证券之星消息，1月9日个护用品板块较上一交易日上涨0.64%，登康口腔领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。个护用品板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603193 润本股份 | | = 452.29万 | 7.77% | -608.16万 | -10.44% | 155.87万 | 2.68% | | 003006 自亚股份 | | 173.53万 | 1.75% | -247.07万 | -2.49% | 73.54万 | 0.74% | | 301108 洁雅股份 | | 40.40万 | 1.11% | 105.87万 | 2.92% | -146.27万 | -4.03% | | 300658 延江股份 | | 0.00 | -- | 0.00 | 1 | 1 0.00 | -- | | 001206 依依 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 31.87 | 3.78% | 2.67万 | | 8412.39万 | | 301009 | 可靠股份 | 12.93 | 1.41% | 2.90万 | | 3717.16万 | | 6000509 | 豪悦护理 | 31.74 | 1.15% | 2.22万 | | 7011.89万 | | 301108 | 洁雅股份 | 34.39 | 0.88% | 1.24万 | | 4242.59万 | | 600249 | 两面针 | 5.82 | 0.87% | 12.17万 | | 7078.06万 | | 603193 | 润本股份 | 24.84 | 0.44% | 1.65万 | | 4085.92万 | | 300888 | 稳健医疗 | 38.77 | 0.44% | 3.53万 | | 1.37亿 | | 003006 | 百亚股份 | 21.19 | 0.28% | 3.76万 | | ...

Core Viewpoint - The personal care products sector experienced a decline of 1.31% on January 7, with Yiyi Co., Ltd. leading the drop. The Shanghai Composite Index rose by 0.05% to close at 4085.77, while the Shenzhen Component Index increased by 0.06% to 14030.56 [1]. Market Performance - The closing prices and changes for key stocks in the personal care sector are as follows: - Beijiajie: 30.71, +0.46% - Jieya Co.: 34.09, +0.15% - Haoyue Care: 31.38, -0.03% - Runben Co.: 24.73, -0.36% - Dengkang Oral: 38.50, -0.88% - Kela Co.: 12.75, -1.01% - Wanjian Medical: 38.60, -1.08% - Liangmian Needle: 5.77, -2.04% - Baiya Co.: 21.13, -2.22% - Zhongshun Jiesang: 8.31, -2.46% [1][2]. Capital Flow - On that day, the personal care products sector saw a net outflow of 755.65 million yuan from institutional investors, while retail investors experienced a net outflow of 2027.61 million yuan. Conversely, speculative funds had a net inflow of 2783.26 million yuan [2][3]. Individual Stock Capital Flow - The capital flow for individual stocks in the personal care sector is as follows: - Zhongshun Jiesang: Net inflow of 804.63 million yuan from institutional investors, with a net outflow of 1643.93 million yuan from retail investors [3]. - Wanjian Medical: Net inflow of 610.21 million yuan from institutional investors, with a slight net outflow from retail investors [3]. - Haoyue Care: Net inflow of 338.41 million yuan from institutional investors, but a significant net outflow from retail investors [3]. - Baiya Co.: Net inflow of 240.08 million yuan from institutional investors, with a net outflow from retail investors [3].

证券之星消息，12月31日个护用品板块较上一交易日上涨0.23%，延江股份领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。个护用品板块个股涨跌见下表： 从资金流向上来看，当日个护用品板块主力资金净流出3167.45万元，游资资金净流入534.45万元，散户 资金净流入2633.0万元。个护用品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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300658 延江股份 | | 1879.96万 | 4.23% | -318.00万 | -0.71% | -1561.96万 | -3.51% | | 001328 登康口腔 | | 89.79万 | 1.57% | -259.50万 | -4.53% | 169.71万 | 2.96% | | 603059 倍加洁 | | -8.60万 | -0.22% | -113.97万 | -2.93 ...

国泰海通晨报 2025 年 12 月 31 日 国泰海通证券股份有限公司 研究所 [Table_Summary] 1、【计算机研究】电科数字：公司在数字化产品业务板块已具备行业领先能力，涵盖智能计算软 硬件和数智应用软件，在行业数字化领域和数字新基建模块都处于头部地位；核心子公司柏飞电 子是国产化嵌入式计算龙头，随特种电子装备景气度上升，柏飞电子订单快速放量；AI 和信创加 持之下，未来发展空间广阔。 2、【非金属类建材研究】建材：防水行业是消费建材中出清最彻底的子行业，2026 年行业头部企 业有望继续推进复价策略，行业盈利能力修复可期。 3、【交通运输研究】航空：2025 年中国民航供需继续恢复，预计将行业性扭亏。目前客座率高企 而票价仍处低位，供给已进入低增时代，需求稳健增长与客源结构恢复将驱动票价与盈利上行。 [汤蔚翔 Table_Authors] (分析师) 电话：021-38676172 邮箱：tangweixiang@gtht.com 登记编号：S0880511010007 [Table_ImportantInfo] 今日重点推荐 杨林(分析师) 021-23183969 yanglin2@gt ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600249 | 两面针 | 5.85 | -1.52% | 9.95万 | 5849.88万 | | 300888 | 稳健医疗 | 38.06 | -1.50% | 3.74万 | 1.43亿 | | 6009509 | 豪悦护理 | 30.89 | -0.96% | 1.42万 | 4403.43万 | | 603059 | 倍加洁 | 29.97 | -0.50% | 1.58万 | 4762.68万 | | 603193 | 润本股份 | 24.20 | -0.33% | 1.72万 | 4182.67万 | | 301009 | 可靠股份 | 12.64 | -0.32% | 2.50万 | 3167.77万 | | 001206 | 依依股份 | 30.49 | 0.03% | 2.28万 | 6950.80万 | | 001328 | 登康口腔 | 39.00 | 0.13% | 1.19万 | 4608.82万 | | 00251 ...

本报告导读： ODM 和自有品牌发展良好，公司业绩明显改善。 调整盈利预期 ，维持"增持"评级。考虑公司经营近况，我们调整公司盈利预期，预计2025-2027 年公司 EPS 0.90/1.32/1.73 元（2025-2026 年原值为1.42/1.77 元）。参考行业可比公司，考虑公司ODM业务稳定 增长、自有品牌线下业务实现扭亏为盈，叠加研发与技术突破带来的估值溢价，给予公司2025 年40X PE，给予目标价36.00元，维持"增持"评级。 毛利率稳中有升。2025 年前三季度公司归母净利率6.9%，同比+2.5pct；毛利率26.3%，同比+1.5ct。销 售费用率8.7%，同比+1.5pct；财务费用率1.1%，同比+0.1pct；管理费用率7.1%，同比-0.9pct；研发费 用率3.5%，同比-0.1pct。 收入和利润端显著改善。2025 年前三季度公司实现营业收入11.19亿元，同比+18.8%，主要系口腔护理 产品销售增长影响；归母净利润0.77 亿元，同比+84.6%；扣非净利润0.72 亿元，同比+86.4%。。 风险提示：国际贸易关系变化，原材料价格波动。 公司形成以ODM 为主兼 ...

Investment Rating - The investment rating for the company is "Accumulate" [5]. Core Views - The company's performance continues to improve, with significant growth in both ODM and proprietary brand segments, leading to a notable recovery in overall financial results [2][12]. - The revenue and profit outlook has been adjusted, with expected EPS for 2025-2027 at 0.90, 1.32, and 1.73 yuan respectively, reflecting a positive trend in profitability [12]. - The company has established a balanced business structure focusing on ODM while also developing its proprietary brand, achieving profitability in its offline business [12]. Financial Summary - Total revenue is projected to grow from 1,067 million yuan in 2023 to 1,967 million yuan in 2027, with a CAGR of approximately 13.9% [4]. - Net profit attributable to the parent company is expected to recover from a loss of 77 million yuan in 2024 to a profit of 174 million yuan in 2027 [4]. - The gross margin is expected to improve, with a forecasted gross margin of 29.6% in 2025 [12]. Market Position - The company has a total market capitalization of 3,084 million yuan, with a share price range over the past 52 weeks between 19.67 and 44.97 yuan [6]. - The company has established strong relationships with clients in various international markets, with overseas revenue accounting for 53.26% of total revenue in the first half of 2025 [12]. Profitability Metrics - The net profit margin for the first three quarters of 2025 is reported at 6.9%, an increase of 2.5 percentage points year-on-year [12]. - The return on equity (ROE) is expected to improve from -7.8% in 2024 to 13.6% in 2027 [4][12].

证券之星消息，12月29日个护用品板块较上一交易日上涨0.49%，登康口腔领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001328 | 登康口腔 | 38.95 | 2.04% | 1.90万 | | 7371.98万 | | 300658 | 延江股份 | 13.18 | 1.62% | 16.91万 | | 2612 | | 300888 | 稳健医疗 | 38.64 | 1.47% | 6.47万 | | 2.52亿 | | 002511 | 中顺洁桑 | 8.45 | 1.32% | 1 22.63万 | | 1.91亿 | | 003006 | 百亚股份 | 21.16 | 0.62% | 3.68万 | | 7736.45万 | | 301108 | 洁雅股份 | 33.51 | 0.21% | 8313.39 | | 2781.2 ...

证券之星消息，12月26日个护用品板块较上一交易日下跌0.44%，倍加洁领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。个护用品板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300658 延江股份 | | 532.94万 | 1.96% | -230.96万 | -0.85% | -301.98万 | -1.11% | | 603193 润本股份 | | 97.63万 | 2.53% | -250.99万 | -6.49% | 153.36万 | 3.97% | | 003006 自亚股份 | | -2.02万 | -0.04% | 236.22万 | 4.28% | -234.20万 | -4.24% | | 301009 可靠股份 | | -203.68万 | -4.39% | -294.73万 | -6.35% | 498.41万 ...