专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 随着年报披露收官，美容护理上市公司董秘薪酬面纱也被揭开。据数据统计，美容护理行业上市公司为 董秘支付的最高年度薪酬是珀莱雅，为董秘王莉支付年薪293.3万元，为董秘支付的最低年度薪酬是两 面针，为董秘韦元贤支付年薪仅23.04万元。珀莱雅董秘王莉年薪是两面针董秘韦元贤的12.7倍。 董秘作为上市公司治理的核心角色，其专业能力和履职表现对公司股价的影响至关重要。在为董秘支 付超200万年薪的上市公司中，爱美客董秘简勇任期内，公司市值连续两年下降，2023、2024年分别同 比下降47.47%、12.65%；上海家化董秘韩敏任期内，公司市值连续三年下降，2022-2024年分别同比下 降20.5%、32.96%、18.94%，贝泰妮董秘王龙 ...

| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 通信 | 1.27 | 506.97 | 26.53 | 鼎通科技 | 13.77 | | 计算机 | 0.93 | 664.64 | 4.83 | 数字认证 | 20.00 | | 电子 | 0.79 | 1142.17 | 12.36 | N鼎佳 | 466.40 | | 机械设备 | 0.03 | 599.41 | -0.23 | 方盛股份 | 16.36 | | 医药生物 | -0.05 | 880.55 | -15.62 | 灵康药业 | -5.74 | | 综合 | -0.09 | 9.51 | 1.04 | 红棉股份 | -2.08 | | 国防军工 | -0.11 | 347.81 | -24.32 | 博云新材 | -6.21 | | 传媒 | -0.64 | 264.13 | 6.53 | 吉视传媒 | -8.88 | | 社会服务 | -0.68 | 88.07 | 0.42 | 凯撒旅业 | -4 ...

Group 1 - The stock price of Marubi Biotechnology closed at 40.04 yuan on July 30, 2025, down 0.15% from the previous trading day, with a trading volume of 0.87 billion yuan and a turnover rate of 0.54% [1] - Marubi Biotechnology operates in the beauty care industry, focusing on anti-aging eye products, with main brands "Marubi" and makeup brand "PL Love Fire" [1] - The company is transitioning towards the biotechnology sector by restructuring its collagen research and plans to expand into the medical beauty and healthcare industries [1] Group 2 - Marubi Biotechnology has commenced construction of a Class III medical device pilot base in Zhuhai International Health Port, focusing on the research and industrialization of recombinant collagen [1] - The company has set a ten-year research plan aiming to obtain a registration certificate for injectable recombinant collagen Class III medical devices by 2026 [1] - In 2024, the company plans to invest 73.54 million yuan in research and development, employing 94 research personnel [1] Group 3 - On July 30, 2025, the net outflow of main funds for Marubi Biotechnology was 12.24 million yuan, accounting for 0.08% of the circulating market value [2]

Core Viewpoint - The A-share market is currently consolidating around the 3600-point level, showing hesitation before challenging the previous high of 3674 points, with a positive medium-term outlook despite short-term fluctuations [1][2]. Market Outlook - Recent catalysts across various industries, such as the launch of hydropower stations and potential recovery in H20 chip exports, are expected to boost market sentiment, leading to a more optimistic outlook [2]. - Two potential paths for the market are identified: continuing the upward trend directly towards the 3674-point high or undergoing a consolidation phase to digest previous losses before making a challenge [2]. - Three conditions are necessary for a direct challenge to the previous high: implementation of fiscal stimulus policies, continued global easing, and sustained increase in trading volume [2]. Hot Sectors - The technology sector is anticipated to gain momentum in August, driven by various catalysts, with a shift from defensive stocks to growth-oriented technology stocks [3]. - Key opportunities in the AI sector are expected to emerge from events like the AI conference, with innovations such as the Ascend 384 super node and physical AI [3]. - The trend towards domestic robotization is projected to continue, expanding from humanoid robots to quadrupedal and functional robots, creating opportunities in related components like sensors and controllers [3]. - The semiconductor industry remains a focus, with attention on domestic production across equipment, wafer manufacturing, materials, and IC design [3]. - The military industry is expected to see a rebound in orders by 2025, with signs of recovery already visible in Q1 reports across various sub-sectors [3]. - The innovative drug sector is entering a recovery phase after four years of adjustment, with positive net profit growth expected to continue into 2025 [3]. Market Review - The A-share market is maintaining an upward trend despite recent narrow fluctuations, with a positive medium-term outlook supported by consolidation efforts [4]. - Major indices closed in the green, although the number of rising stocks was limited, indicating a decrease in overall market profitability [4]. - Leading sectors included telecommunications, steel, pharmaceuticals, electronics, and military, while lagging sectors comprised agriculture, banking, beauty care, light industry, and environmental protection [4].

Market Overview - The A-share market showed a strong upward trend with the ChiNext Index leading the gains, closing at 2406.59, up by 1.86% [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8 trillion, marking an increase of 609 billion compared to the previous trading day, indicating active trading sentiment [5] Sector Performance - The top-performing sectors included Communication (up 3.29%), Steel (up 2.59%), and Pharmaceutical & Biological (up 2.06%), while Agriculture, Forestry, Animal Husbandry, and Fishery saw a decline of 1.36% [2][3] - Notable concept indices that performed well included CRO Concept, Recombined Protein, and Innovative Drugs, while sectors like Pork and Chicken experienced declines [3] Policy Impact - The implementation of the childcare subsidy policy, effective from January 1, 2025, is expected to boost consumer retail sales, providing marginal growth momentum for social consumption [4][5] Technical Analysis - The Shanghai Composite Index is showing strong support around the 3600-point mark, with a potential breakthrough expected to enhance overall market confidence [5] - The market is entering a phase of policy dividend release and maintaining reasonable liquidity, indicating a gradual structural bull market [5] Investment Focus - Recommended sectors for investment include TMT (Technology, Media, and Telecommunications), Public Utilities, Pharmaceuticals, and Financials, as they are expected to perform well in the current market environment [5]

Group 1 - The stock price of Runben Co., Ltd. experienced fluctuations on July 29, closing at 34.45 yuan, down 4.04% from the previous trading day [1] - The stock reached a high of 36.55 yuan and a low of 34.00 yuan during the day, with a volatility of 7.10% [1] - The trading volume was 199,600 hands, with a transaction amount of 696 million yuan [1] Group 2 - Runben Co., Ltd. operates in the beauty and personal care industry, focusing on the research, production, and sales of cosmetics [1] - The company's product range includes personal care and maternal and infant care, with several well-known brands under its umbrella [1] - As a significant cosmetics enterprise in Guangdong, Runben Co., Ltd. has also made strides in the C2M model and new retail sectors [1] Group 3 - On July 29, the stock price of Runben Co., Ltd. showed rapid fluctuations, with a quick drop of over 2% within 5 minutes around 9:35 AM and a rebound of over 2% around 1:57 PM [1] - The net outflow of main funds was 54.7957 million yuan, accounting for 1.54% of the circulating market value, indicating some market divergence [1]

Company Overview - Aimeike is a leading provider of medical beauty products in China, focusing on the research, production, and sales of biological medical materials [1] - The company's main products include sodium hyaluronate injection fillers and facial implant threads [1] Stock Performance - As of July 29, 2025, Aimeike's stock price was 187.95 yuan, down 0.73% from the previous trading day [1] - The trading volume for the day was 31,368 hands, with a transaction amount of 587 million yuan [1] Market Activity - On July 29, Aimeike experienced a net outflow of main funds amounting to 30.38 million yuan, ranking third among the stocks with net outflows in the beauty and personal care sector [1] - The overall beauty and personal care industry saw a decline of 0.71%, with a total net outflow of 231 million yuan [1]

Market Performance - The Shanghai Composite Index increased by 0.33%, while the Shenzhen Component Index rose by 0.64% [1] - Over 2,200 stocks in the two markets experienced gains [1] Industry Performance - The top-performing sectors included Communication (3.29%), Steel (2.59%), and Pharmaceutical & Biological (2.06%) [2] - The sectors with the largest declines were Agriculture, Forestry, Animal Husbandry, and Fishery, Banking, Beauty and Personal Care, Light Industry Manufacturing, and Environmental Protection [2] Key Factors - The Communication sector saw strong performance due to overseas companies reaching historical highs and the potential benefits for domestic computing power supply chains [3] - The Steel sector benefited from "anti-involution" policies that optimized supply-demand dynamics, alongside increased demand from infrastructure and manufacturing [3] - The Pharmaceutical & Biological sector was boosted by agreements with foreign companies for exclusive rights and licenses, creating potential value [3] - The Agriculture, Forestry, Animal Husbandry, and Fishery sector faced challenges from declining pig prices and rising feed costs [3] - The Banking sector was pressured by rapid convergence of futures spreads, reflecting risk-hedging strategies that involved selling bank stocks [3] - The Beauty and Personal Care sector declined due to tightening regulations and a shift in investment from consumer sectors to high-tech sectors [3] Future Outlook - The A-share market is expected to see a combination of policy and industrial upgrades driving continuous style rotation [4] - The cyclical sectors may experience valuation recovery due to "anti-involution" policies and increased infrastructure investment [4] - The technology sector could benefit from breakthroughs in AI technology, changes in the semiconductor industry cycle, and catalysts from mid-year performance reports [4]

7月29日，稳健医疗今日收盘40.82元，下跌1.02%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到31.21倍，总市值237.71亿元。 从行业市盈率排名来看，公司所处的美容护理行业市盈率平均41.19倍，行业中值44.53倍，稳健医疗排 名第12位。 最新一期业绩显示，2025年一季报，公司实现营业收入26.05亿元，同比36.47%；净利润2.49亿元，同 比36.26%，销售毛利率48.46%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7稳健医疗31.2134.182.08237.71亿行业平均 41.1948.464.28110.60亿行业中值44.5340.592.6868.98亿1科思股份18.5412.882.6572.45亿2珀莱雅 20.2221.365.77331.54亿3依依股份20.6621.802.4846.89亿4豪悦护理22.2322.512.5787.23亿5敷尔佳 22.9020.812.39137.57亿6爱美客30.3529.056.90568.72亿8诺邦股份32.2935.662.3733.96亿9百亚股份 36.7140.287.3 ...

美容护理行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | -1.21 | 7.54 | -5041.02 | | 300888 | 稳健医疗 | -1.02 | 5.22 | -3112.77 | | 300896 | 爱美客 | -0.73 | 1.50 | -3038.22 | | 603193 | 润本股份 | -4.04 | 19.32 | -2862.26 | | 300658 | 延江股份 | 0.69 | 22.62 | -2630.39 | | 603238 | 诺邦股份 | -1.65 | 11.95 | -2446.76 | | 600223 | 福瑞达 | -0.12 | 1.37 | -1533.03 | | 301009 | 可靠股份 | 1.70 | 14.53 | -1404.71 | | 002511 | 中顺洁柔 | -2.67 | 4.20 | -1341.49 | | 300740 | 水羊股份 | -0.47 ...