Group 1 - The other home appliance sector increased by 1.52% on September 1, with Aojiahua leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Aojiahua's closing price was 7.13, with a rise of 2.74%, and a trading volume of 185,500 shares, amounting to 131 million yuan [1] Group 2 - The net inflow of main funds in the other home appliance sector was 44.88 million yuan, while retail funds experienced a net outflow of 23.53 million yuan [1] - Rongtai Health saw a net inflow of 44.14 million yuan from main funds, but a net outflow of 28.66 million yuan from retail investors [1] - Rongtai Health's stock price was 37.80, with a rise of 2.11%, and a trading volume of 142,000 shares, amounting to 531 million yuan [1]

证券日报网讯融捷健康（300247）8月29日在互动平台回答投资者提问时表示，截至2025年8月20日，公 司股东人数为30475户。 ...

Market Overview - The other home appliance sector declined by 1.39% on August 29, with Aojiahua leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Key stocks in the other home appliance sector showed the following performance: - Rongtai Health (603579) closed at 37.02, down 1.31% with a trading volume of 64,900 shares and a transaction value of 240 million yuan [1] - Ronger Health (300247) closed at 4.53, down 1.31% with a trading volume of 241,100 shares and a transaction value of 109 million yuan [1] - Aojiahua (002614) closed at 6.94, down 1.70% with a trading volume of 142,500 shares and a transaction value of 99.38 million yuan [1] Capital Flow - The other home appliance sector experienced a net outflow of 27.50 million yuan from main funds, while retail funds saw a net inflow of 6.77 million yuan [1] - Detailed capital flow for key stocks: - Aojiahua (002614) had a main fund net outflow of 5.49 million yuan and a retail net inflow of 1.31 million yuan [1] - Ronger Health (300247) had a main fund net outflow of 7.96 million yuan and a retail net inflow of 7.09 million yuan [1] - Rongtai Health (603579) had a main fund net outflow of 14.05 million yuan and a retail net inflow of 7.33 million yuan [1]

业务评价：公司去年的ROIC为4.5%，近年资本回报率不强。公司业绩具有周期性。去年的净利率为 9.59%，算上全部成本后，公司产品或服务的附加值一般。从历史年报数据统计来看，公司近10年来中 位数ROIC为3.27%，中位投资回报较弱，其中最惨年份2019年的ROIC为-53.45%，投资回报极差。公司 历史上的财报非常一般，公司上市来已有年报13份，亏损年份3次，显示生意模式比较脆弱。 偿债能力：公司现金资产非常健康。 商业模式：公司业绩主要依靠营销驱动。需要仔细研究这类驱动力背后的实际情况。 据证券之星公开数据整理，近期融捷健康（300247）发布2025年中报。截至本报告期末，公司营业总收 入4.33亿元，同比上升29.81%，归母净利润4752.37万元，同比上升65.72%。按单季度数据看，第二季 度营业总收入1.81亿元，同比上升15.36%，第二季度归母净利润1653.96万元，同比上升110.68%。本报 告期融捷健康盈利能力上升，毛利率同比增幅11.93%，净利率同比增幅23%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率35.81%，同比增11.93%，净利率14.83%，同比 增 ...

| 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 | | | | | --- | --- | --- | --- | --- | --- | --- | | 603579 荣泰健康 | 2362.69万 | 4.27% | 2572.94万 | 4.65% | -4935.63万 | -8.91% | | 300247 融捷健康 | 48.10万 | 0.34% | 221.95万 | 1.55% | -270.05万 | -1.89% | | 002614 | -763.78万 | -9.96% | 250.36万 | 3.27% | 513.42万 | 6.70% | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日其他家电板块主力资金净流入1647.01万元，游资资金净流入3045.24万元，散户 资金净流出4692.26万元。其他家电板块个股资金流向见下表： 证券之星消息，8月27日其他家电板块较上一交易日下跌2.9%，融捷健康领跌。当 ...

Core Insights - Rongjie Health (300247.SZ) reported a total operating revenue of 433 million yuan for the first half of 2025, an increase of 99.38 million yuan compared to the same period last year, marking a 29.81% year-on-year growth [1] - The net profit attributable to shareholders reached 47.52 million yuan, up by 18.84 million yuan from the same period last year, reflecting a 65.72% year-on-year increase [1] - The net cash inflow from operating activities was 65.05 million yuan, an increase of 25.14 million yuan year-on-year, representing a 62.99% growth [1] Financial Performance - The latest debt-to-asset ratio stands at 17.34% [3] - The gross profit margin is 35.81%, up by 1.79 percentage points from the previous quarter and 3.82 percentage points year-on-year [3] - Return on equity (ROE) is 4.27%, an increase of 1.53 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.06 yuan, an increase of 0.02 yuan year-on-year, reflecting a 65.55% growth [3] - The total asset turnover ratio is 0.31 times, up by 0.04 times year-on-year, representing a 16.59% increase [3] - The inventory turnover ratio is 1.53 times [3] Shareholder Structure - The number of shareholders is 32,000, with the top ten shareholders holding 220 million shares, accounting for 27.34% of the total share capital [3] - The largest shareholder is Rongjie Investment Holding Group Co., Ltd., holding 14.54% of the shares [3]

Core Insights - Rongjie Health (300247.SZ) released its semi-annual report for 2025, indicating a total of 1.25 billion shares held by institutional investors, accounting for 15.59% of the company's total equity [1] - The proportion of shares held by institutional investors increased by 1.05 percentage points compared to the previous quarter [1] Institutional Holdings - Three institutional investors disclosed their holdings in Rongjie Health, including Rongjie Investment Holding Group Co., Ltd., BARCLAYS BANK PLC, and Nanhua Fenghui Mixed A [1] - The newly disclosed public fund during this period is Nanhua Fenghui Mixed A, which was not present in the previous quarter [1] Foreign Investment - One new foreign institution disclosed its holdings, which is BARCLAYS BANK PLC, indicating a growing interest from foreign investors [1]

Company Overview - Rongjie Health (SZ 300247) announced the convening of its 15th meeting of the 6th Board of Directors on August 25, 2025, to review the "2025 Semi-Annual Report" and its summary [1] - For the year 2024, the revenue composition of Rongjie Health is as follows: infrared therapy equipment accounts for 70.9%, other products 16.95%, home sauna equipment 5.97%, air purification series 4.84%, and fitness equipment series 1.34% [1] Industry Insights - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

Core Viewpoint - Rongjie Health (300247.SZ) reported a significant increase in both revenue and net profit for the first half of the year, indicating strong business performance and growth potential [1] Financial Performance - The company's operating revenue reached 430 million yuan, representing a year-on-year growth of 29.81% [1] - The net profit attributable to shareholders of the listed company was 47.52 million yuan, showing a year-on-year increase of 65.72% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 39.075 million yuan, reflecting a year-on-year growth of 38.96% [1]

Core Viewpoint - Rongjie Health Technology Co., Ltd. plans to engage in financial derivatives trading to mitigate foreign exchange risk associated with its export business, primarily settled in USD [1][2]. Summary by Sections Trading Overview - The company aims to conduct financial derivatives trading to hedge against foreign exchange fluctuations and reduce financial costs, focusing on non-speculative operations [1]. - The trading will involve currencies aligned with the company's primary settlement currency, including forward foreign exchange, foreign exchange swaps, currency swaps, foreign exchange options, and other financial derivatives [1]. - The trading limit is set at a maximum of RMB 100 million (or equivalent foreign currency), valid for 12 months from board approval, and can be reused [1]. Approval Process - The proposal for financial derivatives trading was approved by the company's board of directors on August 25, 2025, and does not require shareholder meeting approval [2]. Risk Analysis - The company acknowledges potential risks, including foreign exchange volatility, internal control weaknesses, liquidity issues, and legal risks associated with changes in laws or counterparty defaults [2]. - To mitigate these risks, the company has established a management system for financial derivatives trading, ensuring careful contract review and adherence to risk management protocols [2]. Impact on the Company - Engaging in financial derivatives trading is expected to help the company avoid foreign exchange market risks, lower financial costs, and enhance foreign exchange gains without adversely affecting its financial and operational status [3]. - The company will account for these transactions according to relevant accounting standards, with specific outcomes subject to audit [3].