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社会服务行业双周报(第123期):界加速布局银发经济,春运启幕、出行需求有望集中释放-20260126
Guoxin Securities· 2026-01-26 01:41
Investment Rating - The report maintains an "Outperform" rating for the social services sector, indicating expected performance above the market benchmark by over 10% [3][28]. Core Insights - The silver economy is gaining traction with active policy support from multiple government departments aimed at fostering the development of elderly care services and enhancing consumption potential [2][17]. - The Spring Festival travel rush is anticipated to significantly boost travel demand, with projections of approximately 95 million air passengers during the period [2][20]. - The consumer services sector outperformed the market, with a reported increase of 1.52%, surpassing the market by 2.71 percentage points during the review period [1][12]. Industry Dynamics - Recent policies have been introduced to cultivate elderly care service providers, with companies like New Oriental and China Travel Group launching initiatives targeting the silver economy [2][17][18]. - The Spring Festival travel period is expected to see a substantial increase in passenger numbers, with a forecast of 22.4 million travelers in Hainan, marking a 5.3% increase year-on-year [2][19]. - The IPO activity in the chain industry remains robust, with companies like Yuanji Food and Guming Tea achieving significant milestones in store openings and financial performance [2][21]. Stock Performance - Notable stock performances in the social services sector include increases of 26.86% for Tongdao Liepin and 17.50% for Keri International during the review period [1][15]. - Conversely, Ctrip Group saw a decline of 18.63%, indicating volatility within the sector [1][15]. Investment Recommendations - The report suggests focusing on companies such as China Duty Free, Guming, Huazhu Group, and Ctrip Group, among others, as potential investment opportunities [3][28]. - Long-term recommendations include companies like Meituan, Mijia Group, and various educational and travel service providers, reflecting a diversified approach to investment in the sector [3][28].
专业服务板块1月22日涨0.86%,科锐国际领涨,主力资金净流出4074.28万元
证券之星消息,1月22日专业服务板块较上一交易日上涨0.86%,科锐国际领涨。当日上证指数报收于 4122.58,上涨0.14%。深证成指报收于14327.05,上涨0.5%。专业服务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) | | --- | --- | --- | --- | --- | --- | | 300662 | 科院国际 | 30.81 | 7.09% | 15.01万 | 4.53亿 | | 688757 | 胜科纳米 | 32.80 | 6.70% | 8.29万 | 2.73亿 | | 920122 | 中纺标 | 36.73 | 5.27% | 2.87万 | 1.05亿 | | 300797 | 钢研纳克 | 18.75 | 4.05% | 13.88万 | 2.58亿 | | 300938 | 信测标准 | 31.04 | 3.99% | 12.37万 | 3.77亿 | | 300572 | 安车检测 | 29.50 | 3.98% | 9.83万 | 2.84亿 | | 301169 | 零点有数 | 64.59 | 2 ...
今日120只个股跨越牛熊分界线
| 002075 | 沙钢股 | 7.18 | 6.02 | 5.87 | 5.97 | 1.76 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 002628 | 成都路 | 2.68 | 5.26 | 4.52 | 4.60 | 1.74 | | | 桥 | | | | | | | 000793 | ST华闻 | 4.96 | 2.52 | 2.70 | 2.75 | 1.73 | | 000727 | 冠捷科 技 | 2.31 | 2.63 | 2.62 | 2.66 | 1.63 | | 300166 | 东方国 | 1.86 | 3.51 | 10.78 | 10.95 | 1.61 | | | 信 | | | | | | | 603689 | 皖天然 气 | 1.67 | 1.41 | 8.39 | 8.52 | 1.52 | | | | | | 4.75 | 4.82 | 1.50 | | 000401 | 金隅冀 东 | 2.34 | 0.87 | | | | | 300310 | 宜通世 | 3.71 | 7 ...
专业服务板块1月21日涨0.91%,苏试试验领涨,主力资金净流出1.18亿元
证券之星消息,1月21日专业服务板块较上一交易日上涨0.91%,苏试试验领涨。当日上证指数报收于 4116.94,上涨0.08%。深证成指报收于14255.12,上涨0.7%。专业服务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) | | | --- | --- | --- | --- | --- | --- | --- | | 300416 | 示试试验 | 20.98 | 8.09% | 71.07万 | | 14.60亿 | | 301449 | 天溯计里 | 88.10 | 3.82% | 4.70万 | | 4.10亿 | | 301169 | 零点有数 | 62.80 | 3.72% | 2.99万 | | 1.88亿 | | 300662 | 科锐国际 | 28.77 | 3.16% | 10.27万 | | 2.94亿 | | 301228 | 实村检测 | 41.30 | 3.04% | 4.16万 | | 1.70亿 | | 301115 | 联检科技 | 18.32 | 2.81% | 5.80万 | | 1.05亿 | | 3008 ...
专业服务板块1月20日涨0.04%,华测检测领涨,主力资金净流出2.23亿元
Group 1 - The professional services sector saw a slight increase of 0.04% on January 20, with Huace Testing leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Huace Testing's stock price rose by 7.89% to 16.41, with a trading volume of 1.52 million shares and a transaction value of 2.528 billion [1] Group 2 - The professional services sector experienced a net outflow of 223 million in main funds, while retail investors saw a net inflow of 242 million [2] - The stock of Puni Testing fell by 5.45% to 12.49, with a trading volume of 311,900 shares and a transaction value of 402 million [2] - The stock of Xigao Institute decreased by 4.90% to 25.99, with a trading volume of 240,800 shares and a transaction value of 626 million [2] Group 3 - The main fund inflow for Electric Institute was 18.118 million, while retail investors had a net outflow of 13.456 million [3] - The main fund inflow for Beikang Testing was 9.21 million, with a retail net outflow of 336,900 [3] - The main fund inflow for Guojian Group was 7.0317 million, while retail investors had a net outflow of 415,000 [3]
科锐国际:截至2026年1月9日,股东总户数14,449户
Sou Hu Cai Jing· 2026-01-20 01:16
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 针对上述提问,科锐国际回应称:"尊敬的投资者,您好!截至2026年1月9日,公司股东总户数14,449 户,谢谢!" 有投资者在互动平台向科锐国际提问:"请问1月10日公司股东人数是多少?谢谢!" ...
行业周报:赤子城科技Dramabite成短剧黑马,关注AKK菌布局企业-20260118
KAIYUAN SECURITIES· 2026-01-18 14:44
Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The luxury goods retail revenue in China is showing signs of recovery, with high-end brands like LVMH, Hermès, and Prada experiencing positive growth since Q2 2025 [15][16] - The global network literature market is witnessing rapid growth, particularly in Latin America, with WebNovel reaching nearly 400 million cumulative users by October 2025 [34][35] - The micro-drama and comic-drama market in China is projected to exceed 100 billion yuan in 2025, significantly surpassing the film box office revenue [37][38] - The probiotic market is expanding, with a focus on next-generation probiotics (NGPs) like AKK bacteria, which show significant potential in health applications [55][63] Summary by Sections 1. Duty-Free Shopping - Post-New Year duty-free shopping in Hainan shows strong growth, with sales reaching 3.89 billion yuan and a 49.6% year-on-year increase in shopping amount [31][33] - The high net worth individuals are expected to drive luxury consumption, with a notable increase in spending on preservation-type luxury goods [15][16] 2. Network Literature - The Chinese network literature market reached 49.55 billion yuan in 2024, with a 29.37% year-on-year growth, while the overseas market grew by 10.68% [34] - WebNovel has cultivated nearly 530,000 authors and over 820,000 original works, with a significant increase in user engagement [34][35] 3. Micro-Drama - The micro-drama and comic-drama market in China is expected to reach 100 billion yuan in 2025, with a 98% year-on-year growth [37][38] - The user base for micro-dramas is approaching 700 million, with a strong preference among female viewers [40][42] 4. Probiotics - The global probiotic market is projected to grow at a CAGR of 8.7%, reaching 93.49 billion USD by 2028, with China's market expected to reach 134.89 billion yuan by 2024 [55][63] - Next-generation probiotics like AKK bacteria are gaining traction, with significant potential in health management and consumer interest [55][63]
对话科锐国际CTO刘之:HR应积极拥抱AI工具,我们已系统性启动AI Agent研发
Xin Lang Cai Jing· 2026-01-16 06:22
"虽然AI Agent能替代流程性工作,但这并不意味着HR这个岗位会被整体替代,比如'连接人与组织'的 人性洞察、锚定业务战略的人才布局思维、对候选人动机与潜力的精准判断、对组织文化的塑造,以及 在不确定环境下帮助企业作出关键的人才决策,这些基于经验沉淀与价值判断的核心职能,在可预见的 未来仍然高度依赖人。"刘之表示。 刘之非常赞同"2025年是AI Agent落地元年"的说法,在他看来,"未来,不懂得利用AI工具的事务型HR 会被淘汰,但善用AI、兼具人性洞察与战略思维的HR,将成为组织不可或缺的核心资产。" 据他透露,目前科锐国际已系统性地启动Agent相关的技术和产品准备;2025年7月,公司内部已上线了 工程版本的智能体Mira和Voice Agent。从落地效果来看,Mira在内部已经开放了200多个账号,过去六 个月中累计执行了6000多个真实任务;Voice Agent累计获取了超过1.2万个有效的求职意向。 刘之透露,在效率提升方面,通过AI Agent获取求职意向的方式,节省了大量电销沟通的人力成本,已 经能够达到"跟真人转化相当"的效果。(文猛) 新浪科技讯 1月16日下午消息,"2025 ...
科锐国际:2026年第一次临时股东会决议公告
Zheng Quan Ri Bao· 2026-01-15 13:14
证券日报网讯 1月15日,科锐国际发布公告称,公司2026年第一次临时股东会审议通过《关于选举段立 新先生为公司第四届董事会非独立董事的议案》。 (文章来源:证券日报) ...
科锐国际(300662) - 2026年第一次临时股东会决议公告
2026-01-15 09:28
证券代码:300662 证券简称:科锐国际 公告编号:2026-001 北京科锐国际人力资源股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 1、本次股东会未出现否决议案的情形; 2、本次股东会不涉及变更以往股东会已通过的决议; 3、本次会议采取现场会议投票与网络投票相结合的方式召开。 会议召开方式:2025 年 12 月 31 日,公司董事会以公告方式向全体股东发出 召开 2026 年第一次临时股东会的会议通知。本次会议以现场投票与网络投票相结 合的方式召开。 现场会议时间:2026 年 1 月 15 日(星期四)下午 14:30。 网络投票时间: ①深圳证券交易所(以下简称"深交所")交易系统网络投票时间:2026 年 1 月 15 日 9:15 至 9:25,9:30 至 11:30,13:00 至 15:00。 ②深交所互联网投票系统(http://wltp.cninfo.com.cn)投票时间:2026 年 1 月 15 日 9:15 至 15:00 期间的任意时间。 现场会议召开地点:公 ...