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未知机构:国泰海通美护倍加洁基本面无虞看好AKK菌发展潜力回调建议积极布局-20260129
未知机构· 2026-01-29 02:25
【国泰海通美护】倍加洁:基本面无虞,看好AKK菌发展潜力,回调建议积极布局! 随着更多下游品牌推动,AKK菌应用空间有望进一步打开。 善恩康:倍加洁持股52%,2025H1营收4976万元,同比增长80%+,净利润838万,净利率约17%(2024年同期为亏 损),高增主要由于客户数量拓展、高毛利的AKK菌大单品放量,目前公司已与仙乐、Wonderlab、若羽臣等开展 合作,我们推算2025年公司AKK菌收入预计超1000万,26年有望倍数式放量。 AKK菌:即嗜黏蛋白阿克曼氏菌,也称"瘦子菌"、"长寿菌",天然存在于人体肠壁中,在长寿老人和苗条人群中占 比更高,因此在提高代谢、免疫健康等领域有较大应用前景。 2025年2月善恩康自主研发的AKK PROBIO活性益生菌成为全球首个同时获得活菌及灭活菌美国GRAS认证的产 品。 近年来国内外膳食营养补充剂品牌陆续推出主打AKK菌的产品,2026年1月若羽臣旗下Nuibay推出AKK菌产品,定 价228元/瓶/30粒、599元/3瓶,产品主打科学体重管理、提代谢方向,上线约20天抖音单品GMV超400w+;昨日斐 萃品牌上新【AKK小银瓶】,定价2997元/3瓶 ...
个护用品板块1月28日跌1.62%,延江股份领跌,主力资金净流出1.11亿元
证券之星消息,1月28日个护用品板块较上一交易日下跌1.62%,延江股份领跌。当日上证指数报收于 4151.24,上涨0.27%。深证成指报收于14342.9,上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002511 | 中顺洁桑 | 8.58 | 0.70% | 24.48万 | | 2.09亿 | | 605009 | 豪悦护理 | 31.10 | -0.54% | 1.44万 | | 4460.35万 | | 600249 | 两面针 | 5.93 | -0.84% | 8.52万 | | 5081.75万 | | 001328 | 登康口腔 | 40.52 | -1.00% | 1.25万 | | 5059.11万 | | 300888 | 稳健医疗 | 36.48 | -1.41% | 4.48万 | | 1.64亿 | | 003006 | 自亚股份 | 21.11 | -1.63% | 5.78万 | | 1.23亿 ...
个护用品板块1月27日跌1.53%,延江股份领跌,主力资金净流出7308.64万元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300658 | 延江股份 | 17.49 | -6.02% | 40.40万 | | 7.02亿 | | 603193 | 润本股份 | 24.38 | -3.60% | 5.04万 | | + 1.24亿 | | 301108 | 洁雅股份 | 35.00 | -3.50% | 2.07万 | | 7218.01万 | | 605009 | 豪悦护理 | 31.27 | -2.52% | 1 2.57万 | | 8045.00万 | | 001206 | 依依股份 | 27.32 | -2.43% | 2.59万 | | 7071.61万 | | 300888 | 稳健医疗 | 37.00 | -1.62% | 6.00万 | | 2.21亿 | | 003006 | 百亚股份 | 21.46 | -1.01% | 4.13万 | | 8881.59万 | | 600249 | 两面针 | 5.98 | -0.99% | 11. ...
个护用品板块1月26日跌0.16%,倍加洁领跌,主力资金净流入7265.56万元
证券之星消息,1月26日个护用品板块较上一交易日下跌0.16%,倍加洁领跌。当日上证指数报收于 4132.61,下跌0.09%。深证成指报收于14316.64,下跌0.85%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300658 | 延江股份 | 18.61 | 2.14% | 48.99万 | | 9.17亿 | | 300888 | 稳健医疗 | 37.61 | 1.81% | 8.69万 | | 3.26亿 | | 002511 | 中顺洁桑 | 8.50 | 0.83% | 20.72万 | | 1.75亿 | | 301108 | 洁雅股份 | 36.27 | -0.17% | 1.89万 | | 6873.08万 | | 301009 | 可靠股份 | 13.65 | -0.94% | 3.84万 | | 5229.39万 | | 605009 | 豪悦护理 | 32.08 | -0.96% | 2.34万 | | 7476.65 ...
个护用品板块1月23日涨0.03%,润本股份领涨,主力资金净流出7543.36万元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603193 | 润本股份 | 25.71 | 1.78% | 4.13万 | 1.06亿 | | 300888 | 稳健医疗 | 36.94 | 1.40% | 5.08万 | + 1.87亿 | | 001206 | 依依股份 | 28.47 | 1.10% | 2.18万 | 6178.24万 | | 605009 | 家用护理 | 32.39 | 0.90% | 1.62万 | 5232.99万 | | 002511 | 中顺洁桑 | 8.43 | 0.00% | 15.91万 | 1.34亿 | | 600249 | 两面针 | 6.10 | 0.00% | 9.92万 | 6038.24万 | | 301009 | 可靠股份 | 13.78 | -0.07% | 4.33万 | 5959.20万 | | 003006 | 百亚股份 | 22.28 | -0.13% | 5.36万 | 1.19亿 | | 001328 | 登康口腔 | ...
个护用品板块1月21日涨0.76%,延江股份领涨,主力资金净流出1534.4万元
证券之星消息,1月21日个护用品板块较上一交易日上涨0.76%,延江股份领涨。当日上证指数报收于 4116.94,上涨0.08%。深证成指报收于14255.12,上涨0.7%。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) | | --- | --- | --- | --- | --- | --- | | 300658 | 延江股份 | 20.90 | 7.73% | 59.56万 | 12.02亿 | | 603059 | 倍加洁 | 38.66 | 6.27% | 5.15万 | 1.95亿 | | 301108 | 洁雅股份 | 37.08 | 2.01% | 2.07万 | 7549.78万 | | 003006 | 百亚股份 | 22.96 | 2.00% | 13.31万 | 3.02亿 | | 301009 | 可靠股份 | 13.57 | 0.89% | 3.52万 | 4756.96万 | | 603193 | 润本股份 | 25.45 | 0.39% | 3.48万 | 8801.59万 | | 002511 | 中顺洁桑 | ...
个护用品板块1月20日涨1.77%,延江股份领涨,主力资金净流出4799.98万元
Group 1 - The personal care products sector increased by 1.77% on January 20, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the personal care sector showed varied performance, with Yanjiang Co., Ltd. closing at 19.40, up 9.11%, and Ziya Co., Ltd. at 22.51, up 4.16% [1] Group 2 - The personal care products sector experienced a net outflow of 47.99 million yuan from institutional investors, while retail investors saw a net inflow of 9.42 million yuan [2] - The trading volume for Yanjiang Co., Ltd. was 638,400 shares, with a total transaction value of 1.257 billion yuan [1] - The stock performance of major companies included a 2.51% increase for Beijia Co. and a 2.25% increase for Dengkang Oral Care [1][2] Group 3 - The net inflow from retail investors for the stock of Yiyi Co. was 400.92 million yuan, while the net outflow from institutional investors was 595.82 million yuan for Kela Co. [3] - The net inflow for Ziya Co. was 299.34 million yuan from retail investors, while it faced a net outflow of 1,407.33 million yuan from institutional investors [3] - The overall market sentiment showed mixed results, with some stocks like Yiyi Co. and Beijia Co. attracting retail interest despite institutional outflows [3]
运河关注|2025《胡润百富榜》诞生了扬州哪十大富豪?
Sou Hu Cai Jing· 2026-01-19 10:37
Core Insights - Yangzhou is recognized as a city of canals, cuisine, and culture, showcasing its historical and commercial value through the World Canal Historical and Cultural Cities Cooperation Organization (WCCO) and its media platform, Dayunhe Media [1] - The latest Hurun Rich List highlights the top ten wealth creators in Yangzhou for 2025, emphasizing the entrepreneurial spirit and innovative capabilities of local business leaders [1] Group 1: Top Wealth Creators - The richest individual is Liang Qin, Chairman of Yangjie Electronics Technology, with a net worth of 16 billion yuan, ranking 411th nationally. The company has evolved from a trading firm to a leading IDM model enterprise in power semiconductors [1] - Zhu Daqing, Chairman of Tianfulong Group, ranks second with a net worth of 13 billion yuan, marking his debut on the Hurun Rich List. The company is a leader in differentiated polyester short fibers, focusing on "technology innovation + green transformation" [3] - Zhu Yinghui, holding 36.17% of Rongtai Co., ranks third with a net worth of 5.5 billion yuan. The company specializes in precision die-casting for automotive lightweight components [4] - Zhou Guangrong, Chairman of Haichang New Materials, has a combined net worth of approximately 5.3 billion yuan with his wife. The company is a leader in the powder metallurgy industry, particularly in electric tool components [6] - Li Hongqing, former actual controller of Jiangsu Aoliwei Sensor, has a net worth of at least 3.8 billion yuan, focusing on automotive parts and sensors [8] - Fu Helian, Chairman of Aidi Pharmaceutical Group, has a net worth of 3.8 billion yuan, leading a company that specializes in innovative drugs for major diseases [10] - Zou Weimin, Chairman of Chuan Yi Technology, has a net worth of approximately 3.1 billion yuan, focusing on computer keyboards and control panels [12] - Zhang Wensheng, Chairman of Beijiajie Group, has a net worth of about 2.4 billion yuan, specializing in oral care and hygiene products [13] - Zhu Xingrong, General Manager of Tianfulong Group, is the youngest on the list at 2.3 billion yuan, holding 13.14% of the company's shares [15] - Lin Mingwen, Chairman of Yangzhou Jinqian Tourism Products, has a net worth of approximately 1.5 billion yuan, focusing on outdoor products [16] Group 2: Entrepreneurial Insights - Over half of the top ten wealth creators started from grassroots sales or technical positions, demonstrating their ability to seize opportunities during industry transformations [16]
个护用品板块1月19日涨1.96%,延江股份领涨,主力资金净流出5029.89万元
Core Viewpoint - The personal care products sector experienced a 1.96% increase on January 19, with Yanjiang Co., Ltd. leading the gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index increased by 0.09% [1] Group 1: Market Performance - The closing price of Yanjiang Co., Ltd. was 17.78, reflecting a significant increase of 19.97% with a trading volume of 767,100 shares and a transaction value of 1.28 billion yuan [1] - Baiya Co., Ltd. closed at 21.61, up by 4.60%, with a trading volume of 130,400 shares and a transaction value of 283 million yuan [1] - Reliable Co., Ltd. saw a closing price of 13.46, increasing by 2.12% with a trading volume of 32,300 shares [1] Group 2: Fund Flow Analysis - The personal care products sector had a net outflow of 50.30 million yuan from institutional investors, while retail investors saw a net inflow of 17.49 million yuan [2] - The main funds showed a net inflow of 7.99 million yuan into Stable Medical, while the retail funds had a net outflow of 16.41 million yuan [3] - In contrast, Jingya Co., Ltd. experienced a net outflow of 3.24 million yuan from main funds, but retail funds showed a net inflow of 5.23 million yuan [3]
行业周报:赤子城科技Dramabite成短剧黑马,关注AKK菌布局企业-20260118
KAIYUAN SECURITIES· 2026-01-18 14:44
Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The luxury goods retail revenue in China is showing signs of recovery, with high-end brands like LVMH, Hermès, and Prada experiencing positive growth since Q2 2025 [15][16] - The global network literature market is witnessing rapid growth, particularly in Latin America, with WebNovel reaching nearly 400 million cumulative users by October 2025 [34][35] - The micro-drama and comic-drama market in China is projected to exceed 100 billion yuan in 2025, significantly surpassing the film box office revenue [37][38] - The probiotic market is expanding, with a focus on next-generation probiotics (NGPs) like AKK bacteria, which show significant potential in health applications [55][63] Summary by Sections 1. Duty-Free Shopping - Post-New Year duty-free shopping in Hainan shows strong growth, with sales reaching 3.89 billion yuan and a 49.6% year-on-year increase in shopping amount [31][33] - The high net worth individuals are expected to drive luxury consumption, with a notable increase in spending on preservation-type luxury goods [15][16] 2. Network Literature - The Chinese network literature market reached 49.55 billion yuan in 2024, with a 29.37% year-on-year growth, while the overseas market grew by 10.68% [34] - WebNovel has cultivated nearly 530,000 authors and over 820,000 original works, with a significant increase in user engagement [34][35] 3. Micro-Drama - The micro-drama and comic-drama market in China is expected to reach 100 billion yuan in 2025, with a 98% year-on-year growth [37][38] - The user base for micro-dramas is approaching 700 million, with a strong preference among female viewers [40][42] 4. Probiotics - The global probiotic market is projected to grow at a CAGR of 8.7%, reaching 93.49 billion USD by 2028, with China's market expected to reach 134.89 billion yuan by 2024 [55][63] - Next-generation probiotics like AKK bacteria are gaining traction, with significant potential in health management and consumer interest [55][63]