龙虎榜复盘 | 谷子经济、宠物经济双双爆发

Group 1: Stock Market Activity - On the institutional leaderboard, 30 stocks were listed, with 16 seeing net purchases and 14 experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were Zhongzhou Special Materials (CNY 345 million), Beingmate (CNY 154 million), and Yifang Bio (CNY 97.38 million) [1][2] Group 2: Pet Economy - The pet economy is experiencing rapid growth, with companies like Tianyuan Pet and Yuanfei Pet showcasing a wide range of products including pet beds, food, and toys [2] - The upcoming 2025 Shanghai Pet Expo is expected to break historical records in terms of attendance and transaction volume, indicating strong market interest [2] - According to a report by Founder Securities, the pet sector's listed companies have shown better-than-expected performance, driven by industry expansion and domestic brand development [3] Group 3: Millet Economy - The millet economy in China is projected to reach a market size of CNY 168.9 billion in 2024, with a year-on-year growth of 41%, and is expected to exceed CNY 200 billion by 2025 [5] - The potential for growth in the millet industry is significant due to the underdeveloped commercial chain for IP development and licensing in China compared to the US and Japan [5] - Guotai Junan highlights that various toy categories, including IP toys, are expected to see explosive growth, making companies with strong IP, product, and channel advantages worth monitoring [5]