Group 1 - The Shanghai Composite Index is at 4005.73 points, above the annual line, with an increase of 0.93% [1] - The total trading volume of A-shares today is 1,402.986 billion yuan [1] - A total of 154 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates including Yingkang Life, Gangtong Medical, and Beilu Pharmaceutical at 10.63%, 10.61%, and 9.97% respectively [1] Group 2 - The top three stocks with the highest deviation rates from the annual line are: - Yingkang Life (12.85% increase, 10.63% deviation) - Gangtong Medical (11.91% increase, 10.61% deviation) - Beilu Pharmaceutical (10.20% increase, 9.97% deviation) [1] - Other notable stocks with significant increases include: - Guanhao Biological (14.87% increase, 8.29% deviation) - Baichu Electronics (6.95% increase, 6.79% deviation) [1] - Stocks with smaller deviation rates that have just crossed the annual line include *ST Yedao, Shiyan Institute, and Shanxi Securities [1]

1月5日， 脑机接口板块持续大涨，截至发稿，板块指数涨幅已超11%。 马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 编辑丨瑜见 倍益康30%涨停，美好医疗、三博脑科、熵基科技、翔宇医疗、诚益通等10股20%涨停，创新医疗、荣 泰健康、南京熊猫、三七互娱等涨停。 | 代码 | 名称 | 式唱 | 息金额 | 息而值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920199 | 倍益康 | +29.98% | 1.96 Z | 30.62 G | 44.96 | | 688767 | 博拓生物 | +20.01% | 6.27 Z | 67.71 Z | 45.34 | | 301293 | 三博脑科 | +20.01% | 7.04Z | 1 45.8亿 | 70.78 | | 301363 | 美好医疗 | +20.00% | 1.98 Z | 164.2 乙 | 28.86 | | 301330 | শ্ব # 技 | +20.00% | 7.25 Z | 93.34 Z | 39.66 | | 300887 | 谱尼测试 | + ...

1月5日， 脑机接口板块持续大涨，截至发稿，板块指数涨幅已超11%。 倍益康30%涨停，美好医疗、三博脑科、熵基科技、翔宇医疗、诚益通等10股20%涨停，创新医疗、 荣泰健康、南京熊猫、三七互娱等涨停。 马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 编辑丨瑜见 | 代码 | 名称 | 涨幅量 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920199 | 倍益康 | +29.98% | 1.96 Z | 30.62 乙 | 44.96 | | 688767 | 博拓生物 | +20.01% | 6.27 Z | 67.71 Z | 45.34 | | 301293 | 三博脑科 | +20.01% | 7.04 Z | 145.8亿 | 70.78 | | 301363 | 美好医疗 | +20.00% | 1.98 乙 | 164.2 乙 | 28.86 | | 301330 | 腐基科技 | +20.00% | 7.25 Z | 93.34 乙 | 39.66 | | 300887 | 谱尼测试 | +20 ...

Group 1 - The other home appliance sector increased by 0.4% compared to the previous trading day, with Rongtai Health leading the gains [1] - On December 31, the Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Rongtai Health's closing price was 23.81, reflecting a gain of 1.58%, with a trading volume of 61,800 shares [1] Group 2 - The net inflow of main funds in the other home appliance sector was 137,500 yuan, while retail investors experienced a net outflow of 1,989,040 yuan [1] - Rongtai Health saw a net inflow of 6.89 million yuan from main funds, accounting for 4.70% of its total [1] - Retail investors had a net outflow of 15.03 million yuan from Rongtai Health, representing -10.26% [1]

Group 1 - The other home appliance sector declined by 0.89% compared to the previous trading day, with Aojiahua leading the decline [1] - On December 30, the Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index closed at 13604.07, up 0.49% [1] - Key stocks in the other home appliance sector showed varied performance, with Rongtai Health at 23.44 (-0.42%), Rongjie Health at 5.13 (-0.97%), and Aojiahua at 7.37 (-1.47%) [1] Group 2 - The net outflow of main funds in the other home appliance sector was 12.51 million yuan, while retail investors saw a net inflow of 17.01 million yuan [1] - Detailed fund flow for key stocks showed Rongtai Health with a net inflow of 1.82 million yuan from main funds, while Aojiahua experienced a net outflow of 9.87 million yuan [1] - Retail investors contributed positively to the fund flow in Aojiahua with a net inflow of 17.11 million yuan, indicating a divergence in investor sentiment [1]

Core Insights - The demand for muscle relaxation and fatigue relief is increasing among residents, leading to a growing acceptance of machine massage services, particularly among white-collar workers and business travelers [1][4] - The market size of China's machine massage service industry is projected to reach 2.707 billion yuan in 2024, with a year-on-year growth of 10.8% [1][4] Industry Overview - Machine massage services are defined as services that provide muscle relaxation and fatigue relief through automated devices, differentiating them from traditional manual massage services [2] - The industry has evolved through four stages: nascent, expansion, adjustment, and upgrade, reflecting changes in consumer demand and technological advancements [3] Industry Chain - The upstream of the machine massage service industry includes suppliers of raw materials like aluminum, stainless steel, and textiles, as well as component suppliers for motors and sensors [3] - The midstream consists of machine massage equipment manufacturing and service operations, while the downstream includes commercial complexes, cinemas, and transportation hubs as distribution channels [3] Market Distribution - In 2024, commercial complexes are expected to account for over 40% of the distribution channels, followed by train stations and airports at 22.32% and 18.95%, respectively [4] Competitive Landscape - The machine massage service market in China is characterized by high concentration, with the top five companies holding a market share of 86.8% in 2024, driven by the exit of smaller players during the pandemic [5] - LeMo Technology is the market leader with over 40% market share, showcasing significant head effects in the industry [5] Company Analysis - LeMo Technology, established in 2014, has integrated IoT technology with its massage services, achieving a revenue of 221 million yuan in Q1 2025 with a gross profit margin of 34.86% [7] - Shanghai Rongtai Health Technology focuses on the design and production of massage devices, reporting a revenue of 810 million yuan in the first half of 2025, with massage chairs making up 96.12% of sales [7] Development Trends - The industry is shifting from standardized massage services to personalized intelligent services, utilizing advanced technologies for real-time user data collection [8] - Machine massage services are expanding beyond traditional venues to include diverse environments like esports arenas and fitness centers, aiming for comprehensive market coverage [9] - Growth is expected to shift from first and second-tier cities to third and fourth-tier cities, with strategies tailored to local consumer capabilities [10] - The industry is moving towards a holistic model that integrates massage services with health management, creating a value-added ecosystem [11]

Group 1 - The other home appliance sector declined by 0.91% compared to the previous trading day, with Rongtai Health leading the decline [1] - On the same day, the Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] - Key stock performance in the other home appliance sector included Rongjie Health at 5.32 with a rise of 0.57%, Jiajiahua at 7.66 with a drop of 1.42%, and Rongtai Health at 23.37 with a decline of 1.85% [1] Group 2 - The net outflow of main funds in the other home appliance sector was 40.68 million yuan, while retail investors saw a net inflow of 46.97 million yuan [1] - Specific fund flows showed Rongtai Health with a net outflow of 6.66 million yuan, Rongjie Health with a net outflow of 7.30 million yuan, and Jiajiahua with a significant net outflow of 26.72 million yuan [1]

Group 1 - The company Shanghai Rongtai Health Technology Co., Ltd. has signed a tripartite supervision agreement for the management of raised funds to ensure compliance and protect the rights of small investors [5][6][9] - The company raised a total of RMB 600 million through the issuance of 6 million convertible bonds, with a net amount of RMB 593.98 million after deducting issuance costs [2][3] - The company has changed the use of part of the raised funds, reducing the investment scale of the original project and extending the timeline, while introducing new projects related to intelligent massage equipment and automotive seat comfort systems [3][4] Group 2 - A special account for the raised funds has been established at Agricultural Bank of China, which will only be used for the designated investment projects [4][6] - The tripartite supervision agreement includes provisions for the management and use of the raised funds, requiring monthly account statements and oversight by the sponsoring institution [6][8] - The agreement stipulates that any withdrawal exceeding 20% of the net raised funds must be reported to the sponsoring institution, ensuring transparency in fund usage [8][9]

证券代码：603579 证券简称：荣泰健康 公告编号：2025-090 上海荣泰健康科技股份有限公司 关于签署募集资金三方监管协议的公告 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。 2025 年 11 月 28 日、2025 年 12 月 17 日，公司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《关于变更部分可转债募集资金 用途及可转债募集资金投资项目延期的议案》，公司拟缩减原募投项目"浙江 湖州南浔荣泰按摩椅制造基地项目"投资规模并进行延期，同时变更部分募投 项目为"智能按摩装备及关键零部件制造建设项目"、"汽车座椅舒适性系统 研发与制造建设项目"和"按摩控制系统与数据服务平台建设项目"。具体内 容详见公司 2025 年 12 月 2 日披露的《上海荣泰健康科技股份有限公司关于变 更部分可转债募集资金用途及可转债募集资金投资项目延期的公告》（公告编 号：2025-084）。 变更及延期后募集资金投资项目如下： | | | | | 单位：万元 | | --- | --- | --- | --- ...

Group 1 - The other home appliance sector increased by 3.98% compared to the previous trading day, with Rongjie Health leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - The closing prices and percentage changes for key stocks in the other home appliance sector are as follows: Rongjie Health at 5.29 (+9.30%), Rongtai Health at 23.81 (+2.59%), and Aojiahua at 7.77 (-0.13%) [1] Group 2 - The net capital flow in the other home appliance sector showed a net outflow of 17.17 million yuan from institutional investors and 7.51 million yuan from retail investors, while individual investors had a net inflow of 24.69 million yuan [1] - Specific capital flows for key stocks are as follows: Rongjie Health had a net inflow of 9.88 million yuan from institutional investors, while it experienced a net outflow of 12.44 million yuan from retail investors [1] - Rongtai Health saw a net inflow of 0.76 million yuan from institutional investors, but a net outflow of 6.06 million yuan from retail investors [1]