稳健医疗本次解禁40661.44万股，股东为稳健集团有限公司。该公司上半年实现营收52.96亿元，同比增长31.31%，主要系内生与外延的主营业务双重增 长，医疗板块整体实现收入25.2亿元，同比增长46.4%；消费品业务同比增长20.3%。实现归母净利润4.92亿元，同比增长28.07%。 下周47家上市公司迎来限售股解禁，解禁市值合计高达785.47亿元。 下周A股解禁市值逾780亿元 据证券时报·数据宝统计，下周（9月15日至19日），A股市场将有47家上市公司迎来限售股解禁。以个股最新价计算，下周解禁股对应市值合计高达 785.47亿元。 从规模上看，17股解禁市值超过10亿元。稳健医疗、康冠科技解禁市值逾100亿元，依次为159.43亿元、105.9亿元。腾远钴业随后，解禁市值87.05亿元； 软通动力和莱特光电解禁市值也均超过50亿元。从类型上看，上述五股均为首发原股东限售股份。 9月17日，稳健医疗将迎来上市五周年纪念日。过去五年，公司坚持不打价格战，致力于为消费者提供高品质、最优质价比的产品，始终秉持产品领先战 略，打造差异化优势。公司专注于构建内部确定性，坚持医疗与消费两大赛道并驾齐驱。未来 ...

公司发布半年报 25Q2 公司营收5 亿同增36%，归母净利0.3 亿同增25%。25H1 营收10 亿同增39%，归母净利0.7 亿同增 56%。营收增长系公司战略大单品星空篷进入Costco 多家线下门店销售。 户外休闲家具及用品行业是现代生活升级的重要体现，产品广泛应用于别墅、酒店等场景，是家具行业 最活跃的细分领域之一。欧美地区作为核心消费市场，当前呈现"需求分层、供给重构"特征： 需求端：北美产品更换周期缩短至18-24 个月（来源：Casual Living MarketResearch），场景化、模块 化需求增长，多元化偏好加速企业创新迭代。 供给端：欧美品牌研发投入下降导致创新乏力（来源：IBISWorld），渠道商面临新品短缺，消费者购 买意愿降低。此格局为创新型企业创造重大机遇。中国凭借产业链与成本优势，成为全球主要生产基 地，但行业集中度低、品牌建设薄弱。 产品创新上，公司聚焦核心SKU，创新开发新品，打造行业爆品。 未来，市场集中度提升与消费者品牌意识增强将推动行业向"品牌化、价值导向"转型，实现高质量发 展。 深化爆品战略，形成差异化竞争优势 坚持"好看、好用、高价值"的产品创新理念 ...

公司报告 | 半年报点评 浙江正特（001238） 证券研究报告 体现差异化制造（产品）逻辑 公司发布半年报 其中 Novara 吊伞更是凭借其突破性的设计和卓越的产品质量，获得评审团 的一致认可，摘得"best of the best"。此次获奖充分彰显了公司在产品创 新和设计美学领域的国际竞争力。 客户营销上，2B 端服务欧美大客户（如 Walmart、Costco、Sam's），提供 灵活交付方案，提升服务体验。2C 端通过自营跨境电商团队直达终端消费 者，强化本土物流与客服能力。 制造交付上，公司提升自动化、数字化能力，构建垂直一体化产线，优化 交期与库存。 25Q2 公司营收 5 亿同增 36%，归母净利 0.3 亿同增 25%。25H1 营收 10 亿 同增 39%，归母净利 0.7 亿同增 56%。营收增长系公司战略大单品星空篷 进入 Costco 多家线下门店销售。 户外休闲家具及用品行业是现代生活升级的重要体现，产品广泛应用于别 墅、酒店等场景，是家具行业最活跃的细分领域之一。欧美地区作为核心 消费市场，当前呈现"需求分层、供给重构"特征： 需求端：北美产品更换周期缩短至 18-24 个月（ ...

（文章来源：证券日报） 证券日报网讯浙江正特9月11日在互动平台回答投资者提问时表示，截至2025年9月10日公司股东总户数 为4418户。 ...

浙江正特9月11日披露，截至9月10日公司股东户数为4418户，较上期（8月31日）减少339户，环比降幅 为7.13%。 （文章来源：证券时报网） 公司发布的半年报数据显示，上半年公司共实现营业收入10.42亿元，同比增长38.63%，实现净利润 7050.88万元，同比增长56.03%，基本每股收益为0.6400元，加权平均净资产收益率6.38%。（数据宝） 证券时报·数据宝统计，截至发稿，浙江正特最新股价为49.82元，下跌0.46%，本期筹码集中以来股价 累计下跌9.89%。具体到各交易日，1次上涨，8次下跌。 ...

异动分析 宠物经济+跨境电商+共同富裕示范区+露营经济+人民币贬值受益 1、公司生产的主要产品有宠物屋、宠物围栏、笼子。 来源：新浪证券-红岸工作室 9月8日，浙江正特跌1.18%，成交额3148.71万元，换手率1.89%，总市值56.95亿元。 区间今日近3日近5日近10日近20日主力净流入4.59万-154.10万-1099.14万-1010.37万-1238.41万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1108.33万，占总成交额的2.25%。 2、公司2022年10月11日互动易回复：公司产品主要销往欧美市场，销售渠道包括大型连锁超市、品牌 商、电商平台等。凭借研发设计能力和产品品质优势，公司进入了沃尔玛、好市多等大型连锁超市的供 应商体系。公司自主品牌"Abba Patio"、"Sorara"的相关产品自2014年以来陆续采用跨境电商模式，通过 各大互联网电商平台如Amazon、Wayfair、BOL等在北美、欧洲等地区开展销售。 3、公司注册地址为临海市，主要从事户外休闲家具及用品的设计研发、生产和销售。产品主要有户外 休闲家具、遮阳伞、帐篷等三大系列，用于家庭庭院和露台、户外休 ...

证券日报网讯 浙江正特（001238）9月2日在互动平台回答投资者提问时表示，截至2025年8月29日，公 司股东总户数为4757户。 ...

Core Viewpoint - Zhejiang Zhengte experienced a decline of 6.47% in its stock price, with a trading volume of 1.18 billion yuan and a turnover rate of 6.87% on the day of reporting [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of -7.34%, with institutional investors net selling 14.67 million yuan [2] - The top five trading departments accounted for a total transaction volume of 46.08 million yuan, with a net buying amount of 11,600 yuan [2] - Among the trading departments, three institutional specialized seats were involved in selling, contributing to the net sell of 14.67 million yuan [2] Fund Flow - The stock saw a net inflow of 3.16 million yuan from major funds, with large orders contributing 1.35 million yuan and big orders adding 1.81 million yuan [2] - Over the past five days, the net inflow of major funds totaled 3.31 million yuan [2]

Group 1 - Zhejiang Zhengte experienced a decline of 5.05% on September 1, with a stock price of 52.50 yuan per share, a trading volume of 65.18 million yuan, a turnover rate of 3.73%, and a total market capitalization of 5.775 billion yuan [1] - The company, established on September 12, 1996, and listed on September 19, 2022, specializes in the research, production, and sales of outdoor leisure furniture and products, with main business revenue composition: 86.83% from shading products, 6.64% from leisure furniture, and 6.54% from other sources [1] Group 2 - Xinhua Fund has a significant holding in Zhejiang Zhengte, with its Xinhua Active Value Flexible Allocation Mixed A Fund (001681) holding 30,800 shares, accounting for 1.92% of the fund's net value, ranking as the eighth largest holding [2] - The fund has a current scale of 57.48 million yuan, with a year-to-date return of 6.45%, ranking 6,370 out of 8,254 in its category, and a one-year return of 26.26%, ranking 5,102 out of 8,037 [2] - The fund manager, Lin Zhai, has been in position for 5 years and 237 days, with a total asset scale of 181 million yuan, achieving a best return of 12.11% and a worst return of -5.25% during his tenure [2]

Core Viewpoint - Zhejiang Zhengte reported significant growth in both revenue and net profit for the first half of 2025, indicating a positive financial performance compared to the previous year [1]. Financial Performance - Total revenue reached 1.042 billion yuan, a year-on-year increase of 38.63% [1]. - Net profit attributable to shareholders was 70.51 million yuan, up 56.03% year-on-year [1]. - In Q2 2025, revenue was 535 million yuan, reflecting a 35.85% increase compared to Q2 2024 [1]. - Q2 net profit attributable to shareholders was 29.96 million yuan, a 25.13% increase year-on-year [1]. Key Financial Metrics - Gross margin stood at 27.09%, a decrease of 2.8% year-on-year [1]. - Net margin improved to 6.77%, an increase of 12.89% year-on-year [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 164 million yuan, accounting for 15.78% of revenue, up 4.96% year-on-year [1]. - Earnings per share (EPS) increased to 0.64 yuan, a rise of 56.1% year-on-year [1]. - Operating cash flow per share was 1.01 yuan, down 11.58% year-on-year [1]. Business Evaluation - The company has shown a historical median Return on Invested Capital (ROIC) of 14.24%, indicating good investment returns despite a poor performance in 2024 with a ROIC of -1.76% [1]. - The company has experienced one loss year since its listing, necessitating further investigation into potential underlying issues [1]. Market Expansion - The company is actively expanding its "Starry Canopy" product line into major North American retail channels, including Costco, Sam's, Lowe's, and Home Depot [2][3]. - Sales of the "Starry Canopy" are projected to reach approximately 700 million yuan in 2024, accounting for over 50% of total revenue [3]. - The company is focusing on enhancing its product offerings and brand promotion for the "Mirador" brand, anticipating continued growth in the future [3].