近日，中顺洁柔（002511.SZ）在中山举办47周年庆典，南都湾财社记者注意到，中顺洁柔今年一口气 进军多个赛道，推出自有品牌的牙膏、饮用水、灵芝饮料等等。公司董事长刘鹏强调，公司正从"生活 用纸"向"生活用品"全面拓展。 据媒体报道，"天天健康体验馆"为中顺洁柔大健康产业首个线下场景化体验空间，位于中山，于今年6 月正式对外开放。体验馆内陈列着洁柔纸品、卫生用品、化妆品、瓶装水等自有产品，该体验馆依托集 团供应链体系，建立全链条品控标准。 针对体验馆的落地，中顺洁柔方面对南都湾财社记者表示，健康饮食是未来的趋势，公司确实在今年推 出了自有品牌的饮用水、灵芝饮料等，但目前这并非集团的主营业务，仍在探索。 针对这些新品的价格、销售渠道等问题，企业未予正面回应，而据媒体报道，中顺洁柔曾表示，公司未 来将在全国重点区域布局体验馆，引入更多优质健康品牌，形成"源头严选+品质管控+场景体验+渠道 落地"的闭环生态。 上半年中顺洁柔纸巾业务营收占比约99% 中顺洁柔早在2019年就推出女性护理产品，探索第二增长曲线，后将业务延伸至成人失禁护理、家居清 洁等。同行维达和恒安国际在女性护理和成人失禁护理领域也早有布局，对比 ...

证券之星消息，10月31日个护用品板块较上一交易日上涨1.02%，稳健医疗领涨。当日上证指数报收于 3954.79，下跌0.81%。深证成指报收于13378.21，下跌1.14%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300888 | 稳健医疗 | 41.30 | 2.00% | 10.02万 | | 4.13亿 | | 301108 | 洁雅股份 | 32.20 | 1.61% | 2.87万 | | 9267.85万 | | 6005009 | 豪悦护理 | 32.60 | 1.46% | 1.69万 | | 5508.33万 | | 301009 | 可靠股份 | 13.57 | 1.42% | - 3.36万 | | 4555.22万 | | 600249 | 两面针 | 6.20 | 1.31% | 11.28万 | | 6997.05万 | | 603193 | 润本股份 | 26.55 | 1.10% | 2.51万 | | ...

1951年出生在广东的邓颖忠，幼年家贫，早早就进入社会打工，从养殖场干到造纸厂的经历，为他此后 在造纸行业的发展打下了基础。 1979年，伴随改革开放的脚步，他从村支书那借来500元，承包了一家乡镇小纸厂，初期主要生产水泥 包装纸。后来一场大火让纸厂损失惨重。 凭借对消费趋势的精准捕捉，邓颖忠发现随着居民生活水平提升，人们对卫生纸的质量要求也逐渐提 升，1992年，邓颖忠果断注册了"洁柔"商标，正式进军生活用纸领域，并于1999年创立了中顺纸业有限 公司。 虽然起步相较于其他几家纸业较晚，但通过"以销定产"策略积累原始资本和率先引入进口设备提升产 能，到1990年代末，洁柔产品已经覆盖珠三角地区，成为了区域性的知名品牌。 2000年后，中国生活用纸市场进入快速增长期，为了挤进已被外资品牌主导的中高端市场，邓颖忠打破 行业常规，推出产品"洁柔Face可湿水面纸"，以"100%原生木浆""湿水不易烂"的差异化卖点挤进高端市 场。 文 | 产联社CLS，作者 | 初一 近日，中顺洁柔披露了2025年第三季度业绩报告。报告显示，中顺洁柔前三季度实现营收64.78亿元， 同比增长8.78%；归属于上市公司股东的净利润2 ...

Core Viewpoint - The report from Pacific Securities highlights that Zhongshun Jierou's net profit attributable to shareholders for the first three quarters of 2025 reached 230 million yuan, representing a year-on-year increase of 329.59%, with Q3 net profit at 80 million yuan, up 335.38% [1] Industry Summary - The decline in upstream raw material prices and the overall optimization of product structure in the industry are contributing factors to the company's strong performance [1] - As a leading player in the household paper industry, the company is expected to be among the first to benefit from growth dividends due to these favorable industry conditions [1] Company Summary - The company continues to enrich its product matrix and enhance its pricing strategy, while establishing a diversified marketing network through six major channels [1] - The overseas business is anticipated to become a new growth engine, which may accelerate revenue growth and facilitate rapid recovery in performance, supporting the company's long-term growth [1] - The investment rating is maintained at "Buy" [1]

Core Viewpoint - Zhongshun Jierou's stock price has experienced a significant decline, with a notable outflow of main funds, while institutional ratings suggest a potential upside in the long term [1][4]. Trading Information Summary - On October 28, 2025, Zhongshun Jierou (002511) closed at 8.04 yuan, down 8.74%, with a trading volume of 738,300 shares and a turnover of 604 million yuan - Over the past ten trading days, main funds have seen a cumulative net outflow of 30.18 million yuan, with the stock price dropping 5.02% - The financing balance increased by 7.96 million yuan, while the short selling volume rose by 17,300 shares - In the last 90 days, six institutions have issued ratings, with four buy ratings and two hold ratings, and the average target price set at 9.43 yuan [1][4]. Shareholder Changes Summary - As of September 30, 2025, the number of shareholders in Zhongshun Jierou decreased to 79,200, a reduction of 12.0% from June 30, 2025 - The average number of shares held per shareholder increased from 14,400 to 16,200, with an average market value of 133,800 yuan per shareholder [2][4]. Company Announcements Summary - The 13th meeting of the sixth board of directors on October 24, 2025, approved several resolutions, including the 2025 Q3 report and the reappointment of accounting firm Rongcheng - The board proposed a three-year shareholder return plan (2026-2028) and revisions to the company’s articles of association - A credit limit of up to 5.8 billion yuan for 2026 was approved, along with guarantees for subsidiaries up to 9.44 billion yuan and foreign exchange derivative transactions not exceeding 30 million USD - The board also decided to cancel the supervisory board, transferring its functions to the audit committee of the board [2][3][4].

Core Viewpoint - The company is focused on learning from globally outstanding enterprises to enhance its strategic layout and increase corporate value, aligning with its brand vision of being a "companion for a better life" [1] Group 1 - The company is actively monitoring and studying successful global enterprises [1] - The strategic layout is being steadily advanced to bolster corporate value [1] - The company aims to reward investors' trust and expectations [1]

每经AI快讯，华安证券10月28日发布研报称，给予中顺洁柔（002511.SZ，最新价：8.04元）"买入"评 级。评级理由主要包括：1）事件：公司发布2025年第三季度报告；2）原材料价格回落叠加经营管理效 率提升，盈利能力明显改善；3）持续优化产品结构，不断完善营销网络。风险提示：纸浆价格大幅波 动的风险，汇率波动风险，区域市场竞争风险，产业政策风险，安全生产风险。 每日经济新闻 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported significant growth in Q3 2025, with a revenue of 6.478 billion yuan, representing a year-on-year increase of 8.78%, and a net profit attributable to shareholders of 230 million yuan, up 329.59% year-on-year [4][5] - The improvement in profitability is attributed to a decline in raw material prices, enhanced cost control, and increased management efficiency [5] - The company has optimized its product structure and marketing network, establishing itself as a leading brand in the high-end consumer paper market [6] Financial Performance Summary - For the first three quarters of 2025, the gross margin was 33.98%, an increase of 2.96 percentage points year-on-year, while the net profit margin was 3.55%, up 2.65 percentage points year-on-year [5] - In Q3 2025, the gross margin reached 36.71%, a year-on-year increase of 9.46 percentage points, with a net profit margin of 3.72%, up 5.48 percentage points year-on-year [5] - The company expects revenues of 9.394 billion yuan in 2025, 10.617 billion yuan in 2026, and 11.398 billion yuan in 2027, with respective year-on-year growth rates of 15.3%, 13%, and 7.4% [7] Future Outlook - The company aims to focus on high-end, high-margin non-traditional products and personal care items as strategic growth categories [6] - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 0.24 yuan, 0.31 yuan, and 0.35 yuan, respectively, with corresponding price-to-earnings (P/E) ratios of 37.42, 28.14, and 25.16 [7]

Core Insights - The beauty and personal care industry experienced a net capital outflow of 238 million yuan today, with a decline of 1.51% in the sector [1] - Among the 29 stocks in the beauty and personal care sector, 5 stocks rose while 23 stocks fell, indicating a predominantly negative market sentiment [1] Capital Flow Summary - The top three stocks with the highest net capital outflow are Shanghai Jahwa, Zhongshun Jierou, and Shuiyang Co., with outflows of 615.02 million yuan, 582.59 million yuan, and 316.92 million yuan respectively [1] - The stock with the highest net capital inflow is Baiya Co., with an inflow of 6.32 million yuan, followed by Marubi Biological and Liangmian Needle, with inflows of 5.55 million yuan and 3.15 million yuan respectively [1] Stock Performance - Shanghai Jahwa saw a significant decline of 9.43% with a turnover rate of 4.43% and a net outflow of 615.02 million yuan [1] - Zhongshun Jierou and Shuiyang Co. also experienced notable declines of 8.74% and 1.65% respectively, with substantial net outflows [1]

Market Overview - The personal care products sector experienced a decline of 0.54% on October 28, with Zhongshun Jierou leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable stock performances include: - Wanjian Medical (300888) rose by 4.60% to a closing price of 40.25, with a trading volume of 169,900 shares and a transaction value of 689 million yuan [1] - Zhongshun Jierou (002511) fell by 8.74% to a closing price of 8.04, with a trading volume of 738,300 shares and a transaction value of 604 million yuan [2] - Other stocks like Reliable Co. (301009) and Clean Elegant Co. (301108) saw declines of 3.22% and 2.12% respectively [1][2] Capital Flow - The personal care products sector saw a net outflow of 117 million yuan from institutional investors, while retail investors contributed a net inflow of 1.04 billion yuan [2] - The capital flow for specific stocks indicates: - Ziya Co. (003006) had a net inflow of 14.18 million yuan from institutional investors [3] - Reliable Co. (301009) experienced a net outflow of 9.23 million yuan from institutional investors [3] - Retail investors showed a significant net inflow into Ziya Co. (003006) and Reliable Co. (301009) despite overall outflows from institutional investors [3]