证券之星消息，1月6日医疗美容板块较上一交易日上涨0.66%，爱美客领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。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) | | --- | --- | --- | --- | --- | --- | | 300896 | 爱美客 | 146.49 | 1.06% | 3.41万 | 4.98 乙 | | 688363 | 华熙生物 | 44.91 | 0.34% | 5.16万 | 2.31亿 | | 920982 | 锦波生物 | 236.12 | -0.22% | 7324.94 | 1.74亿 | | 000615 | *ST美谷 | 3.46 | -0.86% | 13.90万 | 4782.12万 | 从资金流向上来看，当日医疗美容板块主力资金净流出1283.62万元，游资资金净流入772.62万元，散户 资金净流入511.0万元。医疗美容板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入 ...

医疗ETF（512170）及其联接基金（联接A：162412，联接C：012323）被动跟踪中证医疗指数，该指 数前十大权重股分别为药明康德、迈瑞医疗、联影医疗、爱尔眼科、康龙化成、泰格医药、鱼跃医疗、 新产业、爱美客、惠泰医疗。 数据来源于沪深交易所、公开资料等。 1月6日，医疗ETF（512170）高开后一度续涨逾1%，场内价格创20日新高！实时成交额超3.5亿元。昨 日，医疗ETF单日大涨超5%连收5根均线。 成份股方面，脑机接口概念股三博脑科和美好医疗双双20CM一字涨停，喜提两连板！另一方面，CXO 概念回调，泰格医药跌逾1%。 消息面上，2026年1月5日，特斯拉CEO埃隆·马斯克透露旗下脑机接口公司Neuralink计划在2026年启动 脑机接口设备的"大规模生产"，推动技术商业化进程；同期国家药监局召开脑机接口医疗器械推进会， 要求加快相关产品审评审批。 中信建投证券指出，我国脑机接口技术研究进展在全球处于相对领先地位，有望培育出全球领先的脑机 接口企业，二级市场相关上市公司估值提升，有望带动一级市场融资热度，资本和产业发展有望形成共 振。（来源：中信建投证券2025年12月29日研报《脑机接 ...

证券日报网讯 1月5日，爱美客在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东人 数为60075户。 （文章来源：证券日报） ...

证券之星消息，1月5日医疗美容板块较上一交易日上涨2.22%，华熙生物领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。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) | | --- | --- | --- | --- | --- | --- | | 688363 | 华熙生物 | 44.76 | 2.47% | 4.79万 | 2.14亿 | | 300896 | 爱美客 | 144.95 | 2.28% | 3.97万 | 5.72亿 | | 920982 | 锦波生物 | 236.64 | 1.26% | 7690.59 | 1.80 Z | | 000615 | *ST美谷 | 3.49 | 0.00% | 11.32万 | 3982.21万 | 从资金流向上来看，当日医疗美容板块主力资金净流入1362.9万元，游资资金净流出704.42万元，散户资 金净流出658.47万元。医疗美容板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345 ...

今日（1.5），脑机接口概念股爆发，全市场费率最低档的医疗器械ETF基金(159797)大涨超5%，四连 阴后巨幅反弹！资金面上，医疗器械ETF基金(159797)盘中再获600万份净申购，近10日更是有7日净流 入，累计"吸金"超3000万元！ 医疗器械ETF基金(159797)标的指数成分股多数飘红：乐普医疗20CM涨停，联影医疗、惠泰医疗涨超 4%，迈瑞医疗、新产业涨超3%，鱼跃医疗、爱美客、英科医疗涨超2%。 | 库号 | 代码 | | | | | | --- | --- | --- | --- | --- | --- | | 1 | 300760 | 迈瑞医疗 | 15.26% | 3.95% | 24.60亿 | | 2 | 688271 | 联影医疗 | 8.59% | 4.31% | 7.81亿 | | 3 | 688617 | 重损医疗 | 3.25% | 4.94% | 2.01亿 | | র্ম | 002223 | 色跃医疗 | 3.06% | 2.09% | 3.72 Z | | 5 | 300832 | 新产业 | 3.01% | 3.57% | 1.56亿 | | 6 | 300 ...

爱美客今年以来股价涨2.03%，近5个交易日涨0.77%，近20日涨2.98%，近60日跌19.85%。 1月5日，爱美客盘中上涨2.03%，截至13:07，报144.60元/股，成交3.75亿元，换手率1.25%，总市值 437.55亿元。 资金流向方面，主力资金净流入461.07万元，特大单买入3451.55万元，占比9.21%，卖出2843.66万元， 占比7.59%；大单买入1.06亿元，占比28.36%，卖出1.08亿元，占比28.75%。 资料显示，爱美客技术发展股份有限公司位于北京市朝阳区建国路甲92号世茂大厦C座21层，成立日期 2004年6月9日，上市日期2020年9月28日，公司主营业务涉及从事生物医用软组织修复材料的研发、生 产和销售。主营业务收入构成为：溶液类注射产品57.27%，凝胶类注射产品37.97%，其他3.01%，冻干 粉类注射产品1.50%，面部埋植线0.26%。 爱美客所属申万行业为：美容护理-医疗美容-医美耗材。所属概念板块包括：合成生物、多肽药、医疗 器械、化妆品、中盘等。 截至12月19日，爱美客股东户数6.17万，较上期增加2.23%；人均流通股3378股，较上期 ...

Investment Rating - The report maintains a "Positive" investment rating for the beauty and personal care industry, specifically focusing on PDRN applications [6]. Core Insights - The report highlights that PDRN (Polydeoxyribonucleotide) is expected to unleash stronger commercial potential due to increasing registrations and search metrics. The extraction of PDRN is transitioning from animal sources to microbial fermentation and synthetic biology, laying a solid foundation for accelerated applications in the medical beauty and skincare sectors [3][4]. - The report emphasizes that domestic beauty companies are likely to redefine the value boundaries of PDRN, with leading firms accelerating their strategies in this competitive landscape [3][4]. Summary by Sections PDRN Overview - PDRN, derived from salmon and other sources, has a high similarity to human DNA (98%) and is known for its skin repair and cell regeneration properties. Its historical development spans from the 15th century to its current applications in medical aesthetics and cosmetics [8][13][19]. Market Growth Potential - The PDRN market is projected to grow significantly, with estimates indicating an increase from USD 0.72 billion in 2024 to USD 8.55 billion by 2031, reflecting a CAGR of 43%. The demand for anti-aging products is a core driver of this growth [8][30]. Competitive Landscape - Domestic companies are actively entering the PDRN medical and skincare sectors, with significant advancements in extraction technologies. Companies like Huaxi Biological and Lepu Medical are leading the charge in developing PDRN-based products [8][30][34]. Key Mechanisms and Benefits - PDRN operates through two main mechanisms: acting as an agonist for the adenosine A2A receptor to suppress inflammation and providing nucleotides for DNA synthesis, thus promoting cell regeneration and tissue repair [34][36]. - The primary benefits of PDRN include skin repair, anti-inflammatory effects, and anti-aging properties, making it suitable for various cosmetic and medical applications [34][39].

从资金流向上来看，当日医疗美容板块主力资金净流出7417.96万元，游资资金净流入4452.13万元，散户 资金净流入2965.84万元。医疗美容板块个股资金流向见下表： | 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 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 000615 *ST美谷 | | 105.57万 | 41.13% | -56.92万 | -22.18% | -48.65万 | -18.96% | | 688363 华熙生物 | | -37.49万 | -0.38% | 703.25万 | 7.05% | -665.76万 | -6.67% | | 920982 锦波生物 | | -2340.27万 | -12.47% | -1744.60万 | -9.29% | -285.65万 | -1.52% | | 300896 | 爱美客 | -7486.05万 | -20.24% | 3805.80万 | 10.29% | 3680.25万 | 9.9 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail industry is experiencing a transformation with a focus on emotional consumption and innovative product offerings, particularly in the jewelry and cosmetics sectors [6][33] - Companies like潮宏基 and毛戈平 are leveraging multi-channel strategies to enhance brand visibility and product sales, indicating a strong market presence [26][31] Summary by Sections Retail Market Overview - The retail index closed at 2462.73 points, with a weekly increase of 0.16%, underperforming the Shanghai Composite Index, which rose by 1.88% [5][15] - The retail sector has seen a year-to-date increase of 10.00%, lagging behind the Shanghai Composite Index's 18.26% rise [15][19] Company Highlights - **潮宏基**: Achieved a revenue of 62.37 billion yuan in the first three quarters of 2025, up 28.4% year-on-year, with a net profit of 3.17 billion yuan, reflecting a 0.3% increase [42] - **毛戈平**: Launched the "琉光赋活" skincare series, set to debut on January 1, 2026, focusing on high-end skincare needs [31] - **周大福**: Reported a revenue of 389.86 billion HKD for FY2026H1, a slight decrease of 1.1%, but with a net profit increase of 0.1% [39] Investment Themes - **Gold and Jewelry**: Focus on brands with differentiated product offerings and consumer insights, recommending潮宏基 and老铺黄金 as key players [6][33] - **Offline Retail**: Emphasis on companies adapting to market changes, with recommendations for永辉超市 and爱婴室 [6][33] - **Cosmetics**: Highlighting brands that innovate with emotional value and safe ingredients, recommending毛戈平 and珀莱雅 [6][34] - **Medical Aesthetics**: Targeting differentiated product manufacturers and expanding medical aesthetic chains, with recommendations for爱美客 and科笛-B [6][34]

证券日报网讯12月25日，爱美客（300896）在互动平台回答投资者提问时表示，公司经营数据相关信 息，请以公司定期报告为准。 ...