Web3.0健康概念站上风口，荣泰健康再次触及涨停！

　　11月11日，荣泰健康开盘涨停实现二连板，报24.6元，随后打开涨停。

On 11 November, Young-tae's health started up and stopped on two boards for $24.6, which was then opened.

　　消息面上，今年六月NFT数字伙伴——#5177无聊猿正式加入荣泰健康大家庭成为“无聊猿小憩俱乐部”重要成员。这与近期热炒的Web3.0概念及其相关。

According to the news, in June of this year, the NFT digital partner, #5177 boring apes, officially joined the Young Thai Healthy Family as an important member of the Boring Ape Little Club. This is related to the recent booming Web3.0 concept and its relevance.

　　当元宇宙与健康融合会发生什么？

What happens when the universe and health merges?

　　最近的全球新冠疫情引发了对新兴技术的前所未有的加速和采用，并突出显示了我们在管理全球人口健康方面的脆弱性，以及部署这些新兴技术推动的创新解决方案所提供的机会。健康元宇宙可以是解决几个全球医疗保健挑战的解决方案之一。全球医疗保健生态系统的所有方面都需要经历深刻的数字化转型，并在流程、工作流程、实践和交付方法方面遭遇颠覆。

The recent new global crown epidemic has triggered an unprecedented acceleration and adoption of emerging technologies, highlighting our vulnerability to managing global population health and the opportunities offered by the deployment of innovative solutions driven by these new technologies. A healthy meta-cosm can be one of the solutions to several global health-care challenges.

　　在这个新的数字化、虚拟化和超连接的健康元宇宙中，我们可以设想一个新的元健康医疗交付系统，它可能是现有技术和新技术的混合。虚拟现实、增强现实和混合现实将与物联网、DLT、6G甚至10G网络、机器人技术、带计算机接口、人工智能、云计算、边缘计算和量子计算相结合，并深深嵌入医疗保健预防、诊断和治疗。此外，医疗支付、医疗保险、医疗数据治理、医疗隐私和安全也必须进行转型，以适应Metaverse社会的需求。未来学家预测，新的个性化医疗保健数字身份、数字化身和数字智能城市将成为健康元宇宙的标志。

In this new digital, virtual, and ultra-connected health meta-cosm, we can imagine a new meta-health delivery system, which could be a mixture of existing and new technologies. Virtual reality, enhanced reality, and hybrid reality will combine the network, DLT, 6G, and even 10G networks, robotic technology, computer interfaces, artificial intelligence, cloud computing, margin computing, and quantum computing, with deep embedded in health care prevention, diagnosis, and treatment.

　　而荣泰健康作为深耕健康产业链的上市公司在健康元宇宙领域，率先提出建立云养生态圈的概念，以机器人按摩椅为载体，以健康智能平台和移动互联的保健养生平台为核心，构建家庭保健养生健身服务和互动平台，利用传感技术、成像技术、健康信息管理、穿戴智能设备、内嵌保健养生方式，实现个性化保健按摩；运用虚拟现实、再现森林、海底情景等，让人心情愉悦；还开拓体质评测、健康管理、健康资讯、互动娱乐及空间规划设计等方式，融入尖端的数字化和智能化科技，为每个家庭提供及时的智能健康服务。让家居环境中占地不足两平米的按摩椅空间，成为整个家庭的健康磁场。

In the field of the health meta-cosm, the listed company Young-tae's health as a deep-farming industrial chain was the first to propose the concept of a cloud-breeding eco-circle, with robotic massage chairs at its core, a health-intelligence platform and a mobile interconnected health-care feeding platform, the construction of home-based health-care fitness services and interactive platforms, the use of sensory technology, imaging technology, health information management, the wearing of smart equipment, embedded health-care feeding methods, personalized health massages, the use of virtual reality, re-enactment of forests, undersea scenarios, etc., and the development of a body quality assessment, health management, health information, interactive recreation and spatial planning design, as well as the integration of cutting-edge digital and intelligent technologies to provide timely, intelligent health services to every family.

　　经营拐点即将出现，荣泰健康将抢先领跑

"Strong" is about to emerge, and Young-tae's health will lead the way

　　2022年三季度荣泰净利率 8.5%，同比+0.7pct。单季盈利能力同比回升，主要因为：1)公司优化产品结构，高毛利产品占比提升，且受益于美元升值和原材料价格下行，三季度 荣泰毛利率达到27.3%，同比+2.6pct。2)美元升值增厚汇兑损益，三季度 公司财务费用率-3.3%，同比-4.1pct。受收入规模下降影响，三季度 公司销售、研发费用率同比分别+2.0pct、+0.4pct。三季度 管理费用率同比+3.6pct，主要因为股份支付费用增加。后续随着原材料价格逐步下行，消费复苏推动收入规模回升，公司盈利能力有望持续改善。

The net interest rate for the third quarter of 2022 was 8.5%, compared to +0.7pt. One-quarter profitability rebounded, mainly because (1) the company optimized its product structure, with a higher share of high Māori products and benefited from the appreciation of the dollar and lower prices of raw materials, with a Māori rate of 27.3% for the third quarter, compared to +2.6pt. 2) the dollar appreciation increased the exchange gains and losses, and the financial cost of the company increased by 3.3%, compared to 4.1pt for the third quarter. The cost of corporate sales, R & D costs increased by +2%, +0.4pt, respectively, in three quarters. The management cost rate increased by +3.6pt, mainly due to the increase in share payments.

　　地产方面，中央政策再度发力，发布差别化住房信贷、下调首套房个人住房公积金贷款利率、换房退税等优惠政策，且保交楼政策落地促进竣工，后续政策大概率将持续加码，带动地产景气度回暖。地产端改善将对按摩椅这类家居需求形成支撑，且预计 9 月家居大宗业务将在竣工改善下展现明显成效，同时地产好转将缓解市场情绪，促进此前延期需求释放。公司在手资金充裕。公司海外客户较为优质，且经销商体系稳定，随着消费景气回升，公司现金流状况有望持续改善。

With regard to real estate, central policy has been renewed, with preferential policies such as differentiated housing credit, reduced interest rates on private housing loans for first-shelter flats, re-entry tax refunds, etc., and a guaranteed housing policy has been put in place to facilitate the completion of the project. The follow-up policy is likely to continue to increase in size, leading to a warming of the real estate landscape. Improvements in real estate will support household demand, such as massage chairs, and it is expected that the bulk of household operations in September will show tangible results as they are completed, while improvements in real estate will ease market sentiment and facilitate the release of previously delayed demand.

　　总之，在公司管理层超前的战略眼光引导下，荣泰健康的业绩或将在行业内抢先领跑。

In short, Ryotai's health performance, guided by the forward strategic vision of the company's management, is likely to take the lead in the industry.

〖 证券之星资讯 〗

♪ Securities star information ♪

本文不构成投资建议，股市有风险，投资需谨慎。

This paper does not constitute an investment proposal. The stock market is at risk and investments need to be prudent.