锦波生物（920982）12月9日大宗交易平台出现一笔成交，成交量2.50万股，成交金额750.00万元，大宗 交易成交价为300.00元，相对今日收盘价溢价28.58%。该笔交易的买方营业部为中信证券股份有限公司 大连高新园区证券营业部，卖方营业部为华泰证券股份有限公司南京长江路证券营业部。 进一步统计，近1个月内该股累计发生4笔大宗交易，合计成交金额为2124.00万元。 证券时报·数据宝统计显示，锦波生物今日收盘价为233.31元，上涨0.62%，日换手率为1.64%，成交额 为2.11亿元，近5日该股累计上涨4.42%。（数据宝） 12月9日锦波生物大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 2.50 | 750.00 | 300.00 | 28.58 | 中信证券股份有限公司 大连高新园区证券营业 | 华泰证券股份有限公司 南京长江路证券营业部 | | | ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 曾健辉） 每经讯，2025年12月9日，北交所上市公司锦波生物（920982，收盘价：233.31元）发生一笔大宗交易，成交价300元/股，成交 数量2.5万股，成交金额750万元，溢价28.58%。买入营业部是中信证券股份有限公司大连高新园区证券营业部，卖出营业部是 华泰证券股份有限公司南京长江路证券营业部。 ...

Industry Overview - Collagen masks are mainstream skincare products focused on anti-aging and repair, utilizing collagen as the core ingredient along with auxiliary components to achieve hydration and skin barrier repair [1][2] - The Chinese mask industry is expected to reach a market size of 72.986 billion yuan in 2024, entering a period of adjustment and transformation, facing growth slowdown and intensified competition [1][6] - The collagen market is experiencing explosive growth, with a compound annual growth rate (CAGR) of 41.9% from 2020 to 2023, and retail scale expected to exceed 269.5 billion yuan by 2030 [1][7] Market Dynamics - The market structure in China shows that sheet masks remain dominant, while cream masks are rapidly growing, focusing on hydration and repair needs [1][7] - The competitive landscape features local leaders dominating, niche players breaking through, and international brands penetrating the market, with a clear price gradient and significant differentiation between high, medium, and low-end markets [1][8] Industry Chain - The upstream of the collagen mask industry primarily uses animal-derived collagen, while recombinant collagen is rapidly developing due to its high purity and compatibility with mask formulations [6][10] - The manufacturing process involves various technologies to convert raw materials into different forms and functions of mask products, with sales channels dominated by online e-commerce and deepening offline professional channels [6][10] Current Development - The Chinese mask industry is transitioning into a phase of deep integration after rapid growth, with three emerging drivers leading market changes: consumption upgrades, male skincare market expansion, and personalized demand fostering innovative scenarios [6][7] - The market size is projected to steadily grow to 76.79 billion yuan by 2025 and potentially exceed 146.42 billion yuan by 2030, indicating robust long-term growth prospects [6][7] Key Players - Major companies in the collagen mask industry include Juzi Biotechnology, Huaxi Biotechnology, and Marubi Biotechnology, leveraging differentiated technologies and channel advantages to lead the market [2][10] - The industry is characterized by a multi-faceted competitive ecosystem, with local leaders, niche players, and international brands all contributing to the market dynamics [10] Future Trends - The industry is expected to advance towards high-end technology, refined products, and standardized ecosystems, with a focus on cross-disciplinary technology integration and precise formulations [10][12] - Regulatory tightening is anticipated to accelerate the elimination of smaller brands, increasing market concentration, while leading companies will strengthen their market positions through R&D innovation and global expansion [10][14]

Group 1 - The core point of the article highlights a significant block trade involving Jinbo Biological, with a transaction volume of 20,000 shares and a transaction amount of 5.98 million yuan, executed at a price of 299.00 yuan, representing a premium of 32.59% over the closing price of the day [2][3] - In the past month, Jinbo Biological has recorded a total of three block trades, amounting to a cumulative transaction value of 13.74 million yuan [3] - The closing price of Jinbo Biological on the day of the block trade was 225.51 yuan, reflecting a decrease of 2.25%, with a trading volume of 2.53 billion yuan and a turnover rate of 2.00% [3] Group 2 - Jinbo Biological was established on March 28, 2008, with a registered capital of 1.1506534 billion yuan [3] - The buyer in the recent block trade was CITIC Securities Co., Ltd., Dalian High-tech Zone Securities Business Department, while the seller was Huatai Securities Co., Ltd., Nanjing Changjiang Road Securities Business Department [2][3]

Group 1 - The core point of the news is that Jinbo Biological (920982) executed a block trade on December 3, with a transaction volume of 17,000 shares and a transaction amount of 4.93 million yuan, at a price of 290.00 yuan, which represents a premium of 25.70% over the closing price of the day [2][3] - The buyer of the block trade was CITIC Securities Co., Ltd. Dalian High-tech Park Securities Business Department, while the seller was Huatai Securities Co., Ltd. Nanjing Changjiang Road Securities Business Department [2][3] - In the past month, Jinbo Biological has recorded a total of 2 block trades, with a cumulative transaction amount of 7.76 million yuan [3] Group 2 - The closing price of Jinbo Biological on the day of the block trade was 230.71 yuan, reflecting an increase of 3.26%, with a turnover rate of 2.75% and a total transaction amount of 347 million yuan [3] - Over the past five days, the stock has increased by 6.66% [3] - Jinbo Biological was established on March 28, 2008, with a registered capital of 1,150.6534 million yuan [3]

| 920706 | 铁拓机械 | 26.21 | -5.92 | 13.48 | 15173.46 | | --- | --- | --- | --- | --- | --- | | 920252 | 天宏锂电 | 29.56 | -2.28 | 6.03 | 12359.62 | | 920493 | 并行科技 | 136.23 | -1.60 | 2.13 | 12006.79 | | 920405 | 海希通讯 | 27.53 | -2.58 | 3.75 | 11683.09 | | 920047 | 诺思兰德 | 25.01 | 2.29 | 2.55 | 11371.31 | | 920174 | 五新隧装 | 50.08 | 1.75 | 2.46 | 10635.29 | | 920509 | 同惠电子 | 33.89 | -3.94 | 3.65 | 10518.77 | | 920445 | 龙竹科技 | 11.52 | -5.96 | 8.40 | 10395.65 | | 920571 | 国航远洋 | 10.00 | -1.86 | 3.63 | 10301.05 | | 9202 ...

Core Viewpoint - On December 2, 2023, a block trade of 10,000 shares of Jinbo Biological (920982) was executed at a price of 283.00 CNY, representing a premium of 26.66% over the closing price of the day [2] Summary by Relevant Sections Block Trade Details - The transaction volume was 10,000 shares with a total transaction value of 2.83 million CNY [2] - The block trade price was 283.00 CNY, which is a 26.66% premium compared to the closing price of 223.43 CNY [2] - The buyer was CITIC Securities Co., Ltd. from the Dalian High-tech Zone Securities Branch, while the seller was Huatai Securities Co., Ltd. from the Nanjing Changjiang Road Securities Branch [2] Stock Performance - On the same day, Jinbo Biological's stock closed at 223.43 CNY, marking an increase of 2.42% [2] - The stock had a turnover rate of 2.05% and a total trading volume of 253 million CNY for the day [2] - Over the past five days, the stock has accumulated a rise of 3.07% [2] Company Background - Jinbo Biological Pharmaceutical Co., Ltd. was established on March 28, 2008, with a registered capital of 1.1506534 billion CNY [2]

Core Viewpoint - The medical beauty sector experienced a slight increase of 0.08% on December 1, with Ai Meike leading the gains, while the overall market indices also showed positive performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3914.01, up by 0.65% [1] - The Shenzhen Component Index closed at 13146.72, up by 1.25% [1] Group 2: Medical Beauty Sector Stocks - Ai Meike (300896) closed at 146.00, with a gain of 0.43% and a trading volume of 19,900 lots, amounting to a transaction value of 289 million yuan [1] - Jinbo Biological (920982) closed at 218.15, with a gain of 0.41% and a trading volume of 4,509.52 lots, amounting to a transaction value of 98.26 million yuan [1] - Huaxi Biological (688363) closed at 66.99, remaining unchanged with a trading volume of 26,300 lots, amounting to a transaction value of 124 million yuan [1] - *ST Meigu (000615) closed at 4.13, down by 2.59% with a trading volume of 135,700 lots, amounting to a transaction value of 56.69 million yuan [1] Group 3: Capital Flow - The medical beauty sector saw a net outflow of 15.754 million yuan from institutional funds and a net outflow of 7.922 million yuan from speculative funds, while retail investors contributed a net inflow of 23.676 million yuan [1]

Group 1 - The "Implementation Plan" proposes to form three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027, focusing on consumption upgrades to lead industrial upgrades and better meet diverse demands [5][6][10] - The total number of consumer goods in China has reached 230 million, with over 100 categories such as home appliances, furniture, and clothing being the largest in global production [9][10] - The plan identifies key consumption areas including elderly products, smart connected vehicles, and consumer electronics, which are expected to show strong growth momentum and development potential [10][18] Group 2 - The median price-to-earnings (P/E) ratio for the North Exchange's consumer service stocks is -0.48%, with notable increases in stock prices for companies like Zhu Laoliu (+8.30%) and Thunder Technology (+7.46%) [35][41] - The total market capitalization of consumer service companies on the North Exchange decreased from 1097.59 billion to 1093.85 billion, with a median market cap drop from 19.44 billion to 18.97 billion [37][43] - The median TTM P/E ratio for the broader consumer industry decreased from 51.7X to 49.7X, indicating a slight decline in valuation [45][46] Group 3 - Jinbo Bio received a Class D medical device registration certificate in the Philippines, marking a significant achievement for China's high-end implantable medical devices in the international market [54][57] - The report highlights several companies related to the key consumption areas mentioned in the "Implementation Plan," including health products (Yicheng Konjac), cultural IP (Baixinglong), pet food (Lusi Co.), smart home (Shisheng Intelligent), and consumer electronics (Thunder Technology) [33][34]

Group 1 - The average return of 11 theme funds on the Beijing Stock Exchange (BSE) reached 52.12% in 2025, indicating a strong performance and potential for diversified investor participation as the two-year fixed-open products become available for subscription and redemption [1][19][20] - The number of public fund institutions investing in BSE stocks increased to 29 by the end of 2024, a year-on-year growth of 31.82%, with the number of heavily invested companies rising from 34 to 41 in the first three quarters of 2025 [11][12] - The BSE's market performance shows a shift towards diversified investment styles, with a focus on emerging industries such as intelligent connected new energy vehicles, commercial aerospace, low-altitude economy, and robotics [1][31] Group 2 - The BSE 50 Index reported a value of 1,387.70 points, with a week-on-week increase of 0.75%, while the BSE specialized and new index reached 2,317.70 points, up 0.79% [2][43] - The TTM PE ratios for various sectors on the BSE include high-end equipment at 38.37X, information technology at 84.54X, and chemical new materials at 42.21X, indicating sector-specific valuation trends [2][33] - The top ten companies by market value held by funds on the BSE as of Q3 2025 include Jinbo Bio, Naconoer, and Better Energy, with significant changes in holdings reflecting market dynamics [22][23][24] Group 3 - The BSE's passive index fund scale has seen significant growth, with the BSE 50 Index fund size reaching 128.93 billion yuan by November 28, 2025, and the number of tracking products increasing to 68 [13][16] - The fund holdings on the BSE show that 59.17% of companies have a market value between 2-5 billion yuan, while 49.17% of companies reported a net profit of less than 50 million yuan in 2024 [27][29] - The industry allocation preferences of funds on the BSE are similar to those on the dual innovation board, with the top five sectors being machinery, hardware equipment, electrical equipment, automotive parts, and software services [31][32]