Group 1: Market Overview - The Chinese pet market has seen rapid growth since 2010, with a significant increase in pet ownership and spending [2][3] - In 2024, the urban pet (dog and cat) population is projected to reach 76.89 million, a 2.4% increase from 2023 [3] - The market size for urban pet consumption in China is expected to be 300.2 billion CNY in 2024, reflecting a 7.5% growth from the previous year [3] Group 2: Supply Chain Management - The company has developed an efficient and reliable multi-category product supply chain management system to meet diverse customer needs [3][4] - The company focuses on overseas supply chain expansion, with production bases established in Vietnam and Cambodia to enhance production capacity [4][5] Group 3: Production Capacity - The company has shifted from primarily producing cat climbing frames and pet mats to a broader range of pet products, including toys and daily necessities [4][5] - As of 2024, the company's domestic revenue is approximately 1.431 billion CNY, with a gross margin of 11.65%, a slight increase of 0.13 percentage points from the previous year [5] Group 4: Business Strategy - The company aims to enhance its domestic business by focusing on self-owned brands and expanding into traditional and content e-commerce [5][6] - Plans include cross-industry collaborations and innovative marketing strategies to increase brand awareness and consumer engagement [5][6] Group 5: Food Business Development - The company is diversifying its food business by collaborating with global high-end brands to mitigate operational risks and enhance profitability [6][7] - Emphasis is placed on improving cost management and transitioning to data-driven marketing strategies [6][7] Group 6: Acquisition Progress - As of March 2025, the company is in the process of acquiring Taotong Technology, with ongoing audits and evaluations [7] - The completion of this acquisition is subject to board approval and regulatory review, with timelines remaining uncertain [7]

A股今日（5月20日）全线上扬，市场整体活跃，成交量有所放大；港股亦走高，两大股指均涨超 1%。 中信证券表示，海外订单稳健增长、鸡肉成本下行、人民币贬值、国产宠粮自主品牌整体增长提速、国货 龙头盈利能力持续提升等背景下，2024年、2025年一季度宠物板块业绩持续新高。展望后续，预计海外 需求稳健，国内市场国货替代持续，2025年宠物板块业绩有望持续增长。宠物经济是稀缺赛道，需求韧 性强，国内市场目前仍处"大行业、小龙头"阶段，龙头集中程度有望进一步提升，看好龙头通过产品创 新、品牌和渠道建设不断提升市场份额。 具体来看，A股三大股指盘中发力拉升，创业板指一度涨超1%。截至收盘，沪指涨0.38%报3380.48 点，深证成指涨0.77%报10249.17点，创业板指涨0.77%报2048.46点，北证50指数涨1.22%，沪深北 三市合计成交12114亿元，较昨日（5月19日）增加923亿元。 场 内 超 3800 股 飘 红 ， 宠 物 经 济 概 念 爆 发 ， 天 元 宠 物 （ 301335 ） 20% 涨 停 创 出 新 高 ， 路 斯 股 份 （832419）一度涨停亦创新高；合成生物概念再度活 ...

证券代码：301335 证券简称：天元宠物 公告编号：2025-072 杭州天元宠物用品股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 根据杭州天元宠物用品股份有限公司（以下简称"公司"）第三届董事会第 二十六次会议及第三届监事会第十八次会议审议通过的《关于使用部分暂时闲置 募集资金进行现金管理的议案》，公司及全资子公司杭州鸿旺宠物用品有限公司 在确保不影响募集资金投资项目建设、不影响正常生产经营及确保资金安全的情 况下，可以使用不超过人民币 60,000.00 万元（含本数）的暂时闲置募集资金（含 超募）进行现金管理，使用期限自董事会审议通过之日起 12 个月内有效，购买 的投资产品期限不得超过 12 个月，在前述额度和期限范围内，资金可循环滚动 使用。具体内容详见公司 2025 年 1 月 16 日在巨潮资讯网（www.cninfo.com.cn） 上披露的《关于使用部分暂时闲置募集资金进行现金管理的公告》（公告编号： 2025-005）。 | 序 | 购买主 | 金融机构 | 产品名称 | 本 ...

Group 1: Market Performance - The pet economy sector has seen significant stock price increases, with several companies hitting their daily limit up, including Tianyuan Pet, which reached a historical high of 44.5 yuan per share, marking a 132% increase since April 9 [2][4]. - Tianyuan Pet's market capitalization is reported at 5.607 billion yuan, reflecting strong investor interest in the pet economy [4]. - Other notable performers in the pet economy include Chuangyuan Co. and Lusi Co., both achieving substantial daily gains [2][3]. Group 2: New Consumption Trends - The new consumption sector, particularly in pet products, has gained traction in the capital market, driven by younger consumers who prioritize emotional and experiential satisfaction [6][9]. - The rise of new consumption is characterized by structural dividends, with innovations in channels and product categories leading to significant growth opportunities [9]. Group 3: Company Developments - Tianyuan Pet is actively pursuing acquisitions, planning to acquire 89.71% of Guangzhou Taotong Technology Co., which has a strong performance in the pet food sector, with a transaction value of 77 million yuan for a 10% stake previously [12][15]. - The company is expanding its product offerings to include pet food, leveraging its existing relationships with major international brands and focusing on the domestic market, which is still in its early stages of development [17][18]. - Tianyuan Pet is also enhancing its overseas supply chain by establishing factories in Vietnam and Cambodia to mitigate risks associated with global trade uncertainties [21].

5月20日，宠物经济板块迎来进一步走强。源飞宠物、天元宠物（20CM）双双2连板，依依股份涨停，路斯股份、创源股份、瑞普生物、佩蒂股份等集体大 涨。 一、行情 二、事件：行业持续升温+产业规模冲刺万亿 1）2025年第五届上海它博会TOPS于5月8-11日在上海世博展览馆举办。数据显示，本次它博会参展人数、成交金额均突破历史。 宠物板块上市公司陆续发出24年报及25年一季报，整体业绩实现了超预期增长，宠物经济仍在高速发展。中美关税战影响较为有限，且长期来看利好高端国 产品牌发展。在行业扩容与国产替代双轮驱动下，国内具备研发及生产能力的大型优质宠食企业市占率有望持续提升。（方正证券） *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 2）2025年第27届上海亚洲宠物展览会将于8月20-24日在上海新国际博览中心隆重举行。 3）艾媒咨询《2024-2025年中国宠物行业运行状况及消费市场监测报告》中预测，今年国内宠物产业规模将达到8114亿元，两年后这一数字有望突破1万亿 元。 三、机构解读 目前线上平台纷纷加码宠物板块，淘天宠物超5亿高投入，包含商家激励、新品&内容&品牌激励以 ...

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 ...

证券代码：301335 证券简称：天元宠物 公告编号：2025-071 杭州天元宠物用品股份有限公司 关于公司股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 杭州天元宠物用品股份有限公司（以下简称"公司"）股票于 2025 年 5 月 16 日、2025 年 5 月 19 日连续两个交易日收盘价格涨幅偏离值累计达到 30%，根 据深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会通过电话、现场等问询方式， 对公司控股股东、实际控制人就相关问题进行了核实，现将相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 3、公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变 化。 4、公司正在筹划发行股份及支付现金购买资产并募集配套资金事项。公司 于 2025 年 3 月 14 日召开第三届董事会第二十九次会议和第三届监事会第二十一 次会议，会议审议通过了《关于公司发行股份及支付现金购买资产并募集配套资 金暨关联交 ...

具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、卖二、卖三、卖四，合计买入 金额3899.08万元，卖出金额4369.16万元，合计净卖出470.07万元。 资金流向方面，今日该股主力资金净流入5621.58万元，其中，特大单净流入7945.76万元，大单资金净 流出2324.18万元。近5日主力资金净流入7157.12万元。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 2704.64 | 1571.87 | | 买二 | 甬兴证券有限公司天津解放北路证券营业部 | 1925.46 | 0.00 | | 买三 | 联储证券股份有限公司上海中山西路证券营业部 | 1860.99 | 0.00 | | 买四 | 联储证券股份有限公司重庆江北嘴证券营业部 | 1854.00 | 0.00 | | 买五 | 华泰证券股份有限公司江西分公司 | 1490.87 | 2.60 | | 卖一 | 方正证券股份有限公司杭州杭海路证券营业部 | 0.36 | 4251.44 | | 卖二 ...

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]

宠物经济概念持续拉升 天元宠物涨停创历史新高 智通财经5月19日电，午后天元宠物20CM涨停，股价创历史新高，此前源飞宠物、百合股份涨停，路 斯股份、大千生态、佩蒂股份、依依股份等多股涨超5%。消息面上，根据派读宠物《2025年中国宠物 行业白皮书》预计，到2027年，城镇宠物（犬猫）消费市场规模将突破4000亿元大关，达到4042亿元， 2015年至2027年复合增长率为12.6%。 ...