不知道你有没有发现，今年朋友圈的画风有点不一样了。以前晒红酒牛排的，现在开始晒菜市场买的有机蔬菜；以前抢着买奢侈品包装盒的，现在蹲在直播 间抢9块9包邮的厨房神器。这种变化不是突然发生的，而是一场悄悄蔓延的消费观念革命——我们终于开始对"装模作样"的消费说不。 去年公司中秋发月饼，行政部搬来一箱包装精美的礼盒，掀开一看——四块拇指大的五仁月饼躺在泡沫塑料里，像极了博物馆里的文物。当时行政小妹还得 意地介绍："这可是意大利进口环保纸盒，手工烫金工艺。"结果全办公室沉默两分钟，最后集体建议明年改发咸蛋黄酥。 这事真不是个例。现在去超市，最热闹的反倒是散装月饼区。张大妈举着塑料袋挑月饼的模样，像极了当年在菜市场抢特价鸡蛋："这个豆沙馅的保质期 短，肯定新鲜！"她女儿在旁边补刀："妈，您别拿错了，这袋是给狗买的。"原来现在连宠物都吃上了无糖低脂月饼。 商家们也学聪明了。稻香村今年推出"可种植月饼盒"，吃完月饼把种子卡种进土里，明年能长出向日葵。这招可比什么"皇家御品"的噱头实在多了——毕竟 谁能拒绝亲手种花呢？ 朋友阿琳国庆去了趟云南腾冲，回来感慨："住百年老宅才花300块一晚，比我在上海住青旅还便宜。"更绝的是，民 ...

近三十年技术沉淀 构建差异化竞争壁垒 自1997年成立以来，荣泰在健康科技领域已稳健发展近三十年。当被问及荣泰的核心竞争力时，林琪毫 不犹豫地回答："是科技"。在他看来，一切商业竞争的终局，都将回归到产品本身这一原点，而科技是 其无可争议的灵魂。 这份对科技的执着，可以量化为一系列扎实的投入和产出。作为专精特新"小巨人"企业，荣泰每年坚持 将营收的5%投入研发，五年累计研发投入近7.21亿。高强度的投入换来了丰硕的技术成果：截至目 前，已积累了678项专利技术，并与上海交通大学、上海中医药大学等顶尖高校深度合作，共同推动前 沿技术的应用落地。 来源：环球网 9月25日至26日，"荣泰新智造 健康新范式"众媒共鉴荣泰健康智造工厂活动成功举办，在交流和体验 中，大家深切见证了荣泰的"低调务实"和"硬核实力"。期间，环球网对荣泰健康集团总经理林琪进行了 独家专访，围绕荣泰的竞争优势、品牌价值、战略布局、未来愿景等核心议题展开探讨。 林琪指出，荣泰作为按摩椅领军企业，面对瞬息万变的市场环境与不断升级的消费者需求，始终以科技 为核心驱动力，一方面凭借深厚的技术积累与前瞻性的跨界资源整合，构筑起差异化竞争壁垒；另一方 面 ...

Core Insights - The company is focusing on innovation-driven strategies in the "AI + health" sector, emphasizing long-term investment and market service [1] - The company has successfully passed the acceptance of a project for an "intelligent massage robot based on traditional Chinese medicine acupoint theory," which was approved by the Xiamen Science and Technology Bureau [1] - The company is establishing a "National Postdoctoral Research Station" and a "National Enterprise Technology Center" in collaboration with the "Chinese Academy of Sciences Haixi Research Institute" to develop core technologies for intelligent health service robots [1] - The company's product offerings include health massage products (massage chairs, small massage appliances) and health environment products (fresh air systems, air purifiers) [1] Financial Performance - In the first half of 2025, the company achieved revenue of 2.327 billion yuan, representing a year-on-year growth of 5.65% [1] - The company reported a net profit attributable to shareholders of 27 million yuan, with a year-on-year increase of 14.01% [1]

消费是经济增长的重要引擎，是畅通国内大循环的关键环节。为大力提振消费，全方位扩大国内需求， 着力改善民生，从文旅融合到产业升级，从城市商圈到乡村消费，各地正全面开展消费提质增效的多元 实践，努力以高质量供给创造新需求，不断满足人民群众美好生活新需要。 生产决定消费，消费是生产的目的，并为新的生产创造新的需要，二者密切相关，相互促进。当前，增 强消费对经济增长的拉动作用，成为推动经济结构优化、实现高质量发展的重要抓手。今年以来，各地 深入实施提振消费专项行动，创新消费供给，消费潜能加速释放。来自福建、湖北、四川的调研显示， 创新供给能够有力壮大消费市场，盘活文旅资源，并带动城市的产业升级。 创新有多强 活力有多大 高频足疗养生仪通过高频震动活络脚底穴位；按摩椅增加AI语音功能随时听从消费者指令……在福建 省福安市溪潭镇工业园区，荣耀科技公司的多款产品摆成了矩阵。"无论是外观还是功能，均根据客户 需求进行研发和生产，与传统按摩器具相比，其精密度和舒适度均有更大提升。"荣耀科技公司生产部 部长陈黄森说，捕捉到银发经济以及健康消费需求增长的机遇，他们推出50多种产品，年产按摩椅30万 台，2024年实现产值2.59亿 ...

消费是经济增长的重要引擎，是畅通国内大循环的关键环节。为大力提振消费，全方位扩大国内需求， 着力改善民生，从文旅融合到产业升级，从城市商圈到乡村消费，各地正全面开展消费提质增效的多元 实践，努力以高质量供给创造新需求，不断满足人民群众美好生活新需要。 创新有多强活力有多大 高频足疗养生仪通过高频震动活络脚底穴位；按摩椅增加AI语音功能随时听从消费者指令……在福建 省福安市溪潭镇工业园区，荣耀科技公司的多款产品摆成了矩阵。"无论是外观还是功能，均根据客户 需求进行研发和生产，与传统按摩器具相比，其精密度和舒适度均有更大提升。"荣耀科技公司生产部 部长陈黄森说，捕捉到银发经济以及健康消费需求增长的机遇，他们推出50多种产品，年产按摩椅30万 台，2024年实现产值2.59亿元。 福安市工信局副局长王文恒说，截至2024年年底，福安拥有有效状态按摩器具专利授权超2200项，覆盖 智能传感、人机交互、健康数据分析等关键技术，实现"技术攻关—成果转化—市场应用"全链条体系自 主可控。 松滋市委书记汪卫表示："着力培育一批有较强实力的文化企业，推出一批有影响力的文创产品，更好 促进文化与产业融合发展，是省委赋予松滋的责任 ...

富国新兴产业股票A/B（001048）基金经理为孙权。 截至发稿，孙权累计任职时间3年210天，现任基金资产总规模77.5亿元，任职期间最佳基金回报 111.87%， 任职期间最差基金回报35.44%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月24日，荣泰健康涨5%，截至发稿，报36.72元/股，成交1.12亿元，换手率1.55%，总市值74.67亿元。 资料显示，上海荣泰健康科技股份有限公司位于上海市青浦区徐泾镇高光路169弄6栋02，成立日期2002 年11月15日，上市日期2017年1月11日，公司主营业务涉及按摩器具的设计、研发、生产和销售。主营 业务收入构成为：按摩椅96.12%，按摩小电器2.59%，其他(补充)1.00%，体验式按摩服务0.29%。 从荣泰健康十大流通股东角度 数据显示，富国基金旗下1只基金位居荣泰健康十大流通股东。富国新兴产业股票A/B（001048）二季 度新进十大流通股东，持有股数255.75万股，占流通股的比例为1.44% ...

9月23日，荣泰健康跌5.15%，截至发稿，报34.78元/股，成交1.53亿元，换手率2.13%，总市值70.73亿 元。荣泰健康股价已经连续3天下跌，区间累计跌幅8.32%。 从荣泰健康十大流通股东角度 数据显示，富国基金旗下1只基金位居荣泰健康十大流通股东。富国新兴产业股票A/B（001048）二季 度新进十大流通股东，持有股数255.75万股，占流通股的比例为1.44%。根据测算，今日浮亏损失约 483.36万元。连续3天下跌期间浮亏损失851.64万元。 责任编辑：小浪快报 富国新兴产业股票A/B（001048）成立日期2015年3月12日，最新规模31.37亿。今年以来收益70.57%， 同类排名108/4220；近一年收益163.48%，同类排名20/3814；成立以来收益280.2%。 截至发稿，孙权累计任职时间3年209天，现任基金资产总规模77.5亿元，任职期间最佳基金回报 105.39%， 任职期间最差基金回报34.81%。 资料显示，上海荣泰健康科技股份有限公司位于上海市青浦区徐泾镇高光路169弄6栋02，成立日期2002 年11月15日，上市日期2017年1月11日，公司主营业务涉及 ...

Company Overview - Yongyi Furniture Co., Ltd. is located in Anji County, Zhejiang Province, and was established on April 27, 2001. The company was listed on January 23, 2015. Its main business involves the research, design, production, and sales of office chairs and massage chair bodies, as well as some functional seat accessories and sofa business [1]. Stock Performance - As of September 23, Yongyi's stock price decreased by 2.07%, trading at 10.86 CNY per share, with a total market capitalization of 3.589 billion CNY. The stock has declined by 4.99% year-to-date, 9.35% over the last five trading days, and 3.38% over the last 20 days, while it has increased by 3.04% over the last 60 days [1]. - The company has seen a net outflow of 1.1764 million CNY in principal funds, with large orders accounting for 13.19% of purchases and 20.58% of sales [1]. Financial Performance - For the period from January to June 2025, Yongyi achieved a revenue of 2.189 billion CNY, representing a year-on-year growth of 6.66%. The net profit attributable to shareholders was 133 million CNY, reflecting a year-on-year increase of 4.92% [2]. - Since its A-share listing, Yongyi has distributed a total of 1.035 billion CNY in dividends, with 443 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yongyi had 17,300 shareholders, an increase of 5.15% from the previous period. The average number of circulating shares per person was 17,384, a decrease of 4.90% [2]. - Among the top ten circulating shareholders, Dazhong Competitive Advantage Mixed A (090013) ranked as the tenth largest, holding 2.5224 million shares, an increase of 7.51 million shares from the previous period [3].

Core Viewpoint - OGAWA Intelligent Health Technology Group has showcased its strategic positioning and development in the health industry through recent investor meetings, highlighting its focus on health products and market potential [1] Group 1: Business Overview - The company primarily operates in health massage products, including massage chairs and small massage appliances, as well as health environment products like fresh air systems and air purifiers. In the first half of 2025, the revenue contribution from massage chairs, small massage appliances, health environment, and other categories was 44.23%, 30.64%, 15.30%, and 9.83% respectively [2] - The market potential is significant, particularly in East Asia and Southeast Asia, where traditional massage practices are prevalent. Developed regions like North America and Europe have also begun to recognize the health benefits of these products. The domestic market for massage health products has low penetration and concentration, indicating substantial growth potential as health demands rise and the population ages [2] Group 2: Financial Performance and Strategy - The company has experienced a decline in revenue and net profit due to global economic slowdown and weak consumer demand. However, it has implemented several strategies to enhance performance, including focusing on the health industry, increasing the share of its own brand revenue to over 50%, and achieving significant growth in the "OGAWA" brand [3] - The company is investing in technological innovation, particularly in AI technology and product development, with the introduction of a globally pioneering 5D core technology in high-end massage chairs. It is also expanding its marketing efforts and enhancing online competitiveness through targeted advertising and influencer collaborations [3] Group 3: Production and Innovation - The company’s factory in Vietnam has a production capacity of 5.4 million units per year for small massage appliances and health environment products, catering to overseas ODM clients. The company plans to adjust production based on market conditions [4] - In the AI sector, the company is developing a matrix of innovative technologies and smart products, including precise detection of massage intensity and adaptive control. It is also working on health service robots and new massage chair designs that feature advanced movement capabilities [4] Group 4: Financial Instruments - As of June 30, 2025, the remaining balance of the convertible bonds "OGAWA Convertible Bonds" was 458 million yuan, which is classified as a current liability due to its maturity in February 2026. The company has decided not to adjust the conversion price for the next six months [4]

证券代码：002614 证券简称：奥佳华 奥佳华智能健康科技集团股份有限公司 投资者关系活动记录表 编号：2025-05 投资者关系活动 类别 √ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 2025 年 9 月 17 日 兴全基金：邓荃文； 2025 年 9 月 18 日 惠璞投资：徐克；天风资管：许磊涛；钧山资管：敖焱杰； 澜胜私募：刘凤山；北大纵横资本：曹铭；上海证券：葛博威； 厦门咸达：赵绪堂；光莆股份：施姗姗； 昆明经开：赵素君、李茹丹。 时间 2025 年 9 月 17 日（周三）上午 10:00； 2025 年 9 月 18 日（周四）上午 10:30 地点 厦门市湖里区安岭二路 31-37 号 8 楼 上市公司接待人 员姓名 曾建宝、陈艺抒、林秋燕、杨文为、陈晓瑜 投资者关系活动 主要内容介绍 一、投资者参观展厅并体验了核心产品 二、公司整体业务和战略规划概况介绍 三、互动交流摘要 1、公司主营业务各品类的占比情况？ 公司主要经营包括保健按摩（按摩椅、按摩小电器）、健康 环境（新风系统、空气净化器） ...