南财投研通数据显示，1月8日，券商给予上市公司目标价共7次，按最新收盘价计算，目标价涨幅排名居前的公司有固德威、海光信 息、中国太保，目标价涨幅分别为49.60%、40.27%、29.61%，分别属于光伏设备、半导体、保险行业。 首次覆盖方面，1月8日券商共给出了7次首次覆盖，其中巨力索具获得东北证券给予"增持"评级，神驰机电获得中信证券给予"买入"评 级，晨光股份获得平安证券给予"推荐"评级，锦华新材获得华源证券给予"增持"评级，海安集团获得山西证券给予"买入"评级。 | | | 7家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 002342 | 巨力索具 | 东北证券 | 増持 | 通用设备 | | 603109 | 神驰机电 | 中信证券 | 买人 | 汽车零部件 | | 603899 | 晨光股份 | 平安证券 | 推荐 | 文娱用品 | | 920015 | 锦华新材 | 华源证券 | 增持 | 化学制品 | | 001233 | 海安集团 | 山西证券 | 买人 | 汽车零部件 ...

从券商推荐家数来看，1月8日有30家上市公司得到券商推荐，其中精工钢构、海伦哲、中国化学各获得1家推荐。 评级调高方面，1月8日，券商调高上市公司评级达到1家次，中邮证券对全志科技的评级从"增持"调高至"买入"。 | | | 7家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 002342 | 巨力索具 | 东北证券 | 増持 | 通用设备 | | 603109 | 神驰机电 | 中信证券 | 买人 | 汽车零部件 | | 603899 | 晨光股份 | 平安证券 | 推荐 | 文娱用品 | | 920015 | 锦华新材 | 华源证券 | 增持 | 化学制品 | | 001233 | 海安集团 | 山西证券 | 买人 | 汽车零部件 | | 688147 | 微导纳米 | 中泰证券 | 増持 | 光伏设备 | | 920106 | 林泰新材 | 中邮证券 | 増持 | 汽车零部件 | | | | 日期:01月08日,南财投研通×南财快讯制图 | | | | | | | 1家最新被调高评级的 ...

Core Insights - The report emphasizes the importance of capitalizing on emotional consumption trends and reassessing cyclical value in the light of the 2026 investment strategy for the light industry sector [1][3]. 2025 Sector Review - In 2025, the light industry sector experienced relatively flat performance, with traditional cyclical and manufacturing companies facing valuation pressure. However, packaging and printing sectors benefited from price increases and cross-industry transformations, leading to better stock performance [4]. - The export sector showed some differentiation due to tariff policy disruptions, with companies that had balanced production capacity and strong demand performing better. The personal care sector saw excess returns in the first half of the year but faced valuation digestion in the second half due to intensified e-commerce competition [4][5]. - The report suggests a dual focus for stock selection in 2026: on one hand, to pay attention to undervalued cyclical assets for valuation recovery; on the other hand, to balance the valuation and growth potential of new consumption and export sectors [4]. Stock Selection Strategy - The report recommends four main lines for stock selection: 1. Gradually focus on undervalued cyclical stocks, particularly in the paper sector, which is expected to see price increases driven by seasonal demand and low channel inventory [4]. 2. Maintain a high allocation to export stocks with strong demand resilience and manufacturing capabilities, especially those less affected by tariffs [4]. 3. Invest in high-quality domestic personal care brands benefiting from product structure optimization and channel expansion [4]. 4. Explore new consumption trends in categories like AI glasses, new tobacco products, pet supplies, and trendy toys, which are expected to see significant growth [4]. Recommended Stocks - The report lists several recommended stocks, including: - Sun Paper Industry (002078.SZ) - Bohui Paper Industry (600966.SZ) - Weigao Medical (300888.SZ) - Baiya Co., Ltd. (003006.SZ) - Nobon Co., Ltd. (603238.SH) - Yiyi Co., Ltd. (001206.SZ) - Mengbaihe (603313.SH) - Gujia Home (603816.SH) [4]. 2025 Sector Performance Data - As of December 31, 2025, the SW light industry manufacturing sector had an overall increase of 20.1%, outperforming the Shanghai Composite Index by 1.7 percentage points. The packaging and printing sector performed particularly well with a 35.4% increase [12]. - The report highlights that the packaging sector benefited from price increases and cross-industry transformations, while the home and entertainment sectors also saw significant gains [12][14]. Export Sector Insights - The report notes that from November 2025, the U.S. reduced tariffs on Chinese imports to 20%, leading to a gradual recovery in orders. The fluctuations in tariff policies had previously caused delays in orders from U.S. buyers [76]. - The report indicates that the export sector is expected to see a return to competitive pricing against ASEAN countries following the tariff adjustments, which may accelerate industry consolidation [76][81]. Personal Care Sector Trends - The personal care sector is experiencing product structure upgrades and channel benefits, with brands focusing on high-demand segments such as oral care and women's hygiene products [31][50]. - The report forecasts that the market for women's hygiene products will reach 1079.6 billion yuan in 2025, with a compound annual growth rate (CAGR) of 3.0% from 2025 to 2029 [50][51]. Baby Care Market Dynamics - The baby care market is projected to grow at a CAGR of 3.1% from 2025 to 2029, with a focus on premiumization and specialized products to counteract declining birth rates [59][66]. - The report highlights that single-child consumption is increasing, which helps mitigate the impact of declining birth rates on the market [69].

证券之星消息，1月8日文娱用品板块较上一交易日上涨0.25%，三柏硕领涨。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%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流出8969.23万元，游资资金净流出7064.85万元，散户 资金净流入1.6亿元。文娱用品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) | | --- | --- | --- | --- | --- | --- | | 002899 | 英派斯 | 28.51 | -0.83% | 5.28万 | 1.50亿 | | 002348 | 高乐股份 | 5.87 | -0.51% | 21.49万 | 1.26亿 | | 301101 | 明月镜片 | 42.48 | -0.21% | 3.94万 | 1.67亿 | | 002678 | 珠江钢琴 | 5.44 | -0.18% | 12.40万 | 6714.05万 | | 6688809 | 晨光股份 | 27.26 | -0.15% | 4.11万 ...

Market Overview - The entertainment products sector experienced a decline of 0.17% on January 6, with Gao Le Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Stock Performance - Notable performers in the entertainment products sector included: - Qunxing Toys (002575) with a closing price of 6.33, up by 1.28% and a trading volume of 296,100 shares [1] - Jinling Sports (300651) closed at 20.78, up by 0.82% with a trading volume of 52,400 shares [1] - Chuangyuan Co., Ltd. (300703) closed at 24.91, up by 0.81% with a trading volume of 96,200 shares [1] - Conversely, Gao Le Co., Ltd. (002348) saw a significant decline of 4.22%, closing at 5.90 with a trading volume of 440,000 shares [2] Capital Flow - The entertainment products sector saw a net outflow of 128 million yuan from institutional investors, while retail investors contributed a net inflow of 73.2 million yuan [2] - The capital flow for specific stocks included: - Yingpais (002899) with a net inflow of 8.05 million yuan from institutional investors [3] - Kangliyuan (301287) with a net inflow of 5.01 million yuan from institutional investors [3] - Morning Light Co., Ltd. (6688809) had a net inflow of 4.54 million yuan from institutional investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301101 | 明月镜片 | 41.43 | 3.60% | 8.61万 | | 3.53亿 | | 002301 | 齐心集团 | 7.68 | 2.95% | 35.74万 | | 2.75亿 | | 001300 | 三柏硕 | 15.45 | 1.51% | 7.60万 | | 1.17亿 | | 605080 | 浙江自然 | 23.00 | 0.92% | 1.47万 | 3367.28万 | | | 662509 | 舒华体育 | 11.49 | 0.88% | 9.04万 | | 1.03亿 | | 301011 | 华立科技 | 25.69 | 0.78% | 2.13万 | 5479.43万 | | | 002678 | 珠江钢琴 | 5.33 | 0.76% | 18.96万 | | 1.02亿 | | 001368 | 通达创智 | 24.58 | 0.70% | 1.48万 | 3622.31万 | | ...

证券之星消息，12月30日文娱用品板块较上一交易日上涨0.04%，英派斯领涨。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%。文娱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) | | | --- | --- | --- | --- | --- | --- | --- | | 002899 | 美派斯 | 28.13 | 7.74% | 15.90万 | | 4.37亿 | | 300329 | 海伦钢琴 | 16.20 | 5.47% | 10.36万 | | 1.66亿 | | 301101 | 明月镜片 | 39.99 | 2.49% | + 3.65万 | | 1.45亿 | | 001300 | 三柏硕 | 15.22 | 1.33% | 11.66万 | | 1.80亿 | | 301011 | 华立科技 | 25.49 | 0.55% | 1.65万 | | 4215.92万 | | 001222 | 源飞宠物 | 23.62 | 0.47% | 1.50万 | | 3516.18万 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001300 | 三柏硕 | 15.02 | -8.64% | 16.29万 | 2.47亿 | | 300703 | 创源股份 | 24.90 | -2.96% | 11.44万 | 2.89 Z | | 662569 | 舒华体育 | 11.55 | -2.86% | 14.04万 | 1.63亿 | | 002103 | 广博股份 | 9.11 | -1.30% | 13.93万 | 1.28亿 | | 002301 | 齐心集团 | 7.59 | -1.17% | 21.79万 | 1.66亿 | | 001368 | 通达创智 | 24.96 | -0.87% | 1.41万 | 3517.44万 | | 300651 | 金陵体育 | 20.56 | -0.68% | 3.52万 | 7286.98万 | | 301335 | 天元宠物 | 29.13 | -0.34% | 1.70万 | 4965.83万 | | 001238 | 浙 ...

证券之星消息，12月26日文娱用品板块较上一交易日下跌0.9%，三柏硕领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。文娱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) | | | --- | --- | --- | --- | --- | --- | --- | | 002678 | 珠江钢琴 | 5.29 | 0.57% | 25.38万 | | 1.34亿 | | 002575 | 群兴玩具 | 6.20 | 0.16% | 24.24万 | | 1.50亿 | | 002348 | 高乐股份 | 5.80 | 0.00% | 22.23万 | | 1.29亿 | | 300329 | 海伦钢琴 | 15.17 | -0.07% | 4.92万 | | 7410.23万 | | 605299 | 舒华体育 | 11.89 | -0.34% | 18.73万 | | 2.21亿 | | 300651 | 金陵体育 | 20.70 | -0.48% | 4.77万 | | 9877.65万 | ...

证券之星消息，12月25日文娱用品板块较上一交易日上涨0.54%，三柏硕领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流入562.53万元，游资资金净流入246.43万元，散户资 金净流出808.96万元。文娱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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001300 | 三柏硕 | 4710.68万 | 35.92% | -3083.29万 | -23.51% | -1627.39万 | -12.41% | | 300703 创源股份 | | 2802.28万 | 4.80% | 3384.30万 | 5.80% | -6186.58万 | -10.60% | | 002301 齐心集团 | | 968.55万 | 2.92% | 575.22万 | ...