证券之星消息，截至2025年8月12日收盘，稳健医疗(300888)报收于40.93元，上涨1.06%，换手率 4.9%，成交量8.59万手，成交额3.53亿元。 | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-12 | 40.93 | 1.06% | 2883.19万 | 8.16% | -811.12万 | -2.30% | -2072.07万 | -5.86% | | 2025-08-11 | | 40.50 -0.07% | -2193.67万 | -7.93% | -286.07万 | -1.03% | 2479.74万 | 8.96% | | 2025-08-08 | 40.53 | -1.34% | -239.75万 | -1.20% | 678.54万 | 3.40% | -438.79万 | -2.20% | | 2025-08-07 | 41.08 | 0.88% | 2765.59万 ...

证券之星消息，截至2025年8月11日收盘，稳健医疗(300888)报收于40.5元，下跌0.07%，换手率3.9%， 成交量6.85万手，成交额2.77亿元。 8月11日的资金流向数据方面，主力资金净流出2193.67万元，占总成交额7.93%，游资资金净流出 286.07万元，占总成交额1.03%，散户资金净流入2479.74万元，占总成交额8.96%。 近5日资金流向一览见下表： 稳健医疗2025年一季报显示，公司主营收入26.05亿元，同比上升36.47%；归母净利润2.49亿元，同比 上升36.26%；扣非净利润2.34亿元，同比上升62.46%；负债率31.72%，投资收益459.1万元，财务费用 16.14万元，毛利率48.46%。稳健医疗（300888）主营业务：棉类制品的研发、生产、销售,覆盖医疗卫 生、个人护理、家庭护理、母婴护理、家纺服饰等。 该股最近90天内共有16家机构给出评级，买入评级13家，增持评级3家；过去90天内机构目标均价为 57.38。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [3] Core Insights - Suzano announced a price increase of $20 per ton for commodity pulp in the Asian market for August, indicating a potential recovery in pulp and paper prices from current cyclical lows [2][4] - The report highlights the ongoing price adjustments in the paper industry, with various paper types experiencing different price movements, suggesting a recovery trend driven by supply-demand dynamics [4][50] - The report emphasizes the importance of policy catalysts in the home furnishing sector, particularly in light of recent housing policy optimizations in Beijing [4][31] Summary by Sections Home Furnishing - Recent policy changes in Beijing allow families to purchase multiple properties outside the city center, which is expected to stimulate the housing market [4][31] - Major home furnishing companies are currently valued at historical lows, presenting potential investment opportunities as market sentiment improves [4][31] Paper Industry - As of August 8, 2025, various paper prices are reported: double glue paper at 4993.75 CNY/ton (unchanged), copper plate paper at 5320 CNY/ton (unchanged), white card paper at 3955 CNY/ton (down 35 CNY/ton), box board paper at 3463.4 CNY/ton (up 12.8 CNY/ton), and corrugated paper at 2582.5 CNY/ton (up 46.25 CNY/ton) [4][50] - The report notes that the current pulp and paper prices are at cyclical lows, with expectations for a rebound due to supply-demand imbalances [4][50] Consumer Goods - The report discusses the launch of new health-focused products in the personal care sector, indicating a shift towards higher quality and compliance with health standards [4][6] - The collaboration between Morning Glory stationery and popular anime IPs is expected to enhance brand visibility and sales [4][6] Export Chain - In July, China's total exports increased by 7.2% year-on-year, with significant growth in exports to ASEAN countries [4][6] - The report suggests that the ongoing shift of production capacity to Southeast Asia may enhance the long-term competitiveness of companies with overseas supply chain layouts [4][6] Packaging - New regulations in Shanghai aimed at reducing single-use plastics are expected to drive demand for recyclable and biodegradable packaging solutions [4][6] - The report recommends companies involved in eco-friendly packaging solutions as potential investment opportunities [4][6] New Tobacco Products - The introduction of new electronic cigarette products in the UK is anticipated to boost market share for refillable devices [4][6] - The report highlights the potential for growth in the new tobacco sector, particularly for companies with strong partnerships and product offerings [4][6] Textile and Apparel - The textile and apparel sector has shown resilience, with notable increases in revenue for key players despite some challenges [4][6] - The report identifies leading companies in the apparel sector as potential investment opportunities based on their performance [4][6]

Core Viewpoint - The research team from Uppsala University in Sweden has successfully demonstrated the survival and functionality of donor pancreatic β cells obtained through CRISPR-Cas gene editing technology in a type 1 diabetes patient for 12 weeks without the use of immunosuppressants, indicating a potential breakthrough in curing type 1 diabetes [1] Industry Summary - Over 20 listed companies in the A-share market are involved in gene editing technology [1] - According to data from Zhitongcaijing, a total of 21 gene editing concept stocks have received "positive" ratings from institutions, including buy, increase, and strong recommendation ratings [1] - Among these, Shenguan Medical (300888) is the most favored by institutions, with 27 institutional research reports mentioning this stock [1]

Group 1 - The core viewpoint of the article highlights the recent stock performance of the company, Steady Medical, which closed at 40.53 yuan on August 8, 2025, reflecting a decline of 1.34% from the previous trading day [1] - The trading volume on that day was 49,116 hands, with a total transaction amount reaching 200 million yuan [1] - Steady Medical specializes in medical health products, focusing on the research, production, and sales of medical dressings and protective equipment, with applications in medical institutions and personal care [1] Group 2 - On August 8, the net outflow of main funds for Steady Medical was 239.75 thousand yuan, and over the past five trading days, the cumulative net outflow reached 2,667.09 thousand yuan, accounting for 0.37% of the circulating market value [1]

Market Overview - The textile and apparel sector has outperformed the broader market since August, with the textile manufacturing segment showing better performance than branded apparel [15][21] - In July, the textile manufacturing sector increased by 4.5%, while branded apparel rose by 3.2% [15][21] - Key companies leading the gains include 361 Degrees (29.9%), Crystal International (26.8%), Tianhong International (25.0%), and Bailong Oriental (15.9%) [15] Brand Apparel Insights - Retail sales of clothing in June grew by 1.9% year-on-year, but the growth rate slowed down due to the Dragon Boat Festival holiday and the pre-promotion of the 618 shopping festival [2] - E-commerce sales saw a decline across various categories in June, with sportswear down by 17%, outdoor apparel by 2%, and home textiles by 24% [2] - Notable brand performances include Lululemon (48%) and Decathlon (76%) showing strong growth in their respective categories [2] Textile Manufacturing Insights - Vietnam's textile exports accelerated in July, with a month-on-month growth rate of 16.7%, while footwear exports turned positive at 4.5% [3] - China's textile exports showed no significant improvement in June, with textiles down by 1.6% and footwear down by 4.0% year-on-year [3] - The impact of currency fluctuations and tariffs on revenue has been noted, with companies like Ru Hong experiencing stable performance despite tariff pressures [3] Mid-Year Earnings Forecast - Bailong Oriental expects a net profit growth of 50.21% to 75.97% year-on-year for the first half of 2025, driven by strong order volumes and improved capacity utilization [4] - Tianhong International anticipates a net profit increase of approximately 60% for the same period, benefiting from improved sales and financial structure [4] Policy Impact on Consumer Demand - The introduction of a child-rearing subsidy policy is expected to boost demand in the baby and children's market, with a yearly subsidy of 3600 yuan for eligible children under three starting from January 2025 [4][7] - Companies like Sturdy Medical, which offers high-quality cotton products, are likely to benefit from this policy [7] Investment Recommendations - Focus on brands with growth potential and limited tariff impacts, such as Anta Sports, Xtep International, and 361 Degrees, which are expected to perform well in the current market environment [7][8] - In textile manufacturing, companies with low exposure to U.S. tariffs and high profit margins, such as Shenzhou International and Huayi Group, are recommended for investment [8]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监（CFO）群体薪酬规模合计达42.70亿元，平均年薪 为81.48万元。 在2024年末的A股市场中，稳健医疗展现出强劲的发展态势，总营收达90亿元，总市值为245亿元，在 医疗健康行业占据重要地位。而执掌这家高营收、高市值企业财务大权的，是大专学历的方修元。 方修元2024年薪为201.5万元，比上年涨薪37万元，与A股CFO平均年薪81.48万元相比，高出120万元， 具备优势。稳健医疗去年营收净利股价均实现上涨。 资料显示，方修元先生，1968年出生，中国国籍，无境外永久居留权，大专学历，香港中文大学（深 圳）金融EMBA在读，中国注册会计师。1988年至1998年，历任湖北省医药保健品进出口公司财务科会 计、科长；1998至1999年，任珠海宏桥高科技有限公司财务总监；2000年至今，任稳健医 ...

Core Insights - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the personal care products industry was 2.05 million yuan, paid to Zhang Li of Baiya Co., while the lowest was 361,800 yuan, paid to Zhang Changchun of Nuobang Co. [1] - Three companies paid their CFOs over 1 million yuan annually: Dengkang Dental, Baiya Co., and Wanjian Medical [1] Company Performance - Beijia Co. achieved total operating revenue of 1.299 billion yuan in 2024, representing a year-on-year growth of 21.78% [1] - Beijia Co. reported a net loss attributable to shareholders of 77.32 million yuan, compared to a profit of 92.51 million yuan in the same period last year [1] - The company's non-recurring net profit also showed a loss of 95.91 million yuan, contrasting with a profit of 35.97 million yuan in the previous year [1] CFO Salary Trends - The CFO of Beijia Co., Ji Yufang, received a salary increase to 460,000 yuan despite the company's financial losses [1] - The report highlights the significant role and importance of CFOs in listed companies, particularly in the context of financial performance and compensation [1]

Core Viewpoint - The company, Steady Medical, acknowledges the potential benefits of the national fertility subsidy policy for its infant products, particularly under the Purcotton brand, which includes items like diapers and clothing for infants [1] Group 1: Company Products - The company emphasizes its commitment to the development of infant-related products, which include baby wet and dry cotton wipes, Nais baby diapers, and various infant clothing and accessories such as onesies, swaddles, and gauze bath towels [1] - Recent years have seen significant improvements in product design and user experience for the company's infant product line [1] Group 2: Market Context - The national fertility subsidy policy has been clarified to include daily necessities for infants, which may positively impact the sales of the company's products [1]

Core Viewpoint - The company acknowledges the impact of various factors on its stock price fluctuations and emphasizes its commitment to improving operational performance and shareholder value [1] Group 1 - The company responded to an investor inquiry regarding the latest number of shareholders as of August [1] - The management indicated that shareholder information will be disclosed in regular reports, adhering to the principle of fair information disclosure [1] - The company expressed gratitude for the investor's attention and support [1]