HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Pre-IPO Shouhui Tech - The Business Outlook and Stock Price Performance Are Not Optimistic

China Healthcare Weekly (Jan.26)- Stocks Best Buying Point, Tragic PD-L1, Tiantan Biological Product

China Medical System (867 HK) - A Wise Choice in a Bear Market

China's Weight Loss Drug Market – The Investment Opportunities and the Risks Behind

China’s China Weight Loss Drug Market Update – the Negatives and the True Colors

GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Hong kong Consumer discretionary / Thematic (Sector/Industry)

Yantai China Pet Foods Co Ltd (002891 CH)

<ul>
<li>Due to the decline in China's marriage/fertility rates, pets will play an important role in childless/dink families. Single economy is another driving force for the increase in pet penetration rate.</li>
<li>Pet food, as a high-frequency and rigid-demand area, is the largest market.As increasing China’s pet owners are attracted by domestic brands, import substitution space in staple food subsector is significant.</li>
<li>As an important incremental market with high certainty, the investment opportunities in China’s pet food market cannot be missed. We analyzed three companies worth investors’ attention. </li>
</ul>


Due to the decline in China's marriage/fertility rates, pets will play an important role in childless/dink families. Single economy is another driving force for the increase in pet penetration rate.
Pet food, as a high-frequency and rigid-demand area, is the largest market.As increasing China’s pet owners are attracted by domestic brands, import substitution space in staple food subsector is significant.
As an important incremental market with high certainty, the investment opportunities in China’s pet food market cannot be missed. We analyzed three companies worth investors’ attention. 


China’s Pet Food Market – Attractive Investment Opportunities Would Bring Handsome Returns