来源：新浪证券-红岸工作室 12月25日，华人健康跌1.50%，成交额6.89亿元，换手率23.34%，总市值79.00亿元。 今日主力净流入-4916.76万，占比0.08%，行业排名30/32，连续3日被主力资金减仓；所属行业主力净流 入-3.77亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-4575.01万-7665.77万-3.03亿1539.83万-1.15亿 异动分析 医药电商+流感+养老概念+阿里巴巴概念+创新药 1、据2023年2月17日互动易回复：公司除阿里旗下的天猫/饿了么平台外，公司在京东/拼多多/美团等国 内主要电商平台也都有布局，并且报告期内取得了长足发展。 2、2023年11月28日互动易：公司子公司江苏神华药业有限公司在经营的品种含复方灭活白葡萄球菌片 （用于慢性气管炎、支气管炎和支气管哮喘）、白葡萄球菌片（用于慢性支气管炎等呼吸道疾患引起的 咳嗽，痰多）。 3、2025年4月30日投资者关系活动记录表：公司积极布局银发大健康领域，主要通过以下两个方向进行 落实：一方面，公司积极开展慢病培训和服务，以药店为服务窗口，为老年人提供专业的健康咨询和用 ...

来源：新浪证券-红岸工作室 12月22日，华人健康跌9.31%，成交额13.56亿元，换手率43.07%，总市值83.76亿元。 异动分析 医药电商+流感+养老概念+阿里巴巴概念+创新药 1、据2023年2月17日互动易回复：公司除阿里旗下的天猫/饿了么平台外，公司在京东/拼多多/美团等国 内主要电商平台也都有布局，并且报告期内取得了长足发展。 2、2023年11月28日互动易：公司子公司江苏神华药业有限公司在经营的品种含复方灭活白葡萄球菌片 （用于慢性气管炎、支气管炎和支气管哮喘）、白葡萄球菌片（用于慢性支气管炎等呼吸道疾患引起的 咳嗽，痰多）。 3、2025年4月30日投资者关系活动记录表：公司积极布局银发大健康领域，主要通过以下两个方向进行 落实：一方面，公司积极开展慢病培训和服务，以药店为服务窗口，为老年人提供专业的健康咨询和用 药指导，提升慢病管理服务的深度和广度。另一方面，打造以老年人常见病为主的"福曼医"系列心脑血 管、降压、降糖类产品，并重点开发针对老年人健康养生需求的"国津"系列中药养生产品，满足老年人 群的健康管理需求。公司在银发大健康领域持续深耕，致力于为老年人提供更全面的健康服务和更优 ...

就在今天，海南有大事发生。 海南自由贸易港正式启动全岛封关运作。 对于海南，大家首先印入脑海的无疑是海口、三亚、文昌、琼海…… 而在海南，一路向西，抵达尽头， 会看到什么？ 这里，是海南最西方的古城，名字却为——东方。 所以，它也被称为「名不副实」的城市。 这个千年古城，三亚或者海口两小时即可抵达。 但却深邃沉静，有 脱俗的美好，与极低的物价。 火龙果5毛一 斤，海鲜也相当便宜。成为最近养老小城里的名列前茅之地。 并且，如其名。 这里依然有着古老而神秘的东方传统力量。 白查村的黎族女性坐在亭子里进行织着黎锦， 我们小心翼翼闯入他们的精神家园， 看见了中国最后一代纹面女。 她们大多年岁已高，图腾纹样依稀可 见。 博主 MIU辣霸镜头下的纹面女身上的图案 船屋如海浪，载着这独有的命运， 在这个岛屿沉浮如梦境。 2000多年的时光，这里依然有迹可循。 托大自然的福， 这座小城还有着绝美的日落与灵气动人的海滩与海湾。 海洋冲刷着时光， 造就了东方最美的门面。 鱼鳞洲的海面闪闪发光，渔民远行，扬起生活的风帆。黎族神山俄贤岭，被称为小桂林， 有看不尽的旷野与 浪漫绵延的喀斯特峰峦。 和网红的三亚与海口相比， 东方这座古城 ...

最近两天，全国各地大降温。 北京跌破0℃，就连广州最低气温也接近10℃。 这时候，温暖的海南三亚总会让人羡慕，当然，还有 四川"小三亚"之称的 ——攀枝花。 这座以花为名的小城，一年彷佛只有两个季节。 入冬后，绝大部分时间都是晴空万里。 即便是最冷的隆冬，午后温度也基本在20度以上。最近几天，攀枝花每天中午两点，温度就会回升到20℃。 这座四川最南之城，最近乃至很长一段时间，都将不再「低调」。 过去，"攀钢"的响亮，让人常忽略了攀枝花的温暖宜居与青山鲜果。 深圳的存在，让人忘了攀枝花，也是一座移民之城。 曾经它创造过"攀枝花速度"的奇迹，同时，包容着40多个少数民族在此繁衍。 1970年出铁，1971年出钢，1974年出钢材...攀枝花承包了全国2/3的高铁百米钢轨。可现在，还没有一辆高铁，为攀枝花而生。 高原阻隔，让人忽视了攀枝花并非只有钢铁的一面。 壮丽的山河奇景，高山、峡谷、温泉...这里应有尽有。 「花是一座城，城是一朵花」。家里有矿的攀枝花，自1965年成为特区后。 四季阳光明媚，鲜花盛开，森林覆盖率高达60%。 不仅拥有阳光之城的美名，还曾获评"中国西部十大旅游康养目的地"。一度掀起了去攀枝花养老 ...

针对上述提问，盛帮股份回应称："您好，公司产品未应用于谷子经济、三胎、养老等相关领域，感谢 您的关注，谢谢。" 有投资者在互动平台向盛帮股份提问："董秘你好，公司有产品应用IP谷子经济、三胎、养老这些领域 吗？" 来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

格隆汇12月1日丨盛帮股份(301233.SZ)在投资者互动平台表示，公司产品未应用于谷子经济、三胎、养 老等相关领域。 ...

Group 1: Consumer Sector - The government has implemented substantial measures to boost consumption, focusing on smart products, green energy, and products for the elderly [1] - The fourth round of "trade-in" subsidies is accelerating, targeting home appliances, digital products, and home decoration, with a deadline for consumers to act by December 31 [1] Group 2: Alcohol and Pharmaceutical E-commerce - A company specializing in both liquor and pharmaceutical e-commerce has seen revenue growth of nearly 30%, with high gross margins due to increased demand during year-end banquets [1] - The pharmaceutical e-commerce segment benefits from stricter regulations, providing a competitive edge, while innovative drugs are in phase three clinical trials, indicating strong cash flow and a low price-to-earnings ratio compared to peers [1] Group 3: Prepared Dishes and New Retail - A company focused on prepared dishes and new retail is experiencing rapid market growth, with the market size exceeding 600 billion, although its actual revenue contribution is only over 10% [3] - The main business remains traditional retail with lower gross margins, and new production facilities for prepared dishes will not be operational until 2026, posing risks for large investments [3] Group 4: Healthcare Sector - Companies specializing in cold medicine are expected to see revenue spikes during the flu season, with over 40% of their revenue coming from this period, but they have low R&D investment, limiting long-term growth potential [3] Group 5: Elderly Care and AI Medical Services - A company focusing on elderly care and AI medical services has seen over 50% revenue growth in community care and rehabilitation, with AI diagnostic systems implemented in numerous grassroots hospitals [5] - The company has high R&D investment compared to industry averages, but its diverse business lines contribute limited short-term profits, making it suitable for long-term investment [5] Group 6: Private Hospitals and Smart Medical Services - A company operating in private hospitals, smart medical services, and coal has seen over 30% revenue growth in private hospitals, with stable cash flow from coal operations [6] - The company has a diversified risk profile but lacks a core growth engine, making it suitable for conservative investors [6] Group 7: High-end Manufacturing - The high-end manufacturing sector is receiving strong policy support, with a focus on industrial mother machines, which are expected to modernize by 2027 [6] - A company producing CNC machines has reported over 60% profit growth in the first three quarters, with a nearly 40% year-on-year increase in industrial mother machine revenue [6] Group 8: New Energy and Digital Economy - The new energy and digital economy sectors are experiencing explosive growth, with data trading becoming a national focus and data center capacity reaching 500 PB [8] - The company involved in data business has seen revenue double, with stable cash flow from cement operations and lower valuations compared to peers, indicating potential for increased profitability if the data business model is successful [8]

Core Insights - The speech by Yu Jian emphasized the importance of financial services in supporting high-quality economic development in China, focusing on five key areas: technology, green finance, inclusive finance, elderly care, and digital economy [1][2] - The People's Bank of China is actively working on enhancing the policy framework and service system for these five areas, establishing a dynamic feedback loop for policy implementation, evaluation, and optimization [1] Financial Performance - As of August 2025, the loan balance for the five key areas reached 105.6 trillion yuan, accounting for 38.7% of total loans, with a year-on-year growth of 13.2%, outpacing the average growth rate of total loans by 6.6 percentage points [2] - Specific growth rates for loans in the key areas include: technology (12.1%), green finance (23.8%), inclusive finance (10.8%), elderly care (52%), and digital economy (12.5%), all significantly higher than the average loan growth rate [2]

Core Insights - The State Council issued an implementation opinion to accelerate the cultivation and large-scale application of new scenarios, focusing on creating new application scenarios in various fields and promoting industrial transformation and upgrading [1][27]. Group 1: New Fields and New Tracks - The digital economy sector aims to explore applications of technologies like the metaverse, virtual reality, and robotics, enhancing the integration of the digital and real economies [2][30]. - In the artificial intelligence sector, there is a push for the cultivation and opening of high-value application scenarios to meet diverse development needs across technology, industry, and governance [3][30]. - The development of a comprehensive unmanned system across land, sea, and air is encouraged, with applications in tourism, logistics, and public services [4][30]. - The biotechnology sector is set to expand applications in new materials, energy, and environmental protection, focusing on bio-based materials and low-carbon transformations [5][30]. - Clean energy applications are to be promoted in various transportation sectors, aiming for a collaborative development of the clean energy industry chain [6][31]. - The marine development sector will focus on deep-sea exploration and biotechnology applications [7][31]. Group 2: Industrial Transformation and Upgrading - The manufacturing sector will innovate in smart and green manufacturing, supporting the development of intelligent factories and zero-carbon parks [8][32]. - The transportation sector will implement new technologies for smart traffic management and optimize urban transport structures [11][32]. - The logistics sector will accelerate the development of smart logistics hubs and explore new models integrating technology and logistics [12][32]. - Modern agriculture will enhance digital applications in breeding and farming, promoting digital transformation in livestock and aquaculture [13][33]. Group 3: Industry-Specific Application Scenarios - The emergency management sector will focus on digital scenarios for disaster response, enhancing capabilities in monitoring and rescue operations [15][34]. - The mining safety sector will integrate technologies for intelligent decision-making and automation to improve safety standards [16][34]. - The water conservancy sector will promote integrated monitoring and management applications to enhance flood prevention and water resource management [17][34]. - The construction safety sector will implement intelligent risk monitoring and autonomous inspections to improve safety management [18][35]. - The forestry sector will utilize remote sensing technologies for ecological monitoring and disaster prevention [19][35]. Group 4: Social Governance and Public Services - The government services sector will enhance smart services through intelligent appointment and identity verification systems [20][36]. - The smart city sector will focus on urban infrastructure and digital transformation to improve community services [21][36]. - The rural construction sector will promote digital village initiatives to enhance governance and service standards [22][36]. Group 5: Enriching Livelihood Application Scenarios - The healthcare sector will integrate new technologies for innovative medical applications, including remote healthcare services [23][37]. - The elderly care and childcare sectors will innovate service delivery through smart devices and remote systems [24][37]. - The cultural and tourism sector will accelerate the application of digital technologies to enhance visitor experiences [25][37]. - The cross-industry consumption sector will promote the integration of various sectors to create new consumer experiences [26][37].

Group 1 - The article discusses the historical development of the country, emphasizing two main routes: internal investment and external competition, which have driven economic growth [3] - The internal investment strategy focuses on infrastructure development, providing opportunities for engineering projects funded by tax revenues, which in turn supports job creation and economic returns [3] - The article highlights the importance of aligning with national policies to achieve wealth, suggesting that following government initiatives can lead to prosperity [3] Group 2 - The first focus area for future development is industrial upgrading, encouraging companies to adopt new technologies and production methods, with government subsidies available to support these transitions [4] - The second focus is on the service industry, which remains underdeveloped in China compared to Western countries, indicating a significant market opportunity to meet unmet consumer demands [6] - The third focus area is the development of the central and western regions and the enhancement of computing power, which is essential for advancing artificial intelligence and competing globally [6] Group 3 - The fourth focus is on new urbanization, which aims to improve living conditions rather than just building new housing, highlighting the need for skilled tradespeople in maintenance and repair services [8] - The fifth focus area is elder care, addressing the health and well-being of the aging population, which presents a vast market opportunity given the significant number of elderly individuals in the country [9] - The article concludes that by following the government's strategic directions, achieving wealth is feasible, as the government has laid out a clear path for development [11]