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悦心健康:近五年来,公司大健康业务的营业收入占总营业收入的比重未达10%
Mei Ri Jing Ji Xin Wen· 2026-02-27 07:18
悦心健康(002162.SZ)2月27日在投资者互动平台表示,近五年(2020年—2024年)来,公司大健康业 务的营业收入占总营业收入的比重未达10%,根据年报编制要求,无需披露该板块业务的成本及毛利率 等数据。 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司近5年来大健康业务的财务数据可以在哪里 得到? (文章来源:每日经济新闻) ...
超半数装修建材股下跌 顶固集创股价下跌8.46%
Bei Jing Shang Bao· 2026-02-26 09:53
北京商报讯2月26日,装修建材板块小幅下跌,以18668.49点收盘,跌幅为0.85%。受板块影响,装修建 材板块个股出现不同程度下跌。顶固集创以32.59元/股收盘,跌幅为8.46%,领跌装修建材股。科顺股 份以7.71元/股收盘,跌幅为5.86%,跌幅位列装修建材股第二。尚品宅配以14.08元/股收盘,跌幅为 3.89%,跌幅位列装修建材股第三。除此之外,悦心健康以5.80元/股收盘,涨幅为10.06%,领涨装修建 材股。雅博股份以2.48元/股收盘,涨幅为6.44%,涨幅位列装修建材股第二。*ST松发以104.85元/股收 盘,涨幅为5.00%,涨幅位列装修建材股第三。 中国银河在研报中表示,中长期来看,存量房翻新、旧改以及城市更新将成为消费建材需求托底主力。 近年消费建材龙头企业加速调整销售策略,零售业务规模不断扩大,随着城市发展向存量提质增效转 型,龙头企业市占率有望不断提升。 (文章来源:北京商报) ...
悦心健康2026年2月26日涨停分析:净利润扭亏+大健康增长+业务扩张
Xin Lang Cai Jing· 2026-02-26 02:06
2026年2月26日,悦心健康(sz002162)触及涨停,涨停价5.8元,涨幅10.06%,总市值53.34亿元,流通 市值53.27亿元,截止发稿,总成交额3.75亿元。 责任编辑:小浪快报 根据喜娜AI异动分析,悦心健康涨停原因可能如下,净利润扭亏+大健康增长+业务扩张: 1、公司2025 年实现扭亏为盈,从亏损1.47亿转为盈利750 - 1100万,同比增幅105 - 107%,资产减值损失减少7876万 元,资产质量显著改善。同时,大健康业务收入增长15.5%,核心业务板块保持良好增长势头,这些积 极的财务数据极大地提升了市场对公司的信心。 2、2026年预计关联交易总额增长126%,还新增1800 万元关联方产品代销业务,显示出业务扩张态势,有望为公司带来新的收入来源。此外,公司认为国内 康养产业规模仍有较大增长空间,"医养康教研"五位一体的战略目标清晰,康养产业布局前景被市场看 好。 3、从市场表现来看,2月25日悦心健康入选龙虎榜,成交额4.64亿,虽当日呈现净卖状态,但活跃 的交易表明市场关注度高。近期家居用品板块部分个股表现活跃,形成一定的板块联动效应,悦心健康 作为板块内个股,也受到了 ...
龙虎榜丨机构今日买入这26股,卖出翔鹭钨业3.4亿元
Di Yi Cai Jing· 2026-02-25 10:09
Summary of Key Points Core Viewpoint - On February 25, a total of 35 stocks were involved with institutional investors, with 26 stocks showing net buying and 9 stocks showing net selling. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were Tongyuan Petroleum, Construction Machinery, and Zhongtung High-tech, with net buying amounts of 385 million, 291 million, and 198 million respectively [1] - The stocks that experienced significant price increases included Tongyuan Petroleum (14.51%), Construction Machinery (8.56%), and Zhongtung High-tech (10.00%) [2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were Xianglu Tungsten Industry, Tianqi Co., and Yueshin Health, with net outflow amounts of 340 million, 225 million, and 6.606 million respectively [1] - Notable declines in stock prices included Yueshin Health (-7.22%) and Tianqi Co. (-7.36%) [3]
超半数装修建材股实现增长 科顺股份股价涨幅14.23%
Bei Jing Shang Bao· 2026-02-25 08:32
北京商报讯(记者 翟枫瑞)2月25日,装修建材板块增长,以18828.69点收盘,涨幅为2.12%。在板块 带动下,多只装修建材股股价实现增长。科顺股份以8.19元/股收盘,涨幅为14.23%,领涨装修建材 股。美克家居以2.85元/股收盘,涨幅为10.04%,涨幅位列装修建材股第二。东方雨虹以18.75元/股收 盘,涨幅为9.08%,涨幅位列装修建材股第三。除此之外,悦心健康以5.27元/股收盘,跌幅为7.22%, 领跌装修建材股。森鹰窗业以36.43元/股收盘,跌幅为3.24%,跌幅位列装修建材股第二。好莱客以 15.06元/股收盘,跌幅为2.59%,跌幅位列装修建材股第三。 华福证券在研报中表示,在反内卷加速供给侧改革预期下,建材产能周期有望迎来拐点。预期来看,利 率下行有利购房意愿修复,收储及城改有助购房能力修复,购房意愿及能力边际修复预期预计推动房地 产市场基本面企稳概率增加,亦有望推动地产后周期需求修复。 ...
未知机构:涨价石油准油股份洲际油气涨价MLCC风华高科涨价白银-20260225
未知机构· 2026-02-25 03:25
涨价-石油:准油股份、洲际油气 涨价-MLCC:风华高科 涨价-白银:湖南白银 涨价-玻璃纤维:山东玻纤 涨价-钛白粉:金浦钛业 磷化工:澄星股份 伊朗资源:金瑞矿业、金牛化工 金刚石散热:黄河旋风、四方达 电力电网:汉缆股份、保变电气 军工:亚星锚链 英伟达将于北京时间2月26日周四凌晨发布2026财年第四季度(截至1月)财报。 Ak 涨价-石油:准油股份、洲际油气 涨价-MLCC:风华高科 涨价-白银:湖南白银 涨价-玻璃纤维:山东玻纤 涨价-钛白粉:金浦钛业 磷化工:澄星股份 伊朗资源:金瑞矿业、金牛化工 金刚石散热:黄河旋风、四方达 电力电网:汉缆股份、保变电气 军工:亚星锚链 英伟达将于北京时间2月26日周四凌晨发布2026财年第四季度(截至1月)财报。 Akash Systems宣布,已向印度主权云服务商NxtGenAI Pvt Ltd交付全球首批搭载 Diamond Cooling技术的英伟达GPU 服务器。 这批服务器基于NVIDIAH200平台,是全球首次将"金刚石导热技术"正式部署于商用AI服务器体系,标志着金刚石 散热技术从实验室走向产业化应用。 英伟达概念:中际旭创、新易盛、英维克、胜 ...
悦心健康:截至2026年2月13日公司股东总户数45811户
Zheng Quan Ri Bao· 2026-02-24 11:37
(文章来源:证券日报) 证券日报网讯 2月24日,悦心健康在互动平台回答投资者提问时表示,截至2026年2月13日,公司股东 总户数45811户,机构总户数4412户。 ...
悦心健康:截至2月10日股东总户数为48871户
Zheng Quan Ri Bao· 2026-02-12 14:50
(文章来源:证券日报) 证券日报网讯 2月12日,悦心健康在互动平台回答投资者提问时表示,截至2月10日,股东总户数48871 户。 ...
悦心健康:截至2月10日,股东总户数48871户
Zheng Quan Ri Bao Wang· 2026-02-11 09:41
证券日报网讯2月11日,悦心健康(002162)在互动平台回答投资者提问时表示,截至2月10日,股东总 户数48871户。 ...
顺周期板块“后劲”十足,水泥需求迎结构性重塑,建材ETF(159745)连续4天获资金净流入,最新规模创成立以来新高
Xin Lang Cai Jing· 2026-02-10 03:36
Core Viewpoint - The construction materials sector is experiencing fluctuations, with the building materials ETF showing a recent increase in net inflows and a positive performance trend, despite some underlying challenges in the cement industry [1][2][3]. Group 1: ETF Performance - The latest size of the building materials ETF reached 2.307 billion, marking a new high since its inception, ranking in the top third among comparable funds [2] - The ETF's shares have also reached a new high of 3.103 billion shares, ranking in the top third among comparable funds [2] - Over the past week, the ETF has seen a cumulative increase of 7.35%, ranking in the top third among comparable funds [1][3] Group 2: Fund Flows and Trading Activity - The building materials ETF has experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 207 million, totaling 513 million in net inflows [2] - The ETF's trading volume has been robust, with an average daily transaction of 274 million over the past week, leading among comparable funds [1] Group 3: Industry Insights - The cement industry is undergoing a structural reshaping of supply and demand, with expectations of a fifth consecutive year of negative growth in cement production by 2025 [2] - The industry is facing dual constraints from stricter capacity replacement and the formal inclusion of the national carbon market, which may lead to a phase of price increases despite limited overall rebound potential [2] - Recent policies in major cities, such as increased second-hand housing transactions and urban renewal initiatives, are expected to support the recovery of construction material demand [3] Group 4: Risk and Return Metrics - The building materials ETF has a one-year Sharpe ratio of 1.29, indicating a favorable risk-adjusted return [4] - The maximum drawdown for the ETF this year is 5.48%, with a recovery time of just 2 days, the fastest among comparable funds [4] Group 5: Management and Tracking - The management fee for the building materials ETF is 0.50%, and the custody fee is 0.10% [5] - The ETF has a tracking error of 0.065% over the past six months, the highest tracking precision among comparable funds [6] - The index tracks the overall performance of listed companies in the construction materials sector, with the top ten weighted stocks accounting for 61.6% of the index [6]