近来，多家知名宠物店出现闭店或经营难以为继的状况。 北京的李女士非常苦恼。她在乐芮宠物酒店办的卡还剩7000多元，但最近一直无法用掉。"客服一会儿 说店铺通电线路有问题，具体来电时间不确定，一会儿又说二十天左右可能会关店，但是怎样都不肯退 卡。之前看到网上说乐芮'塌房'了我还没信，没想到竟然是真的。" 武汉的韩女士也经历过同样的遭遇。她在离父母家不远处的一个宠物店办理了会员卡，并充值了500元 给狗狗洗澡用，结果没多久，父母告诉韩女士，店"没了"。"那个店看起来开了很久，我就很放心地充 值了。本来是想为父母省点麻烦，没想到对方会跑路。" "宠物服务行业更看重线下体验，即从业人员的资质、口碑和服务细节，而不是简单的看平台好不好、 声量大不大。靠营销广告和自身流量不一定能够取得长期好效果，归根到底还是要回归专业化服 务。"王鹏认为，互联网模式往往要通过规模效应摊销边际成本，通过大量的人力、物力包括供应链、 市场营销等获得规模优势。但是宠物服务行业需要精耕细作。垂直领域的人力、场地、设备等快速增长 跟整体运营之间呈反比例关系，导致靠投资烧钱的模式，不一定能够很好地形成商业闭环。 消费者需提高警惕 动辄充值上万元的" ...

清晨，学生们早早地排起了长队，有的学生手上拿着资料默默背诵，有的紧皱眉头嘴里念念有词。到了 上午，教学楼前设置的面试等候区座无虚席，等待面试的学生们安静地看着手中的资料，许多穿着小蓝 衣的志愿者在等候区周围巡视，时刻关注面试者的情况，以便随时提供帮助。 这是前不久中青报·中青网记者在北京农业职业学院校园里看到的自主招生面试场面。据该校教务处副 处长薛贇介绍，今年该校动物科技学院相关专业报名学生有400多人，比往年增加了不少，"可以用越来 越火爆来形容"。 随着宠物经济的发展，宠物医生、宠物护士、宠物训导等岗位的人才需求也越来越旺盛。反馈到高职院 校的人才培养上，开设宠物相关专业的学校逐年增多，招生人数也呈递增趋势。记者从全国职业院校专 业设置管理与公共信息服务平台查询了"高等职业教育专业设置备案结果"，截至2024年，开设动物医 学、动物营养与饲料、动物防疫与检疫等专业的高职院校有168所，2025年增加到181所；开设宠物医疗 技术、宠物养护与驯导专业的高职院校，2024年有137所，2025年增加到155所。 需求旺，招生也旺。据记者了解，江苏农牧科技职业学院宠物科技学院2024级比2023级扩招了217 ...

Group 1: Pig Farming - The pig farming sector is expected to achieve profitability in 2024/25 Q1, with a focus on waiting for a capacity inflection point in 2025 [2] - The average profit per head in the industry is projected to be 170/86 RMB in 2024/25 Q1, with leading companies exceeding 200 RMB per head in 2024 [2][3] - Despite profitability, the current capacity expansion is primarily led by low-cost listed companies, with expectations of steady increases in pig output and a forecasted average price range of 14-15 RMB per kilogram for the year [2][3] Group 2: Poultry Farming - The white feather chicken industry is experiencing high inventory levels, with chick prices increasing by 6-7% year-on-year, while broiler prices are expected to decline by 10-15% due to weak demand [3] - The yellow chicken sector is projected to see a slight decrease in output, with a year-on-year decline of 3.1%, but leading companies are improving profitability through cost reduction [3] - The overall supply of white and yellow chickens is expected to remain ample in 2025, with a focus on observing demand recovery and the impact of avian influenza [3] Group 3: Feed and Veterinary Industry - The feed and veterinary sectors are facing increased competition and declining profitability due to reduced downstream inventory and weak consumption in 2024 [4] - However, profitability in the aquaculture feed sector is expected to improve in the second half of 2024, with significant growth in pig feed profitability anticipated in 2025 Q1 [4] - The veterinary sector is also expected to see continued recovery in 2025, particularly in raw materials [4] Group 4: Pet Industry - The pet sector is experiencing robust growth driven by stable overseas orders, declining chicken costs, and the depreciation of the RMB, with domestic brands gaining market share [5] - The performance of the pet sector is expected to reach new highs in 2024/25 Q1, with continued growth anticipated in 2025 due to strong demand resilience and ongoing domestic brand replacement [5] - The pet economy is viewed as a scarce track with strong demand, and leading companies are expected to enhance market share through product innovation and brand development [5]

南开大学商学院韩籍教授申光龙参加2023年天津市海河友谊奖颁奖暨外国专家新年集中慰问活动（资料照片）。新华社发（受访者供图） 新华社天津5月17日电 题：五个日常小事让外籍教授感知中国经济大势 新华社记者栗雅婷 62岁的南开大学商学院韩籍教授申光龙，已在中国工作生活多年。便捷的生活总能带给他无限欣喜，更让他从日常小事感知中国经济发展大 势。 "扫"出来的经济活力 掏出手机，扫描二维码，车锁应声而开……工作日清早，申光龙骑上共享单车前往南开大学的校园。"在中国，我几乎不开车，相对近的地方 就骑共享单车，而去较远的地方就搭乘网约车，'共享'的理念和方式在中国无处不在。"他用流利的中文说。 "共享"是中国新发展理念的重要组成部分，而贯彻新发展理念是关系中国发展全局的一场深刻变革，是实现高质量发展的重要推动力。中国 发布的《扩大内需战略规划纲要（2022－2035年）》明确提出，促进共享经济等消费新业态发展。 申光龙表示，随着大数据、人工智能、物联网等技术在中国加速应用，将有越来越多行业加入共享经济，实现技术、产品、数据等方面的高 度融合。"这是新时代中国经济发展叙事的生动情节，我们外籍人士也可感可触可得。" "聚" ...

家装焕新，守护百姓安居梦想 孟夏万物长，家装焕新忙。建行广西区分行抢抓五月家居换新季，持续深化"建行家装节"品牌影响力， 开展"建行&富安居五一消费季暨适老化改造家装分期发布会""焕新家装节"等系列主题消费活动，以实 际行动答好金融为民"满意卷"。 "建行消费季活动现场汇聚了索菲亚、格力等百余家家装品牌，还联合京东电器、星艺、中庭、龙头装 饰等家装商户，在中庭搭建了'一站式'家装金融服务生态，叠加信用卡及分期消费满减活动，客户热情 如浪，洽谈区座无虚席！" 南宁富安居负责人热情地介绍。 此外，建行广西区分行积极响应国家家装厨卫以旧换新政策，消费者在享受家装品质升级的同时，还可 叠加领取家电家装厨卫政府补贴及建行满减优惠，真正实现省心、省力又省钱。 截至目前，建行广西区分行装修分期交易额已近5亿元，环比增速近40%，"贷"动家装市场"旺"起来。 转自：新华财经 为积极响应国家扩大内需、提振消费的政策号召，建行广西区分行紧抓五月消费旺季，通过多元化、特 色化的信用卡促消费活动，助推消费引擎迸发新活力，以金融力量为广西经济高质量发展注入强劲动 能。 车展钜惠，点燃汽车消费热情 建行广西区分行深耕居民汽车消费场景，将 ...

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].

5月16日，A股主要指数集体下跌，沪指跌0.4%报3367点，深证成指跌0.07%，创业板指跌0.19%。 | 章 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3367.46 | -13.36 | -0.40% | | 399001 | 深证成指 | 10179.60 | -6.85 | -0.07% | | 399006 | 创业板指 | 2039.45 | -3.80 | -0.19% | 盘面上，汽车零部件板块，豪恩汽电20CM涨停，均胜电子、亚太股份等十余股涨停；可控核聚变板块走高，中洲特材20CM涨停；人 形机器人板块，宜安科技涨超14%；创新药概念震荡走强，热景生物涨超12%；免税店板块尾盘拉升，珠免集团涨超6%。此外，小米 汽车、工业母机、新能源汽车等板块上涨。 另外，大金融板块集体走弱，保险、证券等方向领跌，中国太保、中国平安等股下跌；白酒板块低迷，山西汾酒跌超2%。美容护理、 物流、猪肉、统一大市场等板块下跌。 具体来看： 消息面上，备受关注的强制性国家标准《轻型汽车自动紧急制动系统技术 ...

Group 1: Robotics and Automation - Several companies in the robotics sector have seen significant stock price increases, with notable gains including 10.03% for Zhongchao Holdings and 20.02% for Grebo [2][3] - The rise in stock prices is attributed to advancements in robotics technology and applications in various industries, including military and automotive [2][3][7] Group 2: Chemical Industry - The chemical sector is experiencing price increases for products like diisobutylene and hydroxyl esters, drawing market attention [4] - Companies such as Hongqiang Co. and Jitai Co. have reported stock price increases due to rising prices of chemical products [5] Group 3: Nuclear Power - Companies involved in nuclear power, such as Wangzi New Materials, are gaining attention due to their involvement in projects like controllable nuclear fusion [6][7] - The stock prices of firms like Baoli Electric and Zhongzhou Special Materials have increased significantly, driven by nuclear power and military applications [7] Group 4: Intelligent Driving - The introduction of national standards for automatic emergency braking systems (AEBS) has led to increased interest in companies involved in intelligent driving technologies [8][9] - Stocks like Wan'an Technology and Haoen Automotive have seen price increases linked to developments in AEBS technology [9][10] Group 5: Pet Economy - The pet economy in China is growing, with the market size surpassing 300 billion, leading to increased stock prices for companies in the sector [22][23] - Companies like Baihe Co. and Tianyuan Pet have reported stock price increases due to the rising demand in the pet care market [23] Group 6: Rare Earth and New Materials - The rare earth sector is benefiting from rising prices of tungsten concentrate, positively impacting companies like Zhangyuan Tungsten [24][26] - Stocks in the new materials sector, particularly those related to PEEK materials, are also seeing gains as demand increases [19][21]

Group 1 - The core viewpoint is that pet economy concept stocks are performing strongly against the market trend, with Zhongchong Co., Ltd. reaching a historical high [1] - Tianyuan Pet's stock increased by over 10%, while Lusi Co., Ltd. and Ruipu Bio both rose by over 5% [1] - The report from Tianfeng Securities indicates that China's pet consumption market has surpassed 300 billion yuan, highlighting the growth potential in comparison to the more mature U.S. pet market [1] Group 2 - The pet consumption in China is still at a relatively low level compared to the U.S., suggesting significant room for growth [1] - The logic of simultaneous increase in both volume and price is clearly defined in the context of the pet economy [1]

机构观点： 中信证券：大众品需求底部震荡，积极把握结构性机会 中信证券研报称，2024年大众品需求再度呈现高开低走趋势，2024Q1之后终端需求快速走低，随后维 持低位震荡，部分板块竞争加剧带来费用投入增加。虽然大众品整体需求偏弱，但刚性属性明显的调味 品板块收入韧性增长，零食、饮料等部分企业成长向好。2024年大众品企业继续缩减Capex、提升分红 率，板块现金回报率进一步提升。虽然短期食品饮料板块需求偏弱，但是渠道红利、品类红利、性价比 价格带兴起等成长机会不断，建议积极把握板块结构性机会。投资建议如下：1、食饮最具新消费特征 的零食板块。2、饮料板块中茶饮、功能饮料维持高景气。3、盈利底部向上改善明确的乳品板块。4、 其他。 中信建投：全年来看，预计券商板块估值有望修复 凤凰网财经讯 5月16日，三大指数集体低开，沪指低开0.18%，深成指低开0.28%，创业板指低开 0.36%，环氧丙烷、宠物经济、东盟自贸区等板块指数跌幅居前。 | | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | * ...