从资金流向上来看，当日医疗美容板块主力资金净流出3208.76万元，游资资金净流入2186.31万元，散户 资金净流入1022.44万元。医疗美容板块个股资金流向见下表： | 代码 | | | 名称 │主力净流入（元）│主力净占比│游资净流入（元）│游资净占比│散户净流入（元）│散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 000615 *ST美谷 | -629.40万 | -10.76% | 11.63万 | 0.20% | 617.77万 | 10.56% | | 688363 华熙生物 | -1002.90万 | -9.15% | 536.26万 | 4.89% | 466.64万 | 4.26% | | 300896 爱美客 | -1576.45万 | -5.55% | 1638.42万 | 5.77% | -61.97万 | -0.22% | 证券之星消息，10月23日医疗美容板块较上一交易日下跌0.12%，锦波生物领跌。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。医疗美 ...

| 代码 | | | 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 688363 华熙生物 | 1076.29万 | 9.81% | -214.58万 | -1.96% | -861.71万 | -7.86% | | 000615 *ST美谷 | 71.92万 | 0.66% | 198.47万 | 1.83% | -270.39万 | -2.49% | | 300896 爱美客 | -3245.06万 | -11.11% | 953.11万 | 3.26% | 2291.95万 | 7.84% | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000615 | *ST美谷 | 3.69 | 4.53% | 29.36万 | | 1.08亿 | | 688363 | 华熙生物 | 53.70 | 0.45% | 2.05万 ...

从资金流向上来看，当日医疗美容板块主力资金净流出127.96万元，游资资金净流出928.94万元，散户资 金净流入1056.9万元。医疗美容板块个股资金流向见下表： | 代码 | | | 名称 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | | 300896 爱美客 | 503.62万 | 1.80% | -971.83万 | -3.48% | 468.21万 | 1.68% | | 688363 华熙生物 | -291.25万 | -2.62% | -55.17万 | -0.50% | 346.42万 | 3.11% | | 000615 *ST美谷 | -340.33万 | -12.34% | 98.05万 | 3.56% | 242.28万 | 8.78% | 证券之星消息，10月21日医疗美容板块较上一交易日上涨0.63%，锦波生物领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。医疗美容板块个股涨跌见 ...

记者丨 凌晨 编辑丨曾静娇 见习编辑张嘉钰 一场围绕"重组胶原蛋白"的暗战，正将两位区域女首富与其背后的上市公司推向台前。 陕西的范代娣与山西的杨霞，一位学者出身、将巨子生物打造成"美妆茅"，一位则深耕药 械、带领锦波生物成功上市。 如今，她们都将目光聚焦在C端美妆赛道。 变化的风向，最先吹向双11的直播电商战场。在今年天猫618与双11李佳琦直播间的品牌榜 单上，一个新品牌"同频"迅速蹿升。 青眼数据显示， 在李佳琦双11首场直播品牌榜中，同频GMV增速高居第二，同时巨子生物 自有品牌可复美GMV位列第七 。 值得关注的是，同频品牌背后，是一向低调的锦波生物创始人、董事长杨霞。公开资料显 示，锦波不仅为同频提供核心技术背书，杨霞更在宣传片中亲自出镜支持。这一举动被市场 解读为，锦波生物从B端医疗器械领域，向C端功能性护肤市场战略转型的明确信号。 还需看到，"双11"预售的情况不佳使得巨子生物的股价连续下挫。10月17日，巨子生物 （2367.HK）股价创出年内新低，跌至40.40港元/股，总市值降至433亿港元。巨子生物股 价已经连续11个交易日出现下跌，10月16日，公司股价刚刚重挫逾15%。直至10月2 ...

21世纪经济报道记者 凌晨 西安报道 一场围绕"重组胶原蛋白"的暗战，正将两位区域女首富与其背后的上市公司推向台前。 陕西的范代娣与山西的杨霞，一位学者出身、将巨子生物打造成"美妆茅"，一位则深耕药械、带领锦波 生物成功上市。 如今，她们都将目光聚焦在C端美妆赛道。 变化的风向，最先吹向双11的直播电商战场。在今年天猫618与双11李佳琦直播间的品牌榜单上，一个 新品牌"同频"迅速蹿升。 青眼数据显示，在李佳琦双11首场直播品牌榜中，同频GMV增速高居第二，同时巨子生物自有品牌可 复美GMV位列第七。 值得关注的是，同频品牌背后，是一向低调的锦波生物创始人、董事长杨霞。公开资料显示，锦波不仅 为同频提供核心技术背书，杨霞更在宣传片中亲自出镜支持。这一举动被市场解读为，锦波生物从B端 医疗器械领域，向C端功能性护肤市场战略转型的明确信号。 还需看到，"双11"预售的情况不佳使得巨子生物的股价连续下挫。10月17日，巨子生物（2367.HK）股 价创出年内新低，跌至40.40港元/股，总市值降至433亿港元。巨子生物股价已经连续11个交易日出现下 跌，10月16日，公司股价刚刚重挫逾15%。直至10月20日收盘， ...

Group 1 - The medical beauty sector experienced a decline of 0.94% on October 20, with Jinbo Biological leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] - Major stocks in the medical beauty sector showed mixed performance, with *ST Meigu closing at 3.51, up 1.45%, and Jinbo Biological at 261.00, down 3.45% [1] Group 2 - The net outflow of main funds in the medical beauty sector was 41.23 million yuan, while retail investors saw a net inflow of 57.45 million yuan [1] - Specific stock fund flows indicated that *ST Meigu had a net inflow of 0.75%, while Huaxi Biological and Aimeike experienced net outflows of 8.64% and 6.24%, respectively [2]

0:00 21世纪经济报道 记者凌晨 一场围绕"重组胶原蛋白"的行业对决，将两位区域女首富与其上市公司推向台前。陕西范代娣领导的巨 子生物曾是赛道标杆，而山西杨霞执掌的锦波生物正通过新品牌"同频"跨界切入C端护肤市场。 战事首先在电商直播间打响。同频在李佳琦直播间快速崛起，今年双十一李佳琦首场直播中GMV增速 位列第二。同时，一向低调的锦波生物创始人杨霞罕见为同频站台，被视为其从B端药械进军C端美妆 的明确信号。 从胶原蛋白药械到美妆，锦波的降维入场，无疑对主攻C端的巨子，形成正面冲击。同样的流量带货手 法、同类型的产品，锦波能否凭借医药背景实现超车，将决定胶原蛋白市场下一阶段的格局走向。 ...

Core Viewpoint - The medical beauty sector experienced a decline of 2.52% on October 17, with Jinbo Biological leading the drop. The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1]. Group 1: Market Performance - The medical beauty sector saw a net outflow of main funds amounting to 84.94 million yuan, while retail investors had a net inflow of 95.23 million yuan [1]. - Individual stocks in the medical beauty sector showed varied performance, with *ST Meigu closing at 3.46 yuan, up 0.29%, and Jinbo Biological closing at 270.32 yuan, down 3.86% [1]. Group 2: Fund Flow Analysis - Main funds for *ST Meigu recorded a net outflow of 8.72 million yuan, while retail investors had a net inflow of 4.88 million yuan [2]. - For Huaxi Biological, main funds experienced a net outflow of 9.24 million yuan, with retail investors seeing a net inflow of 9.06 million yuan [2]. - Aimeike faced a significant net outflow of 66.98 million yuan from main funds, while retail investors had a net inflow of 81.30 million yuan [2].

Core Viewpoint - Jinbo Biological (920982) experienced a block trade on October 15, with a transaction volume of 0.40 million shares and a transaction amount of 1.01 million yuan, at a price of 252.50 yuan, reflecting a discount of 13.06% compared to the closing price of the day [2] Summary by Category Block Trade Details - The block trade involved a total volume of 0.40 million shares and a transaction amount of 1.01 million yuan [2] - The transaction price was 252.50 yuan, which is a 13.06% discount relative to the closing price of the day [2] - The buyer was from Guojin Securities Co., Ltd. Shenzhen branch, while the seller was from Guojin Securities Co., Ltd. Shanghai Jing'an District Nanjing West Road Securities branch [2] Recent Trading Activity - In the past month, Jinbo Biological has recorded a total of 6 block trades, with a cumulative transaction amount of 6.96 million yuan [2] - On the same day, the closing price of Jinbo Biological was 290.43 yuan, marking a 5.00% increase, with a turnover rate of 3.57% and a total transaction amount of 628 million yuan [2] - Over the last 5 days, the stock has increased by 3.14% [2]

Core Insights - The medical beauty sector experienced a slight increase of 0.28% on October 15, with Jinbo Biological leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Medical Beauty Sector Performance - Jinbo Biological (code: 920982) closed at 290.43, with a rise of 5.00% and a trading volume of 21,800 shares, totaling a transaction value of 628 million [1] - Huaxi Biological (code: 688363) closed at 54.72, up 1.30%, with a trading volume of 23,600 shares and a transaction value of 129 million [1] - Aimeike (code: 300896) closed at 175.15, down 0.19%, with a trading volume of 23,500 shares and a transaction value of 412 million [1] - *ST Meigu (code: 000615) closed at 3.52, down 3.03%, with a trading volume of 199,800 shares and a transaction value of 71.2 million [1] Fund Flow Analysis - The medical beauty sector saw a net outflow of 21.57 million from institutional investors and 5.26 million from retail investors, while individual investors contributed a net inflow of 26.84 million [1] - Huaxi Biological had a net inflow of 2.29 million from institutional investors, while it faced a net outflow of 5.18 million from retail investors [2] - *ST Meigu experienced a significant net outflow of 9.34 million from institutional investors, despite a net inflow of 4.25 million from retail investors [2] - Aimeike faced a net outflow of 14.53 million from institutional investors, while retail investors contributed a net inflow of 19.70 million [2]