Core Viewpoint - The other home appliance sector experienced a rise of 1.02% on February 4, with Rongtai Health leading the gains. The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1]. Group 1: Market Performance - The closing price and percentage change for key stocks in the other home appliance sector are as follows: - Rongtai Health: Closed at 24.71, up 1.31% with a trading volume of 46,500 shares and a transaction value of 114 million yuan [1]. - Qijiahua: Closed at 7.05, up 1.15% with a trading volume of 157,900 shares and a transaction value of 111 million yuan [1]. - Rongjie Health: Closed at 5.14, up 0.59% with a trading volume of 165,100 shares and a transaction value of 84.52 million yuan [1]. Group 2: Capital Flow - The net capital flow in the other home appliance sector on that day showed: - A net inflow of 10.30 million yuan from main funds, while retail funds experienced a net outflow of 7.32 million yuan [1]. - Rongtai Health had a main fund net inflow of 12.95 million yuan, accounting for 11.32% of its total, while retail funds saw a net outflow of 14.31 million yuan [1]. - Rongjie Health had a minor main fund net inflow of 270,400 yuan, while retail funds had a net outflow of 359,400 yuan [1]. - Qijiahua experienced a net outflow of 2.93 million yuan from main funds, but a net inflow of 7.35 million yuan from retail funds [1].

Core Viewpoint - The other home appliance sector experienced a 1.2% increase on February 3, with Rongjie Health leading the gains. The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 1: Stock Performance - Rongjie Health (300247) closed at 5.11, with a rise of 2.20% and a trading volume of 176,900 shares, amounting to a transaction value of approximately 89.89 million yuan [1]. - Rongtai Health (603579) closed at 24.39, increasing by 1.54% with a trading volume of 27,300 shares, resulting in a transaction value of about 66.42 million yuan [1]. - Aojiahua (002614) closed at 6.97, up by 1.16% with a trading volume of 170,100 shares, leading to a transaction value of around 118 million yuan [1]. Group 2: Capital Flow - The other home appliance sector saw a net outflow of 7.92 million yuan from main funds, while retail funds experienced a net inflow of 0.10 million yuan [1]. - Rongtai Health had a net inflow of 1.14 million yuan from retail funds, but a net outflow of 1.56 million yuan from main funds, reflecting a decrease of 2.35% [1]. - Aojiahua experienced a net outflow of 0.94 million yuan from main funds, with a net inflow of 3.09 million yuan from retail funds, showing a decrease of 2.55% [1]. - Rongjie Health faced a significant net outflow of 8.24 million yuan from main funds, despite a net inflow of 3.58 million yuan from retail funds, indicating a decrease of 9.17% [1].

Core Viewpoint - Shanghai Rongtai Health Technology Co., Ltd. has decided to change the purpose of its repurchased shares to cancellation and reduce its registered capital, which will not significantly impact the company's financial status or operational results [2][8]. Group 1: Share Repurchase Overview - The company approved a share repurchase plan on November 2, 2023, with a total fund of no less than RMB 50 million and no more than RMB 100 million, at a price not exceeding RMB 33 per share [3]. - The repurchase was executed starting November 8, 2023, and by November 30, 2023, the company had repurchased a total of 2,306,200 shares, accounting for 1.6594% of the total share capital at an average price of RMB 21.68 per share, totaling RMB 50,000,683 [4]. Group 2: Cancellation of Repurchased Shares - The company plans to cancel 2,303,200 shares, which represents 1.13% of the total share capital before cancellation, reducing the total share capital from 203,355,564 shares to 201,052,364 shares [2][6]. - The cancellation process is scheduled to be completed by February 3, 2026, and complies with relevant legal requirements [7]. Group 3: Impact on Company Structure - Following the cancellation, the company's shareholding structure will remain compliant with listing conditions, and the proportion of shares held by major shareholders will increase without crossing the 5% or 1% thresholds [7]. - The cancellation will not adversely affect the company's debt repayment ability or ongoing operational capacity, nor will it harm the interests of the company and its shareholders [8]. Group 4: Future Arrangements - After the cancellation of shares, the company will proceed with necessary changes in business registration and articles of association, ensuring timely information disclosure as per legal regulations [8].

关于注销回购股份的实施公告 证券代码：603579 证券简称：荣泰健康 公告编号：2026-004 上海荣泰健康科技股份有限公司 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： 上海荣泰健康科技股份有限公司（以下简称"公司"）于 2025 年 11 月 28 日、2025 年 12 月 17 日分别召开第五届董事会第三次会议、2025 年第三次临 时股东会审议通过了《关于变更公司 2023 年回购股份用途暨注销回购股份、变 更注册资本及修订<公司章程>的议案》，同意将 2023 年回购股份的用途变更为 注销并减少公司注册资本，本次注销的股份为存放于公司回购专用证券账户的 2,303,200 股，占注销前公司总股本的 1.13%。本次注销完成后，公司总股本将 由 203,355,564 股变更为 201,052,364 股，注册资本将由 203,355,564 元变更为 201,052,364 元。 本次回购股份注销事宜计划于 2026 年 2 月 3 日办理完成，本次回购股份 注销手续符合法律法规相关要求。 一 ...

证券之星消息，2月2日其他家电板块较上一交易日下跌1.6%，融捷健康领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。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 | 24.02 | -0.95% | 3.54万 | | 8554.50万 | | 002614 | 奥佳华 | 6.89 | -1.15% | 21.01万 | | 1.46亿 | | 300247 | 融捷健康 | 5.00 | -2.72% | 18.76万 | | 9533.42万 | | 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 | | | | | --- | --- | --- | --- | --- | --- | --- | | 300247 融捷健康 | -140.62万 | -1.48% | 54.58万 | 0 ...

Investment Rating - The industry investment rating is "Increase Holding" [6][13]. Core Insights - The real estate market is expected to stabilize, creating opportunities for recovery in the real estate supply chain, with a focus on key home appliance companies' annual report forecasts [2][6]. - Key home appliance companies are showing significant profit growth, with notable increases in net profits for companies like Ecovacs and Ninebot, while others like Roborock are experiencing declines [3][4][6]. Summary by Relevant Sections Key Home Appliance Company Forecasts - Ecovacs is projected to achieve a net profit of 1.7-1.8 billion yuan in 2025, representing a year-on-year increase of 111%-123% [3]. - Ninebot expects a net profit of 1.67-1.85 billion yuan in 2025, a year-on-year increase of 54%-71% [3]. - Roborock anticipates a net profit of no less than 1.34 billion yuan in 2025, a year-on-year decrease of 31% [3]. - Anfu Technology forecasts a net profit of 220-250 million yuan in 2025, a year-on-year increase of 29%-51% [3]. - TCL Electronics expects an adjusted net profit of 2.33-2.57 billion HKD in 2025, a year-on-year increase of 45%-60% [4]. - Beiding Co. anticipates a revenue of 950 million yuan in 2025, a year-on-year increase of 26% [4]. Investment Recommendations - The report recommends increasing holdings in companies such as Midea Group, Haier Smart Home, TCL Electronics, and Hisense Visual, which are expected to perform well due to stable operations and high dividends [6][7]. - The report highlights the potential for smart home appliances to drive growth, particularly for leading robotic vacuum companies like Roborock and Ecovacs [6]. - Companies like Ninebot and Anfu Technology are noted for their stable performance and upward potential, making them attractive investment options [6].

证券代码：603579 证券简称：荣泰健康 公告编号：2026-003 上海荣泰健康科技股份有限公司 关于股东回馈活动的自愿性信息披露公告 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。 上海荣泰健康科技股份有限公司（以下简称"公司"）自成立以来，以"服 务亿万人群，走进千万家庭"为企业愿景，致力于为全球用户带来健康时尚的生 活方式，打造出系列智能按摩椅、按摩器等健康产品。 二、本次活动的股东范围 2026 年 2 月 2 日至 2026 年 2 月 8 日期间，在中国证券登记结算有限责任公 司上海分公司登记在册的公司全体股东。 三、活动内容及购买方式 为了回馈股东朋友长期以来对公司的支持与厚爱，公司针对股东开展"荣泰 健康股东新年回馈特别活动"。本次活动期间，公司股东均可按股东专属折扣购 入公司产品。公司股东可以通过公司官方微信公众号"荣泰健康"查阅具体的活动 方案。 四、活动咨询方式 详情可咨询公司全国线下门店或线上平台官方旗舰店客服； 股东回馈活动咨询电话：4007006639； 投资者热线电话：021-59833669 ...

Group 1 - The other home appliance sector experienced a slight decline of 0.07% on the previous trading day, with Rongtai Health leading the decline [1] - The Shanghai Composite Index closed at 4157.98, up by 0.16%, while the Shenzhen Component Index closed at 14300.08, down by 0.3% [1] - Key stocks in the other home appliance sector showed varied performance, with Aojiahua increasing by 1.20% to a closing price of 7.57, and Rongtai Health decreasing by 1.27% to 24.84 [1] Group 2 - The net inflow of main funds in the other home appliance sector was 34.77 million yuan, while retail investors saw a net outflow of 39.69 million yuan [1] - Aojiahua had a significant main fund net inflow of 40.99 million yuan, accounting for 16.77% of its total, while Rongtai Health experienced a net outflow of 6.79% [1] - Retail investors showed a net inflow in Rongtai Health of 640.96 thousand yuan, despite the overall negative trend in the sector [1]

Group 1 - The company has approved the use of idle funds from convertible bonds for cash management, with a maximum amount of RMB 450 million allocated for investment in low-risk financial products or structured deposits [1] - The board meetings held on April 23, 2025, and the annual shareholders' meeting on May 14, 2025, confirmed the decision to utilize these funds within a 12-month authorization period [1] - The company has successfully redeemed a large deposit of RMB 50 million from Hangzhou Bank, with a total return of RMB 91.70 thousand received [2][3] Group 2 - As of the announcement date, the company has no overdue funds from cash management activities, with an unexpired balance of RMB 398 million remaining [2]

上海荣泰健康科技股份有限公司 关于使用闲置募集资金进行现金管理赎回的进展公 告 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： 已履行及拟履行的审议程序：上海荣泰健康科技股份有限公司（以下简 称"公司"）于 2025 年 4 月 23 日召开第四届董事会第二十一次会议、第四届监 事会第十六次会议，于 2025 年 5 月 14 日召开 2024 年年度股东大会，分别审议 通过了《关于公司 2025 年度使用可转债闲置募集资金进行现金管理的议案》，同 意公司及子公司使用最高不超过人民币 4.5 亿元的公开发行可转换公司债券（以 下简称"可转债"）闲置募集资金适时投资安全性高、流动性好、低风险的理财 产品或结构性存款，授权期限为自公司 2024 年年度股东大会审议通过之日起 12 个月内。在上述额度及授权期限内，资金可由公司、公司全资子公司共同滚动使 用。具体内容详见公司于 2025 年 4 月 24 日披露的《上海荣泰健康科技股份有限 公司关于使用可转债闲置募集资金进行现金管理的公告》（公告编号：2025-023 ...