证券之星消息，2月2日个护用品板块较上一交易日下跌1.23%，延江股份领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。个护用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) | | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 38.70 | 3.78% | 8.08万 | | 3.08亿 | | 003006 | 自亚股份 | 21.34 | 2.99% | 8.63万 | 1.84亿 | | | 001328 | 登康口腔 | 40.88 | 2.58% | 3.15万 | | 1.29亿 | | 600509 | 豪悦护理 | 30.86 | -0.42% | 1.68万 | 5234.73万 | | | 600249 | 两面针 | 5.86 | -1.01% | 11.30万 | 6697.67万 | | | 300888 | 稳健医疗 | 34.94 | -1.30% | 4.30万 | | 1.51亿 | | ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights - Anta announced on January 26, 2026, the acquisition of 29.06% of Puma SE for a total of €1.506 billion (approximately ¥12.278 billion), becoming its largest shareholder. This transaction is a key step in Anta's globalization strategy, aiming to integrate its operational capabilities with Puma's global platform, which has an annual revenue exceeding €8.8 billion (2024) [2][14] - Adidas achieved a record high revenue of €24.811 billion in 2025, with operating profit of €2.056 billion exceeding market expectations. The operating profit margin increased by 2.6 percentage points to 8.3%, and the gross profit margin rose to 51.6% [2][14] - VF Corporation reported a revenue of $2.82 billion in Q3 of FY2026, a 4% year-on-year increase (2% growth at constant currency), with a 6% growth in the Americas region after excluding the impact of the sold Dickies brand [3][14] Summary by Sections Investment Recommendations - Manufacturing: Strong expectations for upstream price increases, with wool prices rising since Q3 2025 and domestic cotton prices also starting to rise. Recommended stocks include Baolong Oriental, New Australia, and Fuchun Dyeing & Weaving, with beneficiaries being Taihua New Materials. For growth-oriented midstream, recommended stocks are Jiansheng Group and Kairun Co [3][15] - Brand: Recent signs of recovery in high-end consumption, with potential inflation in 2026 benefiting the consumer sector. Recommended brands with profit elasticity include Jinhong Group, Ge Li Si, Luolai Life, and Stable Medical [3][15] - Procter & Gamble's industrial chain: Recommended stocks include Jieya Co (benefiting from brand-owned capacity transfer), with beneficiaries being Yanjing Co [3][15] Market Review - The SW textile and apparel sector rose by 0.64%, outperforming the Shanghai Composite Index by 1.08%. The top five gainers in the sector included Harsen Co, Zhongwang Fabric, Hongda High-Tech, Mingxin Xuteng, and Aokang International [16] - The main inflow of funds was into Harsen Co, with a net inflow ratio of 10.10%, while the largest outflow was from Sanfu Outdoor, with a net outflow ratio of 4.59% [16][22] Industry Data Tracking - Wool prices increased by 2.49% this week, with a year-to-date increase of 41.94%. The Australian wool market index reached 1689 AUD cents/kg, equivalent to ¥82,085.40/ton [4][35] - The cotton price index in China rose by 3.84% year-to-date, with the 3128B index at ¥16,183/ton [30][32] - In 2025, textile and apparel exports decreased by 2.26% year-on-year, with total exports amounting to $267.79 billion [52]

从资金流向上来看，当日个护用品板块主力资金净流出1.05亿元，游资资金净流入6267.41万元，散户资 金净流入4276.18万元。个护用品板块个股资金流向见下表： 证券之星消息，1月30日个护用品板块较上一交易日下跌1.66%，中顺洁柔领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。个护用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) | | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 37.29 | 10.00% | 3.23万 | | 1.18亿 | | 301009 | 可靠股份 | 13.38 | 1.21% | 3.27万 | 4352.10万 | | | 600249 | 两面针 | 5.92 | 0.51% | 11.27万 | 6633.71万 | | | 301108 | 洁雅股份 | 33.76 | -0.21% | 1.77万 | 5957.23万 | | | 001328 | 登康口腔 | 39 ...

Group 1: Company Performance - Shengyi Technology (生益科技) expects a net profit attributable to shareholders of 3.25 to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98%. Shengyi Electronics (生益电子) anticipates a net profit of approximately 1.44 to 1.51 billion yuan, a year-on-year increase of 331.03% to 355.88% [4] - Wei Ce Technology (伟测科技) forecasts a net profit of around 300 million yuan for 2025, reflecting a year-on-year increase of approximately 133.96%. The growth is driven by the penetration of AI and automotive electronics, as well as the recovery in consumer electronics [4] - Jindan Technology (金丹科技) projects a net profit of 96 to 138 million yuan for 2025, indicating a significant year-on-year growth of 156% to 268%. The growth is attributed to the successful launch of a 50,000-ton lactic acid expansion project and a decrease in procurement costs [10] - Hengfeng Paper (恒丰纸业) anticipates a net profit of 178 to 215 million yuan for 2025, a year-on-year increase of 54% to 86%. The growth is primarily due to the successful launch of a new production line and breakthroughs in overseas markets [11] - Jieya Co. (洁雅股份) expects a net profit of 72 to 88 million yuan for 2025, representing a year-on-year increase of 270% to 352%. The growth is driven by increased orders from major international clients and an improved business structure [12] Group 2: Industry Trends - The European Automobile Manufacturers Association reported that pure electric vehicle sales in the EU surged by 51% year-on-year to 217,898 units in December 2025, surpassing gasoline vehicles for the first time. The market share reached 22.6% [7] - In December, China's newly installed photovoltaic capacity was 40 GW, a year-on-year decrease of 43% but an increase of 84% month-on-month. The cumulative installed capacity for the year reached 315 GW, a year-on-year increase of 14% [8] - The snack food sector, represented by Wancheng Group (万辰集团), is expected to see a net profit of 1.23 to 1.4 billion yuan for 2025, driven by the continuous growth of the bulk snack business and an increase in store numbers to approximately 19,000 [14]

格隆汇1月29日丨洁雅股份(301108.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润7,200万元-8,800万元，同比增长269.90%-352.10%；扣除非经常性损益后的净利润5,800万元-7,400万 元，同比增长953.73%-1,189.24%。报告期内，归属于上市公司股东的净利润大幅上升，主要系海外客 户订单增加及产品综合毛利率提升影响所致。 ...

（文章来源：证券日报） 证券日报网讯 1月29日，洁雅股份发布公告称，公司预计2025年归属于上市公司股东的净利润盈利7， 200万元至8，800万元，比上年同期上升269.90%至352.10%。 ...

证券日报网讯 1月29日，洁雅股份发布公告称，2026年1月29日，公司收到容诚会计师事务所（特殊普 通合伙）（简称"容诚"）《变更项目质量控制复核人的说明函》。容诚作为公司2025年度审计机构，原 委派庞红梅女士为质量控制复核人为公司提供2025年度审计服务，因容诚内部工作调整，现委派张媛媛 女士接替庞红梅女士担任项目质量控制复核人，继续完成公司2025年度审计相关工作。 （文章来源：证券日报） ...

格隆汇1月29日｜洁雅股份公告，预计2025年净利润7200万元—8800万元，同比增长269.9%—352.1%。 报告期内，归属于上市公司股东的净利润大幅上升，主要系海外客户订单增加及产品综合毛利率提升影 响所致。 ...

洁雅股份（301108）(301108.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利润 7200万元-8800万元，同比增长269.90%-352.10%;扣除非经常性损益后的净利润5800万元-7400万元，同 比增长953.73%-1189.24%。 ...

Group 1 - The core viewpoint of the article is that Jieya Co., Ltd. expects a significant increase in net profit for 2025, projecting a profit of 72 million to 88 million yuan, which represents a year-on-year growth of 269.9% to 352.1% [1] - The main reason for the profit increase is attributed to a substantial rise in net profit attributable to shareholders, driven by an increase in orders from overseas clients and an improvement in the overall gross profit margin of products [1] Group 2 - The article also highlights a crisis involving the "Jie Wo Rui" platform under Shuibei Gold, where a 40-fold leverage bet has led to losses as gold prices rise, causing difficulties in fulfilling payment obligations [1] - Investors are reportedly dissatisfied with the proposed repayment plan, which offers a principal repayment at only 20% of the original amount [1]