证券之星消息，1月8日专业连锁板块较上一交易日上涨1.62%，天音控股领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。专业连锁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) | | --- | --- | --- | --- | --- | --- | | 000829 | 天音控股 | 11.00 | 3.00% | 38.41万 | 4.19 乙 | | 002416 | 爱施德 | 12.85 | 2.88% | 41.99万 | 5.37 乙 | | 301078 | 孩子王 | 10.72 | 1.32% | 44.26万 | 4.72 乙 | | 300755 | 华致酒行 | 17.60 | 0.51% | 2.97万 | 5207.26万 | | 603214 | 爱智室 | 17.17 | 0.23% | 2.82万 | 4836.63万 | | 300022 | 吉峰科技 | 7.72 | -0.13% | 6.71万 | 5167.87万 | | 300622 | 博士眼镜 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300755 | 华致酒行 | 17.67 | 1.73% | 4.23万 | 7448.81万 | | 002416 | 爰施德 | 12.72 | 1.03% | 25.98万 | 3.30亿 | | 603214 | 爱歌室 | 17.29 | 0.82% | 4.36万 | 7514.32万 | | 301078 | 孩子王 | 10.80 | 0.75% | 62.07万 | 6.66亿 | | 300622 | 博士眼鏡 | 32.30 | 0.50% | 24.20万 | 7.87 亿 | | 300022 | 吉峰科技 | 7.70 | 0.39% | 8.42万 | 6461.80万 | | 000829 | 天音控股 | 10.98 | 0.18% | 27.35万 | 2.99亿 | 证券之星消息，1月6日专业连锁板块较上一交易日上涨0.79%，华致酒行领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14 ...

证券之星消息，1月5日专业连锁板块较上一交易日上涨0.85%，博士眼镜领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。专业连锁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) | | --- | --- | --- | --- | --- | --- | | 300622 | 博士眼镜 | 32.14 | 3.48% | 19.38万 | 6.11亿 | | 301078 | 孩子王 | 10.72 | 3.38% | 68.28万 | 7.27亿 | | 000829 | 天音控股 | 10.96 | 0.46% | 23.96万 | 2.62亿 | | 002416 | 爰施德 | 12.59 | 0.08% | 27.70万 | 3.49亿 | | 603214 | 爱智室 | 17.15 | -0.06% | 4.18万 | 7164.35万 | | 300755 | 华致酒行 | 17.37 | -1.42% | 5.10万 | 8827.20万 | | 300022 | 吉峰科技 | 7. ...

从去年到今年，促消费、促内需，一直是社会的重要议题。 此前，重要工作会议更是将"坚持内需主导，建设强大国内市场"定位明年八大重点任务之首。 但回望过去一年，在大盘整体上涨的趋势之中，跌幅居前的，仍大多是消费板块。 但，转机往往在危机之中酝酿，在今年最惨的板块之中，又到底能否酝酿出新的机遇呢？ 01 白酒板块 年内跌幅12.44% "买你的白酒去吧，老登。" 这句以一己之力打造出老登股和小登股概念的话，足以表现出如今白酒板块的尴尬处境。 同花顺数据显示，在申万二级行业指数之中，今年年内下跌的16个行业中，有十个均为消费板块。 | 申万二级行业指数排名 | | --- | | | 简称 | 年涨跌幅(%) | | --- | --- | --- | | T | 专业连锁II | -14.72 | | 2 | 铁路公路 | -12.86 | | 3 | 三恩山 | -12.44 | | 4 | 房屋建设 II | -11.80 | | 5 | 非白酒 | -11.61 | | 6 | 出版 | -7.22 | | 7 | 调味发酵品 II | -6.04 | | 8 | 煤炭开采 | -5.55 | | g | 中 ...

从去年到今年，促消费、促内需，一直是社会的重要议题。 此前，重要工作会议更是将"坚持内需主导，建设强大国内市场"定位明年八大重点任务之首。 但回望过去一年，在大盘整体上涨的趋势之中，跌幅居前的，仍大多是消费板块。 同花顺数据显示，在申万二级行业指数之中，今年年内下跌的16个行业中，有十个均为消费板块。 | | 简称 | 年涨跌幅(%) | | --- | --- | --- | | 1 | 专业连锁II | -14.72 | | 2 | 铁路公路 | -12.86 | | 3 | 三恩山 | -12.44 | | 4 | 房屋建设 II | -11.80 | | 5 | 非白酒 | -11.61 | | 6 | 出版 | -7.22 | | 7 | 调味发酵品 II | -6.04 | | 8 | 煤炭开采 | -5.55 | | 9 | 中药 II | -5.02 | | 10 | 数字媒体 | -4.95 | | 11 | 厨卫电器 | -4.11 | | 12 | 轨交设备 II | -3.08 | | 13 | 乘用车 | 勾股大数据_97 | | 14 | 通信服务 | -2.74 | | 15 | ...

Core Viewpoint - The article discusses the significant downturn in various consumer sectors, particularly the liquor and retail industries, highlighting the challenges and potential opportunities for recovery amidst changing consumer behaviors and market dynamics [2][4][43]. Group 1: Liquor Industry - The liquor sector, especially the white liquor segment, has faced substantial declines, with the overall white liquor market down by 12.44% this year [9][15]. - Major brands like Wuliangye have reported significant drops in revenue and profit, with a 10.26% decline in revenue and a 13.72% drop in net profit for the first three quarters [17]. - The white liquor industry is experiencing a shift from a growth-driven model to one focused on consumer preferences, with a need for companies to adapt to changing consumption patterns [26][27]. Group 2: Retail Industry - The professional chain sector has seen a dramatic decline of 14.72%, with many traditional retail models struggling to survive [28][30]. - Companies like Renrenle have faced severe financial difficulties, leading to a significant reduction in store numbers and ultimately triggering delisting procedures [34][35]. - The shift towards online shopping and changing consumer preferences have forced traditional retailers to innovate or face extinction [36][39]. Group 3: Non-White Liquor Sector - The non-white liquor sector, including beer and wine, has also suffered, with a reported decline of 11.61% this year [40]. - Major players like Budweiser APAC have experienced significant sales drops, with a 9.5% revenue decrease and a 24.4% decline in net profit [46]. - The industry is witnessing a trend of cross-industry competition, with liquor companies diversifying into other beverage categories to adapt to market changes [51][56]. Group 4: Publishing Industry - The publishing sector has faced a 7.22% decline, with the overall market for printed books down by 10.40% [60]. - Despite the downturn, some publishing companies have managed to increase profits through cost control and operational efficiency, with a 14.65% rise in net profit for listed companies [61][62]. - The industry is undergoing significant transformation, moving from traditional sales models to more dynamic content management and IP development strategies [70][71]. Group 5: Seasoning Industry - The seasoning sector has seen a 6.04% decline, with companies like Qianhe Flavor struggling due to a drop in revenue and profit [74]. - The industry is facing challenges from both market saturation and changing consumer preferences, necessitating a shift in strategy for many companies [81]. Group 6: Traditional Chinese Medicine - The traditional Chinese medicine sector has experienced a 5.02% decline, with companies like Pian Zai Huang facing significant revenue and profit drops [86]. - The industry is under pressure from regulatory changes and increased competition, pushing companies to innovate and diversify their product offerings [91][92]. Group 7: Digital Media - The digital media sector has reported a 4.95% decline, with traditional advertising models struggling to adapt to new market realities [97][100]. - Companies like Mango TV have seen significant revenue drops, highlighting the challenges of maintaining profitability in a rapidly changing landscape [101][104]. Group 8: Kitchen and Bathroom Appliances - The kitchen and bathroom appliance sector has faced a 4.11% decline, with major players like Boss Electric experiencing revenue drops for the first time in years [112]. - The industry is grappling with reduced demand due to a slowdown in the real estate market, necessitating a shift towards innovation and international expansion [117][118]. Group 9: White Goods - The white goods sector has seen a 2.02% decline, with companies like Gree Electric facing significant challenges due to market saturation and increased competition [126][129]. - The industry is shifting towards a more rational consumer base that prioritizes product quality and brand reputation over traditional growth drivers [133]. Group 10: Hotel and Restaurant Industry - The hotel and restaurant sector has experienced a 1.37% decline, with many businesses struggling to convert increased tourism into profits [140][141]. - The industry is witnessing a shift towards more refined operational models, with companies focusing on member engagement and digital transformation to enhance profitability [142][143].

证券之星消息，12月30日专业连锁板块较上一交易日上涨0.66%，吉峰科技领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。专业连锁板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300622 博士眼镜 | | 4370.86万 | 8.73% | 24.76万 | 0.05% | -4395.62万 | -8.78% | | 002416 | 爰施德 | 2099.41万 | 4.91% | -29.64万 | -0.07% | -2069.77万 | -4.84% | | 300022 吉峰科技 | | 2047.06万 | 8.00% | -200.61万 | -0.78% | --1846.45万 | -7.22% | | 300755 华致酒行 | | -279.75万 | -4.16% | 239.74万 | 3.56% | 4 ...

证券之星消息，12月29日专业连锁板块较上一交易日下跌0.36%，华致酒行领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。专业连锁板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300622 博士眼镜 | | 6122.97万 | 14.43% | -1359.07万 | -3.20% | -4763.89万 | -11.22% | | 002416 | 爰施德 | 2840.63万 | 10.04% | -1632.06万 | -5.77% | -1208.58万 | -4.27% | | 300022 吉峰科技 | | 421.59万 | 4.52% | 167.60万 | 1.80% | -589.18万 | -6.31% | | 603214 爱婴室 | | -295.72万 | -4.94% | -495.97万 | -8.29 ...

Core Viewpoint - The article discusses various companies' recent announcements regarding stock price fluctuations, operational updates, and strategic partnerships, highlighting potential investment opportunities and risks in the market. Group 1: Company Announcements - Aerospace Development reported a revenue of 1.697 billion yuan for the first three quarters of 2025, with a significant increase attributed to ship deliveries, while its subsidiary's revenue contribution remains below 1% [3] - Victory Energy announced that it may apply for a trading suspension if its stock price continues to rise, indicating potential risks for investors [4] - Jia Mei Packaging also warned of possible trading suspension due to significant stock price deviations from its fundamentals, urging investors to be cautious [5][6] - Fenglong Co. stated that its acquirer, UBTECH, has no plans to change its main business or conduct significant asset transactions in the next 12 months [7] - ST Huluwa is under investigation by the China Securities Regulatory Commission for information disclosure violations, but its operations continue normally [8] Group 2: Project Updates - Yijing Optoelectronics announced delays in its photovoltaic project in Anhui due to industry-wide capacity mismatches, leading to a halt in production and potential financial liabilities [9] - Tongyu Communication cautioned about the risks of irrational market speculation following a significant stock price increase [10] - Junda Co. clarified that its strategic cooperation with Shangyi Optoelectronics will not have a major impact on its current financial performance due to the preliminary nature of the agreement [12] Group 3: Strategic Partnerships and Acquisitions - Hengrui Medicine signed an exclusive licensing agreement with Hansoh Pharmaceutical, which includes a 30 million yuan upfront payment and potential milestone payments totaling up to 190 million yuan [13] - Tongye Technology plans to acquire a 91.69% stake in Beijing Silingke Semiconductor Technology for 561 million yuan, focusing on power IoT communication chips [14] - ST Lutong intends to apply for the removal of risk warnings after a shareholder's commitment to repay funds misappropriated by the actual controller [15] Group 4: New Contracts and Market Expansion - Wangfujing won a bid for the Beijing Capital International Airport duty-free project, with a guaranteed operating fee of 113 million yuan for the first year and a sales commission of 5%, marking its entry into a major international hub [17]

恒瑞医药：将SHR6508项目有偿许可给翰森制药有资格获得监管里程碑付款及商业里程碑付款最高可 达1.9亿元 今日晚间重要公告抢先看——通业科技拟支付现金购买思凌科91.69%股权；锋龙股份控制权变更后公 司仍以原有业务为主。 恒瑞医药（600276）公告，公司与翰森制药签署《独家许可协议》，将公司SHR6508项目有偿许可给翰 森制药。翰森制药须向公司支付首付款3000万元；公司有资格获得监管里程碑付款及与许可产品纳入国 家医保目录相关的商业里程碑付款最高可达1.9亿元；公司有权根据季度净销售额获得阶梯式、最高9% 比例的销售提成。同时，公司子公司成都盛迪医药有限公司与翰森制药子公司江苏豪森药业集团有限公 司签署《商业化服务框架协议》，委托豪森药业为公司帕立骨化醇软胶囊产品提供非独家商业化服务。 亿晶光电：收到全椒经济开发区管委会拟对公司及下属子公司作出行政决定的听证通知 亿晶光电（600537）公告，公司于近日收到全椒经济开发区管理委员会拟对公司及下属子公司常州亿 晶、滁州亿晶作出行政决定的听证通知书，公司已经申请进行听证，目前尚未开展听证程序。公司原拟 在安徽省滁州市全椒县投资建设年产10GW光伏电池、 ...