Boqii Holding Ltd stock drops amid sector rotation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 21 2025
0mins
Source: 20-F
Boqii Holding Ltd's stock price fell by 5.14% in pre-market trading as it crossed below its 5-day SMA.
The decline in Boqii's stock comes despite the broader market's positive performance, with the Nasdaq-100 and S&P 500 both showing gains. This suggests a sector rotation, where investors are moving away from certain sectors, impacting Boqii negatively.
Investors may want to monitor the company's upcoming developments and market trends, as the current movement could indicate a shift in investor sentiment towards the pet industry.
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Analyst Views on BQ
About BQ
Boqii Holding Ltd is a holding company engaged in operating an online pet-focused platform. The Company owns an online platform called Boqii through which it sells pet products under its brands Yoken, Mocare and two D-cat. The Company also provides pet products to pet stores and pet hospitals. The Company is involved in online marketing and information services business and place advertisements for brand owners. The Company also provide Software as a Service (SaaS) solution, which includes inventory management, membership management, price information and other services to offline stores. The Company mainly operates its business in domestic market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acknowledgment of Former Director: Michael Wu, Chairman of Amber International, expressed gratitude for the contributions of former director Wayne Huo, emphasizing that the new director's addition will drive the realization of the company's strategic priorities and further promote its continued growth.
See More
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See More
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See More
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- Record Date Set: The company has established April 20, 2026, as the record date, allowing holders of Class A, B, and C ordinary shares to attend and vote, thereby safeguarding shareholder rights.
- Voting Method: Resolutions at the AGM will be decided by poll, reflecting the company's commitment to shareholder engagement and enhancing governance transparency.
- Future Funding Plans: Boqii Holding expects to continue implementing additional funding options, including equity securities issuances, to optimize its business and seize growth opportunities, aiming to create greater value for shareholders.
See More
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- Gross Margin Improvement: The company's gross margin increased to 25.9%, up 520 basis points from 20.7% in the first half of fiscal 2025, indicating significant enhancements in profitability through product optimization and cost control amidst challenging market conditions.
- Significant Net Loss Reduction: Boqii reported a net loss of RMB 7.4 million (approximately USD 1.0 million), a 75.1% decrease from RMB 29.6 million in the first half of fiscal 2025, demonstrating positive progress in operational efficiency and cost management.
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See More
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- Gross Margin Improvement: The company's gross margin increased to 25.9%, up 520 basis points from 20.7% in the first half of fiscal 2025, demonstrating enhanced profitability achieved through product mix optimization and private label strategies amid challenging market conditions.
- Significant Net Loss Reduction: Boqii's net loss narrowed to RMB 7.4 million (approximately USD 1.0 million), a 75.1% decrease from RMB 29.6 million in the first half of fiscal 2025, indicating substantial progress in cost control and operational efficiency.
- Operating Expenses Decrease: Operating expenses totaled RMB 71.2 million (approximately USD 10.0 million), down 10.2% from RMB 79.3 million in the first half of fiscal 2025, with fulfillment expenses reduced by 31.0%, reflecting successful supply chain management optimization efforts.
See More
