| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300856 科思股份 | | 1247.56万 | 10.76% | -467.75万 | -4.04% | -779.81万 | -6.73% | | 300132 青松股份 | | 914.50万 | 4.44% | 31.41万 | 0.15% | -945.91万 | -4.59% | | 600315 上海家化 | | 416.47万 | 1.98% | -1843.68万 | -8.78% | 1427.21万 | 6.80% | | 600223 | 福瑞达 | 399.82万 | 5.30% | -130.12万 | -1.73% | -269.71万 | -3.58% | | 300849 | 锦盛新材 | 325.88万 | 3.57% | -622.94万 | -6.82% | 297.06万 | 3.25% | | 603630 拉芳家化 | ...

证券之星消息，1月21日化妆品板块较上一交易日上涨0.25%，拉芳家化领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。化妆品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) | | --- | --- | --- | --- | --- | --- | | 603630 | 拉芳家化 | 22.89 | 2.10% | 5.70万 | 1.30亿 | | 300957 | 贝泰妮 | 42.98 | 1.99% | 8.66万 | 2697E | | 301371 | 敷尔佳 | 25.20 | 1.74% | 3.92万 | 9836.58万 | | 300849 | 锦盛新材 | 18.75 | 1.52% | 4.21万 | 7819.25万 | | 300132 | 青松股份 | 9.14 | 0.66% | 24.83万 | 2.24亿 | | 603605 | 珀莱雅 | 71.90 | 0.43% | 6.67万 | 4.78亿 | | 300886 | 类 星彩 | 28.26 | 0. ...

北京商报讯（记者 张君花）1月20日，贝泰妮在投资者互动平台表示，公司始终重视并积极探索AI等前 沿技术在皮肤健康领域的应用。目前已在部分业务环节展开相关实践，例如在消费者服务端，通过专业 祛痘品牌"贝芙汀"提供AI辅助的个性化护肤方案；在研发创新端，近期与耀速科技达成战略合作，共同 探索"AI+器官芯片"等智能检测新路径。AI技术的应用是公司以科技驱动发展的重要方向之一，相关探 索将持续推进。其中具体协同场景、量化成效及专利布局等细节，属于公司内部研发与运营信息。公司 对各类前沿技术保持开放研究，如有重大进展将依规披露。 ...

证券日报网讯 1月20日，贝泰妮在互动平台回答投资者提问时表示，公司始终重视并积极探索AI等前沿 技术在皮肤健康领域的应用。目前已在部分业务环节展开相关实践，例如在消费者服务端，通过专业祛 痘品牌"贝芙汀"提供AI辅助的个性化护肤方案；在研发创新端，近期与耀速科技达成战略合作，共同探 索"AI+器官芯片"等智能检测新路径。AI技术的应用是公司以科技驱动发展的重要方向之一，相关探索 将持续推进。其中具体协同场景、量化成效及专利布局等细节，属于公司内部研发与运营信息。公司对 各类前沿技术保持开放研究，如有重大进展将依规披露。敬请关注公司官方信息。 （编辑 楚丽君） ...

Group 1 - The cosmetics sector experienced a rise of 1.11% on January 20, with Shanghai Jahwa leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the cosmetics sector showed varied performance, with Shanghai Jahwa closing at 23.92, up 3.55%, and Qingdao Kingking at 8.34, up 2.96% [1] Group 2 - The cosmetics sector saw a net inflow of 30.3 million yuan from institutional investors, while retail investors experienced a net outflow of 54.5 million yuan [2] - Notable individual stock performances included Shanghai Jahwa with a net inflow of 20.5 million yuan from institutional investors, and Qingdao Kingking with a net inflow of 23.3 million yuan [3] - The overall market sentiment reflected a mixed response, with some stocks like Banlaya experiencing significant net outflows from both institutional and retail investors [3]

Core Viewpoint - The company is actively exploring the application of AI and other cutting-edge technologies in the field of skin health, emphasizing its commitment to technology-driven development [1] Group 1: AI Application in Business - The company has initiated practices involving AI in certain business segments, such as providing AI-assisted personalized skincare solutions through its professional acne treatment brand "Beifuting" [1] - The collaboration with YaoSu Technology aims to explore new intelligent detection pathways, including "AI + organ-on-chip" technology [1] Group 2: Future Directions - The application of AI technology is identified as a key direction for the company's development, with ongoing efforts to advance related explorations [1] - Specific details regarding collaborative scenarios, quantifiable outcomes, and patent strategies are considered internal R&D and operational information [1]

Core Viewpoint - The company is actively exploring the application of AI and other cutting-edge technologies in the field of skin health, emphasizing its commitment to technology-driven development [1] Group 1: AI Application in Business - The company has initiated practices involving AI in certain business segments, such as providing AI-assisted personalized skincare solutions through its professional acne treatment brand "Beifuting" [1] - The collaboration with YaoSu Technology aims to explore new intelligent detection paths, including "AI + organ-on-chip" technology [1] Group 2: Future Directions - The application of AI technology is identified as a key direction for the company's development, with ongoing efforts to advance related explorations [1] - Specific details regarding collaborative scenarios, quantifiable outcomes, and patent strategies are considered internal R&D and operational information [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the competitive advantage of Qian Dama through its "community small store + daily clearance mechanism + warehouse and cold chain" model, which enhances supply stability and operational efficiency [3][24][35] - The report emphasizes the importance of emotional consumption themes and identifies high-quality companies in high-growth sectors, recommending specific companies across various segments [6][37] Summary by Sections Industry Overview - The retail and social service indices reported a decline of 1.47% and an increase of 1.53% respectively during the week of January 12-16, 2026 [5][13] - The internet e-commerce sector showed the highest growth, with a year-to-date increase of 11.18% [16][19] Company Highlights - Qian Dama has submitted its IPO application to the Hong Kong Stock Exchange, focusing on fresh food retail in the South China market, with a GMV of 9.8 billion yuan in 2024, significantly outperforming its competitors [24][25] - The company operates 2,983 stores, with 2,898 being franchise stores, contributing over 90% of its revenue [25][31] - The report recommends several companies based on their performance and market positioning, including: - Chaohongji, expected to achieve a net profit of 436-533 million yuan in 2025, driven by brand upgrades and channel expansion [39][43] - Meilitiantian Medical Health, projected to see a revenue increase of 28.2% in FY2025H1 [39] - Zhou Dafu, focusing on product structure optimization and store upgrades [39] Investment Themes - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending Chaohongji and Laopu Gold [6][37] - Investment Theme 2: Emphasize retail companies adapting to trends and AI-enabled cross-border e-commerce leaders, recommending Yonghui Supermarket and Aiyingshi [6][37] - Investment Theme 3: Highlight domestic beauty brands that meet emotional value and safety innovation, recommending Maogeping and Pola [6][37] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending Meilitiantian Medical Health and Aimeike [6][37]

Group 1 - The core viewpoint of the news is that Betaini has made significant progress in the upstream medical beauty industry chain with the approval of a new product, marking a breakthrough in the field [1] - The product, an injectable poly-L-lactic acid filler, is the first globally approved for use in the temporal region, and it is also the first approval in China for this specific application [1] - The product utilizes proprietary MEDBIOMA poly-L-lactic acid material and EvolaONE microsphere technology developed by Chengdu Yizhen, a subsidiary of Yizheng (Suzhou) Biotechnology Co., Ltd., in which Betaini holds a 15.73% stake [1] Group 2 - Analysts indicate that the approval of the core product of the invested enterprise signifies an important step for Betaini in building a skin health ecosystem through strategic investments and collaborations in the upstream biomaterials sector [2] - By strategically entering the upstream biomaterials field, Betaini is constructing a more layered and technically deep value chain for its long-term development in the skin health sector [2]

Core Insights - Betaini Group has made significant progress in the upstream medical beauty industry chain with the approval of a new product by its strategic investment, Yizheng (Suzhou) Biotechnology Co., Ltd, which holds 15.73% of its shares [1][4] - The approved product, an injectable poly-L-lactic acid filler, is the first of its kind globally to be approved for use in the temporal region, marking a milestone for the company and the industry in China [1][4] Group 1 - The product received a Class III medical device registration certificate from the National Medical Products Administration (NMPA), indicating its compliance with regulatory standards [1] - The filler utilizes proprietary MEDBIOMA® poly-L-lactic acid material and EvolaONE® microsphere technology developed by the company's core team [1][4] Group 2 - Chengdu Yizhen, founded by a team of scientists led by Dr. Zhang Xiaojin, focuses on the clinical transformation of absorbable biomaterials and has previously launched other Class III medical devices [4] - The approval of this core product signifies a strategic move by Betaini to enhance its value chain in skin health through investment and collaboration in the upstream biomaterials sector [4]