环保板块上周涨跌幅。1）上周环保、燃气、水务、电力（申万指数） 分别波动+2.29%、-0.41%、+0.98%、-0.51%；创业板指、上证综指、 深证成指分别上涨 3.24%、1.56%、2.19%。2）上周环保个股涨幅前 五名分别为：三德科技（+36.67%）、宁水集团（+31.87%）、嘉澳环 保（+21.41%）、青达环保（+14.15%）、三联虹普（+13.69%）。3）跌 幅前五名分别为：威派格（-14.56%）、安车检测（-6.04%）、长青集 团（-4.91%）、兴源环境（-4.10%）、洪城环境（-3.41%）。

军工检测：顶层强调如期完成军队建设“十四五”规划既定目标任务，看好全年军工检测订单 加速释放。检测服务贯穿军工装备研制生产过程的全流程，涉及环境可靠性试验、电磁兼容、 软件测评、计量校准、材料测试等多方面。2023Q2 以来，在军工行业特殊事件影响下，部分 军工检测新增订单增速放缓，且订单执行周期拉长，整体收入确认滞后，军工检测公司业绩承 压。3 月初的全国人大解放军和武警部队代表团会议上，习近平主席提出要“坚定信心、直面 挑战，落实高质量发展要求，如期完成既定目标任务”，我们预期 2025 年将迎来军工检测订单 的快速释放期。苏试试验、广电计量、谱尼测试、信测标准等检测企业均有军工检测相关布局。

光学，具身智能之眼。具身智能时代，手机、智能车、无人机、机器人、可穿戴等多场景的硬件设备都在迎来 AI 创新的浪潮。视觉是具身智能和世界产生交互的核心感知环节。我们认为，舜宇、瑞声、丘钛等头部光学厂商有望显著受益于具身智能多场景的光学需求所带来的成长性。

宠物医疗指对宠物的疾病进行预防、诊断和治疗，为解决宠物病痛所进行的活动。宠物医疗主要分为宠物疫苗、宠物体检、宠物绝育、疾病诊疗及宠物护理五大类。宠物医疗是宠物消费市场中 的重要组成部分，具有刚需属性，其消费占比仅次于宠物食品。城市级别对宠物到院就诊数量具有多方面的影响。现阶段宠物医疗资源分布具有明显的地域特征，与地区经济发展水平、人口密度、宠物饲养习惯等因素有关，未来各地区间的宠物医疗资源差异可能会进一步缩小。随着中国宠物饲养者人数逐渐增多及宠主对宠物健康的重视，宠物医疗市场规模有望迎来进一步扩容，预计到2028 年，中国宠物医疗行业市场规模将达到1,143.5亿元。

The human microbiome is the aggregate of all microbiota that reside on or within human tissues and biofluids. Changes in the composition and concentration of the microbiome can lead to the development of gastrointestinal and non-gastrointestinal diseases. The global microbiomes market covers microbiome-based therapeutic and diagnostic products that are developed using the information obtained from relational studies between human microbiota and human diseases.

A humanized mouse model is an organism that has been genetically engineered to study immune responses to drugs or identify potential disease targets.

Gym management software manages marketing campaigns, membership records, billing, scheduling, reporting, and analytics in a gym. It is available in the cloud and on-premises deployment models.

Gym management software manages marketing campaigns, membership records, billing, scheduling, reporting, and analytics in a gym. It is available in the cloud and on-premises deployment models.

The global genomics market includes the use of genomics products, such as consumables and instruments and services, to study genes, genetic functions, and related technologies. Genomics addresses the study of all the genes and their inter-relationship to identify their combined influence on the growth and development of organisms. The information obtained through genomics studies is used in the identification of any variations and mutations in the genomics structure, which helps in developing diagnostic methods for genetic diseases and their targeted treatments.

A fitness app is a digital application typically accessed via smartphones or other devices, offering users a range of tools and resources to support their physical health and fitness goals. These apps often include features such as workout plans, exercise routines, activity tracking, nutritional guidance, goal setting, progress tracking, and community support.