中金公司研报表示,宠物动保研发壁垒高、盈利空间大,国内市场具备高增长潜力。随国产猫三联疫苗等研发成果逐步进入兑现期,国产企业以差异化产品及渠道竞争入局,2024年有望成为进口替代元年。中长期看,参照硕腾等海外龙头成长史,我们认为宠物动保赛道有望跑出高盈利、大体量、高估值龙头。全文如下中金 |宠物经济专题#2:国货宠物动保破冰启航中金研究宠物动保研发壁垒高、盈利空间大,国内市场具备高增长潜力。随国产...
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