证券代码：002762 证券简称：*ST金比 公告编号：2025-040号 金发拉比妇婴童用品股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项目 本报告期 上年同期 营业收入 7,825.93 万元 比上年同期增长：104.45%—117.23% 归属于上市公司 亏损：800 万元–1,600 万元 亏损：275.39 万元 股东的净利润 比上年同期下降：190.50%—481.00% 扣除非经常性损 亏损：800 万元–1,600 万元 亏损：288.46 万元 益后的净利润 比上年同期下降：177.33%—454.67% 基本每股收益 亏损：0.02 元/股–0.05 元/股 亏损：0.01 元/股 二、与会计师事务所沟通情况 本业绩预告相关财务数据未经过会计师事务所预审计。 三、业绩变动原因说明 门诊部有限公司 2025 年 1-6 月营业收入合计约 3,300 万元。 收增长。 投资有限公司虽同比大幅度减亏，但仍有一定程度的亏损，根据企业会计准则， 公司需按持股比例确认投资损失；2025 年上半年，公司新升级 IP ...

低位轮动补涨，短期持股待涨！ 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称 "未明确提及具体股票名称" 板块名称 "游戏","军工","兵装重组概念","银行","猪肉养殖","白酒","光伏","硅料","光伏设备","婴童 概念","消费","建材","钢铁","电力","多元金融" 国产游戏、市场震荡上行、板块轮动 看多看空 内容中提到市场大趋势继续震荡上行，7月空间会突破3509点去前期高点，且建议持股 待涨，各板块也有不同程度的积极表现，如军工、银行、光伏等板块都有上涨或补涨情况，因此 看多A股。 和讯自选股写手 （原标题：低位轮动补涨，短期持股待涨！） 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 今日有两则重要。一是中国游戏火爆海外，6月33个国产游戏厂商入围全球手游收入前100，合计获17.6 亿美元收入，占前100总收入超三成， ...

证券代码：002612 证券简称：朗姿股份 朗姿股份有限公司 投资者关系活动记录表 3、请介绍一下公司体外产业基金医美机构收购计划 回复：公司将在满足收购条件的前提下加速推进体外医美 机构纳入合并范围。体外机构收入体内的标准主要是规范性和 成长性。近年内，医美行业的成长性被诸多企业看好，收购市 场竞争较为激烈。为提前锁定有成长潜力的医美机构，公司通 过医美产业基金前期先筛选和孵化，主要基于以下考虑：一方 面，医美行业处于成长初期，市场上可供选择的成熟机构有限， 与公司相符合的商业模式尚未建立，经营能力尚不稳定，利润 较少或不确定，若用上市公司直接收购会导致公司营业利润的 大幅波动；另一方面，医美产业基金收购的大部分医美机构尚 处于早期的不规范阶段，不具备直接收入上市公司的条件，需 要进行一段时间的合规梳理和规范运营后才能进行体内收购。 同时，公司致力于医疗美容机构管理多年，已积累了一整套较 为科学和完善的客户引流、医疗诊治、业务流程和售后服务体 系，具备了可复制的医美机构管控模式。近年来，采用"体外 培育+ 成熟后收购"模式也已得到相关行业的上市公司的普遍 接受。截至目前，公司设立的七支医美并购基金共持有 7 ...

Core Viewpoint - The article emphasizes the investment value of significant events, analysis of industry chain companies, and key points of major policies, providing timely information for market impact reference [1]. Group 1 - The company is involved in humanoid robots and the infant and child sector, indicating a strategic focus on innovative technology and consumer products [1]. - The company has invested in a unicorn enterprise specializing in humanoid robots in Shanghai, showcasing its commitment to cutting-edge technology [1]. - In the infant and child sector, the company is developing its first smart product, indicating a move towards integrating technology into everyday consumer goods [1]. Group 2 - The company has successfully penetrated the new energy vehicle supply chain, highlighting its adaptability and growth potential in emerging markets [1]. - The company's factory in Vietnam has commenced production, while a project in Thailand is under construction, reflecting its expansion strategy in Southeast Asia [1].

Group 1 - Xi Jinping emphasized the development of wind power, hydrogen energy, and other energy sources to build a new energy system while ensuring coal supply responsibilities [1] - The coal industry is encouraged to transition from low-end to high-end products, moving from primary fuels to high-value products [1] Group 2 - Trump announced a 50% tariff on copper products and up to 200% on pharmaceuticals, causing New York copper futures to surge by 17% to a record high [2] - The potential tariffs could increase costs for many industries reliant on copper and disrupt the global copper supply chain [2] Group 3 - The State Council issued a directive to promote the application of AI large models and new technologies in government services to enhance administrative efficiency [3] - The focus is on ensuring safety while steadily advancing the integration of these technologies [3] Group 4 - Tongwei Co. stated that there is no confirmed news regarding the recent rumors of silicon material storage, but prices for silicon materials have significantly increased [4] - The photovoltaic sector is actively responding to market conditions, leading to notable performance among silicon material companies [4] Group 5 - The Chinese government is set to release June CPI data, which may impact market expectations and investment strategies [5] - Investment advice emphasizes avoiding foolish mistakes rather than trying to appear overly clever, highlighting the importance of long-term advantages [5] Group 6 - Various securities firms suggest that "anti-involution" and AI are key drivers for market growth, with potential for major financial and cyclical resource sectors to lead the way [6][7] - There is a high probability of the Shanghai Composite Index breaking through the 3500-point mark, with financial and technology sectors expected to play crucial roles [7] Group 7 - Seven departments jointly released opinions to accelerate the construction of a universal childcare service system, indicating growth potential in the maternal and infant sector [8] - Zhejiang province launched a consumption promotion action for the summer of 2025, focusing on cultural tourism and sports events, which may benefit related sectors [9] Group 8 - Meta reportedly invested $3.5 billion in a European partner for AI smart glasses, which are expected to be a key application for AI technology [10] - The market is anticipated to enter a phase of intensive new product releases, benefiting the related industry chain [10] Group 9 - Shen Shen Fang A reported a net profit of 85 million to 120 million yuan for the first half of the year, marking a year-on-year increase of 1411.70% to 2034.17% [11] - Shengnong Development expects a net profit of 850 million to 950 million yuan for the first half of the year, reflecting a year-on-year growth of 732.89% to 830.88% [13]

Group 1 - The core point of the news is that Hangzhou Haoyue Nursing Products Co., Ltd. has completed the acquisition of production assets from Nantong Dawang, which will enhance its production capacity and support future business development [1][2] - The total transaction price for the acquisition of Nantong Dawang's production line is 266 million yuan, which includes land use rights, factory buildings, and some equipment [1] - The acquisition is aimed at optimizing existing business operations and creating new profit growth points, thereby enhancing the company's sustainable operational capabilities and overall competitiveness [1] Group 2 - Nantong Dawang's GOO.N brand of baby diapers is well-known in China, and after the transaction, it will continue to sell its products through external companies, including Haoyue Nursing [2] - Haoyue Nursing is focusing on building its own brands, such as "Hope Baby" and "Sunny Baby," and is increasing advertising and promotion efforts through emerging online channels like Douyin and Xiaohongshu [2] - In 2024, Haoyue Nursing is projected to achieve a revenue of 2.929 billion yuan, with baby hygiene products contributing 2.060 billion yuan, accounting for 70.32% of the total revenue [2]

证券研究报告|投资策略周报 ► 即时零售旺季订单快速增长：美团日订单突破 1.2 亿单，淘宝闪购启动 500 亿补贴 截至 7 月 5 日 22 时 54 分，美团即时零售当日订单已突破 1.2 亿单，其中，餐饮订单超过 1 亿单。而截至当日 20 时 45 分，美团内网显示平台即时零售日订单突破了 1 亿单。 参考去年夏天的情况，2024 年 8 月 7 日，美团在"秋天 的第一杯奶茶"活动助推下，单日即时零售订单突破了 9000 万单。 [Table_Date] 2025 年 07 月 06 日 [Table_Title] 美团日订单突破 1.2 亿单，小商品城婴童美护行业招商报名超 1.3 万家 [Table_Title2] 海外周报 [Table_Summary] 核心结论: 夏季为即时零售的旺季，近日多地连续高温叠加各大平台 的补贴措施加码更是推动即时零售订单的快速增长。7月2 日，淘宝闪购宣布启动 500 亿元补贴计划，在未来 12 个月 直补消费者及商家，通过发放大额红包、免单卡、官方补 贴一口价商品等方式给消费者带来优惠，同时上线店铺、 商品、配送补贴及免佣减佣等措施，促进商家生意增长。 补贴 ...

波动中布局成长确定性，出口链叙事逻辑渐明 [Table_Industry] 轻工制造 [Table_ReportDate] 2025 年 7 月 6 日 | 轻工制造 | [Table_StockAndRank] | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | 姜文镪 新消费行业首席分析师 执业编号：S1500524120004 邮箱：jiangwenqiang@cindasc.com [Table_Title] 波动中布局成长确定性，出口链叙事逻辑渐 明 [Table_ReportDate] 2025 年 07 月 06 日 本期内容提要: [造纸：木片收购价上移，浆纸全线企稳；仙鹤发力竹浆，成长逻辑延续。 Table_Summary] 根据 Fastmarkets，南美漂阔浆评估价格依旧维持在 500-510 美元/吨，尽 管部分买家持续压价，但浆厂挺市态度强硬；部分浆纸企业阔叶木片收购 价自 6 月中下旬已涨 90 元/绝干吨，制浆成本持续提升。我们认为当前海 外浆价已逼近国内浆厂成本线，Q3 价格有望触底回暖。纸价方面，本周各 个纸种价格全线启稳，其中包装纸规模 ...

2025 年 07 月 05 日 坚持"三扩"战略，内生外延双轮驱动 买入(首次) 事件 2025H1 公司业绩在母婴行业整体承压的背景下实现超预期增 长，主要得益于公司围绕"三扩"战略（扩品类、扩赛道、 扩业态），聚焦年度"复购、加盟、同城数字化"三大必赢 之战，持续推进门店场景升级与供应链优化，强化单客经营 和精细化运营，深度挖掘用户单客产值，同时全面推进与乐 友国际的深度融合，发挥整合协同效应。 ▌加盟业务快速扩张，AI 赋能数智化运营 | 分析师：孙山山 | S1050521110005 | | --- | --- | | sunss@cfsc.com.cn | | | 联系人：张倩 | S1050124070037 | | zhangqian@cfsc.com.cn | | | 基本数据 | 2025-07-04 | | --- | --- | | 当前股价（元） | 13.35 | | 总市值（亿元） | 168 | | 总股本（百万股） | 1262 | | 流通股本（百万股） | 1255 | | 52 周价格范围（元） | 4.92-16.36 | | 日均成交额（百万元） | 705.83 ...

Performance Forecast - The company expects a net profit of between 119.64 million and 159.52 million yuan for the current reporting period, representing a year-on-year growth of 50% to 100% [1] - The net profit attributable to shareholders is projected to be between 96.07 million and 120.09 million yuan, indicating a year-on-year increase of 60% to 100% [1] Strategic Initiatives - The company is focusing on a "three expansions" strategy, emphasizing "repurchase, franchise, and local digitalization" to enhance store upgrades and supply chain optimization [1] - The company has accelerated the development of a franchise model in lower-tier markets, with over 200 stores either operational, under construction, or in planning, aiming to create a new growth curve [2] Mergers and Acquisitions - The company has completed the acquisition of Zhuhai Siyi Industrial Development Co., a leader in the hair care sector, which will enhance synergy in membership operations, market layout, and channel sharing [2] AI Integration - The company is increasing collaboration in AI, partnering with Beijing Volcano Engine Technology to establish an AI hardware incubator, and has launched a series of AI emotional companion dolls [3]