Core Viewpoint - The report from CMB International indicates that Nongfu Spring (09633) achieved a 15.6% year-on-year increase in revenue for the first half of the year, meeting expectations, while net profit rose by 22%, exceeding expectations, driven by the recovery in water business, strong performance in tea, functional beverages, and juice segments, as well as effective cost control, particularly in raw material costs [1] Summary by Category Financial Performance - Revenue increased by 15.6% year-on-year [1] - Net profit increased by 22% year-on-year, surpassing expectations [1] Business Segments - Recovery in water business contributed positively to overall performance [1] - Strong performance noted in tea, functional beverages, and juice segments [1] Cost Management - Effective cost control measures implemented, especially in raw material costs [1] Analyst Rating - Target price raised from HKD 46.74 to HKD 57.75 [1] - Maintained "Buy" rating [1]

今天，消费、运输板块成为A股市场轮动主线。一边是软饮料、办公用品（文创）、纺织服装等消费股 保持多头"队形"；一边是快递、冷链物流、航空、公路概念板块上涨，物流股走强。 新消费概念股均 瑶健康（605388）涨停，收获"三连板"，截至收盘涨停板封单量为20.37万手。 截至收盘，沪指跌0.02%，深成指跌0.26%，创业板指跌0.31%。板块方面，可控核聚变、大消费、无人 驾驶板块领涨；宠物经济、互联网电商板块跌幅居前。 | 上证指数 | 深证成指 | 创业板 | | --- | --- | --- | | 3339.93 | 10003.27 | 1985.38 | | -0.76 -0.02% - | -25.84 -0.26% | -6.26 -0.31% | | 跌3480 | | 涨1751 > | 海外市场方面，5月28日，日本10年期和30年期国债收益率盘中快速走高。美元对日元短线下挫超30 点，截至15:38，报144.203。 | 均瑶健康"三连板" | | --- | 今天，新消费概念表现强势，美容护理、饮料等方向领涨，欢乐家等涨停。 均瑶健康涨停，收获"三连板"，截至收盘涨停板封单量为2 ...