Winner Medical(300888)

Search documents
美容护理CFO薪酬PK:青松股份90年百万年薪CFO汪玉为业内最年轻 任期内青松股份曾连亏三年、营收已连降4年
Xin Lang Zheng Quan· 2025-07-31 08:26
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。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付年薪293.3 万元;为CFO支付的最低年度薪酬是两面针,为原财务总监王为民支付年薪34.26万元。 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股份、锦波生物、登康口 腔、力合科创、华熙生物、中顺洁柔、稳健医疗、百亚股份、爱美客、华熙生物、贝泰妮、珀莱雅,这 些上市公司分别给财务总监支付年薪115万元、115.7万元、125.78万元、132.08万元、158.77万元、 168.41万元、201.5万元、204.78万元、233.5 ...
美容护理CFO薪酬PK: 贝泰妮CFO王龙年薪282万元 公司净利润连续两年大幅下滑、多项营运能力指标下滑
Xin Lang Zheng Quan· 2025-07-31 08:06
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。 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 报告期内,2024年,稳健医疗应收账款增速高于营业收入增速,应收账款/营业收入比值持续增长,销 售毛利率下降,存货周转率持续下降。 2024年,爱美客营收、归母净利润增速明显放缓、多项盈利能力指标出现下滑,销售毛利率、净资产收 益率均出现下滑。 2024年,贝泰妮增收不增利,多项盈利能力指标出现下滑,销售毛利率、净资产收益率均出现下滑。除 此之外,公司多项营运能力评估指标也出现了下滑,如公司应收账款周转率、总资产周转率持续下滑。 从年龄角度看,水羊股份CFO邹飞、青松股份CFO汪玉聪均为35岁,是行业内最年轻的两位CFO;中顺 洁柔CFO董晔年龄为61岁,是行业内年龄最大的CFO。值得关注的是,青松股份CFO汪玉聪从2018年5 月 ...
美容护理CFO薪酬PK: 稳健医疗CFO方修元年薪201.5万元 公司应收账款占比增长、毛利率下降
Xin Lang Zheng Quan· 2025-07-31 08:03
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。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付年薪293.3 万元;为CFO支付的最低年度薪酬是两面针,为原财务总监王为民支付年薪34.26万元。 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股份、锦波生物、登康口 腔、力合科创、华熙生物、中顺洁柔、稳健医疗、百亚股份、爱美客、华熙生物、贝泰妮、珀莱雅,这 些上市公司分别给财务总监支付年薪115万元、115.7万元、125.78万元、132.08万元、158.77万元、 168.41万元、201.5万元、204.78万元、233.5 ...
稳健医疗获融资买入0.31亿元,近三日累计买入1.69亿元
Sou Hu Cai Jing· 2025-07-31 01:15
7月30日,沪深两融数据显示,稳健医疗获融资买入额0.31亿元,居两市第1198位,当日融资偿还额0.32 亿元,净卖出89.40万元。 来源:金融界 融券方面,当日融券卖出0.01万股,净卖出0.00万股。 最近三个交易日,28日-30日,稳健医疗分别获融资买入0.95亿元、0.43亿元、0.31亿元。 ...
稳健医疗:目前“人造血管项目”计划进入动物试验阶段,项目研发周期较长,尚未产生业绩贡献
Mei Ri Jing Ji Xin Wen· 2025-07-30 11:10
每经AI快讯,有投资者在投资者互动平台提问:我希望能了解贵公司与武汉纺织大学徐卫林院士合作 的高仿生人造血管项目的最新进展。请问贵公司在该项目中是参股还是控股?此外,该项目对贵公司未 来业绩的潜在影响如何? (文章来源:每日经济新闻) 稳健医疗(300888.SZ)7月30日在投资者互动平台表示,目前"人造血管项目"计划进入动物试验阶段, 项目研发周期较长,尚未产生业绩贡献。 ...
健康消费:从工厂到家庭的科技跃迁
Xiao Fei Ri Bao Wang· 2025-07-30 03:15
Group 1: Health Consumption Trends - The third China International Supply Chain Promotion Expo showcased various sectors, including a health living chain that attracted over 100 companies with new products and technologies [1] - There is a significant increase in health awareness among Chinese residents, leading to rapid growth in health consumption and an evolving consumer structure [1] - The market for cotton soft towels has surpassed 10 billion yuan, with the All Cotton Era brand leading in online sales [4][5] Group 2: Coffee and Personalized Health Solutions - A report indicates that 25% of young people in China consume at least one cup of coffee daily, with 36% of professionals stating they cannot work without it [2] - BGI launched a coffee metabolism gene test at the expo, allowing consumers to understand their sensitivity and metabolism of caffeine [2] - The trend towards personalized health management is growing, with home health devices making genetic testing more accessible [2] Group 3: Sports and Beverage Market Growth - The 2023 National Fitness Monitoring Report shows that 540 million people in China regularly exercise, with an average sports expenditure of 3,068 yuan per person [3] - The demand for sports drinks is rising, particularly for zero-calorie and low-sugar options, as consumer preferences evolve [3] - Tian Si Group introduced a bottled energy drink and a zero-sugar version of its classic product to cater to the growing health-conscious market [3] Group 4: Innovations in Health Products - All Cotton Era has transitioned medical innovations into consumer products, focusing on environmentally friendly and high-quality offerings [5][6] - The company has developed a cotton soft towel using a water-jet non-woven fabric process, significantly reducing production time and enhancing biodegradability [5] - Continuous investment in technology and innovation is aimed at meeting diverse consumer demands for health and quality [6]
稳健医疗20250729
2025-07-30 02:32
Summary of the Conference Call for稳健医疗 Company Overview - **Company Name**: 稳健医疗 (Steady Medical) - **Founded**: 1991 - **Business Segments**: Medical supplies and consumer products - **2023 Total Revenue**: Approximately 8.2 billion RMB - **2023 Net Profit**: Approximately 580 million RMB - **Revenue Breakdown**: Medical supplies revenue approximately 3.9 billion RMB (47%), consumer products revenue approximately 4.3 billion RMB (52%) [2][4] Key Insights and Arguments - **Growth in Consumer Products**: The consumer products segment is experiencing rapid growth, with a significant increase in revenue share, reaching 52% in 2023. The company anticipates accelerated growth in 2024, driven by a robust online membership base exceeding 56 million and a steady expansion of offline stores to 444 [2][4][8]. - **Quality Control and Brand Strength**: The company has capitalized on quality control and cost-effectiveness to enhance brand strength, especially in personal care products like sanitary napkins. This has allowed it to capture market share from domestic brands facing quality issues [2][9][11]. - **Marketing Strategy**: In 2024, the company plans to intensify marketing efforts, promoting its all-cotton and medical-grade labels, which is expected to lead to a year-on-year revenue increase of over 50% in Q4 and early 2025 [2][15][18]. - **Product Safety Concerns**: There is a high consumer demand for safety in personal care products, particularly sanitary napkins, due to past quality issues with international brands. This has created a market opportunity for companies with stringent quality controls [9][10][12]. Financial Projections - **Future Revenue Growth Targets**: The company has set ambitious revenue growth targets of 13% and 18% for 2025 and 2026, respectively, reflecting confidence in new product categories [2][7]. - **Net Profit Forecast**: Expected net profits for 2024, 2025, and 2026 are 800 million RMB, 1.05 billion RMB, and 1.23 billion RMB, representing year-on-year growth rates of 43%, 26%, and 18% [5][27]. Market Dynamics - **Market Trends**: The high-end medical dressing market is projected to grow significantly, with the company aiming to expand its presence in the U.S. market through the acquisition of GRI, which will help mitigate tariff risks [5][24]. - **Consumer Product Market Size**: The cotton towel market is expected to grow from approximately 54 billion RMB in 2023 to 64.4 billion RMB by 2026, with the company targeting a market share of 2.9% [25][26]. Strategic Initiatives - **Acquisition of GRI**: The acquisition of GRI is aimed at expanding the company's U.S. customer base and avoiding tariffs on medical supplies, while also leveraging GRI's production capabilities in various countries [5][24]. - **Channel Strategy**: The company is focusing on both online and offline channels, with a significant increase in membership and store count, enhancing its market reach [19][23]. Risks and Concerns - **Investor Sentiment**: Some investors express concerns about the sustainability of the company's growth, viewing recent performance as potentially short-term. However, the company believes that the high consumer demand for personal care products will support long-term growth [30]. - **Valuation Considerations**: The company is currently valued at approximately 26 times earnings, with potential for a 15% increase in market value, supported by strong performance in personal care and medical segments [29]. Conclusion - **Investment Recommendation**: The company presents a compelling investment opportunity, particularly in the medical and personal care sectors, due to its strong market position, growth potential, and effective marketing strategies [31].
稳健医疗获融资买入0.43亿元,近三日累计买入2.01亿元
Sou Hu Cai Jing· 2025-07-30 01:21
来源:金融界 7月29日,沪深两融数据显示,稳健医疗获融资买入额0.43亿元,居两市第1034位,当日融资偿还额0.46 亿元,净卖出243.39万元。 最近三个交易日,25日-29日,稳健医疗分别获融资买入0.63亿元、0.95亿元、0.43亿元。 融券方面,当日融券卖出0.10万股,净卖出0.04万股。 ...
稳健医疗(300888)7月29日主力资金净流出3240.44万元
Sou Hu Cai Jing· 2025-07-29 19:20
Group 1 - The core viewpoint of the news is that Steady Medical (300888) has shown significant growth in its latest quarterly performance, with a notable increase in revenue and net profit [1] - As of July 29, 2025, Steady Medical's stock closed at 40.82 yuan, down 1.02%, with a turnover rate of 5.22% and a trading volume of 91,600 hands, amounting to 377 million yuan [1] - The company's latest quarterly report indicates total operating revenue of 2.605 billion yuan, a year-on-year increase of 36.47%, and a net profit attributable to shareholders of 249 million yuan, also up 36.26% [1] Group 2 - The company has a current ratio of 1.695, a quick ratio of 1.252, and a debt-to-asset ratio of 31.72% [1] - Steady Medical has made investments in 22 companies and participated in 558 bidding projects, showcasing its active engagement in the market [2] - The company holds 449 trademark registrations and 598 patents, along with 239 administrative licenses, indicating a strong intellectual property portfolio [2]
稳健医疗收盘下跌1.02%,滚动市盈率31.21倍,总市值237.71亿元
Sou Hu Cai Jing· 2025-07-29 09:40
7月29日,稳健医疗今日收盘40.82元,下跌1.02%,滚动市盈率PE(当前股价与前四季度每股收益总和 的比值)达到31.21倍,总市值237.71亿元。 从行业市盈率排名来看,公司所处的美容护理行业市盈率平均41.19倍,行业中值44.53倍,稳健医疗排 名第12位。 最新一期业绩显示,2025年一季报,公司实现营业收入26.05亿元,同比36.47%;净利润2.49亿元,同 比36.26%,销售毛利率48.46%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7稳健医疗31.2134.182.08237.71亿行业平均 41.1948.464.28110.60亿行业中值44.5340.592.6868.98亿1科思股份18.5412.882.6572.45亿2珀莱雅 20.2221.365.77331.54亿3依依股份20.6621.802.4846.89亿4豪悦护理22.2322.512.5787.23亿5敷尔佳 22.9020.812.39137.57亿6爱美客30.3529.056.90568.72亿8诺邦股份32.2935.662.3733.96亿9百亚股份 36.7140.287.3 ...