截至5月20日收盘，宠物经济概念上涨4.08%，位居概念板块涨幅第2，板块内，83股上涨，天元宠物、 创源股份等20%涨停，贝因美、依依股份、实丰文化等涨停，路斯股份、驱动力、美农生物等涨幅居 前，分别上涨18.10%、14.10%、13.81%。跌幅居前的有哈三联、新华制药、狮头股份等，分别下跌 3.49%、3.23%、3.01%。 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（%） | | --- | --- | --- | --- | | 培育钻石 | 4.10 | 航运概念 | -1.44 | | 宠物经济 | 4.08 | 中韩自贸区 | -1.24 | | 动物疫苗 | 4.00 | 成飞概念 | -1.16 | | 重组蛋白 | 3.90 | PEEK材料 | -0.75 | | IP经济(谷子经济) | 3.45 | 自由贸易港 | -0.68 | | 人造肉 | 3.14 | 钛白粉概念 | -0.58 | | 托育服务 | 2.95 | 碳纤维 | -0.34 | | 兵装重组概念 | 2.75 | 太赫兹 | -0.23 | | NFT概念 | 2. ...

5月20日，A股全天震荡反弹，截至收盘沪指涨0.38%，深成指涨0.77%，创业板指涨0.77%。 3380.48 10249.17 2048.46 2048.46 2048.48 +0.38% 3040.77% 6040.77% 大家好，一起回顾一下今天市场发生了什么。 A股上涨 宠物经济概念股集体爆发，源飞宠物、依依股份等涨停。 北证50、微盘股指数齐创历史新高。 | 指 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | 1 | | 301335 天元龙初 | | R 20.01 | 44.50 | | IV | 300703 | 创源股份 | | 20.00 | 19.02 | | 3 | 832419 | 路斯股份 | R | 18.10 | 31.78 | | 1 | 838275 | 驱动力 | R | 14.10 | 13.51 | | 5 | 301158 | 美农生物 | R | 13.81 | 24.81 | | B | 301009 | 可靠股份 | R | 12.14 | 15.06 | | 7 | 300 ...

Market Overview - The market experienced a rebound with the North Stock 50 and Micro Stock Index reaching historical highs. The pet economy concept saw a collective surge, with companies like Yuanfei Pet and Yiyi Co. hitting the daily limit. The IP economy also strengthened, with companies such as Shifeng Culture and Haole Co. reaching the limit. Pharmaceutical stocks rose, with SanSheng Guojian and Huahai Pharmaceutical hitting the limit. M&A and restructuring stocks remained strong, while the shipping sector faced adjustments, with companies like Phoenix Shipping and Lianyungang hitting the limit down. Over 3,800 stocks in Shanghai, Shenzhen, and Beijing rose, with a total transaction volume of 1.21 trillion [1]. Hot Topics IP Economy / Guzi Economy - The Guzi economy sector saw significant gains, with stocks like Guobo Co., Chuangyuan Co., and Jinghua Laser hitting the daily limit. The catalyst for this surge was the historical high of Pop Mart's stock price in Hong Kong, with a market value approaching 300 billion [4][5]. - According to iiMedia Consulting, the market size of China's Guzi economy is expected to reach 168.9 billion in 2024, a year-on-year increase of 41%, and is projected to exceed 200 billion by 2025. Compared to the US and Japan, the conversion rate of domestic IP in film and television is relatively low, indicating significant potential for growth in China's Guzi industry [5][6]. Pet Economy - The pet economy sector exploded again, with Yuanfei Pet and Tianyuan Pet achieving two consecutive daily limits, and Yiyi Co. hitting the limit. Other companies like Lusi Co., Ruipu Biological, and Petty Co. also saw significant increases. The catalyst for this growth is the upcoming 2025 Shanghai Pet Expo, which is expected to break historical records in terms of participants and transaction amounts [7][8]. - According to iiMedia Consulting, the domestic pet industry is projected to reach 811.4 billion this year, with expectations to surpass 1 trillion in two years [9]. Pharmaceutical Sector - The pharmaceutical sector saw a significant rise, with SanSheng Guojian hitting the daily limit and other companies like Huahai Pharmaceutical and Weiming Pharmaceutical also reaching the limit. A key catalyst was SanSheng Pharmaceutical's announcement of a licensing agreement with Pfizer for its PD-1/VEGF dual-specific antibody SSGJ-707, which includes a $1.25 billion upfront payment and potential milestone payments of up to $4.8 billion [10][11]. - The agreement marks a record for the amount of foreign licensing for Chinese innovative drugs in recent years, indicating an escalation in competition in the global PD-1/VEGF dual antibody market [10][11]. Other Active Sectors - Besides the highlighted sectors, asset restructuring, consumer goods, and domestic chips are also active. In contrast, the chemical, shipping, and military sectors experienced the most significant declines [12].

哈喽各位老铁，这里是帮主郑重的收评时间。今儿大盘走得挺有意思，沪指晃悠着涨了0.38%，深成指和创业板更精神，都涨了0.77%，关键是量能放出来 了，说明场子里头人气在回暖。最近总有人问我"市场是不是该选方向了"，依我看啊，今儿这根放量小阳线算是给中长线布局的人递了个眼神——甭管短期 咋晃，有些板块的逻辑正越走越清晰。 要说今儿最热闹的地儿，非大消费莫属。您琢磨琢磨，宠物经济、美容护理、培育钻石这些跟"生活升级"沾边的板块全冒出来了，创源股份、可靠股份直接 20cm涨停，依依股份、拉芳家化这些名字听着接地气，可涨停起来一点不含糊。还有IP经济，郑中设计、广博股份这些票跟约好了似的往上冲，说白了， 这波炒的是"消费复苏+情绪回暖"的双响炮。咱中长线看消费板块，就得盯着老百姓兜里的钱往哪儿花——宠物粮越买越贵，护肤品讲究成分党，年轻人结 婚要买克拉钻，这些细分领域的"消费升级小趋势"，可比短期涨停更值得琢磨。 不过市场向来是有人欢喜有人愁，航运板块今儿栽了跟头，凤凰航运、宁波远洋直接跌停，军工和资源股也跟着往下掉。为啥？航运炒的是运价预期，前阵 子涨太猛了，这会儿资金调仓换股很正常；资源股受大宗商品价格波动影响， ...

今日的A股，三大指数又涨了，中小盘指数也涨了。港股反弹明显，股票也是普涨行情，大家却很失望，因为期待太多了。 市场目前是几乎单边上涨，只是每天的平均涨幅都很小，大家不喜欢这种慢慢上涨的过程。上证指数从4月份低点已经反弹400点了，中小盘指数也要创新高 了。 港股市场的涨幅更明显，恒生医疗指数，恒生科技指数都明显上涨了。股市有很多种策略，关键是要能给自己带来稳定的收益。 中小盘股票也上涨了，只是分化很明显，今日又轮动到医疗、医药、宠物经济等等了。指数是稳定上涨，个股是一日游行情居多。 A股走势分析 系好安全带 不需要恐慌，今日就是守住3380点，白酒依旧没有发力，大家都不看好它。年底了会觉得还是白酒最适合投资，每年都有1~2波机会，把握好了就是正收 益。 任何筹码都是有人亏损有人盈利，白酒也好，证券也罢，银行也是，都是低买高卖，追涨的人无论参与什么都是亏损。 只要自己的筹码在底部区域，它是盘整行情，又不是下跌行情，耐心等待上涨就了。股市就是如此，不需要考虑那么多短期的行为…… 未来，大盘指数还会震荡向上，你买股票挣不到利润就别买了，像我们持有大盘指数基金一样可以挣收益，不要天天抱怨，市场又不会因为你哭鼻子而返还 ...

5月20日，A股主要指数震荡上行，沪指收涨0.38%报3380点，深证成指涨0.77%，创业板指涨0.77%，北证50指数涨1.22%创历史新高。 全天成交1.21万亿元，较前一交易日增量923亿元，全市场超3800股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | Friend | 3380.48 | +12.90 | 40.38% | | 000001 | Now | | | | | 创业板指 | | 2048.46 | +15.70 | +0.77% | | 399006 | | | | | | 深证成指 | | 10249.17 | +78.08 +0.77% | | | 100002 | AF | | | | 盘面上，新消费方向走强，宠物经济板块持续爆发，盲盒经济、谷子经济板块走高，培育钻石板块拉升，家用轻工板块走强，美容护理、人造肉 及珠宝首饰等板块涨幅居前。另外，航运港口板块下挫，PEEK材料板块走低，航天航空、碳纤维、可控核聚变及钛白粉等板块跌幅居前。 | 行业热力图 v 领涨板块 | | | | | ...

Core Viewpoint - The A-share market showed a strong performance on May 20, with all three major indices rising, indicating a recovery in market confidence and active trading across various sectors [3][10]. Market Performance - The Shanghai Composite Index rose by 0.38% to close at 3380.48, while the Shenzhen Component Index and the ChiNext Index both increased by 0.77%, closing at 10249.17 and 2048.46 respectively [4][3]. - Over 3800 stocks in the market experienced gains, with total trading volume reaching 11,697 billion yuan, an increase of 832 billion yuan compared to the previous trading day [4][3]. Sector Performance - The sectors that saw significant gains included cultivated diamonds, pet economy, animal vaccines, millet economy, and plant-based meat, while the port and shipping sector faced declines [7]. - The pet economy concept saw a collective surge, with stocks like Tianyuan Pet, Yiyi Co., and Chuangyuan Co. hitting the daily limit [8]. - The IP economy concept also experienced a surge, with over 10 stocks, including Mankalon and Shifeng Culture, reaching the daily limit [9]. Capital Flow - Main capital inflows were observed in the automotive, cultural media, and food and beverage sectors, while outflows were noted in shipping ports, internet services, and real estate development [10]. - Specific stocks that attracted net inflows included OFILM Technology, Beingmate, and BYD, with inflows of 1.651 billion yuan, 632 million yuan, and 628 million yuan respectively [11]. - Conversely, stocks like Chengfei Integration, AVIC Chengfei, and Lijun Co. faced net outflows of 577 million yuan, 561 million yuan, and 465 million yuan respectively [12]. Analyst Insights - Analysts from Guoyuan Securities noted that the index is showing a strong oscillation, with individual stocks becoming active, but breakthroughs may require new catalysts [13]. - According to Zhongtai Securities, market confidence has fully recovered, and overall activity is high, although incremental capital may flow slowly without event-driven catalysts [13]. - The Qianhai Bourbon Fund anticipates a structural upward trend in the market, with a potential challenge to previous highs after a mild pullback [13].

5月20日连板股分析：连板股晋级率34% 高位股大面积退潮 | | 九鼎投资 (创投) | | --- | --- | | 其他涨停 | 苏州龙杰8天6板（纺织+军工） | 今日共77股涨停，连板股总数28只，其中三连板及以上个股8只，上一交易日共23只连板股，连板股晋级率34.78%（不含ST股、退市股）。个股方面，全市 场超3800只个股上涨，连续第二个交易日逾百股涨超9%，小盘股备受青睐，北证50、微盘股指数均创历史新高。高位股开始退潮，利君股份、渝三峡A、 红墙股份、尤夫股份等人气股跌停，成飞集成断板，市场连板高度被压缩至4板。板块方面，以谷子经济、宠物经济、医美为代表的新消费板块全天表现强 势，其中郑中设计、丽人丽妆4连板，拉芳家化6天4板，天元宠物20CM2连板；并购重组概念依旧受到热捧，综艺股份5天4板，天汽模3连板，北交所五新 隧装30CM2连板。 | 连板数 | 晋级率 | | 2025-5-20 | | --- | --- | --- | --- | | 3 #4 | 2/2=100% | 郑中设计(城市更新+IP经济) | | | | | 天汽模(并购重组) | | | 2进3 | 6/ ...

新华财经北京5月20日电 （胡晨曦）A股三大指数5月20日全天冲高回落，三大指数均小幅收涨。大小指 数走势分化，北证50指数涨1.22%、微盘股指数涨2.04%，均创历史新高。盘面上，大消费板块全天活 跃，美容护理、食品饮料、宠物经济掀涨停潮，依依股份、拉芳家化、贝因美、祖名股份、源飞宠物等 多股涨停；创新药概念股震荡走高，一品红等涨停；IP经济概念走强，实丰文化、高乐股份等涨停。下 跌方面，航运板块迎来调整，凤凰航运、连云港等跌停。 至收盘时，上证指数报3380.48点，涨幅0.38%，成交额约4503亿元；深证成指报10249.17点，涨幅 0.77%，成交额约7194亿元；创业板指报2048.46点，涨幅0.77%，成交额约3242亿元；北证50指数报 1473.99点，涨幅1.22%，成交额约416.9亿元。 热点板块 盘面上，生物制品、美容护理、养殖业、培育钻石、宠物经济、IP经济等板块和概念股涨幅居前；港口 航运、银行、钢铁、PEEK材料、中船系、氟化工等板块和概念股跌幅居前。 机构观点 巨丰投顾：周二市场震荡反弹，宠物经济涨幅居前。利率下行周期以及居民财富搬家趋势下，结构性机 会将进一步显现。对 ...

医药股今天大涨，三生国健 "20CM"涨停，迎来两连板。 5月20日，三生国健公告称，公司及关联方三生制药和沈阳三生制药有限责任公司共同授予辉瑞公司 （Pfizer Inc．）在许可区域及领域的独家开发、生产和商业化许可产品707项目的权利。根据协议，辉 瑞将支付12.5亿美元不可退还且不可抵扣的首付款，最高可达48亿美元的开发、监管批准和销售里程碑 付款，以及根据授权地区产品销售额计算得到的两位数百分比的梯度销售分成。 另外，今天市场还有两个关注点。一是宁德时代登陆港股，其港股大涨，其A股上涨1.15%。二是部分 高位抱团股今天盘中巨震，利君股份、尤夫股份、宁波远洋等个股跌停。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今天，A股三大股指齐涨，截至收盘，上证指数上涨0.38%，深证成指上涨0.77%，创业板指上涨 0.77%。大消费和医药股今天表现最强。具体看，大消费方面，宠物经济、培育钻石、美容护理、谷子 经济等板块涨幅居前。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3380.48 | 10249.17 | 2048.46 ...