证券之星消息，1月22日其他家电板块较上一交易日上涨0.35%，荣泰健康领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。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 | 26.97 | 1.20% | 6.83万 | 1.82亿 | | 300247 | 融捷健康 | 5.39 | 0.19% | 21.64万 | 1.17亿 | | 002614 | 奥佳化 | 7.89 | -0.75% | 66.79万 | 5.22亿 | 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。 从资金流向上来看，当日其他家电板块主力资金净流出1484.5万元，游资资金净流入2162.82万元，散户 资金净流出678.32万元。其他家电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 ...

| 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 | | | | | --- | --- | --- | --- | --- | --- | --- | | 002614 奥佳华 | 1.13亿 | 23.96% | -3944.47万 | -8.40% | -7310.52万 | -15.56% | | 603579 荣泰健康 | 241.97万 | 1.20% | -307.44万 | -1.52% | 65.47万 | 0.32% | | 300247 融捷健康 | 237.22万 | 1.23% | -196.10万 | -1.02% | -41.12万 | -0.21% | 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。 从资金流向上来看，当日其他家电板块主力资金净流入1.17亿元，游资资金净流出4448.01万元，散户资 金净流出7286.17万元。其他家电板块个股资金流向见下表： 证券之星消息，1月21日其他家电板块较上一交易日上涨3.82%，奥佳华领 ...

Group 1 - The other home appliance sector increased by 0.41% compared to the previous trading day, with Aojiahua leading the gains [1] - On the same day, the Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - The trading volume and turnover for key stocks in the other home appliance sector were reported, with Aojiahua closing at 7.26, up 3.12%, and a turnover of 1.72 billion yuan [1] Group 2 - The net outflow of main funds in the other home appliance sector was 37.47 million yuan, while retail investors saw a net inflow of 41.33 million yuan [1] - Aojiahua experienced a net outflow of 851,700 yuan from main funds, while retail investors contributed a net inflow of 6.2171 million yuan [1] - Rongtai Health had a significant net outflow of 22.93 million yuan from main funds, but retail investors had a net inflow of 30.2459 million yuan [1]

Investment Rating - The industry investment rating is "Overweight" [4][11]. Core Insights - The report highlights favorable real estate policies and Meta's plan to increase smart glasses production to 20 million units by the end of 2026, indicating a strong market demand [2][3]. - Several home appliance companies have released their performance forecasts for 2025, showing a mix of growth and decline in net profits [2][3]. Summary by Sections Investment Recommendations - The report suggests that national subsidies are expected to transition smoothly, with leading black and white appliance companies demonstrating stable operations and high dividends, making them cost-effective investments. Recommended companies include: - Midea Group (2025 PE: 13.2X) - Haier Smart Home (2025 PE: 11.4X) - TCL Electronics (2025 PE: 10.8X) - Hisense Visual (2025 PE: 12.0X) [4][5]. - The core driver for smart home appliances is overseas expansion, with recommendations for leading robot vacuum companies: - Roborock (2025 PE: 20.8X) - Ecovacs (2025 PE: 22.7X) [4][5]. - Companies with stable performance and upward potential include: - Ninebot (2025 PE: 19.1X) - Anfu Technology (2025 PE: 53.2X) - Hailong Cold Chain (2025 PE: 15.2X) - Beiding Co. (2025 PE: 31.2X) [4][5]. - Appliance companies are diversifying into new areas, with recommendations for: - Rongtai Health (2025 PE: 21.1X) - Wanlong Magnetic Plastic (2025 PE: 21.9X) [4][5]. Performance Forecasts - Stone Technology expects a net profit of no less than 1.34 billion, a 31% decline year-on-year for 2025. - Beiding Co. anticipates a revenue of 950 million, a 26% increase year-on-year, with a net profit of 111 million, up 59.1% year-on-year. - Dechang Co. forecasts a net profit between 160 to 200 million, a decline of 51% to 61% year-on-year, with a non-recurring net profit forecasted between 145 to 185 million, down 53% to 63% year-on-year [2][4].

万和证券股份有限公司关于上海荣泰健康科技股份有限公司2025年持续督导工作现场检查报告 截至2026年1月16日收盘，荣泰健康(603579)报收于26.63元，下跌3.9%，换手率5.93%，成交量12.05万 手，成交额3.24亿元。 当日关注点 交易信息汇总资金流向 1月16日主力资金净流出4993.68万元，占总成交额15.43%；游资资金净流入559.0万元，占总成交额 1.73%；散户资金净流入4434.69万元，占总成交额13.7%。 公司公告汇总 万和证券作为保荐机构，于2026年1月7日至8日对荣泰健康进行了2025年持续督导现场检查。检查内容 包括公司治理、内部控制、信息披露、募集资金使用、关联交易、经营状况等方面。检查结果显示，公 司治理结构完善，信息披露合规，募集资金使用规范，未发现控股股东违规占用资金情形，经营状况正 常。保荐机构认为公司各项运作符合监管要求，未发现需向证监会和上交所报告的重大事项。 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。 来自交易信息汇总：1月16日主力资金净流出4993.68万元 ...

Core Viewpoint - Rongtai Health (603579) experienced a decline in stock price, closing at 26.63 yuan, down 3.34% from the previous week, with a market capitalization of 5.415 billion yuan [1] Company Announcements - Wanhe Securities conducted a site inspection for the 2025 continuous supervision of Rongtai Health from January 7 to 8, 2026, confirming compliance in corporate governance and information disclosure [1] - The inspection covered aspects such as corporate governance, internal controls, information disclosure, use of raised funds, related party transactions, and operational status, with results indicating a well-structured governance and normal operational conditions [1] - No violations were found regarding the controlling shareholder's use of funds, and the operations were deemed compliant with regulatory requirements, with no significant matters needing to be reported to the CSRC and SSE [1]

1月15日主力资金净流入2656.76万元；游资资金净流出466.1万元；散户资金净流出2190.66万元。 公司公告汇总 万和证券股份有限公司关于上海荣泰健康科技股份有限公司2025年持续督导工作现场检查报告 截至2026年1月15日收盘，荣泰健康(603579)报收于27.71元，上涨0.33%，换手率6.9%，成交量14.04万 手，成交额3.92亿元。 当日关注点 交易信息汇总资金流向 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。 万和证券作为保荐机构，于2026年1月7日至8日对荣泰健康进行了2025年持续督导现场检查。检查内容 包括公司治理、内部控制、信息披露、募集资金使用、关联交易、经营状况等方面。检查结果显示，公 司治理结构完善，信息披露合规，募集资金使用规范，未发现控股股东违规占用资金情形，经营状况正 常。保荐机构认为公司各项运作符合监管要求，未发现需向证监会和上交所报告的重大事项。 来自交易信息汇总：1月15日主力资金净流入2656.76万元，显示主力对个股关注度较高。 来自公司公告汇总：万和证券完成对荣泰健康 ...

截至2026年1月15日收盘，荣泰健康（603579）报收于27.71元，较前一交易日上涨0.33%，最新总市值 为56.35亿元。该股当日开盘27.47元，最高28.51元，最低27.18元，成交额达3.92亿元，换手率为6.9%。 公司近日发布公告，万和证券股份有限公司作为保荐机构，于2026年1月7日至8日对荣泰健康进行了 2025年持续督导工作现场检查。公告显示，检查内容涵盖公司治理、内部控制、信息披露、募集资金使 用、关联交易及经营状况等方面。检查结果表明，公司治理结构完善，信息披露合规，募集资金使用规 范，未发现控股股东违规占用资金的情形，整体经营状况正常。保荐机构认为公司各项运作符合监管要 求，未发现需向证监会和上交所报告的重大事项。 最新公告列表 《万和证券股份有限公司关于上海荣泰健康科技股份有限公司2025年持续督导工作现场检查报 告》 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。 ...

4、查阅上市公司募集资金使用凭证、募集资金专户银行对账单、募集资金 使用台账等资料; 万和证券股份有限公司关于上海荣泰健康科技股份有限公司 2025 年持续督导工作现场检查报告 上海证券交易所: 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「202012139 号)核准,上海荣泰健康科 技股份有限公司(以下简称"荣泰健康""上市公司""公司")公开发行 600 万 张 A 股可转换公司债券(每张面值 100 元人民币),募集资金总额为人民币 60,000.00 万元,募集资金净额 59.398.23 万元。上述募集资金已于 2020 年 11 月 5 日全部到位,并经中汇会计师事务所(特殊普通合伙)出具中汇会验[202016483 号验资报告验证。 万和证券股份有限公司(以下简称"万和证券""保荐机构")作为荣泰健康 2020 年公开发行可转换公司债券项目的保荐机构,根据《证券发行上市保荐业 务管理办法》以及《上海证券交易所上市公司自律监管指引第 11 号 --- 持续督 导》等相关法规规定,于 2026年1月7日至 8 日对公司进行了现场检查,现将 ...

Core Viewpoint - The other home appliance sector experienced a decline of 1.6% on January 15, with Aojiahua leading the drop. The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1]. Group 1: Market Performance - The closing prices and performance of key stocks in the other home appliance sector are as follows: - Rongtai Health (603579) closed at 27.71, with a slight increase of 0.33% and a trading volume of 140,400 shares, totaling a transaction value of 392 million yuan [1]. - Rongjie Health (300247) closed at 5.34, down 2.91% with a trading volume of 356,400 shares, totaling a transaction value of 190 million yuan [1]. - Aojiahua (002614) closed at 7.10, down 3.14% with a trading volume of 303,400 shares, totaling a transaction value of 217 million yuan [1]. Group 2: Capital Flow - The net capital flow in the other home appliance sector showed a net outflow of 23.11 million yuan from main funds, while retail investors saw a net inflow of 22.61 million yuan [1]. - Specific capital flows for key stocks are as follows: - Rongtai Health had a net inflow of 26.57 million yuan from main funds, but a net outflow of 21.91 million yuan from retail investors [1]. - Rongjie Health experienced a net outflow of 11.53 million yuan from main funds, with a net inflow of 13.54 million yuan from retail investors [1]. - Aojiahua faced a significant net outflow of 38.15 million yuan from main funds, while retail investors contributed a net inflow of 30.97 million yuan [1].