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2022-2023-0.1422-0.0710 0.0002 0.0714 0.1425 0.2137 300 300 1M 3M-2.0%-0.7%300 0.4%2.2%(002299)*2022-11-08(300761)*2022-07-28 300498*2022-3-30 2023/01/03 EPS PE 2021 2022E 2023E 2021 2022E 2023E 002891.SZ 21.82 0.39 0.57 0.95 77.54 38.28 22.97 300673.SZ 17.47 0.28 0.90 1.08 73.14 19.41 16.18 Wind 39.1%67%2021 1282.35 2019 13.53%2018-2020 CAGR 37%2021 81.8%12.5%11%4%1.1 30 1992 2020 2021 2020 20.6%1 1.1 2 1.2 2000-2021 65 8800 2 7%14.2%2021 9200 1/4 2021 39.1%67%3 65 4 1 1.3 2021 5 73.5%10.6%4.2%3.8%2.3%1.3%0%20%40%60%80%2021%4.4%5 11 1.4 WIND GDP 2021 4.74 2011-2021 C A R G 27.4%2019 2261 2021 2634 2019 1768 2021 1826 7 2019-2021 6 2010-2021 GDP 12 1.5+8 9 2021 2021 10000 34.9%60%80 90 2021 80 30.5%90 46.3%3 2021 19%34%1-3 8 13 14 2.1.1 WIND 2021 51.5%2021 1282.35 2019 13.53%10 2017-2021 11 2021 15 2.1.2 1 2 3 12 2021 16 2.1.3 2021 891.42 35.8%346.11 13.9%44.82 1.8%93%80%2020-2021 20.7%61.8%13 14%17 2.1.4 Euromonitor 15 2012-2021 2012 15.9%7.9%2021 CR9 16%10 2021 18 2.2 10%-20%5%3%-5%1%17 1 10%2 70%-90%19 2.2.1,18 36(35),6 ZIWI Orijen K9 20 2.2.1 19 2021 55.1%46.5%21 2.2.1 20 2021 486%140%2022 1-5 5 2022 6 22 2.2.1 55 65 pidan 96%21 23 2.2.1 2020 44.5%41%22%24 2.2.2 Future Market Insights 2022-2032 5.3%90 76%80 95 48.29%Freshpet FMI 25 2.2.2 5%D3 E 24 26 2.3 2018-2020 CAGR 37%2021 81.8%2020 CR5 32.5%2020 12.5%11%4%27 2.3 26 28 2.3,ZEAL 29 2.4 11 27 30 2.4 1 2 3 31 32 3.1-2021.7.1 2018.6.1 2018.6.1 2018.6.1 2018.6.1 2018.6.1 2018.6.1 2015.3.8 2015.3.8 2009.5.1 2009.5.1 2018 29 33 3.1 30 FDA FVO BRC APPMA UC davis(CNAS)CNAS 18 FDA 34 IP 3.2 TOP5 31 CBNDA T A 2021 4 CBNDATA 35 3.2.1 Z Z 1995 2009 Z 2.6 19%2021 Z 4673/7 Z 3000 Z FBIF 36 3.2.2 CBNDA T A B KOL+33 2020 2020 37 3.2.3:1 SeaKingdom Frisian Toptrees 2 SmartBones 8 34 35 36 38 3.3 Euromonitor KOL IP 37 2017-2022E 38 2017-2022E 39 2017-2022E 39 40 3.3.1 2022 1 128%10.20-10.11 75%2022 473%26%2022 618 50%23 40 3.3.2 BrandStar Pidan 41 41 3.3.2 Banfield PetSmart Banfield Pet Smart 42 42 43 4.1 Wind 44 45 2020 2021 57“”1 2 3 44 4.1 36/2021.07 B+2 2021.07 B+4 2021.05 B 2 2020.12 A+2021.05 2021 5+A 2021.03 2020.07 FurFurLand Pre-A 2021.06 UpHonest Capital,DTC 2020.11 2021.02 2 2021.01 2020.6 4000 2020.07 2020.01 A 2020.04.Joyzone 2020.03 46 2020-2021 45 4.1/2021.08 2021.09 2021.09 A 5000 2021.09 B+2021.10 6690 2021.11,OEM 400 2021.11 A 2021.11 2022.02 L Catterton 2022.04 A+2022.04 Pre-A 2022.08 2022.09 KKR 130 36 46 4.2+WIND 80%70%50%OEM/ODM 50 51 47 4.2+WIND 2022Q3 2023 2019-2021 2022 Q3 2022 9 2023 52 48 4.2+WIND 2021 2022 24.99%2021 PetfoodNZ International Limited 2022 wanpy ZEAL 59 60 49 4.2+WIND 2021 2022 2021 7%5.6%2022 2022 1.58 100.68%61 62 50 4.2+WIND IPO 2013 30 O E M/O D M 50%K9Natural Feline Natural 2019-2021 2022 24.88 46.05%2.17 273.95%63 64 51 52 53 54 1 2 3 4 5 6 7
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