Group 1 - The core viewpoint of the report is that Rongtai Health (603579.SH) is given a "buy" rating due to strong performance indicators and growth potential [1] - Domestic online sales are expected to grow by over 30% year-on-year in the first half of 2025, with excellent performance in emerging overseas markets and cross-border e-commerce [1] - Gross margin improved in Q2 2025, supported by increased R&D investment and operational efficiency [1] - The company is diversifying its smart health business, leveraging technology for accelerated growth [1]

| 证券代码：603579 | 证券简称：荣泰健康 | 公告编号：2025-059 | | --- | --- | --- | | 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 公司提醒"荣泰转债"持有人注意在限期内转股或卖出。 上海荣泰健康科技股份有限公司（以下简称"公司"）股票自 2025 年 7 月 29 日至 2025 年 8 月 18 日，已在连续三十个交易日内有十五个交易日的收盘价 赎回登记日：2025 年 9 月 11 日 赎回价格：102.1713 元/张 赎回款发放日：2025 年 9 月 12 日 最后交易日：2025 年 9 月 8 日 关于实施"荣泰转债"赎回暨摘牌的第三次提示性 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： 截至2025年8月28日收市后，距离9月8日（"荣泰转债"最后交易日）仅剩 7个交易日，9月8日为"荣泰转债"最后一个交易日。 最后转股日：2025 年 9 月 11 日 截至2025年8月28日收市后，距离9月11日 ...

Group 1 - The core viewpoint of the article is the announcement of the company's half-year report for 2025, detailing the financial status and the use of raised funds from convertible bonds [5][27][59] - The company raised a total of RMB 600 million from the issuance of 6 million convertible bonds, with a net amount of RMB 593.98 million after deducting issuance costs [6][7] - As of June 30, 2025, the remaining balance of the raised funds is RMB 527.30 million, which includes RMB 79.30 million in the special account and RMB 448 million in large time deposits [7][14] Group 2 - The company has used RMB 1.93 million of the raised funds in the first half of 2025, with a total of RMB 4.23 million used in 2021, RMB 1.08 million in 2022, and RMB 4.97 million in 2024 [7][12] - The company has not used any idle raised funds to temporarily supplement working capital or for other purposes during the reporting period [13][18] - The company has established a special account for the management of raised funds, ensuring compliance with regulations and proper usage [9][10] Group 3 - The company plans to hold an investor performance briefing on September 4, 2025, to discuss the half-year results and address investor concerns [29][31] - The company’s board of directors and supervisory board have approved the half-year report and the special report on the use of raised funds [27][59] - The company has triggered the conditional redemption clause for its convertible bonds due to the stock price exceeding 130% of the conversion price for a specified period [41][43]

Group 1 - The core point of the news is that Rongtai Health experienced a decline of 5.34% in its stock price, reaching 35.29 CNY per share, with a trading volume of 264 million CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 6.777 billion CNY [1] - Rongtai Health, established on November 15, 2002, and listed on January 11, 2017, is primarily engaged in the design, research and development, production, and sales of massage equipment [1] Group 2 - Among the top ten circulating shareholders of Rongtai Health, a fund under the Fortune Fund ranks as a significant shareholder, with the Fortune Emerging Industries Stock A/B (001048) newly entering the top ten in the second quarter, holding 2.5575 million shares, which accounts for 1.44% of the circulating shares [2] - The Fortune Emerging Industries Stock A/B (001048) was established on March 12, 2015, with a latest scale of 3.137 billion CNY. It has achieved a year-to-date return of 48.54%, ranking 189 out of 4222 in its category, and a one-year return of 120.88%, ranking 65 out of 3776 [2] Group 3 - The fund manager of Fortune Emerging Industries Stock A/B (001048) is Sun Quan, who has been in the position for 3 years and 183 days. The total asset scale of the fund is 7.75 billion CNY, with the best fund return during his tenure being 84.61% and the worst being 31.73% [3]

Core Insights - Rongtai Health and Aosha Intelligent have signed a strategic cooperation agreement, marking a new chapter in the integration of health technology and exoskeleton technology [1] - The partnership aims to explore the potential of "human-machine symbiosis" and accelerate the application of cutting-edge intelligent technology in the health industry [1] Company Overview - Rongtai Health has been deeply involved in the health industry for 28 years, with products sold in over 80 countries and regions, and has sold more than 3 million massage chairs [1] - Aosha Intelligent specializes in exoskeleton robotics, with a focus on transitioning technology from industrial applications to the consumer market [1] Future Plans - The two companies plan to establish deep cooperation in three core areas: technological health, industry applications, and technology research and development, aiming for complementary advantages and collaborative development [1] - Both companies express commitment to continue deepening their partnership to explore the infinite possibilities of "health + technology" [1]

Core Insights - Rongtai Health reported a revenue of 810,202,891.61 yuan for the first half of 2025, representing a year-on-year decline of 1.78% [1] - The net profit attributable to shareholders of the listed company was 85,336,914.36 yuan, showing a year-on-year decrease of 23.35% [1]

（文章来源：证券日报） 证券日报网讯 8月27日晚间，荣泰健康发布公告称，公司第四届董事会第二十二次会议审议通过了《关 于公司2025年半年度报告及报告摘要的议案》等多项议案。 ...

证券日报网讯 8月27日晚间，荣泰健康发布公告称，公司第四届监事会第十七次会议审议通过了《关于 公司2025年半年度报告及报告摘要的议案》《关于公司2025年半年度募集资金存放与实际使用情况的专 项报告的议案》。 （文章来源：证券日报） ...

Group 1 - The core point of the article highlights that Rongtai Health's shareholder count decreased significantly by 33.34% from March 31, 2025, to June 30, 2025, totaling 13,384 households [1][2] - The average number of shares held per household increased from 8,835 shares to 13,300 shares, with an average market value of 361,300 yuan per household [1][2] - Compared to the average in the home appliance industry, Rongtai Health's shareholder count is below the industry average of 30,400 households, while its average market value per household is higher than the industry average of 147,400 yuan [1][2] Group 2 - From March 31, 2025, to June 30, 2025, Rongtai Health's stock price increased by 1.83%, despite the significant reduction in shareholder count [1][2] - During this period, the net inflow of main funds was 93.11 million yuan, while retail funds saw a net inflow of 13.28 million yuan, indicating mixed investor sentiment [2] - The stock appeared on the trading leaderboard four times during this period, with institutional special seats appearing twice [2]

| 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 | | | | | --- | --- | --- | --- | --- | --- | --- | | 603579 荣泰健康 | 2362.69万 | 4.27% | 2572.94万 | 4.65% | -4935.63万 | -8.91% | | 300247 融捷健康 | 48.10万 | 0.34% | 221.95万 | 1.55% | -270.05万 | -1.89% | | 002614 | -763.78万 | -9.96% | 250.36万 | 3.27% | 513.42万 | 6.70% | 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1647.01万元，游资资金净流入3045.24万元，散户 资金净流出4692.26万元。其他家电板块个股资金流向见下表： 证券之星消息，8月27日其他家电板块较上一交易日下跌2.9%，融捷健康领跌。当 ...