| 指标 | 稳健医疗 | 美容护理行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 228.27亿元 | 100.95亿元 | 3 28 | | 净资产 | 122.63亿元 | 33.61亿元 | 1 28 | | 净利润 | 7.32亿元 | 2.15亿元 | 3 28 | | 市盈率(动) | 23.39 | 37.76 | 2 28 | | 市净率 | 1.99 | 2.64 | 5 28 | | 毛利率 | 48.32% | 42.35% | 13 28 | | 净利率 | 9.81% | 8.73% | 9 28 | | ROE | 6.38% | 5.78% | 12 28 | 证券之星消息，截至2025年12月3日收盘，稳健医疗(300888)报收于39.2元，下跌0.63%，换手率 0.38%，成交量2.22万手，成交额8739.99万元。 12月3日的资金流向数据方面，主力资金净流出563.1万元，占总成交额6.44%，游资资金净流出648.36 万元，占总成交额7.42%，散户资金净流入1211.46万元，占总成交额13.86%。 近5日资 ...

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]

证券之星消息，截至2025年12月1日收盘，稳健医疗(300888)报收于39.68元，上涨0.66%，换手率 0.59%，成交量3.41万手，成交额1.35亿元。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-01 | 39.68 | 0.66% | -497.40万 | -3.68% | -93.35万 | -0.69% | 590.75万 | - 4.37% | | 2025-11-28 | 39.42 | 0.79% | -211.80万 | -2.06% | 160.01万 | 1.56% | 51.80万 | 0.50% | | 2025-11-27 | 39.11 -0.23% | | - 34.38万 | 0.33% | -259.22万 | -2.45% | 224.84万 | 2.13% | | 2025-11-26 | 39.20 -0.51% | | - ...

Market Overview - The personal care products sector increased by 0.95% on December 1, with Yiyi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Yiyi Co., Ltd. (001206) closed at 31.95, up 4.45% with a trading volume of 86,900 shares and a turnover of 273 million yuan [1] - Other notable performers include: - Dengkang Oral (001328) at 36.39, up 1.93% [1] - Zhongshun Jierou (002511) at 8.29, up 1.34% [1] - Ziya Co., Ltd. (003006) at 21.49, up 1.27% [1] - Runben Co., Ltd. (603193) at 25.62, up 1.10% [1] Capital Flow - The personal care products sector experienced a net outflow of 8.8463 million yuan from institutional investors, while retail investors saw a net inflow of 4.1072 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are entering the market [2] Detailed Capital Flow Analysis - Yiyi Co., Ltd. had a net inflow of 9.9188 million yuan from institutional investors, but a net outflow of 20.8258 million yuan from retail investors [3] - Other companies with significant capital movements include: - Dengkang Oral with a net inflow of 556,900 yuan from institutional investors [3] - Ziya Co., Ltd. with a net inflow of 128,860 yuan from institutional investors [3] - However, companies like Beijia Clean (603059) and Haoyue Nursing (605009) faced substantial net outflows from both institutional and retail investors [3]

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-28 | 39.42 | 0.79% | -211.80万 | -2.06% | 160.01万 | 1.56% | 51.80万 | - 0.50% | | 2025-11-27 | 39.11 | -0.23% | · 34.38万 | 0.33% | -259.22万 | -2.45% | 224.84万 | 2.13% | | 2025-11-26 | 39.20 | -0.51% | -1488.54万 | -9.75% | 728.95万 | 4.77% | 759.58万 | 4.97% | | 2025-11-25 | 39.40 | -0.78% | -794.86万 | -4.45% | -60.82万 | -0.34% | 855.69万 | 4.79% | | 2025-11-24 | | 39.71 0.13% | -465.12万 ...

11月26日，中国香港大埔宏福苑发生火灾，灾情牵动社会各界的心，多家企业捐款驰援火灾救援，凝聚 温暖与力量共渡难关。 华润集团宣布，华润慈善基金向本次香港火灾事故捐赠现金2000万港元，用于援助火灾紧急救援，对火 灾造成伤亡的市民、消防员开展医疗救助、过渡安置、生活物资补给及情绪疏导等。 安踏集团宣布，捐赠总额3000万港元的现金及防寒装备（1000万港元现金及2000万港元防寒装备），用 于受灾同胞的紧急安置及过渡期基本生活保障。 特步集团宣布，捐赠2000万港元现金及装备，用于受灾同胞灾后安置，为同胞送去即时保障与温暖。特 步将持续密切关注灾情进展，全力提供后续支援。 波司登宣布，捐赠1000万港元现金及2000万港元物资，驰援香港大埔灾后安置。 农夫山泉宣布，捐赠1000万港币现金及500万港币物资，专项用于紧急救助及灾后恢复工作。 蜜雪冰城宣布，捐赠2000万港元，驰援香港大埔火灾，用于受灾居民的医疗救助、紧急安置及生活救助 等救援工作。 蒙牛乳业联合中华慈善总会捐赠1000万港元现金，以及价值200万港元的在港蒙牛产品紧急驰援。该笔 款物将用于受灾居民的过渡安置、生活物资补给、心理辅导等工作。 本报 ...

11月26日下午，香港新界大埔区宏福苑突发五级火警，事件牵动人心。事故发生后，稳健医疗 （300888）(300888.SZ)与全棉时代启动应急响应机制，联合郭晶晶第一时间筹措价值300万港元的救援 物资，首批物资涵盖一次性生活用品、棉柔巾等受灾居民急需的生活与应急用品。物资正在从附近仓储 紧急调配发出，由专人专车直达受灾区域指定地点，为受灾居民的医疗辅助与生活保障提供及时支持。 后续，稳健集团将持续与香港特区政府相关部门保持密切沟通，根据灾区需求提供进一步支援，与香港 社会各界共克时艰，为火灾救援及善后工作持续贡献力量。(CIS) ...

Market Overview - The personal care products sector increased by 0.24% on November 27, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Yanjiang Co., Ltd. (300658) closed at 11.25, up 6.33% with a trading volume of 273,400 shares and a transaction value of 300 million yuan [1] - Other notable stocks include: - Jieya Co., Ltd. (301108) at 31.15, up 1.20% [1] - Reliable Co., Ltd. (301009) at 13.67, up 1.18% [1] - Dengkang Oral Care (001328) at 35.53, up 0.82% [1] - Two-Sided Needle (600249) at 6.27, up 0.64% [1] Capital Flow - The personal care products sector experienced a net outflow of 14.69 million yuan from institutional investors and 10.53 million yuan from retail investors, while individual investors saw a net inflow of 25.23 million yuan [2] - Detailed capital flow for selected stocks shows: - Yanjiang Co., Ltd. had a net inflow of 19.15 million yuan from institutional investors [3] - Reliable Co., Ltd. had a net inflow of 0.64 million yuan from individual investors [3] - Other stocks like Baijia Clean (603059) and Runben Co., Ltd. (603193) faced significant net outflows from institutional and retail investors [3]

Core Viewpoint - The stock of Steady Medical (300888) has shown a decline in price and a mixed flow of funds, indicating potential investor caution and market volatility [1][2]. Group 1: Stock Performance - As of November 26, 2025, Steady Medical's stock closed at 39.2 yuan, down 0.51% with a turnover rate of 0.66% and a trading volume of 38,700 lots, amounting to a transaction value of 153 million yuan [1]. - Over the past five days, the stock has experienced a downward trend, with a total net outflow of main funds amounting to 4.79 million yuan, while retail investors saw a net inflow of 3.79 million yuan [2]. Group 2: Financial Metrics - Steady Medical's total market capitalization is 22.827 billion yuan, with a net asset value of 12.263 billion yuan, and a net profit of 732 million yuan, ranking 4th, 1st, and 3rd respectively in the beauty care industry [3]. - The company reported a year-on-year revenue increase of 30.1% for the first three quarters of 2025, reaching 7.897 billion yuan, with a net profit growth of 32.36% [3]. Group 3: Institutional Ratings - In the last 90 days, 19 institutions have rated the stock, with 16 buy ratings and 3 hold ratings, indicating a generally positive outlook among analysts [4]. - The average target price set by institutions over the past 90 days is 54.88 yuan, suggesting potential upside from the current trading price [4].

Core Insights - The personal care products sector experienced a rise of 0.58% on November 25, with Zhongshun Jierou leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Stock Performance Summary - Zhongshun Jierou (002511) closed at 8.23, with an increase of 2.62% and a trading volume of 117,000 shares, totaling a transaction value of 96.25 million yuan [1] - Baiya Co., Ltd. (003006) closed at 21.33, up 1.86%, with a trading volume of 38,700 shares and a transaction value of 82.06 million yuan [1] - Runben Co., Ltd. (603193) closed at 25.84, increasing by 1.57%, with a trading volume of 45,100 shares and a transaction value of 117 million yuan [1] - Kelaike Co., Ltd. (301009) closed at 13.61, up 1.49%, with a trading volume of 37,400 shares and a transaction value of 50.68 million yuan [1] - Jeya Co., Ltd. (301108) closed at 31.10, increasing by 1.37%, with a trading volume of 9,152 shares and a transaction value of 28.38 million yuan [1] - Dengkang Oral (001328) closed at 35.95, up 1.30%, with a trading volume of 9,566 shares and a transaction value of 34.18 million yuan [1] - Liangmian Needle (600249) closed at 6.18, increasing by 0.98%, with a trading volume of 110,800 shares and a transaction value of 68.16 million yuan [1] - Haoyue Nursing (605009) closed at 33.77, up 0.63%, with a trading volume of 28,600 shares and a transaction value of 96.30 million yuan [1] - Yanjian Co., Ltd. (300658) closed at 10.27, down 0.19%, with a trading volume of 124,500 shares and a transaction value of 128 million yuan [1] - Beijia Co., Ltd. (603059) closed at 29.80, down 0.37%, with a trading volume of 51,800 shares and a transaction value of 155 million yuan [1] Capital Flow Analysis - The personal care products sector saw a net outflow of 51.41 million yuan from institutional investors, while retail investors had a net inflow of 60.64 million yuan [2] - The detailed capital flow for selected stocks indicates varying levels of net inflow and outflow among institutional, retail, and speculative investors [3] - For instance, Kelaike Co., Ltd. (301009) had a net outflow of 4.49 million yuan from institutional investors, while it attracted 1.13 million yuan from speculative investors [3]