内容概要：近年来，我国人均可支配收入和消费支出的持续增长，为居民在健身领域的消费提供了经济 基础，促使更多人将动感单车作为日常锻炼的首选方式。同时，政府层面持续出台鼓励体育产业发展的 政策，如《全民健身计划（2021-2025年）》《关于推动运动促进健康事业高质量发展的指导意见》 等，旨在扩大体育产品和服务供给，完善健身基础设施。这些政策为动感单车行业创造了良好的发展环 境，推动了其在公共和私人领域的普及。数据显示，2025年中国动感单车行业市场规模达到15.4亿元， 同比上涨5.48%。虽然我国动感单车行业市场规模不断上涨，但与国外相比仍然较小。随着我国城镇化 进程的推进、居民收入水平的持续增长以及居民健身意识的不断提升，将为我国动感单车消费市场的未 来增长提供充足的消费。 相关上市企业：英派斯（002899）、舒华体育（605299）、康力源（301287）、中信特钢（000708）、 南钢股份（600282）、华菱钢铁（000932）、中国铝业（601600）、云铝股份（000807）、明泰铝业 （601677）、南山铝业（600219）等。 相关企业：深圳市好家庭体育用品连锁经营有限公司、万年青（上海 ...

内容概要：近年来，在全民健身政策的持续推进下，国民对健康的重视不再是阶段性热潮，而是融入日 常的生活理念，有氧健身的需求持续稳固，跑步机作为居家有氧健身器材的核心品类，凭借不受天气、 时间与场地约束的独特优势，稳居家庭健身器材选购首选之列，其基础消费需求具备坚实且长期的市场 支撑，据统计，2025年我国跑步机需求量达1281.6万台，市场规模达212.7亿元。 相关企业：浙江麦瑞克科技有限公司、顶康科技有限公司、浙江易跑健康科技有限公司、上海温嘉实业 有限公司、浙江佑美科技有限公司、岱宇（上海）商贸有限公司、乔山健康科技（上海）有限公司、山 东汇祥健身器材有限公司、澳瑞特体育产业股份有限公司 关键词：跑步机行业相关政策汇总、跑步机产业链图谱、跑步机供需现状、跑步机市场规模、跑步机进 出口贸易、跑步机竞争格局、跑步机发展趋势 一、概述 跑步机是一种室内健身器材，通过电机驱动或人力带动跑带循环转动，模拟户外跑步、快走的运动场 景，让使用者在固定空间内完成有氧训练。它能通过调节速度、坡度，适配不同运动强度需求，具备空 间占用小、不受天气影响、运动数据易监测等特点，是家庭、健身房最常见的有氧健身设备之一。按驱 动方式 ...

Core Viewpoint - The announcement details the completion of the share buyback plan by the controlling shareholder, Hainan Jiangheng Industrial Investment Co., Ltd., which aims to enhance investor confidence and support the company's sustainable development. Group 1: Share Buyback Plan - The controlling shareholder, Hainan Jiangheng, planned to increase its stake in the company by investing between RMB 60 million and RMB 120 million through bank loans and self-funding within six months from December 10, 2025, to June 9, 2026 [3][4]. - The buyback plan was executed successfully, with Hainan Jiangheng acquiring 2,776,700 shares from December 17, 2025, to February 10, 2026, representing 1.88% of the total share capital and 1.89% when excluding shares in the repurchase account, with a total investment of RMB 73,448,565 (excluding transaction fees) [3][5]. Group 2: Compliance and Future Implications - The buyback plan complies with relevant laws and regulations, ensuring that it does not affect the company's share distribution or control [6]. - The execution of the buyback plan aligns with the commitments made in the initial announcement, maintaining the integrity of the investment strategy [6].

格隆汇2月10日丨英派斯(002899.SZ)公布，截至本公告披露日，海南江恒本次增持计划已实施完成。自 2025年12月17日至2026年2月10日期间，海南江恒已通过深圳证券交易所交易系统集中竞价交易的方式 累计增持277.67万股，占公司总股本的比例为1.88%，占剔除公司回购专用账户中的股份数量后总股本 的比例为1.89%，增持金额（不含交易费用）合计人民币7344.86万元。 ...

Group 1 - The company, Yingpais, announced that Hainan Jiangheng has cumulatively increased its holdings by approximately 2.78 million shares, representing 1.88% of the total share capital, and 1.89% when excluding shares in the company's repurchase account [1] - The total amount invested by Hainan Jiangheng in this share increase is approximately 73.45 million RMB [1] - The share increase plan by Hainan Jiangheng has been fully implemented as of the date of the announcement [1]

证券代码：002899 证券简称：英派斯 公告编号：2026-007 青岛英派斯健康科技股份有限公司 关于控股股东增持公司股份计划实施完成的公告 控股股东海南江恒实业投资有限公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1．青岛英派斯健康科技股份有限公司（以下简称"公司"）于 2025 年 12 月 10 日披露了《关于控股股东增持公司股份计划暨获得增持专项贷款承诺函的 公告》（公告编号：2025-049，以下简称"增持计划"），公司控股股东海南江 恒实业投资有限公司（以下简称"海南江恒"）拟自增持计划披露之日起 6 个月 内（即 2025 年 12 月 10 日至 2026 年 6 月 9 日），以银行专项贷款和自有（自筹） 资金，通过集中竞价、大宗交易的方式增持公司股份。增持股份金额不低于人民 币 6,000 万元，不高于人民币 12,000 万元。 2．截至本公告披露日，本次增持计划已实施完成。自 2025 年 12 月 17 日至 2026 年 2 月 10 日期间，海南江恒通过 ...

格隆汇2月10日｜英派斯公告，截至2026年2月10日，控股股东海南江恒实业投资有限公司已完成增持计 划，2025年12月17日至2026年2月10日通过集中竞价增持277.67万股，占公司总股本1.88%、占剔除回购 股份后1.89%，增持金额7344.86万元。增持后持股4343.87万股，占总股本29.39%、占剔除回购股份后 29.64%。该增持计划原定期限为2025年12月10日至2026年6月9日，增持金额区间6000万元至1.2亿元， 现已执行完毕。 ...

Investment Rating - The report assigns an "Accumulate" rating for the smart glasses industry, indicating a positive outlook for investment opportunities in this sector [6][75]. Core Insights - The smart glasses industry is expected to enter a rapid growth phase, with related companies poised to benefit from an upturn in market conditions [6][75]. - The report highlights that AI glasses without display functions are likely to meet the underlying demand logic of traditional eyewear, potentially leading to quicker market penetration [2][6]. Summary by Sections Product Development and Market Penetration - Continuous improvement in product capabilities is anticipated, with sales expected to increase. Key factors affecting rapid market penetration include reliance on traditional offline channels for final delivery, the need for lightweight materials for comfort, battery capacity constraints, and the performance of SoC chips [4][24][32][33][38]. Market Trends and Projections - The report draws parallels with the smart watch market, predicting that AI glasses will have a penetration rate of only 0.1% in 2024, similar to the early stages of smart watches. It forecasts that global AI glasses shipments will reach 291 million units by 2034, with a CAGR of 55.16% from 2025 to 2034 [21][23][75]. Key Product Launches - The report discusses the launch of Ray-Ban Meta, which features significant improvements in audio and video quality, and integrates with Meta's social platforms, enhancing user experience and application scenarios [10][11][15][71]. Investment Recommendations - The report recommends investing in leading domestic lens brand Mingyue Lens and company Inpai, which are expected to benefit from the industry's growth. Mingyue Lens is actively collaborating with top brands in the industry, while Inpai is expanding into the smart sports equipment sector [6][75][76].

Group 1 - The company received a notification from its controlling shareholder, Hainan Jiangheng Industrial Investment Co., Ltd., regarding the release, pledge, and extension of pledge of certain shares [1][2] - The shares being released from pledge do not carry any obligations related to major asset restructuring or performance compensation [1][2] - As of the announcement date, there is no risk of forced liquidation or transfer of pledged shares, and the pledge risk is considered manageable [2] Group 2 - The company will continue to monitor the pledge situation of its controlling shareholder and fulfill its information disclosure obligations as required [2] - Relevant documents related to the share pledge and its release have been prepared for reference [3]

（记者 曾健辉） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 每经AI快讯，英派斯1月23日晚间发布公告称，截至本公告日，海南江恒实业投资有限公司累计质押股 数为2023万股，占其所持股份比例为46.69%。 ...