北京商报讯2月26日，装修建材板块小幅下跌，以18668.49点收盘，跌幅为0.85%。受板块影响，装修建 材板块个股出现不同程度下跌。顶固集创以32.59元/股收盘，跌幅为8.46%，领跌装修建材股。科顺股 份以7.71元/股收盘，跌幅为5.86%，跌幅位列装修建材股第二。尚品宅配以14.08元/股收盘，跌幅为 3.89%，跌幅位列装修建材股第三。除此之外，悦心健康以5.80元/股收盘，涨幅为10.06%，领涨装修建 材股。雅博股份以2.48元/股收盘，涨幅为6.44%，涨幅位列装修建材股第二。*ST松发以104.85元/股收 盘，涨幅为5.00%，涨幅位列装修建材股第三。 中国银河在研报中表示，中长期来看，存量房翻新、旧改以及城市更新将成为消费建材需求托底主力。 近年消费建材龙头企业加速调整销售策略，零售业务规模不断扩大，随着城市发展向存量提质增效转 型，龙头企业市占率有望不断提升。 （文章来源：北京商报） ...

2026年2月26日，悦心健康（sz002162）触及涨停，涨停价5.8元，涨幅10.06%，总市值53.34亿元，流通 市值53.27亿元，截止发稿，总成交额3.75亿元。 责任编辑：小浪快报 根据喜娜AI异动分析，悦心健康涨停原因可能如下，净利润扭亏+大健康增长+业务扩张： 1、公司2025 年实现扭亏为盈，从亏损1.47亿转为盈利750 - 1100万，同比增幅105 - 107%，资产减值损失减少7876万 元，资产质量显著改善。同时，大健康业务收入增长15.5%，核心业务板块保持良好增长势头，这些积 极的财务数据极大地提升了市场对公司的信心。 2、2026年预计关联交易总额增长126%，还新增1800 万元关联方产品代销业务，显示出业务扩张态势，有望为公司带来新的收入来源。此外，公司认为国内 康养产业规模仍有较大增长空间，"医养康教研"五位一体的战略目标清晰，康养产业布局前景被市场看 好。 3、从市场表现来看，2月25日悦心健康入选龙虎榜，成交额4.64亿，虽当日呈现净卖状态，但活跃 的交易表明市场关注度高。近期家居用品板块部分个股表现活跃，形成一定的板块联动效应，悦心健康 作为板块内个股，也受到了 ...

共35只个股出现了机构的身影。 盘后数据显示，2月25日龙虎榜中，共35只个股出现了机构的身影，有26只股票呈现机构净买入，9只股 票呈现机构净卖出。 当天机构净卖出前三的股票分别是翔鹭钨业、天奇股份、悦心健康，净流出金额分别是3.4亿元、2.25亿 元、6606万元。 | 17 序 | 2.25 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 通源石油 | 14.51% | 38476.13 | | 建设机械 | 8.56% | 29091.97 | | 中钨高新 | 10.00% | 19820.20 | | 航天发展 | 10.01% | 17358.84 | | 和林微纳 | 20.00% | 6165.39 | | 电科蓝天 | 11.41% | 5770.93 | | 延江股份 | 20.00% | 5081.85 | | 中信出版 | 19.99% | 4996.28 | | 风华高科 | 10.00% | 4294.86 | | 新锦动力 | 3.55% | 4154.13 | | 章源钨业 | 1 ...

（文章来源：证券日报） 证券日报网讯 2月24日，悦心健康在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 总户数45811户，机构总户数4412户。 ...

（文章来源：证券日报） 证券日报网讯 2月12日，悦心健康在互动平台回答投资者提问时表示，截至2月10日，股东总户数48871 户。 ...

证券日报网讯2月11日，悦心健康（002162）在互动平台回答投资者提问时表示，截至2月10日，股东总 户数48871户。 ...

格隆汇2月9日丨悦心健康(002162.SZ)在投资者互动平台表示，公司目前在山东未设立康养机构。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在山东有康养公司吗？ 悦心健康（002162.SZ）2月9日在投资者互动平台表示，公司目前在山东未设立康养机构。 （文章来源：每日经济新闻） ...

Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]

国内市场方面，上交所2月2日发布通知称，对白银延期合约交易保证金水平和涨跌停板比例进行调整， 保证金水平从20%调整为26%，涨跌幅度限制从19%调整为25%。 面对历史级暴跌，市场机构对贵金属后市走势观点不一。 花旗警告称，黄金当前风险溢价的一半可能在2026年晚些时候消失。尤其是在美联储政治独立性得到加 强的情况下。该行认为，这种情况可能将对黄金的中期走势不利。 不过，仍有多家机构维持看涨预期。据中信证券最新预测，2026年有望涨至6000美元/盎司，银价涨至 120美元/盎司。瑞银看涨黄金在今年前三季度将达到6200美元。 2月2日早盘，有色板块大面积低开，贵金属方向领跌，白银有色、湖南白银、豫光金铅、中金黄金、晓 程科技等三十余股跌停。期货价格同步下跌，沪银主力合约跌停，沪金、沪锡跌超9%，大宗商品概念 LOF也全线走弱。 消息面上，现货黄金、白银价格继续下跌。白银早盘一度暴跌超11%至75美元/盎司以下，现报76美元/ 盎司；黄金盘中最大跌约5.74%，现报4608元/盎司。 而此前受去美元化、地缘风险、情绪炒作等因素推动，贵金属走出非理性暴涨行情。1月29日，现货黄 金一度冲高逼近5600美元，白 ...