随着中国人均GDP及人均可支配收入的提高，人们对于物质生活和情感需求有更高层次的追求，中国消费者将更有能力承担宠物的各类消费。2019年，我国人均GDP达到70892元，同比增长7．4％；人均可支配收入达到30733元，近五年复合增长率达到6．95％。同时，据公开数据显示，2015年中国宠物消费占居民总消费比例为0．37％，而在2010年该比例仅为0．1％根据中国农业大学动物医学院的研究指出，宠物产业的发展与国家人均GDP有明显正相关性，当一个国家人均GDP达到3000．8000美元时，宠物产业会随之快速发屏，中国在2010年已经超过3000美元，在2016年时达到8000美元，这意味着中国宠物产业目前应处在发屏旺盛阶段

截至 2020 年 Q2，公募基金重仓持有传媒行业公司总市值 614 亿元；主动 偏股型基金配置传媒行业比例 4.89%，超配幅度 1.90pct。

Workplaces should have health-promoting activities or organizational policies, designed to support healthy behavior and to improve the health conditions of their employees. The corporate wellness programs are, thus, designed to support and encourage a holistic approach to employee wellbeing, by creating an organizational culture of health. Wellness programs not only benefit the employees’ health conditions, but also reduce absenteeism and lead to more energized, productive workers, and therefore, greater productivity within the firm. With the increasing prevalence of chronic illnesses, the demand for workplace wellness programs is increasing across the world. Therefore, both the government and private health insurers have begun offering programs that help the working population live a stressfree and healthy life. Many companies in Unites States, Europe, and Asia have implemented effective programs that include numerous training activities, for the wellness of their employees. These activities include training events, forums, fitness centers, health checkups, and awareness sessions, using banners and brochures. Widespread awareness has contributed significantly to the reduction of prejudices associated with this issue and has broadened the program's credibility.

20H1 板块复盘：疫情影响下板块业绩承压，估值提升推动板块整体上扬。20H1 休闲服务板块整体上涨28.2%，大幅跑赢沪深300 的0.3%，在申万28 个一级子行业中位列第二。期间板块上涨主要由估值上涨驱动，受新冠肺炎疫情影响，20Q1 板块业绩同比下滑154.8%，而PE 由年初的34.8 提升至6 月30 日的84.3，提升了142.2%。疫情下资本愈发偏好配臵需求相对稳定、具备抗周期能力的大众消费领域，因此板块在疫情影响业绩跳水的背景下迎来了以估值提升驱动的行情。

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