Core Viewpoint - The company reported strong financial performance for the first three quarters of 2025, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company achieved a revenue of 7.897 billion yuan, representing a year-on-year increase of 30.1% [1] - The net profit attributable to shareholders reached 732 million yuan, showing a year-on-year growth of 32.36% [1] Market Reaction - Following the release of the quarterly report, the company's stock price surged, increasing by over 7% at one point [1] - As of the report's publication, the stock price was 40.83 yuan per share, reflecting a gain of 6.11% [1]

Core Insights - The company reported a revenue of 7.897 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 30.10% [1] - The net profit attributable to shareholders was 732 million yuan, showing a year-on-year increase of 32.36% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 679 million yuan, reflecting a year-on-year growth of 43.93% [1] - The basic earnings per share were 1.26 yuan [1]

Core Viewpoint - The company reported strong financial performance in the third quarter, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company's revenue for the first three quarters reached 7.897 billion, representing a year-on-year increase of 30.10% [1] - The net profit attributable to shareholders for the same period was 730 million, showing a year-on-year growth of 32.36% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 679 million, reflecting a year-on-year increase of 43.93% [1]

Core Viewpoint - The company, Weigao Medical (300888.SZ), reported strong financial performance for the first three quarters of 2025, with significant growth in both revenue and net profit driven by its medical and consumer business segments [1] Financial Performance - The company achieved a revenue of 7.897 billion yuan, representing a year-on-year increase of 30.10% [1] - The net profit attributable to shareholders reached 732 million yuan, up 32.36% year-on-year [1] - The net profit excluding non-recurring items was 679 million yuan, showing a substantial increase of 43.93% year-on-year [1] Business Segment Analysis - In the medical segment, revenue totaled 3.83 billion yuan, reflecting a year-on-year growth of 44.4% [1] - Key product categories in the medical segment showed remarkable growth: surgical consumables generated 1.15 billion yuan (up 185.3%), high-end dressings reached 720 million yuan (up 26.2%), and health personal care products amounted to 360 million yuan (up 24.6%) [1] - The proportion of overseas sales in the medical segment increased to 57%, with major sub-brands in cross-border e-commerce on platforms like Amazon growing over 45% year-on-year [1] Consumer Segment Performance - The consumer segment, represented by the brand "All Cotton Era," reported a revenue of 4.01 billion yuan, marking a year-on-year increase of 19.1% [1] - Core products such as Princess Nais sanitary napkins led the growth, with significant expansion in both online and offline channels [1] - Interest e-commerce platforms like Douyin saw nearly 80% growth year-on-year, while supermarket channels increased by 53.4%, indicating effective channel expansion and optimization of product categories [1]

Core Insights - The company reported significant growth in revenue and profit for the first three quarters of 2025, with total revenue reaching 7.897 billion yuan, a year-on-year increase of 30.10%, and net profit attributable to shareholders at 732 million yuan, up 32.36% [1] - The company's dual business segments, medical and consumer, are performing well, enhancing brand influence and product competitiveness, laying a solid foundation for sustainable growth and value enhancement [1] Consumer Segment Performance - The consumer segment achieved a total revenue of 4.01 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 19.1%, with steady improvements in gross and operating profit margins [2] - Key products such as the Princess Nais sanitary napkin saw remarkable sales of 760 million yuan, a substantial increase of 63.9%, driving growth in the segment [2] - The company has established a balanced online and offline sales strategy, with e-commerce revenue reaching 2.46 billion yuan, up 23.5%, and supermarket channel revenue growing by 53.4% to 360 million yuan [2] Brand Strategy - The company is focusing on a "brand upward" strategy, emphasizing "safety, happiness, and sustainability" to enhance user recognition and experience [3] - Initiatives include celebrity endorsements and thematic events to deepen emotional connections with consumers, alongside the opening of a flagship store in Wuhan to showcase the brand's lifestyle [3] Medical Segment Performance - The medical segment reported a revenue of 3.83 billion yuan in the first three quarters of 2025, a significant increase of 44.4%, outpacing the overall company growth [4] - The product mix has been optimized, with high-value and high-margin products gaining a larger share, including surgical consumables and high-end dressings [4] - The international market contribution has increased significantly, with overseas sales reaching 2.18 billion yuan, a year-on-year increase of 81.7%, now accounting for 57% of the medical segment's revenue [4] Professional Brand Image - The company is enhancing its professional brand image through participation in major industry expos and showcasing innovative solutions like the "green operating room" [5] - The production of "lead-free" medical radiation protection clothing has garnered industry attention, highlighting the company's technological leadership [5] Synergistic Growth - The medical and consumer segments are creating a synergistic "dual-engine" growth model, where the medical segment's technical expertise supports the consumer segment's brand influence, and vice versa [6] - The company aims to continue its strategy of product leadership, operational excellence, and global vision, focusing on core areas and expanding both domestic and international markets [6]

Core Viewpoint - The financial report of Shengjian Medical for the first three quarters of 2025 shows significant growth in revenue and profit, indicating a strong performance in the healthcare and consumer goods sectors [1][2]. Financial Performance - The company's revenue for the first three quarters reached 7.897 billion yuan, a year-on-year increase of 30.10% [1]. - The net profit attributable to shareholders was 732 million yuan, up 32.36% year-on-year [1]. - The net profit excluding non-recurring items was 679 million yuan, reflecting a 43.93% increase year-on-year [1]. - Basic earnings per share stood at 1.26 yuan [1]. Profitability Metrics - The gross margin for the first three quarters was 48.32%, an increase of 0.18 percentage points year-on-year [2]. - The net profit margin was 9.81%, up 0.15 percentage points compared to the same period last year [2]. - In Q3 2025, the gross margin was 48.29%, showing a year-on-year increase of 1.29 percentage points [2]. - The net profit margin for Q3 was 9.87%, up 1.03 percentage points year-on-year [2]. Expense Analysis - Total operating expenses for Q3 amounted to 2.816 billion yuan, an increase of 586 million yuan year-on-year [2]. - The expense ratio was 35.66%, a decrease of 1.08 percentage points from the previous year [2]. - Sales expenses increased by 18.76%, management expenses rose by 40.12%, R&D expenses grew by 25.67%, and financial expenses surged by 95.52% year-on-year [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 32,100, an increase of 4,203 or 15.06% from the end of the previous half [2]. - The average market value per shareholder decreased from 857,400 yuan to 694,400 yuan, a decline of 19.01% [2]. Company Overview - Shengjian Medical, established on August 24, 2000, and listed on September 17, 2020, is located in Longhua District, Shenzhen, Guangdong Province [3]. - The company specializes in the research, production, and sales of cotton products, with a revenue composition that includes various consumer and medical products [3]. - The company operates in the beauty and personal care sector, specifically in the life paper category, and is involved in multiple concept sectors including medical consumables and elderly care [3].

证券代码：300888 证券简称：稳健医疗 公告编号：2025-033 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 稳健医疗用品股份有限公司 第四届董事会第八次会议决议公告 一、董事会会议召开情况 稳健医疗用品股份有限公司（以下简称"公司"）第四届董事会第八次会议 于 2025 年 10 月 24 日在公司会议室以现场结合通讯方式召开。会议通知于 2025 年 10 月 20 日通过邮件和即时通讯工具的方式送达各位董事。本次会议应出席董 事 7 人，实际出席董事 7 人。本次会议由董事长李建全先生召集并主持，公司高 级管理人员列席了会议，会议的召开符合《公司法》和《公司章程》的有关规定。 稳健医疗用品股份有限公司董事会 公司 2025 年第三季度报告的编制和审核程序符合法律、行政法规和中国证 监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在任何 虚假记载、误导性陈述或重大遗漏。 具体内容详见公司同日披露在巨潮资讯网（www.cninfo.com.cn）的《2025 年第三季度报告》。 表决结果：赞成 7 票，反对 0 票，弃权 0 票。 ...

稳健医疗用品股份有限公司 2025 年第三季度报告 证券代码：300888 证券简称：稳健医疗 公告编号：2025-034 稳健医疗用品股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 重要内容提示： 1、董事会及董事、高级管理人员保证季度报告的真实、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。 2、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)声明：保证季度报告中财务信息 的真实、准确、完整。 3、第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 同期增减 | | 比上年同期增减 | | 营业收入（元） | 2,600,871,707.33 | 27.71% | 7,897,083,664.25 | 30.10% | | ...

Market Overview - The personal care products sector experienced a decline of 0.34% on October 24, with Baiya Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Key stocks in the personal care sector showed varied performance, with the following notable changes: - Baiya Co., Ltd. (003006) closed at 22.77, down 1.94% with a trading volume of 63,800 shares and a turnover of 146 million [1] - Yanjing Co., Ltd. (300658) closed at 8.46, down 1.40% with a trading volume of 168,400 shares and a turnover of 145 million [1] - Jeya Co., Ltd. (301108) closed at 35.76, down 0.91% with a trading volume of 49,800 shares and a turnover of 185 million [1] - Other stocks like Beijia Co. (603059) and Zhongshun Jierou (002511) also saw minor declines [1] Capital Flow - The personal care products sector saw a net inflow of 2.96 million from institutional investors and a net inflow of 4.80 million from retail investors, while retail investors experienced a net outflow of 7.76 million [3] - Notable capital flows for specific stocks include: - Wanjian Medical (300888) had a net inflow of over 9.34 million from institutional investors, but a net outflow of 11.91 million from retail investors [3] - Liangmian Needle (600249) saw a net inflow of 7.46 million from institutional investors, while retail investors had a net inflow of 1.39 million [3] - Baiya Co., Ltd. (003006) had a net inflow of 5.32 million from institutional investors but a significant net outflow of 4.30 million from retail investors [3]

Market Overview - The personal care products sector increased by 0.82% on October 23, with Baiya Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Baiya Co., Ltd. (003006) closed at 23.22, up 2.74% with a trading volume of 73,700 shares and a turnover of 171 million yuan [1] - Beijia Co. (603059) closed at 34.56, up 1.98% with a trading volume of 38,800 shares and a turnover of 134 million yuan [1] - Dengkang Oral (001328) closed at 39.14, up 1.90% with a trading volume of 28,400 shares and a turnover of 112 million yuan [1] - Zhongshun Jiesang (002511) closed at 8.48, up 1.68% with a trading volume of 83,800 shares and a turnover of 70.46 million yuan [1] - Yanjing Co. (300658) closed at 8.58, up 1.30% with a trading volume of 175,500 shares and a turnover of 146 million yuan [1] - Other notable performances include Haoyue Nursing (605009) at 33.36, up 0.97%, and Runben Co. (603193) at 26.54, up 0.38% [1] Capital Flow - The personal care products sector saw a net inflow of 17.6 million yuan from institutional investors, while retail investors contributed a net inflow of 19.3 million yuan [2] - However, speculative funds experienced a net outflow of 36.9 million yuan [2] Detailed Capital Flow Analysis - Baiya Co., Ltd. had a net inflow of 19.28 million yuan from institutional investors, while it faced a net outflow of 11.41 million yuan from speculative funds [3] - Beijia Co. experienced a net inflow of 16.18 million yuan from institutional investors but a net outflow of 22.75 million yuan from speculative funds [3] - Dengkang Oral saw a net inflow of 4.54 million yuan from institutional investors, with minor outflows from other categories [3] - Zhongshun Jiesang had a net inflow of 1.60 million yuan from institutional investors, while speculative funds showed a net outflow [3]