截至2026年2月13日收盘，振德医疗（603301）报收于86.13元，较上周的73.35元上涨17.42%。本周， 振德医疗2月12日盘中最高价报94.5元。2月9日盘中最低价报74.52元。本周共计2次涨停收盘，无跌停收 盘情况。振德医疗当前最新总市值228.96亿元，在医疗器械板块市值排名10/129，在两市A股市值排名 934/5189。 龙虎榜上榜 沪深交易所2026年2月10日公布的交易公开信息显示，振德医疗（603301）因非ST、*ST和S证券连续三 个交易日内收盘价格涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第1次上榜。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：振德医疗因连续三日收盘价涨幅偏离值达20%登龙虎榜 来自交易信息汇总：此次为近5个交易日内首次上榜 本周关注点 交易信息汇总 ...

Core Viewpoint - The report from Guosen Securities indicates that the medical services and consumer-related sectors have experienced long-term adjustments, resulting in valuations at historical lows. By 2026, improvements in supply structure, increased treatment volumes, and store optimization are expected to lead to a dual recovery in fundamentals and valuations, with AI empowerment providing new momentum for leading companies [1][2]. Group 1: Medical Services and Consumer Sectors - The medical services and consumer-related sectors are currently undervalued and poised for performance recovery, with a focus on specific sub-sectors [2]. - In medical services, improvements in supply structure and consumer environment are anticipated to gradually revive business, with stable customer spending and increased treatment volumes. Leading companies are expected to provide positive earnings guidance for 2026, indicating a potential dual recovery in fundamentals and valuations. AI-related business developments are also expected to drive new growth for leading medical service firms. Key companies to watch include Aier Eye Hospital (300015), Gushengtang, Tongce Medical (600763), and Haijia Medical [2]. - The pharmacy sector has shown significant marginal improvement in performance since Q3 2025, with leading companies improving same-store performance quarterly. Regulatory support from nine ministries emphasizes the long-term development direction of industry concentration and chain rate enhancement, with non-pharmaceutical adjustments and store structure optimization driving short-term performance improvements. Key companies include Yifeng Pharmacy (603939) and Dazhenglin (603233) [2]. Group 2: Home Medical Devices - The growth of home medical device companies is driven by increased product penetration and domestic production rates. Rapid growth is observed in products like Continuous Glucose Monitors (CGM) and sleep apnea machines, with leading domestic brands expanding internationally. Traditional categories like blood pressure monitors are increasingly focusing on the high-end market, with domestic brands steadily increasing market share. The combination of high domestic growth and new overseas markets is expected to contribute to sustained performance growth for home medical device companies. Key companies include Yuyue Medical (002223), Kefu Medical (301087), Sanofi Biological (300298), and Ruimaite (301367) [3]. Group 3: Innovative Drug Development - The collaboration for the international expansion of innovative drugs continues to deepen, with recent significant agreements between Shiyao Group and AstraZeneca, as well as Innovent Biologics and Eli Lilly. These collaborations highlight the growing recognition of China's innovative drug development capabilities by multinational pharmaceutical companies, showcasing the efficiency and cost advantages of Chinese innovative drugs [4]. Group 4: Investment Portfolio for 2026 - The investment portfolio for 2026 includes A-shares such as Mindray Medical (300760), United Imaging Healthcare, WuXi AppTec (603259), New Industry (300832), Meihua Medical (301363), Adebiotech (300685), Zhend Medical (603301), Yaokang Biological, Kingmed Diagnostics (603882), Aier Eye Hospital, Yuyue Medical, Yifeng Pharmacy, and Dazhenglin; H-shares include Kangfang Biologics, Kelun-Botai Biologics-B, Hutchison China MediTech, Kangnuo-B, Sanofi Biopharma, Gushengtang, and Aikang Medical [5].

经济观察网振德医疗（603301）在2026年2月11日发布的股票交易异常波动公告中，已对近期股价异动 情况进行了说明。根据公告内容，公司并非"避谈"，而是通过正式渠道回应了市场关切。 股票近期走势 行业板块情况 此次股价异动前，市场曾关注2025年9月孙纪木受让公司5%股权的事件，以及公司2025年前三季度净利 润同比下滑33.91%但第三季度扣非净利润同比增长2.0%等基本面信息。然而，公司在最新公告中强 调，这些均为已披露信息，并非本次异常波动的未披露原因。振德医疗的公告内容符合监管要求，对异 常波动的核查情况进行了披露。 公司股票在2026年2月6日、2月9日和2月10日连续三个交易日内收盘价格涨幅偏离值累计超过20%，触 发了上海证券交易所的股票交易异常波动情形。截至2026年2月11日最新数据，该股当日收盘价为92.20 元，单日涨幅3.88%，连续两个交易日涨停后继续上涨。 以上内容基于公开资料整理，不构成投资建议。 公司状况 振德医疗在公告中明确表示：生产经营正常：经公司自查，目前生产经营活动正常，外部经营环境和行 业政策未发生重大变化。披露事项明确：近期唯一需披露的重大事项是回购股份用途变更 ...

Core Viewpoint - Zhendemedical (603301) has shown significant stock performance with a 10% increase and consecutive trading limit ups, indicating strong market interest and potential investor confidence [1] Financial Performance - For the first three quarters of 2025, Zhendemedical reported a main revenue of 3.184 billion yuan, a year-on-year increase of 1.88% [1] - The net profit attributable to shareholders was 203 million yuan, reflecting a year-on-year decline of 33.91% [1] - The third quarter alone saw a main revenue of 1.084 billion yuan, a slight increase of 0.1% year-on-year, while the net profit for the quarter was 75.42 million yuan, down 48.47% year-on-year [1] - The company’s gross profit margin stands at 33.93% [1] Market Activity - As of February 10, 2026, Zhendemedical's stock closed at 88.76 yuan with a trading volume of 68,000 hands and a total transaction amount of 594 million yuan [1] - The net inflow of main funds was 48.1 million yuan, accounting for 8.1% of the total transaction amount, while retail investors saw a net outflow of 14.32 million yuan [1] - The financing data indicates a net purchase of 84.66 million yuan, ranking 11th in the market [1] Institutional Ratings - In the last 90 days, two institutions have rated Zhendemedical with a buy rating, and the average target price set by these institutions is 101 yuan [2]

截至2026年2月10日收盘，振德医疗(603301)报收于88.76元，上涨10.0%，已连续涨停2天，换手率 2.56%，成交量6.8万手，成交额5.94亿元。 当日关注点 交易信息汇总 股价提醒 2月10日主力资金净流入4809.82万元，占总成交额8.1%；游资资金净流出3377.27万元，占总成交额 5.69%；散户资金净流出1432.55万元，占总成交额2.41%。 龙虎榜上榜 沪深交易所2026年2月10日公布的交易公开信息显示，振德医疗（603301）因非ST、*ST和S证券连续三 个交易日内收盘价格涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第1次上榜。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：振德医疗2月10日涨停收盘，收盘价88.76元，盘中一度打开涨停，最终封单 资金达4847.01万元。 来自资金流向：主力资金当日净流入4809.82万元，占总成交额的8.1%，呈现明显主力吸筹迹象。 来自龙虎榜上榜：振德医疗因三日内涨幅偏离值累计达20%于2月10日登龙虎榜，为近 ...

证券代码：603301 证券简称：振德医疗 公告编号：2026-013 振德医疗用品股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1、振德医疗用品股份有限公司(以下简称:"公司"、"本公司") 股票于 2026 年 2 月 6 日、2 月 9 日、2 月 10 日连续 3 个交易日内收 盘价格涨幅偏离值累计超过 20%,根据《上海证券交易所交易规则》 的有关规定,属于股票交易异常波动情形。 2、经公司自查,并书面发函询问控股股东及实际控制人,截至本 公告披露日,确认不存在应披露而未披露的重大事项或重要信息。 3、敬请广大投资者注意投资风险。 一、股票交易异常波动的具体情况 公司股票于 2026 年 2 月 6 日、2 月 9 日、2 月 10 日连续 3 个交 易日内收盘价格涨幅偏离值累计超过 20%,根据《上海证券交易所交 易规则》的有关规定,属于股票交易异常波动情形。 （一）生产经营情况 经公司自查，公司目前生产经营正常,近期外部经营环境和行业 政策没有发生重大变化。 ...

关于《振德医疗用品股份有限公司股票交易异常波动 间询函》的回函 振德医疗用品股份有限公司: 本公司于 2026 年 2 月 10 日收到贵公司发来的《振德医疗用品股 份有限公司股票交易异常波动问询函》,经自查核实,回复如下: 本公司作为振德医疗用品股份有限公司控股股东,截止目前,不 存在影响贵公司股票交易异常波动的重大事项,不存在应披露而未披 露的重大信息，包括但不限于重大资产重组、发行股份、上市公司收 购、债务重组、业务重组、资产剥离、资产注入、股份回购、股权激 励、破产重整、重大业务合作、引进战略投资者等重大事项。 沈振芳 鲁建国 2026 年 2 月 10 日 关于《振德医疗用品股份有限公司股票交易异常波动 间询函》的回函 振德医疗用品股份有限公司: 本人于 2026 年 2 月 10 日收到贵公司发来的《振德医疗用品股份 有限公司股票交易异常波动问询函》,经自查核实,回复如下: 本人作为振德医疗用品股份有限公司实际控制人,截止目前,不 存在影响贵公司股票交易异常波动的重大事项,不存在应披露而未披 露的重大信息,包括但不限于重大资产重组、发行股份、上市公司收 购、债务重组、业务重组、资产剥离、资产注入、 ...

据交易所数据显示， 振德医疗连续两个交易日涨停，晋级2连板。该股今日于9时58分封涨停，成交额 4.53亿元，换手率1.96%。金融界App AI线索挖掘：振德医疗近期推进公司治理结构优化，推出覆盖核 心员工的持股计划并明确未解锁股份回购注销机制，有助于增强团队稳定性；同时开展套期保值业务以 对冲原材料价格波动风险，保障生产成本稳定。此外，医药板块内部分公司因治理改善、业务稳定等因 素表现较好，形成板块联动效应。 风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以 上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

Group 1 - On February 9, 2026, Zhendemedical (603301) closed at 80.69 yuan, up 10.01%, reaching the daily limit with a turnover rate of 1.76% and a trading volume of 46,800 lots, resulting in a transaction amount of 373 million yuan [1] - The net inflow of main funds on February 9 was 75.55 million yuan, accounting for 20.25% of the total transaction amount, while retail investors experienced a net outflow of 29.04 million yuan, representing 7.78% of the total transaction amount [1] - Over the past five days, the stock has shown a price increase of 10.01% on February 9, with a previous increase of 4.86% on February 6, and a decrease of 0.63% on February 5 [2] Group 2 - As of February 9, 2026, the financing balance for Zhendemedical was 1.372 billion yuan, with a net repayment of 104 million yuan on that day [3] - The stock's financing buy on February 9 was 39.69 million yuan, while the financing repayment was 143 million yuan [3] - The stock's short selling on February 9 involved 100 shares sold, with a remaining short selling balance of 1.55 million shares valued at 1.2507 million yuan [3] Group 3 - Zhendemedical's total market value is 21.45 billion yuan, with a net asset value of 5.985 billion yuan and a net profit of 203 million yuan [5] - The company's price-to-earnings ratio (P/E) is 79.18, while the industry average is 65.68, indicating a higher valuation compared to peers [5] - The gross profit margin for Zhendemedical is 33.93%, significantly lower than the industry average of 50.61%, and the net profit margin is 6.61%, compared to the industry average of 9.71% [5] Group 4 - In the third quarter of 2025, Zhendemedical reported a main revenue of 3.184 billion yuan, a year-on-year increase of 1.88%, while the net profit decreased by 33.91% to 203 million yuan [5] - The company's debt ratio stands at 28.78%, with investment income of 8.4885 million yuan and financial expenses of 26.0941 million yuan [5] - The company specializes in the production and sale of basic care, surgical infection control, pressure treatment and fixation, stoma and modern wound care, and infection control protection products [5]

Core Viewpoint - The company, ZhenDe Medical, has decided to cancel repurchased shares and reduce its registered capital, impacting its total share capital and registered capital amounts. Group 1: Share Repurchase and Capital Reduction - The company will cancel a total of 1,959,310 shares, which includes 129,442 shares already repurchased and 1,829,868 shares from the second phase of the employee stock ownership plan that have not been unlocked. This change will alter the total share capital from 265,835,535 shares to 263,876,225 shares and reduce the registered capital from 265,835,535 yuan to 263,876,225 yuan [1][2]. Group 2: Notification to Creditors - Creditors are notified that they have 30 days from receiving the notice, or 45 days from the announcement date if no notice is received, to claim their debts or request guarantees. Failure to act within this timeframe will not affect the validity of their claims, and the company will continue to fulfill its obligations as per the original debt agreements [2]. Group 3: Debt Claim Submission Requirements - Creditors must provide original and copies of documents proving the existence of the debt relationship when submitting claims. Legal entities must also present their business license and identification of their legal representative, while individuals must provide valid identification [3]. Group 4: Debt Claim Submission Methods - Claims can be submitted in person, by mail, or via email. The submission period starts from February 10, 2026, and lasts for 45 days. Contact details for submissions include a physical address, phone number, and email [4][5].