| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300703 | 创源股份 | 24.63 | -2.84% | 4.77万 | | 1.18亿 | | 603373 | 安邦护卫 | 41.24 | -2.80% | 6815.0 | 2842.33万 | | | 300277 | 海联讯 | 12.38 | -2.44% | 7.97万 | 9887.54万 | | | 600113 | 浙江东日 | 54.50 | -2.19% | - 3.73万 | | 2.03亿 | | 300426 | 华智数媒 | 8.52 | -2.18% | 6.25万 | 5333.99万 | | | 300266 | 兴源环境 | 2.55 | -1.92% | 16.08万 | 4110.88万 | | | 600126 | 杭钢股份 | 8.82 | -1.89% | 44.52万 | | 3.94亿 | | 300393 | 中来股份 | 6.96 | -1.83% | 34.71万 ...

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Group 1 - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with a goal to optimize the supply structure by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][3] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [1][3] Group 2 - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of distinctive and new products, precisely matching the needs of different demographics, cultivating new consumption scenarios and business formats, and creating a favorable development environment [3][4] - Emphasis is placed on accelerating innovation in key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, with initiatives to develop flagship products and innovative enterprises [3][4] - The plan encourages the development of leisure and sports products, focusing on new demands from event economies, outdoor activities, and winter sports, while promoting high-quality sports equipment [3][4] - Support for health product innovation includes enhancing the research and development of health foods and special dietary foods, as well as recognizing traditional food production areas and local specialty food industries [3][4] Group 3 - The plan aims to expand the influence of historical classic products, supporting industries such as arts and crafts, traditional stationery, silk, tea, and traditional Chinese medicine, while promoting creative design competitions and the development of traditional craft innovation bases [4] - Companies like Zhejiang specialize in outdoor sports products and have developed a unique vertical integration supply chain, selling products to developed regions such as Europe and North America [4][5] - Nobon Co., a leader in differentiated water-jet non-woven fabrics, focuses on a full-chain growth strategy, enhancing its global supply position through technological upgrades and brand development [4][5] - Chuangyuan Co. operates in the cultural education and sports sectors, aiming to resonate with domestic markets through a diversified product matrix and an "IP + technology + cultural creativity" approach [5] - Pianlong Pharmaceutical has extensive experience in the traditional Chinese medicine sector, focusing on brand integration and collaborative innovation in the production of traditional Chinese medicine [5] - Joyful Intelligence leads in the recyclable packaging sector, offering comprehensive packaging solutions and promoting a leasing model to lower barriers for clients [5]

证券日报网讯创源股份11月24日在互动平台回答投资者提问时表示，股价波动受宏观经济形势、行业发 展、二级市场行情等多重因素影响，公司将持续努力提升经营业绩，不断提升企业价值，力争以优良的 业绩回报广大投资者。 （文章来源：证券日报） ...

Market Overview - The entertainment products sector experienced a decline of 0.3% on November 17, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers in the entertainment products sector included: - Source Pet (001222) with a closing price of 24.28, up 3.98% [1] - Yingpais (002899) at 24.55, up 2.25% [1] - Mingyue Lens (301101) at 41.82, up 2.07% [1] - Conversely, Chuangyuan Co. (300703) saw a significant decline of 4.63%, closing at 26.35 [2] Trading Volume and Capital Flow - The total trading volume for the entertainment products sector showed a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 119 million yuan [2][3] - The trading volume for Source Pet was 56,800 hands with a transaction value of 136 million yuan, while Chuangyuan Co. had a trading volume of 74,200 hands and a transaction value of 197 million yuan [1][2] Capital Inflow Analysis - Source Pet had a net inflow of 14.64 million yuan from institutional investors, while retail investors had a net outflow of 8.52 million yuan [3] - Mingyue Lens also saw a net inflow of 9.54 million yuan from institutional investors, with retail investors experiencing a net outflow of 5.84 million yuan [3]

Core Insights - Chuangyuan Co., Ltd. experienced a 5.1% decline in stock price, trading at 26.22 CNY per share with a market capitalization of 4.73 billion CNY as of November 17 [1] Company Overview - Chuangyuan Co., Ltd. is located in Ningbo, Zhejiang Province, established on June 14, 2001, and listed on September 19, 2017. The company specializes in the design, production, and sales of paper-based leisure cultural products [1] - The revenue composition of the company includes: 55.38% from educational and leisure products, 32.88% from sports and fitness, 7.39% from home living, 3.93% from other categories, and 0.43% from supplementary sources [1] Fund Holdings - According to data, one fund under Puyin Ansheng holds a significant position in Chuangyuan Co., Ltd. The Puyin Ansheng Consumption Upgrade Mixed A Fund (519125) held 101,000 shares, accounting for 2.27% of the fund's net value, ranking as the tenth largest holding [2] - The fund has reported a floating loss of approximately 142,400 CNY today [2] Fund Performance - The Puyin Ansheng Consumption Upgrade Mixed A Fund was established on December 4, 2013, with a current scale of 61.04 million CNY. Year-to-date, the fund has lost 2.33%, ranking 8126 out of 8213 in its category, and has a one-year loss of 4.36%, ranking 8007 out of 8130 [2] - Since its inception, the fund has achieved a return of 165.12% [2]

Market Overview - The entertainment products sector experienced a decline of 0.74% on November 14, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Jinling Sports (300651) saw a closing price of 23.10, with an increase of 3.91% and a trading volume of 171,100 shares, totaling a transaction value of 402 million yuan [1] - Other notable performers included Tongda Chuangzhi (001368) with a closing price of 26.62, up 1.80%, and Shuhua Sports (662509) at 9.91, up 1.33% [1] - Conversely, Chuangyuan Co. (300703) closed at 27.63, down 3.09%, with a trading volume of 62,300 shares and a transaction value of 174 million yuan [2] Capital Flow - The entertainment products sector saw a net outflow of 59.54 million yuan from institutional investors, while retail investors contributed a net inflow of 76.78 million yuan [2] - The capital flow data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2][3] Individual Stock Capital Flow - Shuhua Sports (605299) had a net inflow of 8.95 million yuan from institutional investors, while it faced a net outflow of 1.40 million yuan from speculative funds [3] - Qi Xin Group (002301) experienced a net inflow of 8.74 million yuan from institutional investors, with a net outflow of 2.52 million yuan from speculative funds [3] - The data reflects varying levels of interest and investment strategies among different investor categories within the sector [3]

Group 1 - The core point of the article is that Chuangyuan Co., Ltd. has elected Mr. Chen Gang as the new chairman of the board [1]

Core Viewpoint - Chuangyuan Co., Ltd. has elected a new chairman, Mr. Chen Gang, during the 11th meeting of the 4th Board of Directors, which will take effect immediately and last until the end of the current board's term [1] Summary by Sections - Company Leadership Change - The company held its 11th meeting of the 4th Board of Directors on November 13, 2025 [1] - Mr. Chen Gang has been elected as the new chairman of the board [1] - The term for the new chairman will commence from the date of the board's approval until the end of the current board's term [1]

证券代码：300703 证券简称：创源股份 公告编号：2025-060 宁波创源文化发展股份有限公司 关于补选董事、选举公司董事长及调整专业委员会的 公告 委员会主任委员、选举王桂强先生（简历见附件）为战略与 ESG 委员会委员， 战略与 ESG 委员会组成情况如下： | 委员会名称 | | 成员组成 | 主任委员 | | --- | --- | --- | --- | | 战略与 ESG | 委员会 | 陈刚、王桂强、程晓民 | 陈刚 | 特此公告。 宁波创源文化发展股份有限公司董事会 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。 一、公司董事补选完成情况 宁波创源文化发展股份有限公司（以下简称"公司"）于 2025 年 11 月 13 日 召开了 2025 年第二次临时股东会，审议通过了《关于补选第四届董事会非独立 董事候选人的议案》，同意补选陈刚先生为公司第四届董事会非独立董事（简历 见附件），任期自股东会选举产生之日起至本届董事会任期届满之日止。本次董 事补选完成后，公司董事会中兼任公司高级管理人员以及由职工代表担任的董事 人数总计未超过公司董事总数 ...