5月23日，市场主要指数震荡收跌，A股全天成交额1.18万亿元，收盘上涨个股1100余只，其中，收盘股 价涨停的有52只。 今日(5月23日)市场下跌拖累了本周的股指表现。从股指表现来看，沪指本周跌幅0.57%，创业板指本周 跌幅0.88%，科创50指数本周跌幅达1.47%。 个股方面，本周超1600股上涨，22股涨幅超30%。其中，6股一周涨超50%；涨幅最大的是三生国健， 本周累计上涨99.96%；慧博云通（301316）、滨海能源（000695）本周累计涨幅均超60%。 本周涨超30%的个股中，从所属行业统计，医药生物共有6只个股上榜，其次是轻工制造，有3只个股上 榜。 龙虎榜揭秘：10股获机构净买入 5月23日龙虎榜中，共10股获机构净买入，一心堂（002727）获机构净买入1.02亿元，居首；其次是宏 工科技（301662）、国风新材（000859），分别获机构净买入6366.37万元、4445.46万元。 机构净卖出个股中，宏创控股（002379）、天汽模（002510）均遭机构净卖出超5000万元。 | | | 5月23日机构龙虎榜净买卖个股 | | | | --- | --- | --- | ...

沪指5月23日下跌0.94%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为汽车、医药生物、基 础化工，涨幅分别为0.42%、0.42%、0.05%。医药生物行业位居今日涨幅榜第二。跌幅居前的行业为计 算机、综合，跌幅分别为1.97%、1.84%。 资金面上看，两市主力资金全天净流出289.26亿元，主力资金净流入的行业仅有3个，汽车行业净流入 资金32.02亿元；医药生物行业净流入资金11.07亿元；基础化工行业净流入资金4.62亿元。 主力资金净流出的行业有28个，电子行业主力资金净流出规模居首，全天净流出资金58.02亿元，其次 是计算机行业，净流出资金为52.96亿元，净流出资金较多的还有非银金融、通信、电力设备等行业。 医药生物行业今日上涨0.42%，全天主力资金净流入11.07亿元，该行业所属的个股共476只，今日上涨 的有265只，涨停的有11只；下跌的有196只，跌停的有2只。以资金流向数据进行统计，该行业资金净 流入的个股有201只，其中，净流入资金超亿元的有9只，净流入资金居首的是一心堂，今日净流入资金 2.60亿元，紧随其后的是贝瑞基因、海辰药业，净流入资金分别为2.18亿元、1.7 ...

5月23日，上证指数下跌0.94%，深证成指下跌0.85%，创业板指下跌1.18%。盘后龙虎榜数据显示，共 有49只个股因当日异动登上龙虎榜，资金净流入最多的是慧博云通（301316.SZ），达3.34亿元。 据21投资通智能监测，21只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及9只。 3.34亿资金抢筹慧博云通，1.48亿资金出逃王子新材 49只上榜的龙虎榜个股中，22只个股被净买入，27只个股被净卖出。其中，资金净买入最多的是慧博云 通，达3.34亿元，占总成交金额的5.5%。慧博云通当日收盘下跌2.2%，换手率为46.19%。 | 名称 | 涨跌幅 | 戊虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 息成交比 | | | | 慧博云通 | -2.2% | 33411 | 5.5% | 46.19% | 主力做T,成功率4 | | | | | | | 3.16% | | 雪人股份 | 10.04% | 17578 | 10.91% | 27.22% | 普通席位买入,成功 | | | ...

5月23日，上证指数、科创50指数早盘探底回升，午后震荡回落，尾盘加速下探；深证成指、创业板指早盘震荡上扬，午后 震荡回落，尾盘加速下探。截至收盘，上证指数报3348.37点，跌0.94%，成交额4685.88亿元；深证成指报10132.41点，跌 0.85%，成交额6870.01亿元；创业板指报2021.5点，跌1.18%，成交额3128.68亿元；科创50指数报980.58点，跌1.02%，成交 额186.96亿元。沪深两市合计成交11555.89亿元，成交额较上一交易日增加528.99亿元。 医药生物、汽车等行业走强滨海能源、ST岭南等股5连板 盘面上来看，行业板块、概念跌多涨少。其中，医药生物、汽车、贵金属等行业涨幅靠前；AI医疗、可控核聚变、超导、轮 毂电机、重组蛋白等概念走势活跃。计算机、传媒、美容护理、交通运输、商贸零售、纺织服饰、保险、电子等行业跌幅居 前；盲盒经济、Kimi、AI智能体、网络游戏、财税数字化、换电、6G、算力、国资云等概念走势较弱。涨停个股主要集中 在化工、医药生物、电力设备等行业。 个股涨跌情况，截至收盘，沪深两市合计1050只个股上涨，3996只个股下跌，平盘个股76只， ...

龙虎榜机构热股 今天机构龙虎榜上榜31只个股，净买入16只，净卖出15只。当日机构买入最多的个股前三位是：一心堂（1.02亿）、新天地（7950万）、阳谷华泰（6672 万） | 上榜热股 | 实时涨跌幅 ◆ 买/卖家数 ◆ | | | --- | --- | --- | | 一心堂 | +10.01% | 3/2 | | 002727.SZ | | | | 新天地 | +20.02% | 2/2 | | 301277.SZ | | | | 阳谷华泰 | +19.97% | 2/1 | | 300121.SZ | | | 一心堂 龙虎榜显示，今日3家机构净买入1.02亿。 公司是国内连锁药店综合实力排名前三的企业 龙虎榜知名游资 一、核聚变 中洲特材 个股龙虎榜 核电公司的上游供应商，生产的阀门、焊材等产品已为中核、中广核、国核等核电设施配套；自由锻造阀杆、阀瓣、热阀瓣应用于威海荣成石岛湾CAP1400 示范核电站 王子新材 个股龙虎榜 公司子公司宁波新容电器科技有限公司参与了核聚变项目，电容器产品能应用到可控核聚变中的磁体电源项目 5月23日，行情数据显示，美核电股盘后集体大涨。Altman持股的Oklo涨 ...

| 新股发行及今日交易提示 | 2025/5/23 | 星期五 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/5/23 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | | 732049 | 中策橡胶 | 46.50 | 2025/5/23 | 内地市场权益提示 | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=300344&announcementId=122353 | 300344 | ST立方 | | 6943&orgId=9900022237&announcementTime=2025 | -05-14 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=688336&announcementId=122363 | 688336 | 三生国健 | | | | | 498 ...

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 医药商业板块直线拉升，一心堂（002727）涨停，漱玉平民（301017）、健之佳（605266）、第一医药 （600833）、益丰药房（603939）、老百姓（603883）等纷纷走高。 ...

——一心堂 24 年报及 25 年一季报点评 核心观点 盈利预测与投资建议 行业管理政策变化风险；市场竞争加剧风险；门店扩张带来的盈利能力下滑风险；商誉 占比过高风险等 公司主要财务信息 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 17,380 | 18,000 | 19,512 | 21,476 | 23,919 | | 同比增长 (%) | -0.3% | 3.6% | 8.4% | 10.1% | 11.4% | | 营业利润(百万元) | 786 | 278 | 764 | 980 | 1,105 | | 同比增长 (%) | -36.7% | -64.6% | 174.9% | 28.3% | 12.7% | | 归属母公司净利润(百万元) | 549 | 114 | 594 | 748 | 811 | | 同比增长 (%) | -45.6% | -79.2% | 420.4% | 25.9% | 8.5% | | 每股收益（元） | 0.94 | 0. ...

Investment Rating - The investment rating for the company is "Buy" (maintained) with a target price of 18.18 CNY [3]. Core Views - The company is experiencing short-term profit pressure due to rapid store expansion and integration, with a focus on expanding into provinces outside its traditional markets and into county-level cities [7]. - The company reported a revenue of 18.00 billion CNY in 2024, a year-on-year increase of 3.57%, but a significant decline in net profit attributable to the parent company, which was 114 million CNY, down 79.23% year-on-year [7]. - The company aims to enhance its operational efficiency as it expands its store network, which totaled 11,498 stores by the end of 2024, with a net increase of 1,243 stores during the year [7]. Financial Information Summary - **Revenue Forecast**: - 2023A: 17,380 million CNY - 2024A: 18,000 million CNY (3.6% growth) - 2025E: 19,512 million CNY (8.4% growth) - 2026E: 21,476 million CNY (10.1% growth) - 2027E: 23,919 million CNY (11.4% growth) [2][9] - **Net Profit Forecast**: - 2023A: 549 million CNY - 2024A: 114 million CNY (-79.2% growth) - 2025E: 594 million CNY (420.4% growth) - 2026E: 748 million CNY (25.9% growth) - 2027E: 811 million CNY (8.5% growth) [2][9] - **Earnings Per Share (EPS)**: - 2023A: 0.94 CNY - 2024A: 0.19 CNY - 2025E: 1.01 CNY - 2026E: 1.28 CNY - 2027E: 1.39 CNY [2][9] - **Profitability Ratios**: - Gross Margin: 33.0% in 2023A, expected to decline to 31.8% in 2024A, then gradually recover to 33.0% by 2027E [2][9]. - Net Margin: 3.2% in 2023A, dropping to 0.6% in 2024A, then recovering to 3.4% by 2027E [2][9]. - **Valuation Ratios**: - Price-to-Earnings (P/E) Ratio: 18.3 in 2023A, expected to rise to 88.2 in 2024A, then decrease to 12.4 by 2027E [2][9]. - Price-to-Book (P/B) Ratio: 1.3 in 2023A, remaining stable at 1.1 by 2027E [2][9].

Summary of YXTT Conference Call Company Overview - **Company**: YXTT (Yunnan Yixintang Co., Ltd.) - **Industry**: Pharmaceutical and Health Products Retail Key Points and Arguments Business Transformation and Market Expansion - YXTT is actively transforming and expanding its market beyond Yunnan, with over 50% of its direct retail stores located outside Yunnan and accounting for approximately 40% of sales [2][3] - The company aims to reduce reliance on medical insurance payments by increasing sales of non-insured products to enhance profitability [2][3] - YXTT is diversifying its product lines to include family health products, covering areas such as health management, prevention, and beauty [2][4] Store Upgrades and Professionalization - In the next two to three years, YXTT plans to upgrade 20%-30% of its stores to professional pharmacies staffed with licensed pharmacists and healthcare professionals, while the remaining stores will transition to health and beauty shops [4][5] - The company is implementing a data-driven approach to tailor product offerings in health and beauty stores to attract younger customers and increase store visit duration and repurchase rates [2][10] Collaboration with Elderly Care Services - YXTT is exploring synergies between pharmacy services and elderly care, providing centralized and home-based elderly care services through its health management company [2][12] Financial Goals and Profitability - The company anticipates achieving a gross margin of around 40% by increasing the proportion of non-prescription drug sales and reducing the share of medical insurance payments to 25% [2][18] - Currently, the average gross margin is between 20%-26%, with a goal to increase sales by at least 20% to reach the desired margin [18] Challenges and Strategic Responses - YXTT faces challenges from macroeconomic changes and healthcare policy reforms, including aging population issues and medical insurance fund management [6] - The company is expanding its business outside Yunnan, increasing non-insured product sales, and reducing reliance on core pharmaceuticals to mitigate risks from policy changes [6][5] Customer Base and Product Strategy - The expected future customer base includes newborns, children, students, and young adults, with a focus on introducing products suitable for these demographics [9] - YXTT plans to enhance its product structure to cover the entire lifecycle, including supplements for pregnant women and baby care products [9] Store Renovation and Product Offering Adjustments - The renovation of stores is ongoing, with plans to upgrade 10 stores by June 30 and 500 stores in Yunnan by the fourth quarter [15] - The ideal model for health and beauty stores aims for non-pharmaceutical products to account for over 40% of sales, expanding the health consumption space [15][17] Employee Management and Training - Store renovations will not significantly increase employee numbers, but salaries are expected to rise due to the need for specialized staff [19][20] - YXTT has a dedicated training school to enhance employee knowledge and skills in pharmaceuticals and cosmetics [20] Marketing and Customer Engagement - The most effective products for attracting customers include cosmetics, lottery tickets, and blind box toys, with cosmetics showing the highest growth due to high repurchase rates [21] - Different store types target specific customer groups, such as students and elderly communities, to maximize sales and customer retention [24] Future Performance Expectations - YXTT is transitioning from traditional pharmacies to health consumption hubs, aiming for 70% of stores to achieve a non-pharmaceutical sales target of 40% within two to three years [30] - The company plans to expand its operations in cities like Kunming, Chongqing, and Chengdu to enhance consumer recognition and market presence [30]