8月27日，汤臣倍健跌2.94%，成交额3.56亿元。两融数据显示，当日汤臣倍健获融资买入额6107.29万 元，融资偿还5458.25万元，融资净买入649.04万元。截至8月27日，汤臣倍健融资融券余额合计8.36亿 元。 截至6月30日，汤臣倍健股东户数7.12万，较上期减少4.96%；人均流通股15869股，较上期增加5.22%。 2025年1月-6月，汤臣倍健实现营业收入35.32亿元，同比减少23.43%；归母净利润7.37亿元，同比减少 17.34%。 分红方面，汤臣倍健A股上市后累计派现83.21亿元。近三年，累计派现24.29亿元。 机构持仓方面，截止2025年6月30日，汤臣倍健十大流通股东中，易方达创业板ETF（159915）位居第 三大流通股东，持股2459.72万股，相比上期减少64.84万股。南方中证500ETF（510500）位居第六大流 通股东，持股1517.20万股，相比上期增加194.44万股。香港中央结算有限公司位居第八大流通股东，持 股1237.42万股，相比上期减少214.89万股。汇添富中证主要消费ETF（159928）退出十大流通股东之 列。 责任编辑：小浪快报 ...

格隆汇8月19日｜浙商证券研报指出，汤臣倍健25Q2收入降幅收窄，期待下半年企稳向好。25年上半 年，市场集中度进一步下降，行业在各细分渠道表现持续分化：于线下，大盘持续低迷，药店渠道客流 及膳食营养补充剂销售规模继续下行；于线上，行业延续激烈竞争格局，兴趣电商占比快速提升，整体 市场格局带来的挑战持续存在。进入二季度，公司持续调整优化各渠道业务策略，收入同比降幅缩窄。 展望下半年，公司将在二季度及三季度新品陆续上市的基础上，于下半年有针对性地匹配营销资源投 入，进一步扩大线下新品铺货率。线上方面持续完善集团电商整体策略，加大对核心品类的升级品投 资，探索可持续的兴趣电商渠道运营模式。认为公司在产品和渠道端的调整之下，下半年收入有望步入 上行通道。维持"买入"评级。 ...

AI and Market Trends - AI applications are entering a rapid growth phase, supported by mature infrastructure and decreasing costs of large model calls, enhancing commercial potential[3] - China possesses significant data reserves and a broad demand scale, providing a competitive advantage for AI development[3] Market Performance - The A-share market experienced a general rise, with the Shanghai Composite Index up by 1.67% and the Shenzhen Component Index up by 2.33% during the week[15] - Mid-cap indices such as the CSI 500 and CSI 1000 outperformed large-cap indices, with increases of 3.28% and 2.38% respectively[17] Dietary Supplements Industry - The global dietary supplement market is projected to reach $223 billion by 2026, driven by population growth and increasing health awareness[5] - HMB, a key nutrient for muscle health, is expected to see global production reach 3,572 tons by 2030, indicating strong market potential[5] Investment Recommendations - Recommended stocks include Toris (拓尔思), which has a robust open-source intelligence data resource, and Songlin Technology (松霖科技), focusing on health robots[3] - Other notable mentions are Rongxin Culture (荣信文化), which is expanding into AI+ education scenarios[3] Corporate Actions - This week, two companies listed on the A-share market, with C Shanda and C Jiyuan seeing first-day gains of 356% and 274% respectively[33] - There were six new public offerings announced, with an average discount rate of 18.9% and an average return of 40.7% on recent fundraising projects[34][40]