Group 1 - The Jinan city government is implementing an "Industrial Strong City Development Strategy" with a focus on the Pingyin Economic Development Zone as a key area for economic growth [1][3] - The Pingyin Economic Development Zone aims to enhance service levels and accelerate project construction, targeting an industrial investment of 2.292 billion yuan and a total import-export volume of 3.511 billion yuan by mid-2025 [1] - The zone has established a project library with 77 projects, focusing on industries such as pet health, electronic information, and millet economy, and has planned eight major parks to create complementary industrial clusters [3] Group 2 - A total of 41 projects have been signed in the Pingyin Economic Development Zone, with a total investment of 10.255 billion yuan, including three projects exceeding 1 billion yuan [3] - The development zone has introduced measures to support industrial development and aims to transform project implementation strategies to promote rapid growth of signed projects [3]

今年以来，A股新消费板块热点层出不穷，"谷子经济"、宠物、潮玩等新兴领域备受瞩目。近10天时间 内，就有包括中信建投、华福证券、国金证券等在内的券商举办了消费行业主题策略会，足见市场对新 消费的高度关注与热情。 新消费趋势的兴起，为我国市场带来了前所未有的新机遇。对于企业而言，谁能够敏锐捕捉消费者需求 变化，不断创新产品和服务，打造独特品牌文化，谁就将在激烈的市场竞争中脱颖而出。以现制茶饮行 业为例，一些品牌通过推出特色口味的茶饮、举办主题活动、打造网红门店等方式，吸引了大量消费 者，迅速扩大了市场份额。同时，新消费的发展也带动了相关产业链的升级和发展，从原材料供应、生 产制造到销售渠道、售后服务等各个环节，都迎来了新的发展机遇。 从资本市场层面来看，消费板块灵敏地"嗅"到了市场机遇，热度持续攀升。这从各大券商发布的研报数 据中可见一斑。在同花顺iFinD以"消费"为标题关键词搜索发现，仅上周各券商就发布了近百份相关研 报，其中不少与新消费有关。 对于投资者来说，新消费板块无疑是一片充满机遇的"蓝海"。众多投资者的关注和资金涌入，推动了新 消费板块在A股市场上的持续走强。在投资新消费板块时，投资者需要具备敏锐 ...

Core Insights - The rise of "Guzi Economy" and pet economy in the A-share market reflects a shift in consumption preferences among Generation Z, with a population of 280 million and an annual consumption scale exceeding 5 trillion yuan [1][2] - The consumption behavior of this demographic is transitioning from "purchasing goods" to "purchasing meaning," indicating a deeper emotional and social transformation [1][3] Guzi Economy - The "Guzi Economy" refers to the market for goods related to anime, games, and other IPs, with a user base of nearly 460 million in 2021, projected to grow to 520 million by 2026 [2][8] - The emotional value drives the pricing of items, such as a limited edition badge from "Haikyuu!!" being sold for 72,000 yuan, highlighting the emotional projection fans have towards characters [2][3] - The industry chain involves IP developers creating content that is licensed to manufacturers and retailers, ultimately reaching consumers [2][3] Pet Economy - The pet economy is characterized by emotional compensation, with 150 million single individuals and 216 million elderly people treating pets as family members, willing to spend significantly on pet care [3][8] - The market for pet-related products and services is expected to exceed 2 trillion yuan by 2030, with segments like smart devices and health management growing at an annual rate of over 25% [8][9] Consumer Behavior - Generation Z's consumption is heavily influenced by emotional value, with 62% of post-95s viewing consumption as a way to construct personal narratives [5][6] - Social media plays a crucial role in consumer behavior, with users sharing their collections and experiences, enhancing community engagement and driving secondary market growth [6][8] Market Trends - The "Guzi Economy" market is projected to reach 168.9 billion yuan in 2024, a 40.63% increase from 2023, with expectations to surpass 300 billion yuan by 2029 [8][9] - Companies like Pop Mart have seen significant growth, with overseas revenue increasing by 375%, indicating a successful expansion strategy [8][9] Conclusion - The emergence of the Guzi and pet economies signifies a broader transformation in consumer values, where emotional connection and social identity take precedence over traditional consumption metrics [10][11] - Companies must focus on creating meaningful experiences and emotional resonance to capture the attention of Generation Z consumers in this evolving market landscape [10][11]