美容护理行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | -1.21 | 7.54 | -5041.02 | | 300888 | 稳健医疗 | -1.02 | 5.22 | -3112.77 | | 300896 | 爱美客 | -0.73 | 1.50 | -3038.22 | | 603193 | 润本股份 | -4.04 | 19.32 | -2862.26 | | 300658 | 延江股份 | 0.69 | 22.62 | -2630.39 | | 603238 | 诺邦股份 | -1.65 | 11.95 | -2446.76 | | 600223 | 福瑞达 | -0.12 | 1.37 | -1533.03 | | 301009 | 可靠股份 | 1.70 | 14.53 | -1404.71 | | 002511 | 中顺洁柔 | -2.67 | 4.20 | -1341.49 | | 300740 | 水羊股份 | -0.47 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301108 | 洁雅股份 | 27.05 | -4.11% | 4.92万 | 1.35亿 | | 603193 | 润本股份 | 34.45 | -4.04% | 19.96万 | 6.96 Z | | 002511 | 中顺洁桑 | 7.66 | -2.67% | 53.20万 | 4.16 亿 | | 001206 | 依依股份 | 25.36 | -2.54% | 6.76万 | 1.72亿 | | 605009 | 豪倪护理 | 40.56 | -2.08% | 8.71万 | 3.62亿 | | 603238 | 诺邦股份 | 19.13 | -1.65% | 21.21万 | 4.32亿 | | 003006 | 百亚股份 | 26.97 | -1.21% | 7.48万 | 2.03亿 | | 300888 | 稳健医疗 | 40.82 | -1.02% | 9.16万 | 3.77亿 | | 600249 | 两面针 | 5.8 ...

7月28日，稳健医疗今日收盘41.24元，下跌2.92%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到31.54倍，总市值240.15亿元。 从行业市盈率排名来看，公司所处的美容护理行业市盈率平均41.75倍，行业中值44.75倍，稳健医疗排 名第12位。 稳健医疗用品股份有限公司的主营业务是棉类制品的研发、生产、销售。公司的主要产品是高端伤口敷 料产品、传统伤口护理与包扎产品、手术室耗材产品、感染防护产品、健康个护产品、纯棉柔巾、全棉 表层卫生巾、纯棉湿巾、无纺类消费品、婴童用品、婴童服饰、成人服饰、纺织类消费品。根据中国医 保商会统计的数据,公司已连续多年稳居中国医用敷料出口前三名。公司自主"winner"品牌已进入国内两 千多家医院和近四万家药店,其中大多数医院为三级医院,并在海王星辰、老百姓大药房等多家知名连锁 药店设有公司产品专柜;在中国香港地区"winner"品牌产品已覆盖全港全部公立和大部分私立医院。 最新一期业绩显示，2025年一季报，公司实现营业收入26.05亿元，同比36.47%；净利润2.49亿元，同 比36.26%，销售毛利率48.46%。 序号股票简称PE(TTM)P ...

7月28日早盘，制药板块走强，化学药、生物药、中药等三大纯制药领域龙头股齐涨，国内首只的药 ETF（562050）盘初冲击2%。成份股海思科涨停，巨头恒瑞医药涨超6%；太极集团、以岭药业等中药 龙头涨超2%。 把握中国龙头药企价值重估机遇，配置工具关注国内首只药ETF（562050）。聚焦A股50大龙头药企， 重仓创新药，兼顾中药，且完全不含医疗和CXO。 同时看好医疗器械、CXO，可以关注A股最大医疗ETF（512170）。聚焦"医疗器械+医疗服务"，与AI 医疗高相关，覆盖6只CXO龙头股。场外联接基金（A类 162412 / C类 012323）。 风险提示：医疗ETF及其联接基金被动跟踪中证医疗指数，该指数基日为2004.12.31，发布于 2014.10.31。药ETF被动跟踪中证制药指数，该指数基日为2011.12.30，发布日期为2013.7.15，2020- 2024年分年度历史收益分别为：41.61%、-9.10%、-21.09%、-3.70%、-6.53% ，指数成份股构成根据该 指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不 作为任何形式的投资 ...

Core Viewpoint - The company,稳健医疗, is focusing on enhancing its product competitiveness and operational quality while adapting to changes in the healthcare market, particularly in response to new procurement policies emphasizing quality over low prices [2][3]. Group 1: Financial Performance - As of July 25, 2025, the stock price of 稳健医疗 closed at 42.48 yuan, reflecting a 2.46% increase with a turnover rate of 8.35% and a trading volume of 146,500 shares, resulting in a transaction value of 623 million yuan [1]. Group 2: Strategic Partnerships and Technology - The company has not established any partnerships with迈富时公司 to utilize AI Agent technology for product operations and sales enhancement, but it remains open to technological advancements [2]. Group 3: Market Conditions and Competitive Advantage - The recent shift in medical procurement policies to prioritize quality over low prices is seen as a potential positive influence on the company's business, as it emphasizes comprehensive competitive strength, including product registration, cost management, quality assurance, and supply capacity [2]. - The company has a strong foundation in hospital channels, having cultivated its market presence for over 20 years, which contributes to its competitive advantage in the market [2]. Group 4: Product Sales and Market Trends - The company has reported an increase in sales of its mosquito repellent products, although these products currently represent a small portion of the overall revenue, thus having a limited impact on the group's financial statements [3]. Group 5: Trading Information - On July 25, the net inflow of main funds into the company was 58.9 million yuan, while speculative funds saw a net outflow of 17.5 million yuan, and retail investors experienced a net outflow of 41.4 million yuan [3].

Group 1: Overview of Chikungunya Fever - Chikungunya virus is spreading globally, with 119 countries reporting cases and approximately 5.5 million people at risk of infection [1] - In Foshan, Guangdong Province, over 4,000 confirmed cases have been reported, primarily mild cases [1] Group 2: Symptoms and Treatment - Chikungunya fever is characterized by high fever and severe joint pain, particularly affecting small joints [2] - There is currently no specific treatment or widely used vaccine; management is primarily supportive, focusing on symptom relief [3] Group 3: Market Response and Company Involvement - Investors are inquiring about companies with products related to Chikungunya fever, focusing on mosquito repellent products, testing kits, and antipyretic and analgesic medications [4] - Companies like Rainbow Group, Runben Co., and Weigao Medical have reported an increase in sales of mosquito repellent products [5][6] - Pharmaceutical companies such as Renhe Pharmaceutical and Xinhua Pharmaceutical have indicated they offer products for fever and pain relief [7] Group 4: Testing Products - Companies like Kehua Bio, YHLO Biotech, and Shuoshi Bio have developed testing kits for Chikungunya virus [8] - YHLO Biotech has a rapid screening kit for Chikungunya, currently used for research purposes [8] - The market interest in these companies has led to notable stock price increases since the news of the outbreak [8]

Investment Rating - The overall investment rating for the textile and apparel industry is "Buy" for several key companies, including Anta Sports, Li Ning, and Bosideng, among others [8][20][21]. Core Insights - The textile and apparel industry is experiencing a low holding ratio since 2022, with a notable increase in the jewelry sub-sector's holding ratio. As of the end of Q2 2025, the market value of heavy-holding stocks in the textile and apparel sector increased by 8% to 12.72 billion yuan, accounting for 0.41% of the total heavy-holding stock market value [1][11]. - The apparel and home textile sector is expected to see performance recovery and valuation improvement in 2025, driven by stable retail demand and healthy inventory levels in the sportswear segment [2][16]. - In the jewelry sector, companies focusing on product differentiation and strong brand power are anticipated to outperform the industry, with Chow Tai Fook expected to see a 10% increase in operating profit for FY2025 [3][17]. Summary by Sections Fund Position Analysis - As of Q2 2025, the market values of heavy-holding stocks in the apparel and home textile, textile manufacturing, and jewelry sectors were 5.65 billion, 1.63 billion, and 5.45 billion yuan, respectively, with jewelry holdings increasing while apparel and textile manufacturing saw declines [1][11][12]. Key Company Recommendations - Recommended companies include: - Anta Sports, with a 2025 PE of 17 times, noted for its strong operational capabilities [19]. - Li Ning, with a 2025 PE of 17 times, recognized for its long-term performance resilience [19]. - Bosideng, with a favorable valuation and expected strong performance in FY2025 [19]. - Chow Tai Fook and Chaohongji in the jewelry sector, with respective 2026 PEs of 18 and 26 times [17]. Market Performance - The textile manufacturing sector outperformed the market, with a weekly increase of 2.35% compared to the 1.69% rise in the CSI 300 index [22]. Recent Reports - Chow Tai Fook reported a 1.9% decline in same-store sales for FY2026 Q1, with improvements expected in subsequent quarters due to product optimization and store efficiency [28][30]. Material Trends - As of July 22, 2025, the price of domestic cotton 237 decreased by 23% year-on-year to 21,770 yuan/ton, while long-staple cotton 328 remained stable at 15,549 yuan/ton [35][36].

"通络养生八字经"互动区更是吸引了不同年龄层的观众踊跃参与。融汇"儒、释、道、医"养生智慧与现 代生命科学，这一创新理论强调气血畅通、营养免疫、科学运动、心理健康的协同，为健康管理提供系 统方案。目前，以岭药业已开发出十余种具有独家专利的亚健康调理产品，储备百余种产品概念，成为 中医药产业向大健康领域延伸的生动实践。 近日，第三届中国国际供应链促进博览会（以下简称"链博会"）在北京举办。本届链博会以"链接世界 共创未来"为主题，设置了先进制造链、清洁能源链、智能汽车链、数字科技链、健康生活链、绿色农 业链六大链条和供应链服务展区。来自75个国家和地区的650余家企业和机构积极参展，其中境外参展 商占比达35%。 在健康生活链展馆中，多家医药健康领域头部企业齐聚，围绕理论突破、科研创新、产业实践、国际化 发展等多元主题，分享了拳头产品矩阵、服务升级理念、学术交流成果等优秀案例，共促大健康产业高 质量发展。 以岭药业 中医药创新链 激发科研与产业新动能 作为中医药行业头部企业，在本次链博会上，以岭药业从夯实产业链、激活创新链、延伸健康链、学术 链接世界等多个方面展示了其推动中医药高质量发展的丰硕成果。 为夯实产业 ...

Core Viewpoint - The company,稳健医疗, has shown a stable performance in the medical supplies sector, with a notable increase in revenue and net profit, while its stock price remains relatively low compared to industry averages [1][2]. Company Performance - On July 23, the closing price of the company was 40.8 yuan, reflecting a 2.38% increase, with a rolling PE ratio of 31.20, marking a 15-day low [1]. - The company reported a revenue of 26.05 billion yuan for Q1 2025, representing a year-on-year growth of 36.47%, and a net profit of 2.49 billion yuan, also up by 36.26% [2]. - The sales gross margin stood at 48.46% [2]. Market Position - The total market capitalization of the company is 237.59 billion yuan [1]. - In terms of PE ratio, the company ranks 13th in the beauty and personal care industry, where the average PE is 40.30 and the median is 43.41 [1][2]. - The company has consistently ranked among the top three exporters of medical dressings in China for several years [1]. Product Portfolio - The main business of the company includes the research, production, and sales of cotton-based products, with key products such as high-end wound dressings, traditional wound care products, surgical consumables, infection protection products, and personal care items [1]. - The company's "winner" brand has penetrated over 2,000 hospitals and nearly 40,000 pharmacies in China, with a significant presence in major chains [1].

转自：中国质量报 据介绍，目前，全棉时代核心产品已获得中国绿色产品认证、SGS（通标标准技术服务有限公司）碳足 迹核查、Oeko-Tex认证（生态信心纺织品认证）、BV认证（必维认证）等。 "全棉时代团结上、中、下游合作伙伴以及用户，构建一个共生共赢的棉花生态系统。"廖美珍说。 在全球可持续发展浪潮下，科技创新正成为串联产业链上下游、推动绿色共赢的关键纽带。 近日，在第三届中国国际供应链促进博览会（以下简称"链博会"）上，稳健医疗及旗下全棉时代联合中 国棉花协会、中华棉花集团有限公司、京东健康和健康界，共同发布《绿色共赢链倡议》，呼吁上下游 伙伴共建大健康可持续合作生态，以供应链"含绿量"提升企业发展"含金量"，进一步推动产业和社会向 绿色、科技、可持续方向发展。全棉时代提出的"以科技创新串起'绿色共赢链'"理念也在此次链博会上 映入公众眼帘。 全棉时代"绿色共赢链"贯穿于从一粒棉种到一件产品的全产业链，其思想核心是"取之自然，回馈自然 和社会"，即以可持续棉花产业为纽带，通过全产业链绿色创新实践，实现生态友好、产业升级与社会 价值的协同发展。 "棉是一种可持续和环保的绿色材质。棉纤维埋在土里3个月就可以降解 ...