倍加洁盘中涨停，已连收5个涨停板，截至9:25，该股报44.97元，换手率2.64%，成交量265.13万股，成 交金额1.19亿元，涨停板封单金额为5.63亿元。连续涨停期间，该股累计上涨61.07%，累计换手率为 18.02%。最新A股总市值达45.17亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，营业部席位合计净卖出478.29万元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.05 | 10.01 | 1.65 | 1288.03 | | 2025.08.04 | 10.01 | 2.00 | 1403.16 | | 2025.08.01 | 10.00 | 2.21 | 1950.36 | | 2025.07.31 | 9.99 | 9.51 | 3479.74 | | 2025.07.30 | -1.03 | 1.11 | 64.61 | | 2025.07.29 | 0.07 | 1.78 | 453.87 | | ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage in the market [5][41]. Core Views - The company is recognized as a leading domestic brand in the oral care industry, with strong brand momentum and a focus on high-quality products [5][14]. - The report highlights the company's robust growth potential driven by its innovative product lines and expanding e-commerce channels, which are expected to enhance profitability [10][16]. Summary by Sections Company Overview - The company specializes in the research, production, and sales of oral care products, including well-known brands like "Cold Acid Spirit" and "Beilele" [7][14]. - It aims to provide effective oral health solutions through a diversified product strategy that includes adult toothpaste, toothbrushes, electric toothbrushes, and children's oral care products [7][14]. Financial Performance - The company is projected to achieve revenues of RMB 18.6 billion, RMB 21.9 billion, and RMB 25.5 billion from 2025 to 2027, with year-on-year growth rates of 19.3%, 17.5%, and 16.5% respectively [6][41]. - The net profit attributable to shareholders is expected to reach RMB 2.0 billion, RMB 2.5 billion, and RMB 3.0 billion during the same period, with growth rates of 25.5%, 22.0%, and 20.9% respectively [8][41]. Market Position and Competitive Advantage - The company has established a multi-channel marketing system that includes distribution, direct supply, and e-commerce, enhancing its market reach and operational efficiency [25][28]. - It has built a strong brand matrix, particularly with its core brand "Cold Acid Spirit," which holds over 60% market share in the sensitive toothpaste segment [30][34]. Product Development and Innovation - The company is committed to increasing its R&D investment, focusing on both independent and collaborative innovation to maintain its industry-leading position [34][40]. - It has a robust pipeline of new products aimed at addressing various consumer needs, including sensitivity, whitening, and orthodontic care [38][40]. Valuation and Comparables - The current price-to-earnings (P/E) ratios for the company are projected to be 39, 32, and 26 for the years 2025, 2026, and 2027 respectively, compared to an average of 45 for comparable companies in the personal care sector [41][43].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 40.88 | 10.01% | 1.66万 | 6795.38万 | | 301009 | 可靠股份 | 14.45 | 4.48% | 14.35万 | 2.05亿 | | 002511 | 中顺洁桑 | 7.77 | 3.05% | 20.93万 | 1.61亿 | | 001328 | 登康口腔 | 44.44 | 2.56% | - 3.23万 | 1.43亿 | | 300658 | 延江股份 | 7.12 | 1.42% | 20.81万 | 1.49亿 | | 301108 | 洁雅股份 | 26.59 | 1.06% | 2.30万 | 6129.21万 | | 300888 | 稳健医疗 | 40.45 | 0.87% | 4.68万 | 1.89亿 | | 001206 | 依依股份 | 25.47 | 0.04% | 4.35万 | 1.11亿 | | 600249 | 两面针 | 5.92 | ...

（一）二级市场交易风险 证券代码：603059 证券简称：倍加洁 公告编号：2025-037 倍加洁集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 倍加洁集团股份有限公司（以下简称"公司"或"本公司"）股票价格于2025 年7月31日和8月1日连续2个交易日内日收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情况，公司已 于2025年8月2日在公司指定的信息披露媒体《上海证券报》、《证券时报》及上 海证券交易所网站（www.sse.com.cn）披露了《股票交易异常波动公告》（公告 编号：2025-036）。2025年8月4日，公司股票再次涨停，鉴于公司股票价格短期 涨幅较大，现对有关风险提示如下，敬请广大投资者注意投资风险。 （三）其他风险提示 公司存在控股股东、实际控制人的一致行动人减持股份计划，具体详见公司 于2025年6月25日披露的《倍加洁股东大宗交易减持股份计划公告》（公告编号： 人南京小倍一号企业管理咨询合伙企业（有限合伙）通过大宗交易方式减持公 ...

证券之星消息，8月4日个护用品板块较上一交易日上涨1.67%，倍加洁领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。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 | 37.16 | 10.01% | 2.01万 | 7476.70万 | | 605009 | 豪悦护理 | 39.79 | 4.68% | 5.23万 | 2.05亿 | | 001206 | 依依股份 | 25.46 | 3.88% | 5.17万 | 1.30亿 | | 301009 | 可靠股份 | 13.83 | 2.83% | 7.36万 | 1.00亿 | | 600249 | 两面针 | 5.93 | 2.07% | 21.04万 | 1.25亿 | | 603193 | 润本股份 | 33.52 | 1.58% | 13.02万 | 4.40亿 | | 301108 | 洁雅股份 | 26.31 | 1 ...

倍加洁盘中涨停，已连收3个涨停板，截至9:25，该股报37.16元，换手率1.76%，成交量176.36万股，成 交金额6553.37万元，涨停板封单金额为6.42亿元。连续涨停期间，该股累计上涨33.09%，累计换手率 为13.48%。最新A股总市值达37.33亿元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业总收入3.24亿元，同比增长13.28%，实现 净利润0.12亿元，同比下降34.49%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.01 | 10.00 | 2.21 | 1950.36 | | 2025.07.31 | 9.99 | 9.51 | 3479.74 | | 2025.07.30 | -1.03 | 1.11 | 64.61 | | 2025.07.29 | 0.07 | 1.78 | 453.87 | | 2025.07.28 | 3.49 | 2.24 | 787.58 | | 2025.07.25 | 1.11 | 1.24 | 1 ...

Market Overview - The personal care products sector increased by 0.68% on August 1, with Beijia leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Beijia (603059) closed at 33.78, up 10.00% with a trading volume of 22,200 lots and a transaction value exceeding 74.98 million yuan [1] - Runben Co. (603193) closed at 33.00, up 3.48% with a trading volume of 126,400 lots and a transaction value of 414 million yuan [1] - Yanjing Co. (300658) closed at 6.96, up 2.65% with a trading volume of 240,700 lots and a transaction value of 167 million yuan [1] - Other notable stocks include Nobon Co. (603238) at 17.51 (+2.46%), Ziya Co. (003006) at 25.95 (+1.57%), and Liangmian Needle (600249) at 5.81 (+1.22%) [1] Capital Flow - The personal care products sector saw a net inflow of 8.97 million yuan from institutional investors, while retail investors contributed a net inflow of 18.89 million yuan [2] - However, there was a net outflow of 27.85 million yuan from speculative funds [2] Detailed Capital Flow Analysis - Runben Co. had a net inflow of 60.92 million yuan from institutional investors, but a net outflow of 28.99 million yuan from speculative funds [3] - Beijia experienced a net inflow of 12.06 million yuan from institutional investors, with a net outflow of 10.82 million yuan from speculative funds [3] - Nobon Co. had a net inflow of 1.84 million yuan from retail investors despite a net outflow from institutional and speculative funds [3] - Liangmian Needle saw a net inflow of 0.80 million yuan from retail investors, while experiencing a net outflow from institutional and speculative funds [3]

证券之星消息，7月31日个护用品板块较上一交易日下跌1.99%，延江股份领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。个护用品板块个股涨跌见下表： 从资金流向上来看，当日个护用品板块主力资金净流出1.63亿元，游资资金净流出4671.12万元，散户资 金净流入2.1亿元。个护用品板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 2786.97万 | 9.56% | -2061.97万 | -7.07% | -725.00万 | -2.49% | | 001328 | 登康口腔 | 783.69万 | 6.75% | -633.61万 | -5.46% | -150.08万 | -1.29% | | 003006 自亚股份 | | 85.10万 | 0.53% | -742.19万 | -4.66% | ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002511 | 中顺洁桑 | 7.76 | 1.31% | 29.50万 | 2.28亿 | | 001206 | 依依股份 | 25.48 | 0.47% | 4.50万 | 1.14亿 | | 301009 | 可靠股份 | 14.37 | 0.35% | 12.02万 | 1.72亿 | | 300888 | 稳健医疗 | 40.95 | 0.32% | 7.89万 | 3.22亿 | | 001328 | 登康口腔 | 44.46 | 0.16% | 1.94万 | 8650.72万 | | 600249 | 两面针 | 5.83 | -0.17% | 11.80万 | 6870.85万 | | 605009 | 豪悦护理 | 40.25 | -0.76% | 4.74万 | 1.89 Z | | 603059 | ...

Group 1 - The article emphasizes that the Hong Kong stock market is currently undervalued in the consumer goods sector, with a potential for a rebound driven by the child-rearing subsidy policy [2][6] - The child-rearing subsidy policy serves as a catalyst for the rotation towards the consumer goods sector, with significant price increases observed in entertainment products, jewelry, and cosmetics, which rose by 123.5%, 119.2%, and 40.5% respectively from January 2, 2025, to July 21, 2025 [2] - The valuation metrics indicate a significant disparity between new consumption and traditional consumer goods, with the weighted P/E ratios for entertainment products, jewelry, and cosmetics at 92.5x, 48.2x, and 45.5x, while the ratios for leisure food, beverages, personal care, and home goods are much lower [2] Group 2 - The mid-term outlook suggests an increased probability of a reversal in the consumer goods sector, as the market has already priced in pessimistic expectations for certain industries, including healthcare and essential consumption [3] - The article argues that while the fundamentals of the consumer goods sector may still be improving, the stock prices are poised for a breakout, reflecting future expectations [4] - The investment landscape in Hong Kong is not limited to leading companies, as there is a growing presence of institutional investors, which is expected to sustain high levels of investment in the Hong Kong market [4] Group 3 - The concept of "good housing" is introduced as a structural increment in the real estate market, which may lead to a supply-demand imbalance, further supported by the child-rearing subsidy policy [5] - The article highlights the importance of continuous supportive policies for child-rearing, such as free preschool education, which will lower the cost of raising children and enhance birth rates [5] - The introduction of the child-rearing subsidy policy reinforces the bullish outlook for the Hong Kong stock market, indicating a potential bull market driven by structural reforms and supportive policies [6]