据统计，8月4日，盘后包括达意隆、山外山、开普检测、吉宏股份、红旗连锁、通达股份、神火股份、 康泰医学、步科股份、飞鹿股份、能辉科技、晶雪节能、胜宏科技、赛腾股份、雪迪龙、中芯国际、工 大高科、成都先导、飞乐音响、华电辽能、三维股份、奥锐特在内的22家A股上市公司披露减持情况。 当日暂无A股上市公司披露增持情况。 | 1 | 达意障 | 董事兼高级管理人员吴小满计划减持不超过4.22万股股份 | | --- | --- | --- | | 2 | 山外山 | 大健康和力远健鲲合计减持2.26%公司股份 | | 3 | 开普检测 | 副总经理贺春、张冉拟减持不超过0.54%公司股份 | | 4 | 吉宏股份 | 毒事长干亚朋计划减持不超过304万股 | | 5 | 红旗连锁 | 永辉超市拟减持不超过1%股份 | | 6 | 通达股份 | 控股股东拟减持不超过3%公司股份 | | 1 | 神火股份 | 普天工贸拟减持0.90%公司股份 | | 8 | 康泰医学 | 持股5%以上股东及部分董事、高管拟减持不超过3.59%股份 | | 9 | 步科股份 | 控股股东上海步进计划减持不超过3%公司股份 | | 10 | ...

格隆汇8月4日丨山外山(688410.SH)公布，2025年6月6日至2025年8月4日，大健康和力远健鲲通过集中 竞价交易方式合计减持公司727.66万股，占公司总股本的2.26%。 ...

本次权益变动为持股5%以上非第一大股东减持，不会使公司控股股东、 实际控制人发生变化。 重要内容提示： 本次权益变动为重庆山外山血液净化技术股份有限公司（以下简称"公 司"或"山外山"）股东湖南湘江力远投资管理有限公司－湖南湘江大健康创业 投资合伙企业（有限合伙）（以下简称"大健康"或"信息义务披露人一"）、 湖南湘江力远投资管理有限公司－湖南湘江力远健鲲创业投资合伙企业（有限合 伙）（以下简称"力远健鲲"或"信息义务披露人二"）及原股东游新农（以下 简称"信息义务披露人三"）履行此前披露的减持股份计划，通过集中竞价交易 方式减持所致，不触及要约收购。 本次权益变动后，信息披露义务人合计持有公司股份数量为32,131,623 股，占公司总股本的10.00%。 公司于2025年8月4日收到信息披露义务人出具的《简式权益变动报告书》， 自2024年6月18日至2025年8月4日，信息披露义务人通过集中竞价交易方式减持 公司股份，导致合计持股比例由12.87%减少至10.00%，根据中国证券监督管理委 员会《上市公司收购管理办法》《证券期货法律适用意见第19号——<上市公司 收购管理办法>第十三条、第十四条的适用意 ...

重庆山外山血液净化技术股份有限公司 简式权益变动报告书 上市公司名称：重庆山外山血液净化技术股份有限公司 信息披露义务人一：湖南湘江力远投资管理有限公司－湖南湘江大健康创 业投资合伙企业（有限合伙） 住所：湖南省长沙市高新开发区麓谷大道627号长海创业基地三楼 股份变动性质：减持股份 住所：湖南省长沙市****** 股份变动性质：减持股份 签署日期：2025年 8 月 4 日 股票简称：山外山 股票代码：688410 股票上市地点：上海证券交易所 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《证券法》） 、《上市公司收购管理办法》（以下简称《收购管理办法》）、《公开发行证券 的公司信息披露内容与格式准则第 15 号-权益变动报告书》（以下简称《准则 15 号》）及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人合伙协议或内部规则中的任何条款，或与之相冲突。 信息披露义务人二：湖南湘江力远投资管理有限公司－湖南湘江力远健鲲创 业投资合伙企业（有限合伙） 住所：湖南省长沙市高新开发区岳麓西大道588 ...

Group 1 - The core viewpoint of the news is that Chongqing Shanwaishan Blood Purification Technology Co., Ltd. has shown a significant increase in stock price and market capitalization, with a current PE ratio of 69.53, which is higher than the industry average of 54.32 [1][3] - As of March 31, 2025, the number of shareholders for the company has increased to 7,938, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - The company specializes in the research, production, and sales of blood purification equipment and consumables, and has received multiple national awards for its innovations in the field [2] Group 2 - In the latest quarterly report for Q1 2025, the company reported a revenue of 189 million yuan, representing a year-on-year increase of 16.77%, and a net profit of 37.06 million yuan, with a year-on-year growth of 8.10% [2] - The company's gross profit margin stands at 46.72%, indicating a strong profitability in its operations [2] - The company ranks 92nd in the medical device industry based on PE ratio, which reflects its relative valuation compared to peers [1][3]

Stock Recommendations - Jerry Holdings (002353.SZ) shows strong overseas growth potential with a steady increase in orders and confidence from management through share buybacks[4] - Guoneng Rixin (301162.SZ) reported a 40.14% year-on-year revenue growth in Q1 2025, with a net profit growth of 104.81%[25] - Ruihu Mould (002997.SZ) achieved a revenue of 1.662 billion yuan, up 48.3% year-on-year, and a net profit of 227 million yuan, up 40.33%[26] - Shanhua Mountain (688410.SH) benefits from the recovery of blood dialysis machine tenders, leading to increased sales[27] - Yuanjie Technology (688498.SH) has a diverse product matrix with significant orders, indicating potential for improved profitability[28] - Gigabit (603444.SH) launched successful new games, with the mobile game "Zhang Jian Chuan Shuo" achieving top rankings, suggesting a positive outlook for 2025[29] - Shangmei Co., Ltd. (2145.HK) reported impressive sales during the 618 shopping festival, indicating strong brand performance and growth potential[30] Market Performance - The weighted return of the stock portfolio in July was -0.22%, while the equal-weighted return was 8.68%[14] - The Shanghai Composite Index rose by 4.97% in July, with the ChiNext Index increasing by 9.97%[14] - The best-performing stocks in July included Haopeng Technology with a return of 41.54% and Daotong Technology with 17.61%[15] Risk Factors - Economic recovery and policy support may fall short of expectations, posing risks to the market[31] - Individual company operational risks could impact stock performance[31]

Company Overview - Chongqing Shanwaishan Blood Purification Technology Co., Ltd. specializes in the research, production, and sales of blood purification equipment and consumables, as well as providing chain blood dialysis medical services [2] - The main products include blood perfusion machines, continuous blood purification devices, blood dialysis machines, and various blood purification consumables [2] - The company has received multiple national and provincial awards for its technological innovations, including the National Science and Technology Progress Award [2] Financial Performance - For Q1 2025, the company reported a revenue of 189 million yuan, representing a year-on-year increase of 16.77% [2] - The net profit for the same period was approximately 37.01 million yuan, reflecting a year-on-year growth of 8.10% [2] - The sales gross margin stood at 46.72% [2] Market Position - As of July 31, the company's stock closed at 15.86 yuan, down 2.10%, with a rolling price-to-earnings (PE) ratio of 69.18 times [1] - The average PE ratio for the medical device industry is 54.89 times, with a median of 37.06 times, placing the company at the 92nd position in the industry ranking [1][3] - The total market capitalization of the company is approximately 5.096 billion yuan [1] Shareholder Information - As of March 31, 2025, the number of shareholders reached 7,938, an increase of 979 from the previous count [1] - The average market value of shares held by each shareholder is approximately 352,800 yuan, with an average holding of 27,600 shares [1]

证券代码：688410 证券简称：山外山 公告编号：2025-034 重庆山外山血液净化技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 股东湖南湘江力远投资管理有限公司-湖南湘江大健康创业投资合伙企业（有限 合伙）（以下简称"大健康"或"信息披露义务人"）、湖南湘江力远投资管理有限公 司-湖南湘江力远健鲲创业投资合伙企业（有限合伙）（以下简称"力远健鲲"或"信 息披露义务人"）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人的基本信息 1.身份类别 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 湖南湘江力远投资管理 | □ | 控股股东/实控人 | 91430100MA4RTK28XC ☑ | 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 12.00% 权益变动后合计比例 11.00% 本次变动是否违反已作出的承诺、意向、计划 是□ 否☑ 是否触发强制要约 ...

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Group 1 - The closing price of the company on July 24 was 15.54 yuan, an increase of 2.71%, with a rolling PE ratio of 67.79, marking a new low in 255 days, and a total market value of 4.993 billion yuan [1] - The average PE ratio in the medical device industry is 54.56, with a median of 37.54, placing the company at the 92nd position in the industry ranking [1] - As of the first quarter of 2025, 11 institutions held shares in the company, all being funds, with a total holding of 6.3098 million shares valued at 0.09 billion yuan [1] Group 2 - The main business of the company is the research, production, and sales of blood purification equipment and consumables, along with providing chain blood dialysis medical services [2] - The company's key products include blood perfusion machines, continuous blood purification devices, and various types of dialysis machines and consumables [2] - The company achieved a revenue of 189 million yuan in the first quarter of 2025, representing a year-on-year increase of 16.77%, and a net profit of 37.064 million yuan, up 8.10%, with a gross profit margin of 46.72% [2]