Market Overview - The entertainment products sector experienced a decline of 1.04% on January 15, with Sanbaisuo leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Notable gainers in the entertainment products sector included: - Tongda Chuangzhi (001368) with a closing price of 26.19, up 2.46% [1] - Zhejiang Zhengte (001238) at 52.75, up 2.19% [1] - Chenguang Co. (6688809) at 27.96, up 1.30% [1] - Significant decliners included: - Sanbaisuo (001300) at 17.00, down 4.97% [2] - Chuangyuan Co. (300703) at 26.98, down 4.66% [2] - Qunxing Toys (002575) at 6.41, down 3.75% [2] Capital Flow - The entertainment products sector saw a net outflow of 208 million yuan from institutional investors, while retail investors had a net inflow of 161 million yuan [2] - The sector's capital flow details indicate: - Yingpais (002899) had a net inflow of 19.16 million yuan from institutional investors [3] - Shuhua Sports (605299) saw a net inflow of 18.11 million yuan from institutional investors [3] - Morning Light Co. (603899) had a net inflow of 5.89 million yuan from institutional investors [3]

Investment Rating - The report assigns an "Accumulate" rating for the smart glasses industry, indicating a positive outlook for investment in this sector [4]. Core Insights - The smart glasses industry is expected to enter a rapid growth phase, with companies in the supply chain poised to benefit from an upturn in market conditions. Recommended companies include Mingyue Lens, which is actively collaborating with leading brands, and Inpias, which is accelerating its entry into the smart sports equipment market [4][6]. - CES 2026 showcased a variety of innovative smart glasses, highlighting trends such as differentiated design, multi-core solutions for improved performance, and a focus on niche markets. Notable products include AI-integrated devices that enhance user experience through features like automatic life recording and real-time translation [2][6][7]. Summary by Sections Industry Overview - CES 2026 attracted over 4,000 companies, with more than 250 exhibitors focused on XR (extended reality) technologies. Major Chinese brands like Thunderbird Innovation, XREAL, and Rokid presented their latest smart glasses, emphasizing unique designs and advanced functionalities [6][7]. Product Highlights - Key products featured at CES 2026 include: - Thunderbird's X3 Pro, the first dual-eye AR glasses with eSIM support - XREAL's AR glasses with a 240Hz refresh rate - Rokid's lightweight AI glasses, designed for comfort and functionality [7][8]. Market Projections - Global smart glasses sales are projected to reach 1.52 million units in 2024, with a significant increase to 3.5 million units in 2025, representing a 230% year-on-year growth. By 2029, global sales are expected to hit 60 million units, with a CAGR of 109% from 2025 to 2029 [4][6].

Group 1 - The core point of the article highlights the recent performance of Yingpais, which saw a 5.03% increase in stock price, reaching 31.13 yuan per share, with a trading volume of 1.07 billion yuan and a turnover rate of 2.37%, resulting in a total market capitalization of 46.01 billion yuan [1] - Yingpais, established on June 23, 2004, and listed on September 15, 2017, is primarily engaged in the development, manufacturing, and sales of fitness equipment, with commercial products accounting for 80.92% of its revenue, followed by other products at 12.39%, outdoor products at 6.46%, and home products at 0.22% [1] Group 2 - From the perspective of major circulating shareholders, Huaxia Fund's Huaxia Stable Growth Mixed Fund (519029) increased its holdings by 116,000 shares in the third quarter, now holding 1.3316 million shares, which represents 0.9% of circulating shares, with an estimated floating profit of approximately 1.9841 million yuan [2] - The Huaxia Stable Growth Mixed Fund (519029) was established on August 9, 2006, with a current scale of 1.2 billion yuan, achieving a year-to-date return of 9.67% and a one-year return of 73.07%, ranking 671 out of 8157 in its category [2] Group 3 - The Huaxia Stable Growth Mixed Fund (519029) is managed by Peng Haiwei, who has a tenure of 11 years and 364 days, with total assets under management of 1.314 billion yuan, achieving the best fund return of 131.06% and the worst return of -4.6% during his tenure [3] - Another fund, Huaxia Prosperity Growth One-Year Holding Mixed Fund A (016252), also holds a significant position in Yingpais, with 162,000 shares, representing 3.25% of the fund's net value, and an estimated floating profit of about 241,400 yuan [4] Group 4 - The Huaxia Prosperity Growth One-Year Holding Mixed Fund A (016252) was established on February 14, 2023, with a current scale of 82.0638 million yuan, achieving a year-to-date return of 9.38% and a one-year return of 53.72%, ranking 1739 out of 8157 in its category [4] - The fund is also managed by Peng Haiwei, who has the same tenure and performance metrics as mentioned previously [5]

证券之星消息，1月9日文娱用品板块较上一交易日上涨1.96%，浙江正特领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流出2187.94万元，游资资金净流出6121.75万元，散户 资金净流入8309.69万元。文娱用品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 6688809 | 晨光股份 | 2190.83万 | 11.29% | -1515.58万 | -7.81% | -675.25万 | -3.48% | | 002899 | 英派斯 | 1711.25万 | 8.23% | -453.86万 | -2.18% | -1257.39万 | -6.05% | | 002862 | 实丰文化 | 976.57万 | 3.46% | 1503.01万 ...

Core Viewpoint - The stock of Qingdao Inpace Health Technology Co., Ltd. has shown a positive trend with a 6.28% increase in price year-to-date, reflecting a strong performance in the fitness equipment sector despite a decline in revenue and net profit for the year [1][2]. Group 1: Stock Performance - As of January 9, Inpace's stock price increased by 2.03%, reaching 29.09 CNY per share, with a total market capitalization of 4.299 billion CNY [1]. - The stock has experienced a year-to-date increase of 6.28%, with a 10.44% rise over the past 20 days and a 19.96% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Inpace reported a revenue of 856 million CNY, a year-on-year decrease of 4.53%, and a net profit attributable to shareholders of 50.75 million CNY, down 41.88% compared to the previous year [2]. - Cumulatively, Inpace has distributed 56.19 million CNY in dividends since its A-share listing, with 28.95 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Inpace decreased by 24.69% to 14,800, while the average number of circulating shares per person increased by 32.78% to 10,016 shares [2]. - Notable institutional shareholders include Minsheng Jia Yin Continuous Growth Mixed Fund, which is the sixth-largest shareholder with 1.3563 million shares, and Huaxia Stable Growth Mixed Fund, which increased its holdings by 116,000 shares [3].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002899 证券简称：英派斯 公告编号：2025-051 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触及1%整数倍的公告 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。 一、增持计划基本情况 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。本次增持计划不 设定价格区间，海南江恒将根据市场整体走势及对公司股份价值的合理判断，在实施期限内择机实施增 持计划。 二、增持计划 ...

◎记者 时娜 上市公司的回购增持热潮持续至2026年。2026年1月4日，东诚药业、世纪华通等上市公司发布回购股份 计划，宁德时代、美的集团、潍柴动力、蓝思科技等多家深市龙头公司也披露了回购进展情况，英派斯 等公司披露增持计划实施情况，以"真金白银"传递信心，夯实公司价值投资基础。此外，多家上市公司 近日宣布向投资者派发"大红包"。 股份回购是上市公司优化股权结构、提升股东回报的重要抓手。2026年伊始，便有深市上市公司发布股 份回购计划。 东诚药业1月4日公告，计划以集中竞价交易方式回购股份，金额不低于1亿元（含），不超过2亿元 （含），用于实施股权激励和/或员工持股计划。回购价格不超过18.00元/股。 2025年以来，深市上市公司积极回应号召、立足自身发展，持续掀起"真金白银"的回购、增持、分红热 潮，多措并举提升投资者回报，为资本市场健康发展注入强劲动力。 上市公司下"红包雨" 据上海证券报记者不完全统计，2025年12月31日至2026年1月4日晚，仅深市就有15家公司披露半年度或 三季度分红实施公告，相关分红将于2026年1月陆续到账。 其中，天赐材料公告，公司2025年前三季度利润分配预案已获2 ...

Group 1 - The core consumer group for the ice and snow season in 2024-2025 is predominantly young adults, accounting for 55.81% of the consumer base, while the younger demographic represents 14.65% but shows the highest growth rate of 31.80% year-on-year [1] - A significant portion of skiers, 65%, prefer to ski with friends, and 52% enjoy skiing with family or relatives, indicating a strong social aspect to the activity [3] Group 2 - The development of China's ice and snow equipment industry has evolved through three phases from 2016 to 2025: the foundational phase (2016-2018), the guiding upgrade phase (2019-2022), and the supportive encouragement phase (2023-2025) [6] - The policy document titled "Opinions on Stimulating the Vitality of the Ice and Snow Economy through High-Quality Development of Ice and Snow Sports" aims for the total scale of the ice and snow economy to reach 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030, emphasizing the importance of ice and snow consumption in driving domestic demand [8]

格隆汇1月4日丨英派斯(002899.SZ)公布，公司收到海南江恒出具的《关于增持青岛英派斯健康科技股 份有限公司股份触及1%整数倍的告知函》，海南江恒于2025年12月29日至2025年12月31日期间通过集 中竞价的方式累计增持公司股份851,900股，占公司总股本的比例为0.58%，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0.58%，成交总金额为22,967,566元（不含交易费用等）。本次增持后， 海南江恒持有公司股份43,226,100股，占公司总股本的比例为29.25%，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29.50%，变动触及1%的整数倍。截至本公告日，海南江恒已累计增持 2,564,100股，占公司总股本的比例为1.73%，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 1.75%，增持金额（不含交易费用）合计人民币66,712,307元。本次增持计划尚未实施完毕，海南江恒 将继续实施增持计划。 ...

证券代码：002899 证券简称：英派斯 公告编号：2025-051 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触及 1%整数倍的公告 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。 一、增持计划基本情况 四、其他相关说明 二、增持计划实施情况 公司于 2025 年 12 月 27 日披露了《关于控股股东增持公司股份触及 1%整数 倍的公告》（公告编号：2025-050），海南江恒于 2025 年 12 月 17 日至 2025 年 12 月 26 日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公司股份 1,712,200 股。增持后海南江恒共计持有公司股份 42,374,200 股，占公司总股本 的比例为 28.67%，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 28.92%，变动触及 1%的整数倍。 2025 年 12 月 31 日，公司收到海南江恒出具的《关于增持青岛英派斯健康 科技股份有限公司股份触及 1%整数倍的告知函》，海南江恒于 ...