| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000829 天音控股 | | 3535.90万 | 11.97% | -1830.27万 | -6.19% | -1705.62万 | -5.77% | | 002416 | 爰施德 | 213.93万 | 0.40% | -85.00万 | -0.16% | -128.93万 | -0.24% | | 300755 华致酒行 | | -55.71万 | -1.10% | -75.66万 | -1.49% | 131.37万 | 2.59% | | 603214 爱婴室 | | -64.70万 | -1.27% | -165.99万 | -3.25% | 230.69万 | 4.51% | | 300022 吉峰科技 | | -178.14万 | -2.30% | 385.35万 | 4.97% | -207.21万 | -2.67% | | 300622 博士眼镜 ...

资料显示，孩子王儿童用品股份有限公司位于江苏省南京市麒麟科技创新园智汇路300号，成立日期 2012年6月1日，上市日期2021年10月14日，公司主营业务涉及从事母婴童商品零售及增值服务,是一家 数据驱动的,基于顾客关系经营的创新型新家庭全渠道服务提供商。主营业务收入构成为：母婴商品销 售88.10%，供应商服务6.83%，母婴服务2.56%，平台服务1.25%，招商服务0.73%，广告服务0.47%，其 他0.05%。 孩子王所属申万行业为：商贸零售-专业连锁Ⅱ-专业连锁Ⅲ。所属概念板块包括：新零售、多胎概念、 托育概念、电子商务、跨境电商等。 截至6月30日，孩子王股东户数5.22万，较上期减少10.72%；人均流通股24029股，较上期增加12.73%。 2025年1月-6月，孩子王实现营业收入49.11亿元，同比增长8.64%；归母净利润1.43亿元，同比增长 79.42%。 10月22日，孩子王盘中下跌2.06%，截至13:40，报10.91元/股，成交2.32亿元，换手率1.68%，总市值 137.61亿元。 资金流向方面，主力资金净流出4536.07万元，特大单买入129.17万元，占比0.5 ...

孩子王（301078.SZ）10月21日在投资者互动平台表示，孩子王及乐友目前尚未在海南开展业务，但孩 子王线上APP可覆盖海南地区，此外公司控股子公司丝域生物在海口、三亚等城市设有线下门店。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在海南是否有开展相关业务？ ...

（记者 张海妮） 孩子王（301078.SZ）10月21日在投资者互动平台表示，孩子王及乐友目前暂未在海南设立线下门店。 截至2025年9月30日，公司控股子公司丝域生物在海南（包括海口、三亚等城市）已设立超20家线下门 店。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司目前在海南有多少家门店？ ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002416 | 爰施德 | -5371.35万 | 7.26% | -2074.51万 | -2.80% | -3296.85万 | -4.45% | | 603214 | 爱歌幸 | 1485.08万 | 14.22% | -281.53万 | -2.70% | -1203.55万 | -11.52% | | 000829 天音控股 | | 1459.21万 | 6.52% | 694.61万 | 3.10% | -2153.82万 | -9.63% | | 300755 华致酒行 | | 18.11万 | 0.26% | -300.01万 | -4.32% | 281.90万 | 4.06% | | 300622 博士眼镜 | | -334.06万 | -2.30% | -246.97万 | -1.70% | 581.03万 | 4.00% | | 300022 ...

2025 年 10 月 19 日 版 公司 相关研究 若研究祝 证券分析师 王立平 A0230511040052 wanqlp@swsresearch.com 干盼 A0230523120001 wangpan@swsresearch.com 聂霜 A0230524120002 nieshuang@swsresearch.com 联系人 于立平 (8621)23297818× wanqlp@swsresearch.com 申万宏源研究微信服务 天猫双 11 国货开门红，毛戈平上美强者恒强 -化妆品医美行业周报 20251019 本期投资提示: O 风险提示：宏观不确定性加剧；市场需求变动；行业竞争加剧；医美监管趋严。 1. 行业观点 1.1 化妆品医美板块：本周化妆品医美板块表现强于市场 本周化妆品医美板块表现强于市场。2025 年 10 月 10 日至 2025 年 10 月 17 日期间, 申万美容护理指数下滑 2.5%，表现强于市场。其中，申万化妆品指数下滑 1.1%，强于申 万 A 指 2.3pct; 申万个护用品指数下滑 2.1%，强于申万 A 指数 1.5pct｡ 本周板块表现前三的个股：嘉亨家化 ...

行 业 及 产 业 美容护理 王立平 (8621)23297818× wanglp@swsresearch.com 2025 年 10 月 19 日 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 王立平 A0230511040052 wanglp@swsresearch.com 王盼 A0230523120001 wangpan@swsresearch.com 聂霜 A0230524120002 nieshuang@swsresearch.com 联系人 天猫双 11 国货开门红，毛戈平上美强者恒强 看好 ——化妆品医美行业周报 20251019 本期投资提示： ⚫ 风险提示：宏观不确定性加剧；市场需求变动；行业竞争加剧；医美监管趋严。 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 - ⚫ 本周化妆品医美板块表现强于市场。2025 年 10 月 10 日至 2025 年 10 月 17 日期间， 申万美容护理指数下滑 2.5%，表现强于市场。其中，申万化妆品指数下滑 1.1%，强于 申万 A 指 2.3pct；申万个护用品指数下 ...

（文章来源：每日经济新闻） 每经AI快讯，10月17日，三胎概念股局部拉升，珠江钢琴、香山股份双双涨停，彩虹集团、孩子王、 奥美医疗跟涨。 ...

Group 1 - The 2025 World VR Industry Conference will be held in Nanchang from October 19 to 20, focusing on major tech companies like Huawei, Apple, Alibaba, Xiaomi, and Lenovo, as well as leading AR glasses innovators such as XREAL and Rokid, showcasing the latest product technologies and innovative application scenarios [1] - As of October 17, 2025, the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) has decreased by 1.68%, with mixed performance among constituent stocks; Kid King (301078) led with a rise of 2.36%, while Donghua Software (002065) fell by 4.17% [1] - The Online Consumption ETF (159793) has dropped by 2.02%, with the latest price at 1.07 yuan, but has seen a cumulative increase of 2.54% since the beginning of October 2025 [1] Group 2 - The CSI Hong Kong-Shenzhen Online Consumption Theme Index tracks 50 listed companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of online consumption theme stocks in the mainland and Hong Kong markets [2] - As of September 30, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index include Alibaba-W (09988), Tencent Holdings (00700), and Kuaishou-W (01024), with the top ten stocks accounting for 55.76% of the index [2] - The weight and performance of key stocks in the index show declines, with Tencent Holdings down by 1.05% and Alibaba-W down by 2.73%, indicating a challenging market environment for these major players [4]

Core Viewpoint - The stock price of the company "孩子王" has shown fluctuations, with a slight increase recently, while the overall performance this year has been mixed, indicating potential investment opportunities and market interest [1][2]. Group 1: Stock Performance - As of October 17, the stock price increased by 2.09% to 11.26 CNY per share, with a total market capitalization of 14.203 billion CNY [1]. - Year-to-date, the stock has decreased by 0.45%, but it has risen by 4.45% over the last five trading days [2]. - The stock has appeared on the "龙虎榜" three times this year, with the latest occurrence on April 10 [2]. Group 2: Company Overview - "孩子王" was established on June 1, 2012, and went public on October 14, 2021, focusing on retail and value-added services for maternal and child products [2]. - The company's revenue composition includes 88.10% from maternal and child product sales, 6.83% from supplier services, and smaller percentages from various other services [2]. - The company operates in the "商贸零售-专业连锁Ⅱ-专业连锁Ⅲ" industry and is associated with concepts like new retail, multi-child concept, childcare, e-commerce, and cross-border e-commerce [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a revenue of 4.911 billion CNY, reflecting a year-on-year growth of 8.64%, and a net profit attributable to shareholders of 143 million CNY, up 79.42% year-on-year [2]. - Cumulatively, the company has distributed 187 million CNY in dividends since its A-share listing, with 165 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.72% to 52,200, while the average circulating shares per person increased by 12.73% to 24,029 shares [2]. - Among the top ten circulating shareholders, "南方中证1000ETF" is a new entrant holding 8.1513 million shares, while "香港中央结算有限公司" has exited the list [3].