Group 1 - The report from Huayuan Securities on August 5 recommends a "buy" rating for Dengkang Oral Care (001328.SZ, latest price: 44.44 yuan) [2] - The reasons for the rating include Dengkang's position as a leading domestic brand in the oral care industry [2] - The company has established a core competitive advantage through a combination of "channels + brand + R&D" [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 40.88 | 10.01% | 1.66万 | 6795.38万 | | 301009 | 可靠股份 | 14.45 | 4.48% | 14.35万 | 2.05亿 | | 002511 | 中顺洁桑 | 7.77 | 3.05% | 20.93万 | 1.61亿 | | 001328 | 登康口腔 | 44.44 | 2.56% | - 3.23万 | 1.43亿 | | 300658 | 延江股份 | 7.12 | 1.42% | 20.81万 | 1.49亿 | | 301108 | 洁雅股份 | 26.59 | 1.06% | 2.30万 | 6129.21万 | | 300888 | 稳健医疗 | 40.45 | 0.87% | 4.68万 | 1.89亿 | | 001206 | 依依股份 | 25.47 | 0.04% | 4.35万 | 1.11亿 | | 600249 | 两面针 | 5.92 | ...

Investment Rating - The report gives a "Strong Buy" investment rating for the company [1][7]. Core Views - The company is expected to achieve net profits of 202 million, 253 million, and 322 million yuan for the years 2025 to 2027, corresponding to PE ratios of 37x, 29x, and 23x respectively. The company's product demand is stabilizing, effectiveness is being enhanced, and e-commerce is increasing product prices. The company has strong offline channel barriers and smooth e-commerce expansion [1][7]. Financial Data and Valuation - Total revenue (in million yuan) is projected to grow from 1376 in 2023 to 2819 in 2027, with year-on-year growth rates of 5%, 13%, 20%, 22%, and 23% respectively [2]. - Operating profit (in million yuan) is expected to increase from 147 in 2023 to 373 in 2027, with year-on-year growth rates of 2%, 27%, 25%, 26%, and 27% respectively [2]. - Net profit attributable to shareholders (in million yuan) is forecasted to rise from 141 in 2023 to 322 in 2027, with year-on-year growth rates of 5%, 14%, 25%, 26%, and 27% respectively [8]. Company Overview - The company has a total share capital of 172 million shares and a market capitalization of 7.5 billion yuan. The current stock price is 43.33 yuan, with a net asset value per share of 8.7 yuan and a return on equity (ROE) of 11.2% [3][8]. Sales and Product Strategy - The company has successfully created a high-end product, "7 Days Repair," which has driven sales acceleration and product structure optimization. The e-commerce strategy has shifted to focus on high-end products, with significant growth in sales through platforms like Douyin [7][14]. - The "7 Days Repair" product is priced at 39.9 yuan, which is about double the price of traditional products, and has gained significant market share on e-commerce platforms [21][47]. Management and R&D - The company has a strong management team with extensive industry experience, which has allowed it to adapt to market changes effectively. The R&D investment remains stable at 3-3.5% of revenue, positioning the company well for future product launches [50][51][53]. - The company is focusing on a comprehensive channel layout, with a solid offline presence and proactive engagement in e-commerce, particularly on platforms like Douyin [55].

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the six-month moving average, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1.29 trillion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 120 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Fuheng New Materials: 5.55% deviation, closing price at 15.15 yuan, with a daily increase of 6.77% and turnover rate of 13.58% [1] - Canqin Technology: 5.40% deviation, closing price at 27.66 yuan, with a daily increase of 6.59% and turnover rate of 3.17% [1] - Fuling Electric: 4.86% deviation, closing price at 9.90 yuan, with a daily increase of 5.54% and turnover rate of 5.43% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Qianwei Yangchu: 3.10% deviation, closing price at 15.64 yuan, with a daily increase of 9.99% and turnover rate of 6.56% [1] - ST Zhongzhuang: 4.77% deviation, closing price at 3.63 yuan, with a daily increase of 4.91% and turnover rate of 2.79% [1] - Datang Telecom: 4.32% deviation, closing price at 8.93 yuan, with a daily increase of 5.18% and turnover rate of 4.64% [1]

证券之星消息，8月4日个护用品板块较上一交易日上涨1.67%，倍加洁领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。个护用品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) | | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 37.16 | 10.01% | 2.01万 | 7476.70万 | | 605009 | 豪悦护理 | 39.79 | 4.68% | 5.23万 | 2.05亿 | | 001206 | 依依股份 | 25.46 | 3.88% | 5.17万 | 1.30亿 | | 301009 | 可靠股份 | 13.83 | 2.83% | 7.36万 | 1.00亿 | | 600249 | 两面针 | 5.93 | 2.07% | 21.04万 | 1.25亿 | | 603193 | 润本股份 | 33.52 | 1.58% | 13.02万 | 4.40亿 | | 301108 | 洁雅股份 | 26.31 | 1 ...

Market Overview - The personal care products sector increased by 0.68% on August 1, with Beijia leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Beijia (603059) closed at 33.78, up 10.00% with a trading volume of 22,200 lots and a transaction value exceeding 74.98 million yuan [1] - Runben Co. (603193) closed at 33.00, up 3.48% with a trading volume of 126,400 lots and a transaction value of 414 million yuan [1] - Yanjing Co. (300658) closed at 6.96, up 2.65% with a trading volume of 240,700 lots and a transaction value of 167 million yuan [1] - Other notable stocks include Nobon Co. (603238) at 17.51 (+2.46%), Ziya Co. (003006) at 25.95 (+1.57%), and Liangmian Needle (600249) at 5.81 (+1.22%) [1] Capital Flow - The personal care products sector saw a net inflow of 8.97 million yuan from institutional investors, while retail investors contributed a net inflow of 18.89 million yuan [2] - However, there was a net outflow of 27.85 million yuan from speculative funds [2] Detailed Capital Flow Analysis - Runben Co. had a net inflow of 60.92 million yuan from institutional investors, but a net outflow of 28.99 million yuan from speculative funds [3] - Beijia experienced a net inflow of 12.06 million yuan from institutional investors, with a net outflow of 10.82 million yuan from speculative funds [3] - Nobon Co. had a net inflow of 1.84 million yuan from retail investors despite a net outflow from institutional and speculative funds [3] - Liangmian Needle saw a net inflow of 0.80 million yuan from retail investors, while experiencing a net outflow from institutional and speculative funds [3]

Group 1 - The training was conducted by CITIC Securities for Chongqing Dengkang Oral Care Products Co., Ltd. to comply with regulatory requirements [1] - The training covered key topics including regulations on share reduction, independence and related party transactions, management and use of raised funds, and updates on regulatory changes [1] - Participants actively engaged in the training, enhancing their understanding of compliance and operational standards [1]

一、培训时间 2025 年 7 月 28 日。 二、培训地点 重庆登康口腔护理用品股份有限公司办公楼三楼会议室。 三、培训内容 保荐人按照《深圳证券交易所上市公司自律监管指引第 13 号—保荐业务》 等法规的要求，对登康口腔相关人员进行了专项培训，培训内容主要包括：（1） 上市公司股份减持相关规定；（2）独立性及关联交易相关要求；（3）募集资金管 理和使用的注意事项；（4）监管新规动态等。 本次培训期间，接受培训的人员均认真配合保荐人的培训工作，并积极进行 交流沟通，保证了本次培训的顺利开展。通过本次培训，相关人员加深了对上市 公司股份减持、独立性及关联交易、募集资金管理和使用等规定的理解，增强了 公司及相关人员的规范运作意识，达到了预期培训目标。 （以下无正文） 中信建投证券股份有限公司 关于对重庆登康口腔护理用品股份有限公司 2025 年度持续督导的培训报告 根据《深圳证券交易所上市公司自律监管指引第 13 号—保荐业务》等相关 法律法规的要求，中信建投证券股份有限公司（以下简称"保荐人"）于 2025 年 7 月 28 日对重庆登康口腔护理用品股份有限公司（以下称"登康口腔""公司"） 到场的董事、高级 ...

证券之星消息，7月31日个护用品板块较上一交易日下跌1.99%，延江股份领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。个护用品板块个股涨跌见下表： 从资金流向上来看，当日个护用品板块主力资金净流出1.63亿元，游资资金净流出4671.12万元，散户资 金净流入2.1亿元。个护用品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 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 2786.97万 | 9.56% | -2061.97万 | -7.07% | -725.00万 | -2.49% | | 001328 | 登康口腔 | 783.69万 | 6.75% | -633.61万 | -5.46% | -150.08万 | -1.29% | | 003006 自亚股份 | | 85.10万 | 0.53% | -742.19万 | -4.66% | ...

Group 1 - The latest stock price of Dengkang Oral Care is 44.46 yuan, with a slight increase of 0.16% compared to the previous trading day [1] - The stock reached a high of 44.91 yuan and a low of 44.00 yuan during the trading session, with a total transaction amount of 0.87 billion yuan [1] - Dengkang Oral Care operates in the beauty and personal care industry and is a publicly listed company in Chongqing, primarily engaged in the research, production, and sales of oral care products [1] Group 2 - The company has completed the business change registration procedures and obtained a new business license from the Chongqing Market Supervision Administration [1] - This change was executed based on the resolutions passed during the 22nd meeting of the 7th Board of Directors and the first extraordinary shareholders' meeting of 2025 [1] - On the same day, the net inflow of main funds into Dengkang Oral Care was 4.57 million yuan [1]