根据统计，荣泰健康2025年3月31日至2025年6月30日，主力资金净流入9311.47万元，游资资金净流出 1.06亿元，散户资金净流入1328.36万元。期间龙虎榜该股共上榜4次，机构专用席位上榜2次。 MACD金叉信号形成，这些股涨势不错！ | | | | 统计截止日｜区间股价涨跌幅｜股东户数｜增减｜增减比例｜户均持股市值（元）｜户均持股数（股) | | | | | --- | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 1.83% | 13384 -6695 | | -33.34% | 36.13万 | 1.33万 | | 2025-03-31 | 87.45% | | 20079 8208 | 69.14% | 24.01万 | 8834.93 | | 2024-12-31 | 0.82% | 11871 | -342 | -2.80% | 21.67万 | 1.49万 | | 2024-09-30 | -4.92% | 12213 | 461 | 3.92% | 21.59万 | 1.47万 | 证券之星消息，近日荣泰健康披露，截至202 ...

| 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 | | | | | --- | --- | --- | --- | --- | --- | --- | | 603579 荣泰健康 | 2362.69万 | 4.27% | 2572.94万 | 4.65% | -4935.63万 | -8.91% | | 300247 融捷健康 | 48.10万 | 0.34% | 221.95万 | 1.55% | -270.05万 | -1.89% | | 002614 | -763.78万 | -9.96% | 250.36万 | 3.27% | 513.42万 | 6.70% | 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。 从资金流向上来看，当日其他家电板块主力资金净流入1647.01万元，游资资金净流入3045.24万元，散户 资金净流出4692.26万元。其他家电板块个股资金流向见下表： 证券之星消息，8月27日其他家电板块较上一交易日下跌2.9%，融捷健康领跌。当 ...

从资金流向上来看，当日其他家电板块主力资金净流入6309.37万元，游资资金净流出5230.25万元，散户 资金净流出1079.12万元。其他家电板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603579 | 荣泰健康 | 6188 | 1.89% | 12.93万 | 4.871Z | | 002614 | 喫佳华 | 7.11 | 1.14% | 11.87万 | 8403.79万 | | 300247 | 融捷健康 | 4.77 | 1.06% | 24.33万 | 1.15亿 | | 代码 | | | 名称 | | | | | --- | --- | --- | --- | --- | --- | --- | | 603579 荣泰健康 | 5875.19万 | 12.07% | -3579.60万 | -7.35% | -2295.59万 | -4.72% | | 300247 融捷健康 | 267.51万 | 2.32% | -1036.42万 | -8. ...

证券之星消息，8月25日其他家电板块较上一交易日下跌1.06%，融捷健康领跌。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。其他家电板块个股涨跌见下表： 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。 从资金流向上来看，当日其他家电板块主力资金净流出5263.41万元，游资资金净流入4343.21万元，散 户资金净流入920.2万元。其他家电板块个股资金流向见下表： ...

证券之星消息，8月22日其他家电板块较上一交易日下跌1.5%，荣泰健康领跌。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。其他家电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) | | | --- | --- | --- | --- | --- | --- | --- | | 300247 | 融捷健康 | 4.81 | -0.21% | 22.35万 | | 1.07亿 | | 002614 | 喫佳化 | 7.05 | -1.26% | 12.73万 | | 8974.79万 | | 603579 | 荣泰健康 | 37.84 | -2.27% | 7.95万 | | 3.03亿 | 从资金流向上来看，当日其他家电板块主力资金净流出3786.78万元，游资资金净流入656.44万元，散户 资金净流入3130.34万元。其他家电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 | | | | | --- | ...

截至2025年8月1日收盘，荣泰健康（603579）报收于33.55元，较上周的29.77元上涨12.7%。本周，荣 泰健康8月1日盘中最高价报34.3元，股价触及近一年最高点。7月28日盘中最低价报29.03元。荣泰健康 当前最新总市值59.52亿元，在其他家电板块市值排名1/3，在两市A股市值排名2693/5149。 本周关注点 上海荣泰健康科技股份有限公司参与股权投资基金，投资标的是天津鼎汇二号股权投资合伙企业，投资 金额为人民币1,000万元，持股比例占合伙企业目前已募集认缴出资总额的10.3648%。此次投资旨在拓 展新兴领域投资，充分利用专业机构的经验和资源。股权投资基金具有投资周期长、流动性低的特点， 可能面临较长的投资回收期以及市场波动、政策、市场、运营和监管风险。合伙企业已设立并完成备 案，公司作为有限合伙人承担的投资风险敞口规模不超过出资额，即人民币1,000万元。深圳丰厚沃天 创业投资有限公司为基金的普通合伙人及基金管理人，注册资本1000万元，法定代表人吴智勇。基金拟 募集规模为人民币30,000万元，目前募集情况为9,648万元。公司控股股东、实际控制人、持股5%以上 的股东、董事、 ...

Group 1 - The core viewpoint of the article highlights the significant progress made in the recent China-US Geneva trade talks, which resulted in a substantial reduction or suspension of tariffs imposed after April 2, providing a strong boost to the market [1] - The sectors that are expected to benefit from the tariff reductions include electronics, IT services, software development, and machinery equipment, particularly those with high export dependence [1][2] - The Hong Kong stock market reacted positively to the announcement, with the Hang Seng Technology Index showing significant gains, indicating potential upward momentum for related sectors in the A-share market [1] Group 2 - Short-term beneficiaries of the trade talks are identified as export-oriented companies in sectors such as consumer electronics, components, machinery, and automotive parts, which are likely to show relative performance [2] - The reduction in tariff impacts is expected to improve investor risk appetite, although the short-term performance of dividend stocks may be muted [2] - In the medium term, as tariff shocks diminish, attention should be focused on the recovery of economic conditions, particularly in the AI industry, which is seen as a key growth area [2]

证券研究报告 | 策略研究 gszqdatemark 2025 05 12 年 月 日 投资策略 财报过后，供给出清、出口链与高股息再梳理 一、策略专题：供给出清、出口链与高股息再梳理 4 月 30 日，A 股 2024 年报与 2025 一季报披露完毕，我们结合最新数据 对供给出清、出口链与高股息行业进行再梳理。 从供需格局的角度，有两类行业值得关注，第一类是左侧思路的"供给出 清"行业，即库存与产能均处于较为明显的出清状态，在需求能够保持稳 定甚至高速增长的背景下，上述行业有望凸显盈利弹性，25Q1 具备上述 特征的行业主要包括塑料、通用设备、游戏、种植业、小金属、光学光电 子、通信服务。 即国内需求存在压力的情况下，海外收入占比较高的出口链有望取得独立 景气，我们结合 2024 年上市公司主营构成与海关总署披露的出口数据对 各行业海外收入占比进行测算，当前全球出口链重点行业包括其他家电、 消费电子、航运港口、小家电、工程机械等。 第二类行业是右侧思路的"强势扩产"行业，即营收高速增长反映需求旺 盛，同时产能扩张处于较高水平，未来有望通过提高产量推动利润扩张， 25Q1 具备上述特征的行业主要包括其他电子 ...

Group 1: Supply and Demand Dynamics - Two categories of industries are highlighted: "supply clearing" industries with significant inventory and capacity reduction, and "strong expansion" industries with high revenue growth and capacity expansion [2][15]. - Industries exhibiting "supply clearing" characteristics include plastics, general equipment, gaming, agriculture, small metals, optical electronics, and communication services [2][15]. - Industries showing "strong expansion" characteristics include other electronics, leisure food, motorcycles, precious metals, and shipping ports [2][17]. Group 2: Export Chain Analysis - Industries with high overseas revenue ratios are expected to maintain independent growth despite domestic demand pressures, including other home appliances, consumer electronics, shipping ports, small appliances, and engineering machinery [3][20]. - The report notes that industries with high revenue from the U.S. face uncertainties until U.S.-China trade relations improve, with potential valuation recovery for sectors like entertainment products, textile manufacturing, and lighting equipment if tariff issues ease [3][23]. Group 3: High Dividend Yield Industries - High dividend yield industries identified include coal mining, oil and gas extraction, refining and trading, shipping ports, and white goods [4][26]. - Notably, the dividend yield for transportation and consumer sectors has significantly increased compared to the previous year, particularly in shipping ports, logistics, and white goods [4][26]. Group 4: Market Performance and Strategy - The A-share market shows resilience, with a net outflow of ETFs indicating reduced support from protective funds, yet the market remains stable with transaction volumes exceeding 1 trillion [5][29]. - The report suggests a cautious approach to position management due to ongoing uncertainties, with a focus on potential support levels for the index [5][29]. - A balanced allocation strategy is recommended to navigate uncertainties, with a renewed interest in technology sectors, particularly in AI, and a shift towards high-growth industries such as feed, motorcycles, and plastics [5][30].

Core Viewpoint - The export chain of listed companies in Q1 2025 is expected to perform well, driven by factors such as foreign trade enterprises "grabbing exports," accelerated expansion of mid-to-high-end products in overseas markets, and the ongoing efforts of the "Belt and Road" initiative. The net profit growth rate of the export chain in Q1 2025 is projected to be 15.33%, a significant increase of 14.54 percentage points compared to 2024A [1]. Group 1: Export Chain Performance - The net profit growth rate of the export chain in Q1 2025 is 15.33%, up from 0.80% in 2024A, outperforming the overall non-financial A-share market, which saw a decline of 12.94% [1]. - The export chain's performance indicates strong support from external demand over the past six months [1]. Group 2: Industry Overseas Revenue Proportion - As of the end of 2024, the highest overseas revenue proportion is in the electronics industry at 41.7%, followed by home appliances at 38.5% [2]. - Industries with over 20% overseas revenue proportions include automotive (26.5%), machinery manufacturing (23.8%), and light industry manufacturing (22.5%) [2]. - The light industry manufacturing sector saw a significant increase in overseas revenue proportion, rising by 4.76 percentage points compared to 2023 [2]. Group 3: Trends in Overseas Revenue - Since 2018, sectors such as automotive, personal care, and machinery have rapidly increased their overseas revenue proportions, reflecting a trend towards high-end, intelligent, and green exports [2]. - The electronics and communications sectors have experienced a noticeable decline in overseas revenue proportions due to geopolitical issues [2]. Group 4: Industry-Specific Developments - In 2024, industries such as non-ferrous metals and mid-to-high-end manufacturing have made significant progress in overseas business, with notable increases in overseas revenue proportions [4]. - The sectors with the most substantial marginal improvements in overseas revenue proportions include other electronics (+15.06 percentage points) and home goods (+9.23 percentage points) [4]. Group 5: Exposure to International Markets - The report categorizes industries based on their exposure to various international markets, highlighting those with high exposure to the U.S. and those with declining exposure [6]. - Industries currently with high exposure to the U.S. include home appliances, medical devices, and computer equipment, while sectors like communications and media have seen a decrease in U.S. exposure [6].