Core Viewpoint - Zhendé Medical has shown significant stock price appreciation in 2023, with a year-to-date increase of 244.61% and notable recent trading activity, indicating strong market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - As of October 23, Zhendé Medical's stock price reached 73.54 CNY per share, with a market capitalization of 19.595 billion CNY [1]. - The stock has experienced a 2.01% increase during the trading session on October 23, with a trading volume of 2.10 billion CNY and a turnover rate of 1.08% [1]. - Year-to-date, the stock has risen by 244.61%, with recent increases of 8.90% over the last five trading days, 86.89% over the last 20 days, and 236.26% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Zhendé Medical reported revenue of 2.1 billion CNY, reflecting a year-on-year growth of 2.83%, while net profit attributable to shareholders decreased by 20.70% to 128 million CNY [2]. - The company's main revenue sources include surgical infection control (43.04%), basic care (20.46%), ostomy and modern wound care (18.59%), pressure treatment and fixation (10.75%), infection control protection (6.58%), and others (0.58%) [2]. Group 3: Shareholder Information - As of June 30, 2025, Zhendé Medical had 22,600 shareholders, a decrease of 8.29% from the previous period, with an average of 11,767 circulating shares per shareholder, an increase of 9.04% [2]. - The company has distributed a total of 1.46 billion CNY in dividends since its A-share listing, with 706 million CNY distributed over the past three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.7482 million shares, an increase of 80,700 shares from the previous period, while the招商核心竞争力混合A fund holds 3.4286 million shares, an increase of 58.10% [3].

Core Viewpoint - Zhendemedical has shown significant stock price appreciation in 2023, with a year-to-date increase of 239.03% and notable recent trading activity, indicating strong investor interest and market performance [2][3]. Stock Performance - As of October 22, Zhendemedical's stock price reached 72.35 CNY per share, with a trading volume of 4.75 billion CNY and a market capitalization of 19.278 billion CNY [1]. - The stock has experienced a 239.03% increase year-to-date, an 11.57% increase over the last five trading days, and an 85.51% increase over the last 20 days [2]. Trading Activity - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) three times this year, with the latest instance on October 13, where it recorded a net buy of 41.3766 million CNY [2]. - The total buying amount on that day was 225 million CNY, accounting for 23.61% of total trading volume, while total selling was 184 million CNY, making up 19.28% [2]. Company Overview - Zhendemedical, established on August 18, 1994, and listed on April 12, 2018, is located in Shaoxing, Zhejiang Province, and specializes in the production, research, and sales of medical dressings [2]. - The company's revenue composition includes: 43.04% from surgical infection control, 20.46% from basic care, 18.59% from ostomy and modern wound care, 10.75% from pressure treatment and fixation, 6.58% from infection control protection, and 0.58% from other sources [2]. Financial Performance - For the first half of 2025, Zhendemedical reported a revenue of 2.1 billion CNY, reflecting a year-on-year growth of 2.83%, while the net profit attributable to shareholders was 128 million CNY, down 20.70% year-on-year [3]. - The company has distributed a total of 1.46 billion CNY in dividends since its A-share listing, with 706 million CNY distributed over the past three years [4]. Shareholder Information - As of June 30, 2025, the number of shareholders was 22,600, a decrease of 8.29% from the previous period, with an average of 11,767 shares held per shareholder, an increase of 9.04% [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.7482 million shares, an increase of 80,700 shares from the previous period, while the招商核心竞争力混合A fund holds 3.4286 million shares, an increase of 581,000 shares [4].

New Stock Offerings - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] - The latest announcements for various stocks include BoRui Pharmaceutical (688166) and Nanxin Pharmaceutical (688189) on October 10, 2025[1] - Significant abnormal fluctuations were reported for Nanxin Pharmaceutical (688189) on October 10, 2025[1] Trading Alerts - A total of 30 stocks have trading alerts issued on October 20, 2025, including Anlikang (002940) and ST Baoying (002047)[1] - The trading alerts cover various sectors, indicating potential volatility in the market[1] - The latest announcements for stocks such as YD Holdings (000626) and ST Nanzhi (002305) were made on October 20, 2025[1]

Group 1 - The stock price of Zhendemedical (603301) closed at 67.93 yuan on October 17, 2025, with an increase of 0.59% and a turnover rate of 5.59% [1] - On October 17, 2025, the net inflow of main funds was 94.27 million yuan, accounting for 9.43% of the total transaction amount [1][3] - The company announced the release of a total of 13,322,560 shares from pledge by its controlling shareholder and its concerted parties [1][3] Group 2 - Zhendemedical's controlling shareholder, Zhejiang Zhendemedical Holdings Co., Ltd., and its wholly-owned subsidiary, Xuchang Zhendemedical Landscaping Engineering Co., Ltd., completed the transfer of 13,322,560 shares to Sun Jimu at a price of 26.74 yuan per share, totaling 356,245,254.40 yuan [2] - After the transfer, Sun Jimu holds 5.00% of the company's shares, and Zhejiang Zhendemedical's shareholding ratio decreased from 49.82% to 49.24% [2] - The transfer does not trigger a mandatory bid and does not constitute a related party transaction, nor does it lead to a change in the company's controlling shareholder and actual controller [2]

Core Viewpoint - The announcement details the partial release of share pledges by the controlling shareholder of Zhend Medical Supplies Co., Ltd., Zhejiang Zhend Holdings Co., Ltd., and its wholly-owned subsidiary, Xuchang Zhend Landscaping Engineering Co., Ltd., involving a total of 13,322,560 shares [2][3][4]. Group 1: Share Pledge Release Details - Before the release of the pledges, Zhejiang Zhend held 132,739,480 shares, accounting for 49.82% of the total share capital, while Xuchang Landscaping held 11,773,940 shares, accounting for 4.42% [2]. - The shares released from pledge include 1,548,620 shares from Zhejiang Zhend and 11,773,940 shares from Xuchang Landscaping, totaling 13,322,560 shares [2][4]. - As of the announcement date, Zhejiang Zhend had a cumulative pledge of 21,999,260 shares, representing 16.77% of its total holdings and 8.26% of the company's total share capital [3][4]. Group 2: Share Transfer Agreement - On September 10, 2025, Zhejiang Zhend and Xuchang Landscaping signed a share transfer agreement with Sun Jimu and the Industrial and Commercial Bank of China Shaoxing Branch, involving the transfer of 13,322,560 unrestricted circulating shares at a price of RMB 26.74 per share, totaling RMB 356,245,254.40 [8][11]. - The share transfer was confirmed by the Shanghai Stock Exchange and completed on October 16, 2025, with the shares being transferred to Sun Jimu [8][12]. - Following the transfer, Sun Jimu holds 13,322,560 shares, representing 5.00% of the total share capital, and has committed not to reduce his holdings within 12 months [9][12].

证券代码：603301 证券简称：振德医疗 公告编号：2025-037 振德医疗用品股份有限公司 关于控股股东及一致行动人协议转让股份过户完成 的公告 本公司董事会、全体董事及相关股东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： 振德医疗用品股份有限公司（以下简称"公司"）控股股东浙 江振德控股有限公司（以下简称"浙江振德"）及其全资子公司许昌 振德园林绿化工程有限公司（以下简称"许昌园林"）于 2025 年 9 月 10 日与孙纪木（以下简称"受让方"）、中国工商银行股份有限公司 绍兴分行（以下简称"工行绍兴分行"、"质权人"）签署了《关于振 德医疗用品股份有限公司股份转让协议》（以下简称"《股份转让协 议》"），浙江振德、许昌园林拟将其持有的合计 13,322,560 股无限售 条件流通股（占公司总股本 5.00%）通过协议转让的方式以人民币 26.74 元/股的价格转让给孙纪木（其中浙江振德拟转让 1,548,620 股，占公司总股本的 0.58%；许昌园林拟转让 11,773,940 股，占公 司总股本的 4.42%），转 ...

振德医疗用品股份有限公司 关于控股股东及其一致行动人 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。 部分股份解除质押的公告 证券代码：603301 证券简称：振德医疗 公告编号：2025-036 重要内容提示： 本次解除质押前，振德医疗用品股份有限公司（以下简称"公 司、本公司"）的控股股东浙江振德控股有限公司（以下简称"浙江 振德"）持有本公司股份 132,739,480 股，占本公司总股本 49.82%； 浙江振德的全资子公司许昌振德园林绿化工程有限公司（以下简称 "许昌园林"）持有本公司股份 11,773,940 股，占本公司总股本 4.42%。 浙江振德本次解除质押股份 1,548,620 股，许昌园林本次解除质押股 份 11,773,940 股，合计解除质押 13,322,560 股。 截至本公告披露日，浙江振德累计质押公司股份 21,999,260 股，占其持股总数的 16.77%，占公司总股本 8.26%；许昌园林累计质 押公司股份数量为 0 股，占公司总股本 0%。 本次解除质押前，本公司控股股东浙江振德及其 ...

Core Insights - Zhendermedical's stock increased by 6.25% to 68.90 CNY per share, with a trading volume of 297 million CNY and a turnover rate of 1.68%, resulting in a total market capitalization of 18.358 billion CNY [1] Company Overview - Zhendermedical, established on August 18, 1994, and listed on April 12, 2018, is located in Shaoxing City, Zhejiang Province. The company specializes in the production, research, and sales of medical dressings [1] - The main revenue composition includes: - Surgical infection control: 43.04% - Basic care: 20.46% - Stoma and modern wound care: 18.59% - Pressure treatment and fixation: 10.75% - Infection control protection: 6.58% - Others: 0.58% [1] Shareholder Insights - Zhendermedical's top circulating shareholder is a fund under China Merchants Fund, specifically the China Merchants Core Competitiveness Mixed A (014412), which increased its holdings by 581,000 shares to a total of 3.4286 million shares, representing 1.29% of circulating shares. The estimated floating profit today is approximately 13.886 million CNY [2] - The fund was established on April 13, 2022, with a latest scale of 2.993 billion CNY. Year-to-date returns are 20.14%, ranking 4429 out of 8161 in its category, while the one-year return is 23.01%, ranking 4129 out of 8021. Since inception, the return is 56.25% [2] Fund Manager Profile - The fund manager for China Merchants Core Competitiveness Mixed A (014412) is Zhu Hongyu, who has a cumulative tenure of 14 years and 154 days. The total asset scale of the fund is 4.964 billion CNY, with the best fund return during his tenure being 54.07% and the worst being -12.86% [3] Fund Holdings - Another fund under China Merchants Fund, the China Merchants Social Responsibility Mixed A (018309), holds 1.367 million shares of Zhendermedical, accounting for 2.96% of the fund's net value, ranking as the tenth largest holding. The estimated floating profit today is approximately 5.5364 million CNY [4] - This fund was established on April 26, 2023, with a latest scale of 974 million CNY. Year-to-date returns are 27.67%, ranking 3282 out of 8161, while the one-year return is 29.91%, ranking 3182 out of 8021. Since inception, the return is 8.49% [4]

Market Overview - The market experienced a significant decline, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.62%, 2.54%, and 3.99% respectively, resulting in over 3,550 stocks declining and more than 1,700 stocks rising [1][3]. - The trading volume exceeded 2.5 trillion yuan, indicating high market activity despite the downturn [1]. Sector Performance - The photovoltaic sector saw a strong opening with stocks like Yao Pi Glass, Yijing Photovoltaic, and Longi Green Energy hitting the daily limit, although many stocks later experienced a pullback [1][14]. - The semiconductor sector faced a sharp decline, with companies like Yandong Micro and Huahai Qingke dropping over 10%, and several others hitting the daily limit down [1][3]. - Traditional sectors such as yellow wine, insurance, and banking experienced a rebound, while sectors like non-ferrous metals, CPO, PCB, and AI supply chains faced significant losses [1]. New Kai Lai Concept - The New Kai Lai concept stocks remained active, with companies like Zhichun Technology and Wenkai Co. seeing notable gains [6][7]. - There is speculation regarding the connection between New Kai Lai and semiconductor stocks, although official announcements have not confirmed any direct business ties [8][10]. Photovoltaic Sector Insights - The photovoltaic sector's sudden strength is often attributed to internal news, with expectations of important policy announcements regarding capacity regulation [15][17]. - Despite an initial rise of over 3%, the sector ultimately closed down by 0.36% for the day [17]. AI Hardware Sector - There were discussions about potential AI hardware tenders linked to ByteDance, with stocks like Shifeng Culture and Botong Integration seeing increased activity [20]. - However, the authenticity of the tender news is questioned, as it appears to be exaggerated from a more mundane announcement regarding supplier recruitment [20]. Zhend Medical - Zhend Medical saw a significant increase of 9% after a strong performance in the previous trading days, accumulating over 40% gains since the National Day holiday [21][22]. - The stock has shown a remarkable rise of over 170% in the past month and is being driven by large capital inflows [22][24].

Core Viewpoint - A total of 79 stocks have experienced consecutive increases for 5 trading days or more as of the market close on October 14, with notable performances from Dongfang Materials and Zhend Medical, which have risen for 9 consecutive trading days [1] Group 1 - Dongfang Materials (603110) and Zhend Medical (603301) have both recorded a consecutive increase for 9 trading days [1] - Jinma Amusement (300756) has seen a consecutive increase for 8 trading days [1] Group 2 - During the consecutive increase period, Xinlai Yingcai (300260) achieved a cumulative increase of 64.21% [1] - Zhend Medical recorded a cumulative increase of 62.17% during its consecutive rise [1]