证券之星消息，1月27日医疗美容板块较上一交易日下跌1.41%，*ST美谷领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。医疗美容板块个股涨跌见下表： 从资金流向上来看，当日医疗美容板块主力资金净流出4131.86万元，游资资金净流出313.41万元，散户 资金净流入4445.27万元。医疗美容板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300896 | 爱美客 | 140.31 | -1.20% | 3.13万 | 4.39 Z | | 920982 | 锦波生物 | 228.34 | -1.31% | 5531.45 | 1.27亿 | | 688363 | 华熙生物 | 46.43 | -1.59% | 4.97万 | 2.29亿 | | 000615 | *ST美谷 | 3.19 | -2.15% | 10.89万 | 3480.46万 | | 代码 | 名称 | | | 主力净流入（元） 主力净占比 ...

证券日报网讯1月26日，爱美客（300896）在互动平台回答投资者提问时表示，公司重视市值管理工 作，于2023年实施回购公司股份计划，总金额达3.99亿元(不含交易费用)，后续如有具体计划将按照相 关法律法规要求及时履行信息披露义务。 ...

| 代码 | 名称 | | | 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入 (元) 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688363 华盛生物 | | 590.51万 | 2.01% | 1656.31万 | 5.63% | -2246.82万 | -7.64% | | 920982 锦波生物 | | -383.62万 | -1.73% | 491.75万 | 2.21% | -75.65万 | -0.34% | | 000615 *ST美谷 | | -746.45万 | -25.02% | 287.49万 | 9.63% | 458.96万 | 15.38% | | 300896 | 爱美客 | -1314.78万 | -2.68% | -1326.43万 | -2.71% | 2641.21万 | 5.39% | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- ...

Investment Rating - The report maintains a "Positive" outlook on the cosmetics and medical beauty industry, indicating strong performance compared to the market [2]. Core Insights - The cosmetics and medical beauty sector has outperformed the market recently, with the Shenwan Beauty Care Index rising by 2.0% from January 16 to January 23, 2026, surpassing the Shenwan A Index by 0.8 percentage points [4][5]. - December 2025 saw a significant increase in social retail sales for cosmetics, reaching 38 billion yuan, with a growth rate of 8.8%, indicating robust demand even in the off-season. The overall growth rate for Q4 was 9.9%, significantly higher than the annual growth of 5.1% for 2025, driven by promotional events like Double 11 [10][17]. - The report anticipates continued high consumer demand in Q1 2026, supported by new product launches and regulatory approvals in the medical beauty sector [10]. Summary by Sections Industry Performance - The cosmetics and medical beauty sector has shown strong performance, with the Shenwan Cosmetics Index increasing by 2.6% and the Shenwan Personal Care Index rising by 4.2%, both outperforming the Shenwan A Index [4][5]. Key Company Reviews - Lin Qingxuan (2657HK) is highlighted as a benchmark in the high-end domestic skincare market, with revenue projected to grow from 690 million yuan in 2022 to 1.21 billion yuan in 2024, representing a CAGR of 32.7%. The company is expected to turn a profit of 187 million yuan in 2024, a 120% increase year-on-year [11][12]. - Langzi Co., Ltd. (002612.SZ) forecasts a net profit of 900 million to 1.05 billion yuan for 2025, reflecting a year-on-year growth of 245.25% to 302.80% [4]. - Qingsong Co., Ltd. (300132.SZ) anticipates a net profit of 130 million to 165 million yuan for 2025, with a growth rate of 137.73% to 201.74% [4]. Market Trends - The report notes that the high-end skincare market is expanding, with the market size expected to reach 218.5 billion yuan by 2029. The concept of "oil-based skincare" is becoming mainstream, driving growth in the facial oil segment, which is projected to grow at a CAGR of 42.8% from 2019 to 2024 [12][14]. - E-commerce channels are increasingly important, with Lin Qingxuan achieving a 65.4% online revenue share in H1 2025, leveraging platforms like Douyin and Tmall for growth [13]. Sales Data - In December 2025, the total retail sales of cosmetics reached 38 billion yuan, with a year-on-year growth of 8.8%. The overall retail sales for cosmetics in 2025 were 465.3 billion yuan, reflecting a 5.1% increase [17][21].

证券日报网讯1月23日，爱美客（300896）在互动平台回答投资者提问时表示，公司重视投资者关系， 一直在遵守与上市公司信息披露相关的法律、法规的前提下，及时对投资者建议及问题进行客观详实回 复。 ...

沪指1月22日上涨0.14%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为建筑材料、国防军 工，涨幅分别为4.09%、3.23%。跌幅居前的行业为美容护理、银行，跌幅分别为0.76%、0.43%。美容 护理行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出216.12亿元，今日有12个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨2.83%，全天净流入资金80.19亿元，其次是国防军工行业，日涨幅 为3.23%，净流入资金为57.13亿元。 主力资金净流出的行业有19个，电子行业主力资金净流出规模居首，全天净流出资金132.06亿元，其次 是电力设备行业，净流出资金为72.06亿元，净流出资金较多的还有有色金属、汽车、医药生物等行 业。 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） | | --- | --- | --- | --- | --- | | 300896 | 爱美客 | -2.07 | 1.50 | -3910.13 | | 300957 | 贝泰妮 | -1.42 | 1.69 | -3 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002584 | 西陇科学 | -1.11 | 15.14 | -5920.37 | | 688179 | 阿拉丁 | -6.46 | 7.63 | -5046.39 | | 300204 | 舒泰神 | -2.49 | 3.58 | -3978.29 | | 300896 | 爱美客 | -2.07 | 1.50 | -3910.13 | | 300558 | 贝达药业 | -2.23 | 1.57 | -3527.47 | | 688687 | 凯因科技 | -1.14 | 6.19 | -3114.50 | | 300723 | 一品红 | -1.34 | 2.25 | -2560.29 | | 000513 | 丽珠集团 | 0.08 | 0.95 | -2188.85 | | 688363 | 华熙生物 | -0.76 | 0.60 | -1915.96 | | 600812 | 华北制药 | -0.18 | 0.95 | -1906.25 ...

证券之星消息，1月22日医疗美容板块较上一交易日下跌1.35%，锦波生物领跌。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%。医疗美容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) | | --- | --- | --- | --- | --- | --- | | 000615 | *ST美谷 | 3.34 | 1.52% | 6.09万 | 2015.48万 | | 688363 | 华熙生物 | 45.54 | -0.76% | 2.88万 | 1.32 Z | | 300896 | 爱美客 | 141.60 | -2.07% | 3.12万 | 4.46 乙 | | 920982 | 锦波生物 | 226.99 | -2.21% | 7993.54 | 1.83亿 | | 代码 | 名称 | | | 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入 (元) 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- ...

证券日报网讯 1月21日，爱美客在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东人 数为61728户。 （文章来源：证券日报） ...

医疗器械ETF（562600）当前管理费率为0.50%（每年），托管费率为0.1%（每年），没有股票账户的 投资者还可以通过链接基金（021250.OF，021251.OF）布局板块投资机遇。 1月21日，据上交所数据显示，截至13:40，上证指数上涨0.22%，医疗器械指数上涨0.69%，个股方面， 天智航 - U涨超 13%，三友医疗涨超7%，迪安诊断涨超 6%，赛诺医疗涨超5%，爱迪特涨超 4%，金域 医学涨超3%，华兰股份、新华医疗、海泰新光等涨超 2%。 1 月以来多家权威机构看好医疗器械板块走势，中信建投指出，第六批高值耗材集采规则优化 "反内 卷"，电生理、泌尿介入等赛道 2026 年将迎经营拐点，板块估值与业绩确定性有望修复；同时国产器械 出海空间广阔，手术机器人、AI 医疗等创新领域将成核心投资机会。机构普遍认为，随着国家医保局 价格政策落地、跨境交易平台逐步完善，叠加创新器械临床转化加速，2026 年医疗器械板块将实现业 绩复苏与估值修复，高端介入器械、手术机器人等细分领域增长确定性突出。 医疗器械ETF（562600）跟踪中证全指医疗器械指数，前十大权重股分别为迈瑞医疗、联影医疗、鱼跃 ...