| 688680 | 海优新 | 6.65 | 9.60 | 55.13 | 57.60 | 4.48 | | --- | --- | --- | --- | --- | --- | --- | | | 材 | | | | | | | 002572 | 索菲亚 | 5.63 | 5.07 | 13.66 | 14.27 | 4.47 | （文章来源：证券时报网） 源 证券时报·数据宝统计，截至今日下午收盘，上证综指4113.65点，收于五日均线之下，涨跌幅-0.01%， A股总成交额为28042.35亿元。到目前为止，今日有412只A股价格突破了五日均线，其中乖离率较大的 个股有美邦科技、佳云科技、红棉股份等，乖离率分别为21.58%、10.57%、8.16%；艾德生物、信安世 纪、博汇科技等个股乖离率较小，刚刚站上五日均线。 1月20日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920471 | 美邦科 技 | 29.94 | 25.39 | 14.39 | 17.49 | 21.58 | | 300242 | 佳云科 技 | 19.92 | 18.95 | 5.77 | 6.38 | 10.57 | | 300379 | 东通退 | 9.78 | 9.36 | 1.87 | 2.02 | 8.25 | | 000523 | 红棉股 份 | 10.13 | 8.82 | 3.92 | 4.24 | 8.16 | | 600838 | 上海九 百 | 10.01 | 14.75 | 13.01 | 14.07 | 8.11 | | 600675 | 中华企 业 | 10.14 | 2.89 | 2.82 | 3.04 | 7.73 | | 600187 | 国中水 务 | 9.96 | 4.84 | 2.57 | 2.7 ...

1月20日突破半年线个股乖离率排名 证券时报·数据宝统计，截至今日上午收盘，上证综指4101.62点，收于半年线之上，涨跌幅-0.30%，A 股总成交额为18654.95亿元。到目前为止，今日有119只A股价格突破了半年线，其中乖离率较大的个股 有江天化学、美邦科技、韩建河山等，乖离率分别为15.30%、10.67%、10.04%；中远海发、吉林高 速、肯特催化等个股乖离率较小，刚刚站上半年线。 | 002572 | 索菲亚 | 4.22 | 3.09 | 13.54 | 14.08 | 3.96 | | --- | --- | --- | --- | --- | --- | --- | | 000031 | 大悦城 | 10.17 | 1.38 | 3.13 | 3.25 | 3.94 | | 301035 | 润丰股 | 6.17 | 1.04 | 72.63 | 75.37 | 3.77 | | | 份 | | | | | | | 300614 | 百川畅 | 8.42 | 6.86 | 14.28 | 14.81 | 3.71 | | | 银 | | | | | | | 001914 | 招商积 | ...

2026.01.05 风险提示 本周策略 行 近三月行业指数走势图 相关研究报告 美国关税政策迎变化，我国情 绪消费市场将超 4 万亿—— 轻工制造&纺织服饰行业周报 1 月 16 日，国常会研究加快培育服务消费新增长点等促消费举措。会议指出， 要加快培育服务消费新增长点，支持新业态新模式新场景竞相涌现，增加优 质服务供给，解决好信用、标准、安全管理等问题，促进服务消费提质惠民。 商务部部长王文涛近日表示，今年，我国将聚焦交通、家政、演出、体育赛 事等重点和潜力领域，积极培育服务消费新增长点。1 月 13 日，《上海市促 进服务业提质增效和消费提振扩容联动发展的若干措施》（简称《若干措施》） 正式出台，围绕金融、信息服务、交通运输等 6 个重点行业领域推出 28 条举 措。与以往通过发放消费券、举办购物节等促进消费手段不同，本次政策聚 焦于服务业改革，从优化供给和扩大消费两端共同发力，加快培育服务供给 和消费需求的新增长点。综合国常会与上海《若干措施》相关内容来看，IP+ 消费、体育赛事等将成为今年中央与地方扩大内需、扩大服务消费的重要抓 手，建议持续关注体育装备、运动服饰、"谷子经济"等相关受益领域。 业 ...

Core Viewpoint - The article discusses the significant shift in the home renovation market towards the renovation of existing homes, driven by government policies and the growing demand for urban renewal and old community renovations. Group 1: Market Dynamics - The potential of the existing housing market is yet to be fully explored, especially with recent government support for urban renewal and old community renovations emphasized in policy reports since 2021 [2][3] - The focus of the home renovation market is shifting towards existing homes, with data indicating that by 2024, the renovation of existing homes will surpass that of new homes, with an estimated market size of 1.5 trillion yuan [3][6] Group 2: Competitive Landscape - The home renovation market is seeing increased competition from both traditional home furnishing giants and emerging players, categorized into three main groups: traditional custom home furnishing companies, new entrants focused on renovation, and cross-industry players [6][8] - Traditional companies like Sophia and Oppein are launching targeted renovation services, while new players like Jingzhuang Jinggai are rapidly evolving their business models to offer comprehensive renovation solutions [6][7] Group 3: Community Strategy - A community-based strategy is becoming crucial for capturing the renovation market, as the demand is highly fragmented and requires targeted outreach to potential customers [9][10] - Companies are establishing community stores to provide localized services, with examples including Oppein's "Qinglan Xiaozhu" and Jingzhuang Jinggai's community chain stores, which aim to enhance service delivery and customer engagement [10][11] Group 4: Business Model Transformation - The shift from a sales-oriented approach to a service-oriented model is evident, with companies focusing on high-frequency services to build trust and stimulate renovation demand [12][13] - Community stores are facilitating the creation of private traffic pools, allowing for personalized marketing and increased customer retention through ongoing service relationships [13][14]

Core Viewpoint - The company emphasizes its commitment to consumer needs and aims to enhance its product and service advantages through various strategies [1] Group 1: Product and Service Advantages - The company leads the industry with its environmentally friendly standards centered around the Kangchun board, which has formaldehyde emissions significantly lower than the ENF-level new national standard and has received multiple international certifications [1] - Leveraging 40 years of customization experience and international design resources, the company offers diverse styles, personalized customization solutions, and efficient design services [1] - The company has established a 4.0 smart manufacturing factory and eight major bases nationwide, achieving a short delivery cycle of 7-12 days and transparent production services [1] - A multi-brand matrix allows the company to accurately cover different consumer tiers and niche markets, creating category synergy advantages [1] Group 2: Future Focus - The company plans to continue focusing on environmental upgrades, design innovation, and manufacturing efficiency improvements to strengthen and enhance product competitiveness [1]

Core Viewpoint - The company is actively engaged in the continuous development and transformation of its digital intelligence systems, leveraging advanced technologies to enhance operational efficiency and consumer experience [2] Group 1: Digital Transformation - The company has been focusing on the research and development of digital intelligence systems [2] - Upgrades and transformations are being implemented across design software, digital operation platforms, and service systems [2] - The aim is to improve work efficiency and accuracy while meeting personalized service demands of consumers [2]

Investment Rating - The report indicates a positive investment outlook for the smart glasses and smart home sectors, as well as for the paper industry, personal care, pet products, and export-oriented companies [5][6][8]. Core Insights - The report highlights the implementation of a large-scale equipment update and a consumption upgrade policy for smart glasses and smart home products, which is expected to accelerate market penetration and benefit quality suppliers [6][7]. - The paper industry is projected to see a supply-demand improvement, with a focus on the potential impact of anti-involution policies and marginal demand changes contributing to cyclical elasticity [8][9]. - The personal care sector is recommended for bottom-fishing opportunities, with specific companies identified for their growth potential [11]. - The pet products sector is noted for its growth trajectory and global expansion, with strong recommendations for specific companies [13]. - The export market is expected to benefit from a potential U.S. interest rate cut, which may stimulate furniture consumption and enhance the competitive landscape for Chinese companies [14][15]. Summary by Sections Smart Glasses and Smart Home - The introduction of subsidies for smart glasses is expected to lower consumer costs and enhance market penetration, with major manufacturers launching new AI glasses products [6][7]. - Smart home products are also included in the subsidy program, with various categories expected to benefit from consumer incentives [7]. Paper Industry - The report outlines a new investment strategy for the paper industry, emphasizing the integration of wood pulp and paper production, with a focus on improving supply-demand dynamics [8][9]. - Specific segments such as cultural paper and boxboard are highlighted for their unique supply-demand characteristics, with recommendations for companies that exhibit strong performance in these areas [10]. Personal Care - Companies like Baiya, Dengkang Oral Care, and Zhongshun Jierou are identified as key players in the personal care sector, with strategies focused on national expansion and product upgrades [11][12]. Pet Products - The report emphasizes the growth potential in the pet products sector, recommending companies like Yiyi and Yuanfei Pet for their strong domestic and international performance [13]. Export Market - The report notes that U.S. interest rate cuts could boost furniture consumption, with a focus on companies like Xiangxin Home, Yongyi, and Jiayi for their export capabilities [14][15]. High Dividend Safety Margin Assets - The report identifies several companies in the packaging and home furnishing sectors with stable dividend yields and strong market positions, including Yongxin, Yutong Technology, and Huawang Technology [18][19][20].

Key Insights - The report highlights the implementation of a large-scale equipment update and consumer product replacement policy in 2026, focusing on smart glasses and smart home products [5][6] - The paper industry is expected to see a trend of supply-demand improvement, with a focus on the potential impact of anti-involution policies and marginal demand changes [8][10] - The personal care sector is recommended for bottom-fishing investments, with specific attention to companies like Baiya, Dengkang Oral Care, and Zhongshun Jierou [12][13] - The pet products sector is positioned for growth, with recommendations for Yiyi and Yuanfei Pet, emphasizing their global expansion and rapid development of domestic brands [14] - Export dynamics are influenced by short-term currency fluctuations and long-term expectations of US interest rate cuts boosting furniture consumption, with a focus on quality export stocks [15][16] - High dividend safety margin assets are highlighted, particularly in the packaging and home furnishing sectors, with companies like Yongxin, Yutong, and Kuka Home being noted for their stability [19][24] Industry Insights - Smart Glasses: The inclusion of smart glasses in national subsidies is expected to accelerate industry penetration, with a subsidy of 15% on products priced under 6000 yuan [6][7] - Paper Industry: The new investment strategy emphasizes integrated forest-pulp-paper operations, with a focus on cost support for paper prices and gradual supply-demand improvements [10][11] - Personal Care: Companies are focusing on product structure upgrades and national expansion, with a strong emphasis on profitability recovery [12][13] - Pet Products: The sector is experiencing robust growth, with companies like Yiyi and Yuanfei Pet capitalizing on both domestic and international markets [14] - Export Sector: The report notes a shift towards global operations for Chinese companies, with a focus on design and supply chain advantages [15][16] - Home Furnishing: The industry is expected to benefit from improved real estate policies, with a focus on high dividend companies as a safe investment [24][25]

白宫："索菲亚"号船只正被护送至美国。 ...