证券之星消息，8月14日其他家电板块较上一交易日下跌1.26%，融捷健康领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。其他家电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) | | | --- | --- | --- | --- | --- | --- | --- | | 603579 | 荣泰健康 | 43.20 | -0.14% | 17.30万 | | 7.471Z | | 002614 | 奥佳华 | 6.93 | -0.14% | 14.65万 | | 1.01亿 | | 300247 | 融捷健康 | 4.60 | -4.37% | 52.45万 | | 2.4517, | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 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 | | | | | --- | --- | --- | --- | --- ...

Core Insights - Shanghai Rongtai Health Technology Co., Ltd. has officially reached a strategic cooperation with Meituan for the physiotherapy robot project, aiming to explore an innovative model of "smart physiotherapy + platform traffic" [2] Group 1: Strategic Cooperation - The cooperation will leverage the strengths of both companies in health technology and local life services [2] - A three-phase strategy will be implemented: pilot stores, regional replication, and nationwide promotion [2] - The pilot stores will integrate three modules: smart device experience, health data management, and professional physiotherapy services [2] Group 2: Digital Service Integration - The first pilot stores will be located in key areas of Shanghai, allowing users to book appointments, customize plans, and track results through the Meituan app [2] - The collaboration aims to create a health service closed loop that combines online and offline services, enhancing consumer access to technology-driven health solutions [2] Group 3: Industry Impact - This strategic partnership is a significant step for Rongtai Health in its "smart health ecosystem" layout and provides an innovative model for the industry [2] - The collaboration establishes an ecological closed-loop model in the massage device industry, integrating hardware, platform, and services [2] - Meituan's user base of over 770 million annual active users, combined with Rongtai Health's 600+ technology patents and supply chain system, is expected to reshape the competitive landscape of the offline massage market [2]

Core Insights - Rongtai Health and Meituan have established a strategic partnership for a therapy robot project, aiming to innovate in the "smart therapy + platform traffic" model to enhance consumer health experiences [1][2] - The collaboration leverages Meituan's extensive consumer base and Rongtai's advanced therapy technology to create a comprehensive health service ecosystem [2][3] Group 1 - The partnership will implement a three-phase strategy: pilot stores, regional replication, and nationwide promotion, focusing on integrating smart device experiences, health data management, and professional therapy services [2] - The first pilot stores will be located in key areas of Shanghai, utilizing Meituan's LBS technology to establish a "15-minute health service circle" [2] Group 2 - The collaboration is expected to reshape the competitive landscape of the offline massage market by combining Meituan's 770 million annual active users with Rongtai's 600+ patents and supply chain expertise [3] - This strategic partnership marks a significant step for Rongtai Health in its "smart health ecosystem" strategy and serves as an innovative model for the industry, emphasizing the integration of technology and platform services [3]

Group 1 - The other home appliance sector increased by 4.83% compared to the previous trading day, with Rongtai Health leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Rongtai Health's stock price rose by 9.99% to 43.26, with a trading volume of 180,600 shares [1] Group 2 - The net inflow of main funds in the other home appliance sector was 32.26 million yuan, while retail funds experienced a net outflow of 9.91 million yuan [1] - Rongtai Health saw a net inflow of 61.55 million yuan from main funds, but a net outflow of 36.63 million yuan from retail investors [1] - In contrast, Rongjie Health experienced a significant net outflow of 35.56 million yuan from main funds, while retail investors had a net inflow of 34.52 million yuan [1]

Core Viewpoint - A number of companies, including Jintian Co., Beiwai Technology, Dongfang Precision, and others, experienced a 10% limit-up in stock prices, indicating strong market performance and investor interest [1]. Group 1: Company Performance - Jintian Co. (601609) saw a price increase of 10.06% with a total market capitalization of 14 billion and a year-to-date increase of 62.03% [2]. - Beiwai Technology (002148) increased by 10.04%, with a market cap of 7.043 billion and a year-to-date increase of 91.18% [2]. - Dongfang Precision (002611) rose by 10.03%, holding a market cap of 23.1 billion and a year-to-date increase of 96.72% [2]. - Weike Technology (301196) experienced a 10.02% increase, with a market cap of 12.4 billion and a year-to-date increase of 202.82% [2]. - Changlan Technology (002879) increased by 10.01%, with a market cap of 3.544 billion and a year-to-date increase of 23.59% [2]. - Bowei Alloy (601137) rose by 10.01%, with a market cap of 19.8 billion and a year-to-date increase of 23.72% [2]. - Bojie Co. (002975) saw a 10% increase, with a market cap of 7.672 billion and a year-to-date increase of 59.53% [2]. - Hongya CNC (002833) increased by 10%, with a market cap of 8.306 billion and a year-to-date increase of 19.19% [2]. - Zhongjian Technology (002779) rose by 10%, with a market cap of 19.5 billion and a year-to-date increase of 117.24% [2]. - Ningbo Yunsheng (600366) increased by 9.99%, with a market cap of 17.3 billion and a year-to-date increase of 114.73% [2]. - Rongtai Health (603579) rose by 9.99%, with a market cap of 7.674 billion and a year-to-date increase of 202.92% [2]. - Inner Mongolia First Machinery (600967) saw a 9.98% increase, with a market cap of 49.1 billion and a year-to-date increase of 240.85% [2]. - Xiangxin Technology (002965) increased by 9.98%, with a market cap of 12.2 billion and a year-to-date increase of 75.85% [2]. - Dongjie Intelligent (300486) rose by 9.85%, with a market cap of 8.034 billion and a year-to-date increase of 160.96% [2]. - Anfu Technology (603031) increased by 9.76%, with a market cap of 6.883 billion and a year-to-date increase of 15.05% [2]. - Furi Electronics (600203) rose by 9.63%, with a market cap of 11.3 billion and a year-to-date increase of 112.56% [2]. - Shenghong Technology (300476) saw a 9.32% increase, with a market cap of 204.5 billion and a year-to-date increase of 465.60% [2].

Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [8]. Core Insights - The demand for health and wellness service robots is driven by aging population trends, technological advancements, and supportive policies [3]. - By 2024, the population aged 60 and above in China is projected to exceed 300 million, accounting for 22% of the total population, creating a significant service gap in rehabilitation and care [3]. - The Ministry of Industry and Information Technology has issued policies to promote the application of intelligent elderly care robots, facilitating industry implementation [3]. - Rapid advancements in both hardware and software technologies are making the deployment of health and wellness robots feasible [3]. Summary by Sections Demand Side - The aging population is creating a pressing need for health and wellness robots, which are seen as key solutions to labor shortages in care settings [3]. Policy Support - The government is actively promoting the integration of robots in elderly care through various policies, enhancing the industry's growth prospects [3]. Technological Development - Significant progress in relevant technologies, including sensors, batteries, and algorithms, is enabling the practical application of health and wellness robots across various scenarios [3]. Market Opportunities - The health and wellness robot market is vast, with rigid demand. Key companies to watch include: - Ousheng Electric, focusing on intelligent care services for bedridden patients [3]. - Zhongjian Technology, which is developing humanoid robots for elderly care [3]. - Madi Technology and Ubtech, collaborating on AI services in healthcare [3]. - Songlin Technology, planning to expand into health robots and AI companionship [3]. - Rongtai Health, launching smart health and therapy robots for home use [3]. - Sanhui Electric, investing in intelligent therapy robots [3]. - Beiqing Song, establishing a subsidiary for massage robots [3]. - Yijiahe, accelerating its presence in high-end health and smart home markets [3]. - Meihu Co., providing core components for elderly care robots [3].

从资金流向上来看，当日其他家电板块主力资金净流出3270.77万元，游资资金净流入371.49万元，散户 资金净流入2899.28万元。其他家电板块个股资金流向见下表： 证券之星消息，8月12日其他家电板块较上一交易日下跌1.26%，荣泰健康领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。其他家电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) | | | --- | --- | --- | --- | --- | --- | --- | | 300247 | 融捷健康 | 4.84 | 0.83% | 65.66万 | | 3.20亿 | | 002614 | 喫佳华 | 6.94 | -0.14% | 7.78万 | | 5392.52万 | | 603579 | 荣泰健康 | 39.33 | -2.86% | 16.87万 | | 6.771Z | | 代码 | | | 名称 | | | | | --- | --- | --- | --- | --- | --- | --- | | 300247 ...

Core Viewpoint - Rongtai Health announced that its stock price has met the conditions for a potential redemption of its convertible bonds, which may occur if certain price thresholds are maintained over a specified period [2] Summary by Relevant Sections - **Stock Performance** - From July 29, 2025, to August 11, 2025, the company's stock has closed at or above 130% of the current conversion price (29.99 yuan/share) for 10 trading days [2] - **Redemption Conditions** - If the stock price remains at or above 130% of the conversion price for 5 out of the next 20 trading days, it will trigger the conditional redemption clause for the "Rongtai Convertible Bonds" [2] - **Board Meeting and Disclosure** - The company will hold a board meeting on the triggering date to decide whether to redeem all or part of the unconverted convertible bonds at face value plus accrued interest, and will fulfill its information disclosure obligations promptly [2]

上述报告认为，荣泰健康作为行业开创者，竞争力体现在三大层面。在技术创新上，从红外检测到"毫 米波雷达+压力反馈"，搭载DeepHealth大模型实现语音交互与脑机接口；在场景覆盖上，公司在国内构 建线上直营、线下经销商及渠道合作为主的营销网络，覆盖一至四线城市及体检中心、机场贵宾厅等场 景，海外业务拓展至八十余国；在生态整合上，公司与小米等智能家居平台联动，打造"运动后恢 复""睡前助眠"等场景化健康解决方案。 《中国按摩机器人市场研究报告》基于沙利文对中国按摩机器人市场的深度调研，覆盖技术、市场、竞 争等八大核心维度。报告显示，中国按摩市场规模从2020年的311.2亿元增至2023年的508.5亿元，年均 增速达17%；其中按摩设备（含机器人）市场规模从2020年的17亿元增至2024年的27亿元，预计2029年 突破56亿元。 本报讯 （记者张文湘）8月11日，上海荣泰健康（603579）科技股份有限公司（以下简称"荣泰健康"） 官方微信公众号发文称，全球知名增长咨询公司沙利文发布《中国按摩机器人市场研究报告》，并向荣 泰健康颁发《中国智能按摩机器人开创者》市场地位声明证书。该报告展示了中国按摩机器人行 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 证券代码：603579 | 证券简称：荣泰健康 | 公告编号：2025-049 | | --- | --- | --- | | 债券代码：113606 | 债券简称：荣泰转债 | | 上海荣泰健康科技股份有限公司 关于可转债预计满足赎回条件的提示性公告 一、可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准上海荣泰健康科技股份有限公司公 开发行可转换公司债券的批复》（证监许可[2020]2139 号）核准，上海荣泰健 康科技股份有限公司（以下简称"公司"）于 2020 年 10 月 30 日公开发行了 600 万张可转换公司债券，每张面值 100 元，发行总额 60,000.00 万元，期限 6 年，票面利率：第一年 0.50%、第二年 0.70%、第三年 1.00%、第四年 1.50%、 第五年 2.50%、第六年 3.00%。 转债代码：113606，转债简称：荣泰转债 转股价格：23.07 元/股 自 2025 年 7 月 29 ...