证券日报网讯2月5日，延江股份（300658）在互动平台回答投资者提问时表示，截至2026年1月30日公 司股东共计18834户。 ...

证券日报网讯 2月5日，延江股份在互动平台回答投资者提问时表示，公司因筹划重大资产重组事项股 票于2026年1月5日至16日停牌，1月19日已复牌。 （文章来源：证券日报） ...

证券之星消息，2月2日个护用品板块较上一交易日下跌1.23%，延江股份领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 38.70 | 3.78% | 8.08万 | | 3.08亿 | | 003006 | 自亚股份 | 21.34 | 2.99% | 8.63万 | 1.84亿 | | | 001328 | 登康口腔 | 40.88 | 2.58% | 3.15万 | | 1.29亿 | | 600509 | 豪悦护理 | 30.86 | -0.42% | 1.68万 | 5234.73万 | | | 600249 | 两面针 | 5.86 | -1.01% | 11.30万 | 6697.67万 | | | 300888 | 稳健医疗 | 34.94 | -1.30% | 4.30万 | | 1.51亿 | | ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights - Anta announced on January 26, 2026, the acquisition of 29.06% of Puma SE for a total of €1.506 billion (approximately ¥12.278 billion), becoming its largest shareholder. This transaction is a key step in Anta's globalization strategy, aiming to integrate its operational capabilities with Puma's global platform, which has an annual revenue exceeding €8.8 billion (2024) [2][14] - Adidas achieved a record high revenue of €24.811 billion in 2025, with operating profit of €2.056 billion exceeding market expectations. The operating profit margin increased by 2.6 percentage points to 8.3%, and the gross profit margin rose to 51.6% [2][14] - VF Corporation reported a revenue of $2.82 billion in Q3 of FY2026, a 4% year-on-year increase (2% growth at constant currency), with a 6% growth in the Americas region after excluding the impact of the sold Dickies brand [3][14] Summary by Sections Investment Recommendations - Manufacturing: Strong expectations for upstream price increases, with wool prices rising since Q3 2025 and domestic cotton prices also starting to rise. Recommended stocks include Baolong Oriental, New Australia, and Fuchun Dyeing & Weaving, with beneficiaries being Taihua New Materials. For growth-oriented midstream, recommended stocks are Jiansheng Group and Kairun Co [3][15] - Brand: Recent signs of recovery in high-end consumption, with potential inflation in 2026 benefiting the consumer sector. Recommended brands with profit elasticity include Jinhong Group, Ge Li Si, Luolai Life, and Stable Medical [3][15] - Procter & Gamble's industrial chain: Recommended stocks include Jieya Co (benefiting from brand-owned capacity transfer), with beneficiaries being Yanjing Co [3][15] Market Review - The SW textile and apparel sector rose by 0.64%, outperforming the Shanghai Composite Index by 1.08%. The top five gainers in the sector included Harsen Co, Zhongwang Fabric, Hongda High-Tech, Mingxin Xuteng, and Aokang International [16] - The main inflow of funds was into Harsen Co, with a net inflow ratio of 10.10%, while the largest outflow was from Sanfu Outdoor, with a net outflow ratio of 4.59% [16][22] Industry Data Tracking - Wool prices increased by 2.49% this week, with a year-to-date increase of 41.94%. The Australian wool market index reached 1689 AUD cents/kg, equivalent to ¥82,085.40/ton [4][35] - The cotton price index in China rose by 3.84% year-to-date, with the 3128B index at ¥16,183/ton [30][32] - In 2025, textile and apparel exports decreased by 2.26% year-on-year, with total exports amounting to $267.79 billion [52]

从资金流向上来看，当日个护用品板块主力资金净流出1.05亿元，游资资金净流入6267.41万元，散户资 金净流入4276.18万元。个护用品板块个股资金流向见下表： 证券之星消息，1月30日个护用品板块较上一交易日下跌1.66%，中顺洁柔领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 37.29 | 10.00% | 3.23万 | | 1.18亿 | | 301009 | 可靠股份 | 13.38 | 1.21% | 3.27万 | 4352.10万 | | | 600249 | 两面针 | 5.92 | 0.51% | 11.27万 | 6633.71万 | | | 301108 | 洁雅股份 | 33.76 | -0.21% | 1.77万 | 5957.23万 | | | 001328 | 登康口腔 | 39 ...

证券之星消息，1月29日个护用品板块较上一交易日上涨0.49%，延江股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001206 | 依依股份 | 25.19 | -2.06% | 4.06万 | | 1.03亿 | | 301108 | 洁雅股份 | 33.83 | -1.71% | 1.13万 | 3856.97万 | | | 001328 | 登康口腔 | 39.98 | -1.33% | 2.31万 | 9179.55万 | | | 603059 | 倍加洁 | 33.90 | -0.82% | 2.03万 | 6899.22万 | | | 600249 | 两面针 | 5.89 | -0.67% | 12.14万 | 7163.04万 | | | 301009 | 可靠股份 | 13.22 | -0.38% | 3.39万 | 450 ...

2026年开年，A股并购重组市场依旧活跃。Wind数据显示，今年以来（截至2026年1月28日午间），A股首次披露的并购重组事项已突破297 单，其中重大资产重组12单。 战略性新兴产业是上市公司并购重组的核心阵地，尤其是半导体、人工智能等领域。不过，在这些案例中，多起跨界并购引发了行业关注。 据不完全统计，仅1月期间，就有盈新发展（000620.SZ）、康欣新材（600076.SH）、鼎龙股份（300054.SZ）、韩建河山（603616.SH）、延 江股份（300658.SZ）、星华新材（301077.SZ）、风范股份（601700.SH）、明阳智能（601615.SH）等公司筹划跨界并购的案例，其中不少为 传统制造业公司向半导体、高端装备等方向转型。 然而，其中的部分案例却引发了监管的高度关注，尤其是涉及跨界重组的信披真实性、估值合理性等问题。近期，康欣新材、华立股份 （603038.SH）、风范股份、美克家居（600337.SH）、得邦照明（603303.SH）等多单跨界并购便收到了监管的问询函或关注函。 "这表明，监管对真正有利于公司质量提升的跨界持包容态度，但对炒概念、不合理的高风险跨界等行为严厉 ...

证券之星消息，1月28日个护用品板块较上一交易日下跌1.62%，延江股份领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002511 | 中顺洁桑 | 8.58 | 0.70% | 24.48万 | | 2.09亿 | | 605009 | 豪悦护理 | 31.10 | -0.54% | 1.44万 | | 4460.35万 | | 600249 | 两面针 | 5.93 | -0.84% | 8.52万 | | 5081.75万 | | 001328 | 登康口腔 | 40.52 | -1.00% | 1.25万 | | 5059.11万 | | 300888 | 稳健医疗 | 36.48 | -1.41% | 4.48万 | | 1.64亿 | | 003006 | 自亚股份 | 21.11 | -1.63% | 5.78万 | | 1.23亿 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300658 | 延江股份 | 17.49 | -6.02% | 40.40万 | | 7.02亿 | | 603193 | 润本股份 | 24.38 | -3.60% | 5.04万 | | + 1.24亿 | | 301108 | 洁雅股份 | 35.00 | -3.50% | 2.07万 | | 7218.01万 | | 605009 | 豪悦护理 | 31.27 | -2.52% | 1 2.57万 | | 8045.00万 | | 001206 | 依依股份 | 27.32 | -2.43% | 2.59万 | | 7071.61万 | | 300888 | 稳健医疗 | 37.00 | -1.62% | 6.00万 | | 2.21亿 | | 003006 | 百亚股份 | 21.46 | -1.01% | 4.13万 | | 8881.59万 | | 600249 | 两面针 | 5.98 | -0.99% | 11. ...

证券之星消息，1月26日个护用品板块较上一交易日下跌0.16%，倍加洁领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300658 | 延江股份 | 18.61 | 2.14% | 48.99万 | | 9.17亿 | | 300888 | 稳健医疗 | 37.61 | 1.81% | 8.69万 | | 3.26亿 | | 002511 | 中顺洁桑 | 8.50 | 0.83% | 20.72万 | | 1.75亿 | | 301108 | 洁雅股份 | 36.27 | -0.17% | 1.89万 | | 6873.08万 | | 301009 | 可靠股份 | 13.65 | -0.94% | 3.84万 | | 5229.39万 | | 605009 | 豪悦护理 | 32.08 | -0.96% | 2.34万 | | 7476.65 ...