转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院宠物芯片研究小组发布的《中国宠物行业（宠物经济）市场前景预测 与投资战略规划分析报告》。 行业主要公司：采纳股份(301122.SZ);康德莱(603987.SH);威高股份(01066.HK);正川股份(603976.SH);山东药 玻(600529.SH);旗滨集团(601636.SH);凯盛科技(600552.SH)等。 本文核心数据：宠物芯片政策汇总;政策解读;发展目标汇总等。 1、政策历程图 中国宠物芯片行业政策早期2010年国内多个地方开启了宠物芯片植入的试点工作，当时各地试点多聚焦于犬 只管理，核心是解决城市养犬统计难、识别难以及狂犬病防疫追溯等问题，且不同地区的试点方案在实施时 间、收费标准和服务细节上各有差异。2019年多个地方密集出台或落地实施《养犬管理条例》，这些条例普 遍强化了养犬登记、免疫管理，且不少地区明确将电子标识(宠物芯片)植入作为核心管理手段，以此规范养 犬行为、保障公共安全。2024年深圳市犬只电子标签植入管理规定(试行)，规定除病犬、孕犬、年龄小于3 个月或体重低于2公斤的幼犬外，深圳所有犬只均应当植入电子标签。确实 ...

Core Viewpoint - Kaisheng Technology (600552.SH) clarified on its investor interaction platform that the company primarily produces display materials and application materials, and does not have any business or technology related to T-glass micro glass fiber [1] Company Summary - The company focuses on the production of display materials and application materials [1] - There is no involvement in T-glass micro glass fiber business or technology [1]

Group 1 - The company, Kaisheng Technology (600552.SH), primarily produces display materials and application materials [1] - Currently, the company does not have any products used for fiber manufacturing and optical communication [1]

Group 1 - The company, Kaisheng Technology (600552.SH), confirmed that its ultra-thin flexible glass can be used in foldable smartphones and has already delivered it in bulk to downstream customers, generating certain economic benefits [2] - The inquiry from investors specifically asked about the application of the company's flexible glass in brands such as Huawei, Honor, Oppo, and Vivo [2] - The company is actively engaging with investors regarding the performance and application of its products in the foldable smartphone market [2]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有T-glass微型玻璃纤维技术吗？ 凯盛科技（600552.SH）2月12日在投资者互动平台表示，公司主要生产显示材料和应用材料产品，没 有T-glass微型玻璃纤维相关业务及技术。 ...

Core Viewpoint - The articles highlight the growing interest and investment in space photovoltaic technology among various companies in China, indicating a significant potential for growth in this sector by 2026 as commercialization accelerates. Group 1: Company Overview - Xizi Clean Energy (002534) is a leading clean energy equipment manufacturer in China, focusing on high-performance perovskite photovoltaic technology and aiming to become a core supplier of materials for space photovoltaics by 2026 [1][24]. - Shanghai Port Construction (605598) is a major infrastructure company that is expanding into space photovoltaic systems, leveraging its engineering capabilities to support commercial space projects [2][25]. - TuoRi New Energy (002218) has a long-standing presence in the photovoltaic industry and is optimizing its space photovoltaic products, expecting to increase market share by 2026 [3][26]. - Mingyang Smart Energy (601615) is acquiring technology to enhance its capabilities in space solar cell development, aiming to integrate its wind and solar energy expertise [4][28]. - Woge Optoelectronics (603773) specializes in flexible solar wing materials for satellites, with a focus on high-temperature resistant films, anticipating significant growth in the space photovoltaic sector [5][29]. Group 2: Growth Outlook - Companies are expected to benefit from the rapid commercialization of space photovoltaics, with projections indicating substantial growth opportunities by 2026 [1][2][3][4][5]. - The synergy between commercial aerospace and space photovoltaic industries is anticipated to drive rapid business growth for companies like Shanghai Port Construction and Mingyang Smart Energy [2][4]. - The demand for flexible solar wings and high-efficiency photovoltaic materials is expected to surge, positioning companies like Woge Optoelectronics and TuoRi New Energy as key players in the market [3][5]. Group 3: Technological Advancements - Companies are focusing on developing materials that can withstand extreme space conditions, such as high-performance perovskite and flexible solar films, which are crucial for the success of space photovoltaic applications [1][5][6]. - The integration of advanced technologies, such as N-type solar cells and high-efficiency components, is being prioritized by firms like Junda Co. (002865) and Sanan Optoelectronics (600703) to enhance their competitive edge in the space photovoltaic market [6][10][35]. - The ongoing research and development efforts in high-efficiency solar technologies are expected to yield breakthroughs that will facilitate the commercialization of space photovoltaic solutions by 2026 [3][4][5][6].

Core Insights - The global pet chip market is experiencing significant growth, driven by increasing demand for pet identification and recovery solutions, with a projected market size of approximately 4.6 billion yuan in 2024 and expected to exceed 10.5 billion yuan by 2030 [7][10]. Group 1: Global Pet Chip Frequency Composition - The frequency composition of global pet chips is highly concentrated, with 134.2 kHz being the dominant frequency, accounting for 81% of the market, followed by 125 kHz at 16%, and 128 kHz at only 3% [1]. Group 2: Global Pet Chip Implantation Rate - North America leads in pet chip implantation rates at 80%, attributed to a mature pet management system and legislative requirements for chip implantation, while China has a low rate of less than 5% due to the absence of national mandates and awareness issues among pet owners [3]. Group 3: Proportion of Implanted Chips in Dogs vs. Cats - Globally, the proportion of implanted chips in dogs is generally higher than in cats, with dogs making up 90% of implanted pets in China, compared to only 10% for cats. This disparity is influenced by pet management regulations and the activity levels of different pet types [6]. Group 4: Global Pet Chip Market Size - The global pet chip market is projected to reach approximately 4.6 billion yuan by 2024, driven by regulatory changes and increased awareness among pet owners regarding the benefits of chip implantation [7]. Group 5: Future Market Size Forecast - The global pet chip market is expected to grow rapidly from 2025 to 2030, with a compound annual growth rate (CAGR) of 15%, leading to a market size exceeding 10.5 billion yuan by 2030 [10].

Investment Rating - The report maintains a "Buy" rating for the construction and building materials sector, with specific recommendations for several companies [9][12]. Core Insights - The report highlights the recent price increases in electronic fabrics, indicating a positive trend in both emerging technologies and traditional cyclical investments. The price of 7628 electronic fabric increased by over 0.5 yuan/meter, exceeding market expectations, which reflects a broader trend of high-end electronic fabric demand trickling down to standard electronic fabrics [1][12]. - The report emphasizes the importance of effective investment in stabilizing economic growth, as reiterated in the recent State Council meeting, which is expected to boost construction activity in Q1 2026 [1][14]. - The report suggests a balanced investment approach between emerging industries and traditional cyclical sectors, recommending companies such as Yaxiang Integration, Jinggong Steel Structure, and China Construction International [1][12]. Summary by Sections Industry Overview - The report notes that the price of ordinary electronic yarn and fabric has increased significantly, with G75 electronic yarn prices rising by 10.5% and 7628 electronic fabric prices by 11.9% week-on-week [2][19]. - The domestic cement price decreased by 0.9% week-on-week, with a notable drop in the cement shipment rate [2][26]. Key Companies and Dynamics - China National Building Material has issued a profit warning, expecting a loss of approximately 2.3 billion to 4 billion yuan for 2025, a significant shift from a profit of 2.387 billion yuan in 2024 [3]. - The report recommends several companies for investment, including Yaxiang Integration (603929 CH), China Construction International (3311 HK), and Sichuan Road and Bridge (600039 CH), all rated as "Buy" with target prices set above current market levels [9][37]. Market Trends - The report indicates that the construction materials sector is experiencing a cyclical recovery, with price increases in various segments such as waterproofing and engineering materials, driven by government policies aimed at boosting infrastructure investment [1][15]. - The report also highlights the ongoing demand for high-end materials in commercial aerospace, including high-temperature fiber materials and perovskite materials for solar wings [1][12].

证券日报网讯2月6日，凯盛科技（600552）在互动平台回答投资者提问时表示，公司建有完善的财务信 息系统，可满足日常运营需要。 ...

1. 新技术，渗透率快速提升期：柔性太阳能电池盖板，UTG较CPI份额提升。 在UTG单价较高的背景下，国内外太空光伏均在测试UTG以替代CPI。 消费电子领域UTG已完成对CPI的替 【凯盛科技】为什么会是太空光伏核心标的？ 0. 卡位：不论柔性太阳组件技术路线如何变革，砷化镓、HJT、钙钛矿，盖板材料选择不多；UTG是核心选择。 【凯盛科技】为什么会是太空光伏核心标的？ 0. 卡位：不论柔性太阳组件技术路线如何变革，砷化镓、HJT、钙钛矿，盖板材料选择不多；UTG是核心选择。 5. 地位：工程院院士领衔，新材料国家队，揭榜挂帅攻坚克难。 在UTG单价较高的背景下，国内外太空光伏均在测试UTG以替代CPI。 消费电子领域UTG已完成对CPI的替代。 2. 价值量：航天级UTG每平约1万+；批量化后良率改善/原片配方抗辐照等，长期可降低至5000元以下。 3. 稀缺性：国内唯一，原片-深加工-镀膜全国产化的企业；消费级在H公司已占据最大份额。 4. 进展快：24年开始对接航天场景，目前有千片级出货；产品已在轨测试，反馈良好。 1. 新技术，渗透率快速提升期：柔性太阳能电池盖板，UTG较CPI份额提升。 ...