| 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 300896 爱美客 | | 1776.60万 | 1.94% | -2191.86万 | -2.40% | 415.27万 | 0.45% | | 000615 | *ST美谷 | -180.80万 | -4.31% | -46.08万 | -1.10% | 226.88万 | 5.41% | | 688363 华熙生物 | | -1004.52万 | -2.44% | 420.82万 | 1.02% | 583.70万 | 1.42% | | 920982 锦波生物 | | -4352.79万 | -13.09% | -1671.41万 | -5.03% | -216.91万 | -0.65% | 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 | 收盘价 | 涨跌幅 ...

| 华熙生物 (688363.SH) | | | | | --- | --- | --- | --- | | 已收盘 01-13 16:14:58 | | | | | 47.34 | | | 科 融 通 L1 : | | +1.04 +2.25% 所属板块▼ 美容护理 -0.11% > | | | | | 今开 46.31 最 高 | | 48.35 | 成交昌亮1157.62万股 | | 昨 收 46.30 | 最低 | 45.90 | 成交额竞 5.46亿 | | 换手率 2.40% 市盈 TM (1 352.85 | | | 总市值▼ 228.03亿 | | 量 比 2.21 | 市盈动 | 67.76 | 总股本 7 4.82亿 | | 委 比 7.14% | 市容静 | 130.85 | 流通市值 228.03亿 | | 涨停价 55.56 | | 市净率(2 3.23 | 流通股 2 4.82亿 | | 跌停价 37.04 均 价 | | 47.20 | 振 幅 5.29% | | 52周高 61.85 内 盘 | | 619.17万 | O R 成交量间 | | 42.40 外 52 周低 | ...

华熙生物的国资股东又减持了。 1月13日，华熙生物平开后走高，截至收盘股价上涨2.25%，收盘价47.34元。有数据显示，该交易日华熙生物发生17笔大宗交易，成交价格为42.89元，折 价9.4%，合计成交量135.9万股，成交金额5828.72万元。 | 华熙生物 (688363.SH) | | | | | --- | --- | --- | --- | | 已收盘 01-13 16:14:58 | | | | | 47.34 | | | 科 融 通 L1 : | | +1.04 +2.25% 所属板块▼ 美容护理 -0.11% > | | | | | 今 开 46.31 最 高 | | | 48.35 成交量声1157.62万股 | | 昨 收 46.30 | 最低 | 45.90 | 成交额克 5.46亿 | | 换手率 2.40% | | 市盈TIM 7 352.85 | 总市值▼ 228.03亿 | | 量 比 2.21 | 市盈动 | 67.76 | 总股本 2 4.82亿 | | 委 比 7.14% | 市盈静 | 130.85 | 流通市值 228.03亿 | | 涨停价 55.56 | 市净 ...

两融数据显示，该股最新融资余额为5.55亿元，近5日增加3849.69万元，增幅为7.45%。 华熙生物1月13日大宗交易平台共发生17笔成交，合计成交量135.90万股，成交金额5828.72万元。成交 价格均为42.89元，相对今日收盘价折价9.40%。从参与大宗交易营业部来看，机构专用席位共出现在9 笔成交的买方或卖方营业部中，合计成交金额为2217.39万元，净买入2217.39万元。 进一步统计，近3个月内该股累计发生46笔大宗交易，合计成交金额为1.41亿元。 证券时报·数据宝统计显示，华熙生物今日收盘价为47.34元，上涨2.25%，日换手率为2.40%，成交额为 5.46亿元，全天主力资金净流入6751.57万元，近5日该股累计上涨5.41%，近5日资金合计净流入7993.94 万元。 据天眼查APP显示，华熙生物科技股份有限公司成立于2000年01月03日，注册资本48167.8242万人民 币。（数据宝） 1月13日华熙生物大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | ...

14只科创板股大宗交易平台今日发生交易，合计成交3.15亿元。 折溢价情况来看，今日出现大宗交易的科创板股中，大宗交易成交价格相对收盘价折价率居前的有中控 技术、豪森智能、纳芯微等，折价率分别为27.20%、19.48%、13.01%。溢价率居前的有蓝特光学，溢 价率为1.81%。 | 688777 | 中控技 术 | 1 | 7.10 | 46.06 | -27.20 | 327.03 | | --- | --- | --- | --- | --- | --- | --- | | 688529 | 豪森智 | 1 | 20.00 | 16.00 | -19.48 | 320.00 | | | 能 | | | | | | | 688258 | 卓易信 | 1 | 2.00 | 131.88 | -11.61 | 263.76 | | | 息 | | | | | | | 688333 | 铂力特 | 1 | 1.64 | 124.27 | 0.00 | 203.80 | 股价表现方面，今日科创50指数下跌2.80%，科创板股中，今日上涨的有167只，占27.83%，今日发生 大宗交易的科创板股平均下跌0.10% ...

7 January 2026 | 8:18PM HKT Equity Research CHINA COSMETICS 2026 Outlook: Reset for higher-quality growth; improving ROI favors branded leaders; Buy MGP (upgrading from Neutral)/Giant/Jahwa China's Cosmetics sector underwent meaningful downward earnings revisions in 2025 after companies decreased their dependency on high-cost KOLs and re-focused on popular core SKUs; NPM therefore contracted due to deleveraging impacts despite ROI improving. Looking ahead to 2026, we see a better set-up for the China cosmet ...

| 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-13 | 华熙生物 | 688363 | 42.89 | 325.96 | 7.6 | | 10 | 조 | | 2026-01-13 | 华熙生物 | 688363 | 42.89 | 300.23 | 7 | 机构专用 | | 图 | | 2026-01-13 | 华配生物 | 688363 | 42.89 | 240.18 | 5.6 | 机构专用 | | 190 | | 2026-01-13 | 华熙生物 | 688363 | 42.89 | 214.45 | 5 | | | M | | 2026-01-13 | 华熙生物 | 688363 | 42.89 | 214.45 | ટ | | | KO | | 2026-01-13 | 华赋生物 | 688363 | 42.89 | 214.45 | 5 | | | 香 | ...

Core Viewpoint - Huaxi Biological has shown a stock price increase of 8.15% year-to-date, with a recent trading volume indicating active market participation and a total market capitalization of 22.754 billion yuan [1][2]. Financial Performance - For the period from January to September 2025, Huaxi Biological reported a revenue of 3.163 billion yuan, representing a year-on-year decrease of 18.36%. The net profit attributable to shareholders was 252 million yuan, down 30.29% compared to the previous year [2]. - Cumulative cash dividends since the A-share listing amount to 1.138 billion yuan, with 528 million yuan distributed over the past three years [3]. Stock Market Activity - As of January 13, the stock price of Huaxi Biological was 47.24 yuan per share, with a trading volume of 198 million yuan and a turnover rate of 0.88% [1]. - The stock has experienced a 5.19% increase over the last five trading days and a 4.51% increase over the last 20 days, while it has decreased by 11.25% over the last 60 days [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Huaxi Biological was 30,100, a decrease of 0.62% from the previous period. The average number of circulating shares per shareholder increased by 0.62% to 16,014 shares [2][3]. - Major institutional shareholders have reduced their holdings, with significant decreases noted in the top ten circulating shareholders [3].

Investment Rating - The report assigns an "Accumulate" rating for the industry [5] Core Insights - With the proliferation of AI tools, GEO (Generated Engine Optimization) is expected to become a new marketing paradigm, allowing e-commerce operation companies to leverage their understanding of platforms and content marketing to capture incremental brand marketing demand [2][5] - The Chinese GEO market is rapidly growing, with a year-on-year increase of 215% in Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [5] - The transition from traditional SEO to GEO is anticipated to reshape brand marketing strategies, with e-commerce operation companies positioned to benefit from this shift due to their close collaboration with platforms and deep understanding of consumer insights [5] Summary by Sections Industry Overview - The report highlights the shift from SEO to GEO as a significant change in digital marketing strategies, emphasizing the need for brands to adapt to new consumer information acquisition methods [2][5] Investment Recommendations - E-commerce operation companies such as Ruoyuchen, Yiwang Yichuang, and Shuiyang Co. are recommended as key players to watch, with additional related companies including Qingsong Technology, Liren Lizhuang, Baozun E-commerce, and Kaichun Co. [5] Market Trends - The report notes that traditional search engine traffic is projected to decline by 25% by 2026, while AI chatbots and other virtual AI optimization methods are expected to capture more market share [5] - The conversion rate for businesses using GEO is reported to be 2.8 times higher than that of traditional search engines, with a 40% reduction in user decision-making cycles [5]

红利消退，增长失速，消费者不再轻易为流量和故事买单，而是更看重产品核心成分和真实功效。在美妆领域，该变化正在重塑品牌的营销玩法和行业格 局。 2025年，围绕"重组胶原蛋白"，华熙生物与巨子生物长达月余的拉锯，无疑是行业分化时期最为惨烈的商战。除了出示报告和质疑方法，双方一度互相暗 讽，甚至拉踩核心成分，前后经历一个多月，最终以"检测方法有待完善"收场。 2025年，美妆行业的营销与商战，首当其冲的是争夺"成分王"的定义权。华熙生物与巨子生物长达月余的拉锯，是其中最典型的战役之一。 很多人被一份份检测报告吸引走视线，却忽视了战役的导火索，实际上是华熙生物控诉巨子生物在多份研报中踩透明质酸、捧重组胶原蛋白。控诉与回 击，实质上是在争夺对下一代核心成分的话语主导权。 令人玩味的是，华熙生物最终检测了自家产品的重组胶原蛋白成分，并提出了关于检测方法的建议。一招"隔山打牛"，清晰地宣告了争夺的实质：并非较 真成分，而是关于定义标准的权威之战。 双方围绕一份份检测报告的攻防，本质上并非求证某个产品的真伪，而是将技术话语权之争，摆到科研擂台之上。这也揭示了一个残酷的现实：美妆的战 场早已不在流量，也不止于产品，而是直接烧 ...