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 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].

Group 1 - The SPD sector of the medical consumables supply chain increased by 0.24% compared to the previous trading day, with HeFu China leading the gains [1] - The Shanghai Composite Index closed at 4075.92, down 0.64%, while the Shenzhen Component Index closed at 13952.71, down 1.44% [1] - HeFu China saw a closing price of 19.69, with a rise of 6.72% and a trading volume of 699,400 shares, amounting to a transaction value of 1.354 billion yuan [1] Group 2 - The SPD sector experienced a net outflow of 8.4667 million yuan from institutional funds, while retail funds saw a net outflow of 7.3756 million yuan [2] - The top individual stocks in terms of net inflow included HeFu China with a net inflow of 109 million yuan from institutional investors [3] - The stock with the highest retail net inflow was HeFu China, despite a significant net outflow from institutional and retail investors [3]

Group 1 - The core viewpoint of the article is that Kangdelai (603987.SH) has a significant portion of its foreign trade revenue coming from the EU market, accounting for approximately 30% [2] - The company's international business primarily relies on self-operated exports, with the current export activities being conducted by domestic entities [2]

Core Viewpoint - The medical device sector experienced a decline of 1.58% on January 16, with Kangzhong Medical leading the losses, while the Shanghai Composite Index fell by 0.26% and the Shenzhen Component Index decreased by 0.18% [1]. Group 1: Market Performance - The medical device sector's stocks showed mixed performance, with notable gainers including Huakang Clean (20.01% increase) and Yirui Technology (4.60% increase) [1]. - Conversely, Kangzhong Medical saw a significant drop of 8.60%, followed by Huada Zhizao with a decline of 6.61% [2]. - The overall trading volume in the medical device sector was substantial, with Huakang Clean achieving a transaction amount of 707 million yuan [1]. Group 2: Capital Flow - The medical device sector experienced a net outflow of 1.395 billion yuan from major funds, while retail investors contributed a net inflow of 1.42 billion yuan [2]. - Specific stocks like Huakang Clean had a net inflow of 58.17 million yuan from major funds, while retail investors showed a net outflow of 46.88 million yuan [3]. - The capital flow dynamics indicate a shift in investor sentiment, with retail investors actively participating despite the overall sector decline [2][3].

Group 1 - The core viewpoint of the article is that Kangdelai (603987) has the technology and capability to research and produce ultra-fine needles, which are primarily applied in the fields of medical aesthetics and ophthalmology [1] Group 2 - The company engages with investors through an interactive platform, indicating a commitment to transparency and communication [1] - The focus on ultra-fine needles suggests a niche market strategy that could lead to potential growth opportunities in specialized medical applications [1]

Group 1 - The core point of the article is that Kangdelai announced the election of Ms. Chen Hongqin as the new chairperson of the board during its first meeting of the sixth board of directors [2] Group 2 - The announcement includes the approval of multiple resolutions, indicating a significant governance change within the company [2]

Group 1 - The core point of the article is that Kangdelai announced the approval of several proposals, including the application for bank credit limits for 2026 during its third extraordinary general meeting of shareholders in 2025 [2] Group 2 - The company is seeking to establish credit limits with banks for itself and its subsidiaries [2] - The announcement indicates a strategic move to enhance financial flexibility and support future growth initiatives [2] - The approval of these proposals reflects the company's ongoing efforts to secure necessary funding for operations and expansion [2]

证券代码：603987 证券简称：康德莱 公告编号：2025-039 上海康德莱企业发展集团股份有限公司 特此公告。 上海康德莱企业发展集团股份有限公司董事会 2025 年 12 月 23 日 附件： 欧兰婷女士简历 欧兰婷女士：中国国籍，无境外永久居留权，1991 年 5 月生，汉族。研究 生学历。曾任上海康德莱医疗器械股份有限公司（现更名为上海瑛泰医疗器械股 份有限公司）质控专员、技术专员、临床专员，上海康德莱控股集团有限公司项 目助理，上海康德莱企业发展集团医疗投资有限公司投资专员，上海康德莱企业 发展集团股份有限公司董办专员；现任上海康德莱企业发展集团股份有限公司证 券事务代表。 关于选举职工董事的公告 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法律责任。 上海康德莱企业发展集团股份有限公司（以下简称"公司"）第五届董事会 即将届满，根据《中华人民共和国公司法》等相关法律法规以及《上海康德莱企 业发展集团股份有限公司章程》（以下简称"《公司章程》"）的有关规定，公司于 2025 年 12 月 22 日召开职工代表大会，选举欧 ...

德恒上海律师事务所 关于 上海康德莱企业发展集团股份有限公司 2025 年第三次临时股东会之 见证意见 上海市东大名路 501 号上海白玉兰广场办公楼 23 层 电话：021-55989888/55989666 传真：021-5598 9898 邮编：200080 德恒 02G20170018-00036 号 致：上海康德莱企业发展集团股份有限公司 德恒上海律师事务所接受上海康德莱企业发展集团股份有限公司（以下或称 "公司"）的委托，指派本所见证律师对公司于 2025 年 12 月 22 日 10:00 召开 的 2025 年第三次临时股东会（以下简称"本次股东会"）进行见证并出具本见 证意见。 本所见证律师依据本见证意见出具日前已经发生或存在的事实和《中华人民 共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"） 等现行有效的法律、法规和规范性文件以及《上海康德莱企业发展集团股份有限 公司章程》（以下简称"《公司章程》"）、《上海康德莱企业发展集团股份有 限公司股东会议事规则》（以下简称"《股东会议事规则》"）的 ...