Group 1 - The company, Daqian Ecological Environment Group Co., Ltd., approved the temporary use of idle raised funds not exceeding RMB 115 million to supplement working capital, ensuring it does not affect the construction of investment projects and the planned use of raised funds [1] - The approval was made during the fifth board meeting and the seventh supervisory board meeting held on June 27, 2024, with a usage period not exceeding 12 months from the date of approval [1] - The company has fully repaid the temporarily used raised funds of RMB 115 million back to the special account for raised funds as of the date of this announcement [2]

根据中证指数有限公司发布的滚动市盈率、市净率（中上协行业分类）， 公司所处行业最新滚动市盈率为7.37、最新市净率为0.58。公司最新的滚动市盈 率为545.84，最新市净率为3.43，公司滚动市盈率和市净率均显著高于平均水平。 证券代码：603955 证券简称：大千生态 公告编号：2025-033 大千生态环境集团股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示 大千生态环境集团股份有限公司（以下简称"公司"）股票交易连续3 个交易日内收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 不存在应披露而未披露的重大信息。 公司主营业务未发生重大变化，经营情况正常。2025年第一季度，公司 实现营业收入22,165,372.98元，较上年同期下降11.46%；归属于母公司所有者的 净利润2,458,490.56元，较上年同期下降72.33%；归属于上市公司股东扣除 ...

大千生态环境集团股份有限公司: 贵公司于 2025年 5 月 21 日发来的《关于大千生态环境集团股份有限公司股 票交易异常波动问询函》已收悉。经查证,现就有关事项回复如下: 截止目前,我公司和张源先生均不存在影响大千生态股票交易价格异常波动 的重大事项;不存在应披露而未披露的重大信息,包括但不限于重大资产重组、 股份发行、重大交易类事项、业务重组、股份回购、股权激励、破产重整、重大 业务合作、引进战略投资者等重大事项。 本次股票交易异常波动期间，我公司和张源先生均未买卖大千生态股票。 特此回复。 关于《大千生态环境集团股份有限公司股票交易异常波动问询函》 苏州步步高 的回复 ...

证券代码：603955 证券简称：大千生态 公告编号：2025-032 大千生态环境集团股份有限公司 关于归还暂时补充流动资金的募集资金的公告 特此公告。 大千生态环境集团股份有限公司董事会 2025 年 5 月 21 日 2025 年 1 月 16 日，公司将暂时用于补充流动资金的募集资金中的 500 万元 提前归还至募集资金专用账户，具体内容详见 2025 年 1 月 17 日刊登在上海证券 交易所网站（www.sse.com.cn）的《大千生态关于提前归还部分暂时补充流动资 金的募集资金的公告》（2025-001）。 2025 年 4 月 23 日，公司将暂时用于补充流动资金的募集资金中的 500 万元 提前归还至募集资金专用账户，具体内容详见 2025 年 4 月 24 日刊登在上海证券 交易所网站（www.sse.com.cn）的《大千生态关于提前归还部分暂时补充流动资 金的募集资金的公告》（2025-021）。 2025 年 5 月 21 日，公司将剩余暂时用于补充流动资金的募集资金 10,500 万元全部归还至募集资金专用账户，并将上述募集资金的归还情况及时通知了保 荐机构及保荐代表人。 截至本 ...

Core Viewpoint - Daqian Ecology's subsidiary, Jiangsu Qianchongjia Technology Co., Ltd., is still in the early stages of its business development, and this has not led to any significant changes in the company's main operations [1] Group 1 - Daqian Ecology's stock has experienced an abnormal fluctuation, with a cumulative price increase deviation of 20% over three consecutive trading days [1] - The company has confirmed that its production and operational activities are normal, and there have been no major changes in its main business [1] - The early-stage business of Jiangsu Qianchongjia Technology Co., Ltd. does not impact the main business of Daqian Ecology significantly [1]

Core Viewpoint - Daqian Ecology (603955) announced that its production and operational activities are normal, with no significant changes in its main business or market environment [1] Group 1: Company Operations - The company conducted a self-inspection and confirmed that its main business has not undergone significant changes [1] - The internal production and operational order of the company is normal [1] Group 2: Subsidiary Performance - The wholly-owned subsidiary, Jiangsu Qianchongjia Technology Co., Ltd., is still in the early stages of its business, which has not led to significant changes in the company's main business [1] - There remains considerable uncertainty regarding the future development of the subsidiary [1]

作者 | 守望者 来源 | 守望核心 导语： 拆解宠物板块持续新高背后的三大预期与核心标的逻辑。 宠物板块持续新高的背后市场在交易什么预期，借助公开资料，理一下宠物板块的β及选股思路， 以及个股的核心看点 。 一、大背景 宠物经济蓬勃发展的内核是宠物的 "人格化、家人化" ， 年轻一代将宠物视为"家人"的情感价值重 构。 1、宠物经济正是基于这一情感纽带蓬勃发展，从提供高品质的宠物食品、个性化的宠物用品，满 足宠物的物质需求； 2、到宠物医疗、保险，为宠物的健康保驾护航； 3、再到宠物美容、摄影、社交活动等，满足主人与宠物之间情感互动的精神需求。 每一个细分领域，让宠物真正融入家庭生活，也让宠物经济的内涵和外延得以不断拓展和深化 。 二、宠物是一个大赛道 1、横向对比化妆品、白酒、食品等来看， 宠物赛道是消费里面少有量价齐升的板块 ，并且随着单 身经济及消费方式的转变， 从实物消费到情绪消费的转变 ，相信大家多少在家里面都多少有一些 宠物（常见的是猫、狗，稀罕的是鸟、仓鼠、乌龟、蛇等），宠物恰逢其时，目前A股从宠物食品 到医疗已经形成一个完整的贝塔。 C、主业稳健，每年贡献净利润大几千万，收购的淘通科技可以贡 ...

截至5月19日收盘，特色小镇概念上涨2.86%，位居概念板块涨幅第4，板块内，34股上涨，棕榈股份、 大千生态、华夏幸福等涨停，荣盛发展、*ST正平、中国海诚等涨幅居前，分别上涨7.80%、4.49%、 4.47%。跌幅居前的有中化岩土、三木集团、*ST交投等，分别下跌3.78%、0.52%、0.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 3.92 | 青蒿素 | -0.82 | | 天津自贸区 | 3.51 | 人形机器人 | -0.80 | | ST板块 | 3.05 | 果指数 | -0.71 | | 特色小镇 | 2.86 | 中国AI 50 | -0.64 | | 股权转让(并购重组) | 2.81 | 环氧丙烷 | -0.43 | | 深圳国企改革 | 2.76 | 新型烟草(电子烟) | -0.32 | | 可控核聚变 | 2.55 | 新质50 | -0.28 | | 横琴新区 | 2.44 | 阿尔茨海默概念 | -0.27 | | 预制菜 | 2.30 | ...

Mergers and Acquisitions - Multiple companies are experiencing stock price increases due to merger and acquisition activities, with notable gains including Zongyi Co. at 10.10% and Daqimo at 10.06% [2][3] - New entrants in the market such as Binhai Energy and Jinhongshun also saw significant increases of 10.00% and 9.98% respectively, attributed to similar merger activities [2] - The trend continues with companies like Huayuan Real Estate and Hunan Development achieving first board listings with gains of 9.94% and 9.97% [3] Shipping and Ports - Following the implementation of tariff adjustments between China and the US, there has been a surge in container bookings from China to the US, positively impacting shipping and port stocks [4] - Nanjing Port, Ningbo Shipping, and Lianyungang have all recorded five consecutive days of price increases, with gains of 9.97%, 10.04%, and 10.07% respectively [4][6] Robotics - The robotics sector is gaining attention, with Nvidia's CEO indicating that all mobile devices will become robots, potentially revolutionizing the industrial sector [7] - Companies like Zhongchao Holdings and Xinlong Health have seen stock increases of 10.13% and 10.01% respectively, driven by advancements in robotics [8] Chemical Products - Recent price hikes in chemical products such as dibutyl phthalate and hydroxyl esters have drawn market attention, benefiting companies like Zhongyida and Youfu Co. with stock increases of 9.99% and 10.04% [10][11] Food and Beverage - The release of new regulations by the Ministry of Commerce and the National Development and Reform Commission is expected to boost the food and beverage sector, with stocks like Jiaoda Angli and Baihe Co. seeing gains of 10.00% and 10.01% [12][15] Military and Aerospace - The debut of the "Jiutian" drone at the 15th China Airshow is anticipated to enhance the military sector, with companies like Chengfei Integration and Lijun Co. achieving stock increases of 10.00% and 10.02% [16][19] Nuclear Power - The announcement of procurement projects by China Fusion Energy Co. is expected to stimulate the nuclear power sector, benefiting companies like Wangzi New Materials and Baili Electric with stock increases of 9.99% and 9.92% [16][17] Venture Capital - Recent regulatory changes encouraging private equity participation in mergers and acquisitions are positively impacting venture capital stocks, with companies like Jiuding Investment and Electronic City seeing gains of 10.01% and 9.90% [19] Pet Economy - The pet economy is projected to grow significantly, with companies like Yuande Pet and Tianyuan Pet achieving stock increases of 9.98% and 20.00% [20][21] Carbon Fiber - Price increases in carbon fiber products have been reported, benefiting companies like Jilin Chemical Fiber with a stock increase of 10.04% [22][23] Smart Driving - The Ministry of Industry and Information Technology's push for mandatory standards in smart connected vehicles is expected to drive growth in the automotive sector, with companies like Wan'an Technology and Luchang Technology seeing stock increases of 10.00% [26][27] Rare Earth Permanent Magnets - Tightening supply of rare earth materials due to export controls has led to price increases, benefiting companies like Huayang New Materials and Jiuwu High-Tech with stock increases of 10.10% and 20.02% [28][29] Huawei Harmony - Huawei's upcoming product launch is expected to positively impact related stocks, with companies like Dongfang Zhongke and Dahua Intelligent seeing stock increases of 10.01% and 9.94% [30]

Core Viewpoint - The market speculates that Daqian Ecology may be planning to list its core pet asset, Chong Pang Pang, through a backdoor listing, despite the company's repeated denials of any acquisition plans. This speculation has led to a significant increase in Daqian Ecology's stock price, reflecting high market expectations for its pet economy strategy [1][2]. Group 1: Stock Performance and Market Reaction - Daqian Ecology's stock price surged from 17.14 yuan to 33.07 yuan, achieving a maximum increase of 93% following the speculation about the pet economy [1]. - The stock experienced a remarkable rise of 124% in April alone, driven by the entry of the Bubu Gao Group as a controlling shareholder [1]. - Following the acquisition announcement, Daqian Ecology's stock hit a seven-year high of 36.58 yuan, with a cumulative increase of 280%, raising its market capitalization from under 1.5 billion yuan to over 4 billion yuan [2]. Group 2: Acquisition and Corporate Strategy - Bubu Gao Group acquired an 18.09% stake in Daqian Ecology for 368 million yuan, becoming the controlling shareholder, with Zhang Yuan as the actual controller [1][2]. - Daqian Ecology, previously facing delisting risks, is now being revalued as a "pet economy concept stock" due to its strategic pivot towards the pet industry [2][4]. - The establishment of Jiangsu Qianchongjia Technology Co., a wholly-owned subsidiary, is part of Daqian Ecology's strategy to integrate pet services, although the company denies any significant changes to its main business [2][4]. Group 3: Future Prospects and Challenges - Daqian Ecology's future in the pet economy hinges on its ability to establish a comprehensive service model, integrating online and offline resources through the Chong Pang Pang platform [5][6]. - The company plans to apply for a credit line of up to 2 billion yuan for 2025 to support its expansion in the pet services sector [6]. - Despite the optimistic market sentiment, Daqian Ecology's current valuation appears high, with a PE ratio of 148, compared to 72 for leading companies in the pet economy [6].