格隆汇10月29日｜振德医疗(603301.SH)发布2025年第三季度报告，第三季度实现营业收入10.84亿元， 同比增长0.10%；归属于上市公司股东的净利润为7542.20万元，同比下降48.47%。前三季度实现营业收 入31.84亿元，同比增长1.88%；归属于上市公司股东的净利润为2.03亿元，同比下降33.91%。主要原因 系上年同期绍兴鉴水科技城开发建设有限公司收购公司位于浙江省绍兴市越城区东湖镇小皋埠村的国有 土地使用权及房屋等资产产生资产处置收益，相应增加公司上年同期归属于上市公司股东的净利润约 0.93亿元。 ...

证券代码：603301 证券简称：振德医疗 公告编号：2025-039 振德医疗用品股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、会议召开时间：2025 年 11 月 13 日（星期四）10:00-11:00 2、会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） 3、会议召开方式：上证路演中心网络互动 4、投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星 期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过本公告后附的电话、传真和指定邮箱进行提问。公司将在说明 会上选择投资者普遍关注的问题进行回答。 振德医疗用品股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告。为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 11 月 1 ...

振德医疗用品股份有限公司 2025 年第三季度报告 证券代码：603301 证券简称：振德医疗 振德医疗用品股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比上 | | 年初至报告期末 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 年同期增减变 | 年初至报告期末 | 比上年同期增减 | | | | 动幅度(%) | | 变动幅度(%) | | 营业收入 | 1,084,062,685.61 | 0.10 | 3,184,260,011.92 | 1. ...

当日关注点 交易信息汇总 振德医疗10月28日涨停收盘，收盘价80.95元。该股于9点45分涨停，8次打开涨停，截止收盘封单资金 为4914.51万元，占其流通市值0.23%。 资金流向方面，10月28日主力资金净流入6290.61万元，占总成交额4.91%；游资资金净流出1.06亿元， 占总成交额8.28%；散户资金净流入4310.42万元，占总成交额3.37%。 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10月28日涨停收盘，收盘价80.95元，盘中8次打开涨停，最终封单 资金为4914.51万元。 来自交易信息汇总：10月28日主力资金净流入6290.61万元，占总成交额4.91%，而游资资金净流 出1.06亿元。 截至2025年10月28日收盘，振德医疗(603301)报收于80.95元，上涨10.0%，涨停，换手率6.0%，成交量 15.99万手，成交额12.8亿元。 ...

证券之星消息，10月28日医疗器械板块较上一交易日上涨0.21%，楚天科技领涨。当日上证指数报收于 3988.22，下跌0.22%。深证成指报收于13430.1，下跌0.44%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300358 | 楚天科技 | 11.32 | 20.04% | 84.28万 | | 9.24亿 | | 300206 | 理邦仪器 | 13.97 | 15.45% | 52.16万 | | 7.18亿 | | 603301 | 振德医疗 | 80.95 | 10.00% | 15.99万 | | 12.80 乙 | | 300171 | 东富龙 | 16.18 | 8.88% | 47.64万 | | 7.62亿 | | 688193 | 仁度生物 | 53.08 | 7.17% | 1.21万 | | 6357.94万 | | 301097 | 天益医疗 | 59.00 | 5.83% | 7.13万 | | 4.02亿 ...

Market Overview - The Shanghai Composite Index rose by 0.22% on October 23, with 21 out of 28 sectors experiencing gains. The top-performing sectors were coal and oil & petrochemicals, with increases of 1.75% and 1.53% respectively. Conversely, the telecommunications and real estate sectors saw declines of 1.51% and 0.99% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 33.733 billion yuan across the two markets. Six sectors experienced net inflows, with the coal sector leading at a net inflow of 1.465 billion yuan, followed by the media sector with a net inflow of 362 million yuan [1] - A total of 25 sectors faced net outflows, with the electronics sector experiencing the largest outflow of 5.435 billion yuan, followed by the machinery equipment sector with an outflow of 4.999 billion yuan. Other sectors with significant outflows included pharmaceuticals, telecommunications, and electrical equipment [1] Pharmaceutical and Biological Sector Performance - The pharmaceutical and biological sector declined by 0.60%, with a net outflow of 4.627 billion yuan. Out of 475 stocks in this sector, 183 stocks rose, 4 stocks hit the daily limit up, and 274 stocks fell [2] - Within the sector, 121 stocks saw net inflows, with five stocks receiving over 30 million yuan in net inflows. The top stock for net inflow was Jianfa Zhixin, with an inflow of 123 million yuan, followed by Sainuo Medical and Mindray Medical with inflows of 121 million yuan and 60.069 million yuan respectively [2] Top Gainers in Pharmaceutical Sector - The top gainers in the pharmaceutical sector included: - Jianfa Zhixin: +20.00% with a turnover rate of 59.71% and a net inflow of 122.929 million yuan - Sainuo Medical: +4.74% with a turnover rate of 6.99% and a net inflow of 121.228 million yuan - Mindray Medical: +0.73% with a turnover rate of 0.41% and a net inflow of 60.069 million yuan [2] Top Losers in Pharmaceutical Sector - The top losers in the pharmaceutical sector included: - Shutaishen: -7.52% with a net outflow of 195.891 million yuan - Zhendai Medical: +2.51% with a net outflow of 185.422 million yuan - Yatai Pharmaceutical: -5.58% with a net outflow of 164.905 million yuan [3]

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions aimed at enhancing the wealth management industry in China [1]. Group 1: Top Stocks by Purchase Frequency - The top ten stocks purchased by frequency on October 23 are led by Jifeng Co., Ltd. (stock code: sh603997) and include notable companies such as XWANDA (sz300207) and Agricultural Bank of China (sh601288) [1]. Group 2: Top Stocks by Purchase Amount - The top ten stocks by purchase amount on October 23 include Three Gorges New Materials (sh600293) and Guangku Technology (sz300620), with significant investments also seen in companies like Bright Real Estate (sh600708) and Shenghong Technology (sz300476) [2]. Group 3: Event Structure and Data Explanation - The event features a competitive evaluation of investment capabilities across three categories: stock simulation group, on-market ETF simulation group, and public fund simulation configuration group, with specific trading rules regarding holding proportions, maximum drawdown rates, and rebalancing frequency [4]. - The data presented reflects simulated trading activities and is not indicative of actual trading scenarios, serving solely as a reference [4].

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]