低,2022年CR20约为19%
行业数据
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图片格式:PNG
图片大小:231KB
图片尺寸:1961*1022
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所属报告:
中宠股份-公司研究报告-国内宠食开创者自主品牌浴火重生-250630(27页).pdf
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CR20下滑,行业整体竞争加剧
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行业数据
2025-12-09
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图表36.10月CR5、CR10、CR20、CR50单月权益口径
fCDmjIfmoIcgICB8IOWQjOavlOWinumAnyB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tfAp8IENSNSAgICB8IC00OC4yJSAgIHwKfCBDUjEwICAgfCAtNDAuNiUgICB8CnwgQ1IyMCAgIHwgLTM3LjclICAgfAp8IENSNTAgICB8IC0zOS42JSAgIHwKCui1hOaWmeadpea6kO+8muWFi+iAjOeRnu+8jOS4remTtuivgeWIuA==
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行业数据
2025-11-19
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图表36.9月CR5、CR10、CR20、CR50单月权益口径
fCDmjIfmoIcgICB8IDIwMjTlubQ55pyI5ZCM5q+U5aKe6YCfIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCBDUjUgICAgfCAtMC4zJSAgICAgICAgICAgIHwKfCBDUjEwICAgfCAtMC4yJSAgICAgICAgICAgIHwKfCBDUjIwICAgfCAtMS4wJSAgICAgICAgICAgIHwKfCBDUjUwICAgfCAtMS43JSAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muWFi+iAjOeRnu+8jOS4remTtuivgeWIuA==
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行业数据
2025-10-23
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23Q1-25Q2医药行业基金重仓持股CR20变化
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行业数据
2025-09-16
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2024年生产集团生产总值CR20占比和工业炸药年产量CR20占比均达到80%以上
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行业数据
2025-06-11
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图表11.2024年CR5、CR10、CR20、CR50和CR100权益口径销售额集中度分别为10.6%、
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行业数据
2025-05-13
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图表18.2024年CR5、CR10、CR20、CR50、CR100拿
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行业数据
2025-05-13
原图定位
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图4.民爆行业CR20集中度不断提升
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行业数据
2025-03-19
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图5.2024年民爆行业CR20市占率为83%
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竞争格局
2025-03-19
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我国宠物集中度仍较低,2022年CR20为19%
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行业数据
2025-01-24
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中日韩美四国彩妆行业CR20本土品牌与外资品
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行业数据
2025-01-06
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中国彩妆行业CR5/CR10/CR20
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行业数据
2025-01-06
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中国彩妆行业CR20本土品牌与外资品牌市场份
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2025-01-06
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图23中国口腔护理市场CR20(按属地划分,%)
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2024-09-19
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从上市公司层面看,宠物食品上市公司国内占比及市占率不断提升;1)乖宝宠物包括旗下麦富迪、弗列加特等品牌,2024 年双十一全网 GMV 突破 6.7 亿元,同比增长 65%,乖宝宠物成为天猫大促期间唯一实现双品牌、双店铺均破亿的企业。2)佩蒂 2024 年双11 全周期全网销售额超 4250 万,同比增长 70%。3)中宠股份旗下领先品牌 2024 年双十一全网 GMV 同比激增 131%。近几年国内宠物市场进入蓬勃发展期,可以看到国内宠物上市公司国内收入占比呈上升趋势,乖宝宠物从 2018 年的 44.26%提升至 2024 的67.71%,中宠股份从 2014 年的 11.26%提升至 2024 的 31.67%,佩蒂股份从 2014 年的 1.45%提升至 2024 年的 17.37%,路斯股份从 2018 年的 22.82%提升至 2024 年的37.93%;我们认为未来随着行业持续增长,具有敏锐营销力+强供应链+持续研发把握产品方向的龙头公司将持续提升市占率。
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