1月9日，齐心集团盘中上涨2.03%，截至09:55，报8.06元/股，成交6137.01万元，换手率1.07%，总市值 58.14亿元。 资金流向方面，主力资金净流入220.82万元，特大单买入0.00元，占比0.00%，卖出117.44万元，占比 1.91%；大单买入1537.29万元，占比25.05%，卖出1199.04万元，占比19.54%。 齐心集团今年以来股价涨4.95%，近5个交易日涨4.95%，近20日跌1.71%，近60日涨28.34%。 截至9月30日，齐心集团股东户数3.65万，较上期减少9.03%；人均流通股19650股，较上期增加9.93%。 2025年1月-9月，齐心集团实现营业收入77.29亿元，同比减少7.94%；归母净利润1.40亿元，同比减少 11.45%。 分红方面，齐心集团A股上市后累计派现6.14亿元。近三年，累计派现1.59亿元。 资料显示，深圳齐心集团股份有限公司位于广东省深圳市坪山区锦绣中路18号齐心科技园，成立日期 2000年1月12日，上市日期2009年10月21日，公司主营业务涉及文件管理用品、办公设备、桌面文具等 综合办公用品的研发、生产、销售。主营业务 ...

Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]

1月5日，齐心集团盘中上涨2.21%，截至09:52，报7.85元/股，成交6919.94万元，换手率1.25%，总市值 56.62亿元。 分红方面，齐心集团A股上市后累计派现6.14亿元。近三年，累计派现1.59亿元。 资料显示，深圳齐心集团股份有限公司位于广东省深圳市坪山区锦绣中路18号齐心科技园，成立日期 2000年1月12日，上市日期2009年10月21日，公司主营业务涉及文件管理用品、办公设备、桌面文具等 综合办公用品的研发、生产、销售。主营业务收入构成为：办公物资99.18%，其他(补充)0.46%，企业 级SaaS软件及服务0.36%。 齐心集团所属申万行业为：轻工制造-文娱用品-文化用品。所属概念板块包括：人工智能、云计算、数 字经济、腾讯概念、在线办公等。 截至9月30日，齐心集团股东户数3.65万，较上期减少9.03%；人均流通股19650股，较上期增加9.93%。 2025年1月-9月，齐心集团实现营业收入77.29亿元，同比减少7.94%；归母净利润1.40亿元，同比减少 11.45%。 资金流向方面，主力资金净流出939.32万元，特大单买入0.00元，占比0.00%，卖出586.9 ...

Group 1 - The entertainment products sector saw a slight increase of 0.04% on December 30, with Yingpais leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Notable gainers in the entertainment products sector included Meipais, which rose by 7.74% to a closing price of 28.13, and Hailun Piano, which increased by 5.47% to 16.20 [1] Group 2 - The entertainment products sector experienced a net inflow of 18.26 million yuan from main funds, while retail investors saw a net outflow of 7.48 million yuan [2] - The top stocks by main fund inflow included Yingpais with 40.83 million yuan and Hailun Piano with 10.02 million yuan [3] - Conversely, stocks like Shifeng Culture and Tongda Chuangzhi experienced declines of 2.51% and 2.20%, respectively [2]

Group 1 - The entertainment products sector experienced a decline of 0.44% on December 29, with Sanbaisuo leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Key stocks in the entertainment products sector showed mixed performance, with Meipais rising by 1.52% and Sanbaisuo falling by 8.64% [2] Group 2 - The net outflow of main funds in the entertainment products sector was 115 million yuan, while retail investors saw a net inflow of 93.21 million yuan [2] - The top performers in terms of net inflow from retail investors included Gaole Co. with a net inflow of 37.96 million yuan, while Sanbaisuo had a significant outflow of 24.7 million yuan [3] - The overall trading volume in the sector reflected a mix of institutional and retail investor activities, indicating varied market sentiment [3]

锡业股份杨佳炜 水晶光电韩莉 中国中车王健 海油发展肖德斌 富安娜李艳 比亚迪李黔 南网科技赵子艺 齐心集团王占君 中原高速杨亚子 和远气体李吉鹏 奥士康尹云云 中晟高科邱洪涛 东方钽业秦宏武 冰轮环境孙秀欣 陕西能源徐子睿 璞泰来张小全 今世缘王卫东 天齐锂业张文宇 久日新材郝蕾 慈星股份杨雪兰 ...

企查查APP显示，近日，深圳隐川科技有限公司成立，经营范围包含：人工智能行业应用系统集成服 务；物联网技术服务；物联网应用服务；计算机系统服务等。企查查股权穿透显示，该公司由齐心集团 （002301）全资持股。 （原标题：齐心集团成立科技公司，含AI及物联网业务） ...

企查查APP显示，近日，深圳隐川科技有限公司成立，经营范围包含：人工智能行业应用系统集成服 务；物联网技术服务；物联网应用服务；计算机系统服务等。企查查股权穿透显示，该公司由齐心集团 全资持股。 ...

证券日报网讯12月22日，齐心集团（002301）在互动平台回答投资者提问时表示，目前，齐心智磐AI 大模型覆盖商品寻源与上架、客户点单、订单分配、供应链结算、履约配送等数字化采购全链路环节， 为提升客户服务能力和公司业务的高效运转、降本增效提供了重要支撑。在文创业务方面，齐心聚焦年 轻客群的核心需求，积极拥抱年轻化、时尚化的产品趋势，持续创新。通过多元化的产品矩阵布局，打 造符合年轻人审美和生活方式的文创产品。 ...

Core Insights - The entertainment products sector experienced a decline of 0.36% on December 10, with Qixin Group leading the drop [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] Sector Performance - The entertainment products sector saw mixed performances among individual stocks, with notable gainers including: - Meipais (002899) at 26.34, up 3.42% with a trading volume of 64,600 shares and a turnover of 168 million yuan - Qunxing Toys (002575) at 7.62, up 3.39% with a trading volume of 836,700 shares and a turnover of 616 million yuan - Jinling Sports (300651) at 23.42, up 2.85% with a trading volume of 232,600 shares and a turnover of 541 million yuan [1] Capital Flow - The entertainment products sector experienced a net outflow of 147 million yuan from institutional investors, while retail investors saw a net inflow of 109 million yuan [2] - The capital flow for individual stocks showed: - Jinling Sports (300651) had a net inflow of 47.09 million yuan from institutional investors, but a net outflow of 27.78 million yuan from retail investors [3] - Qixin Group (002301) led the decline with a drop of 4.43%, closing at 8.20 with a trading volume of 1,223,300 shares and a turnover of 1.02 billion yuan [2]