稳健医疗2025年三季报显示，前三季度公司主营收入78.97亿元，同比上升30.1%；归母净利润7.32亿 元，同比上升32.36%；扣非净利润6.79亿元，同比上升43.93%；其中2025年第三季度，公司单季度主营 收入26.01亿元，同比上升27.71%；单季度归母净利润2.4亿元，同比上升42.11%；单季度扣非净利润 2.18亿元，同比上升50.77%；负债率33.87%，投资收益3323.27万元，财务费用-203.6万元，毛利率 48.32%。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。 证券之星消息，截至2026年2月11日收盘，稳健医疗(300888)报收于35.39元，下跌0.03%，换手率 0.33%，成交量1.92万手，成交额6808.36万元。 2月11日的资金流向数据方面，主力资金净流出1301.46万元，占总成交额19.12%，游资资金净流出 46.39万元，占总成交额0.68%，散户资金净流入1347.85万元，占总成交额19.8%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 该股最近 ...

来自交易信息汇总：2月9日主力资金净流出869.52万元，游资资金亦呈净流出态势，散户资金则 净流入1547.5万元。 交易信息汇总资金流向 董秘最新回复 投资者： 公司的产品有进入沃尔玛、山姆会员店销售吗？ 董秘： 尊敬的投资者，您好！公司旗下消费品品牌"全棉时代"已进入沃尔玛、山姆会员店等零售体系 销售。作为重要渠道，公司积极拓展商超渠道，近两年渠道收入增速保持较好水平。公司将持续推进多 渠道布局，积极拓展国内外市场，以提升产品覆盖与品牌影响力。感谢您的关注与支持！ 当日关注点 截至2026年2月9日收盘，稳健医疗(300888)报收于35.71元，上涨0.0%，换手率0.57%，成交量3.34万 手，成交额1.19亿元。 2月9日主力资金净流出869.52万元；游资资金净流出677.98万元；散户资金净流入1547.5万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - The company Steady Medical (300888) has shown significant growth in its financial performance for the first three quarters of 2025, with a notable increase in both revenue and net profit compared to the previous year [2]. Financial Performance - For the first three quarters of 2025, Steady Medical reported a total revenue of 7.897 billion yuan, representing a year-on-year increase of 30.1% [2]. - The net profit attributable to shareholders reached 732 million yuan, up 32.36% year-on-year [2]. - The company's net profit excluding non-recurring items was 679 million yuan, reflecting a 43.93% increase year-on-year [2]. - In the third quarter of 2025 alone, the company achieved a revenue of 2.601 billion yuan, which is a 27.71% increase compared to the same quarter last year [2]. - The net profit for the third quarter was 240 million yuan, marking a 42.11% year-on-year growth [2]. - The net profit excluding non-recurring items for the third quarter was 218 million yuan, showing a 50.77% increase year-on-year [2]. - The company's debt ratio stands at 33.87%, with investment income of 33.23 million yuan and financial expenses of -2.036 million yuan [2]. - The gross profit margin is reported at 48.32% [2]. Market Activity - As of February 9, 2026, Steady Medical's stock closed at 35.71 yuan, with a turnover rate of 0.57% and a trading volume of 33,400 hands, resulting in a transaction amount of 119 million yuan [1]. - On February 9, the net outflow of main funds was 8.6952 million yuan, accounting for 7.29% of the total transaction amount, while retail investors saw a net inflow of 15.475 million yuan, representing 12.97% of the total transaction amount [1]. Analyst Ratings - In the last 90 days, 10 institutions have provided ratings for Steady Medical, with 8 giving a "buy" rating and 2 giving a "hold" rating [2]. - The average target price set by institutions over the past 90 days is 5.451 billion yuan [2].

Group 1 - The core viewpoint of the article is that the company, Steady Medical, has successfully entered major retail channels such as Walmart and Sam's Club with its consumer brand "All Cotton Era" [1] - The company has maintained a good growth rate in channel revenue over the past two years, indicating effective expansion in the supermarket channel [1] - Steady Medical plans to continue its multi-channel strategy and actively expand both domestic and international markets to enhance product coverage and brand influence [1]

Core Viewpoint - The company, Steady Medical (300888.SZ), is expanding its consumer brand "All Cotton Era" into major retail channels such as Walmart and Sam's Club, indicating a strategic move to enhance market presence and brand influence [1] Group 1: Market Expansion - The company is actively expanding its supermarket channel, which has shown good revenue growth over the past two years [1] - The ongoing strategy includes a multi-channel layout to enhance product coverage and brand impact both domestically and internationally [1]

Core Viewpoint - The company, Steady Medical (300888.SZ), is expanding its consumer brand "All Cotton Era" into major retail channels such as Walmart and Sam's Club, indicating a strategic move to enhance market presence and brand influence [1] Group 1: Market Expansion - The company is actively expanding its supermarket channel, which has shown good revenue growth over the past two years [1] - The ongoing strategy includes a multi-channel layout to enhance product coverage and brand impact both domestically and internationally [1]

Core Insights - The core viewpoint of the article highlights the rapid growth and increasing adoption of alginate dressings in the medical field due to their superior properties such as high absorbency, breathability, and antibacterial effects, making them a preferred choice for wound care, especially for complex wounds like burns and ulcers [1][12]. Industry Overview - The alginate dressing industry in China has seen its market size grow from 335 million yuan in 2017 to an estimated 3.421 billion yuan by 2024, with a compound annual growth rate (CAGR) of 39.37% [1][12]. - By 2025, the market size is projected to reach approximately 3.783 billion yuan [1][12]. - Key growth drivers include an aging population, increased health awareness, advancements in medical technology, and a growing preference for biodegradable materials [1][12]. Industry Development History - The alginate dressing industry in China began in the late 1980s, initially dominated by traditional gauze and cotton pads [7]. - The introduction of alginate dressings was facilitated by foreign companies in the early 1990s, but market penetration remained low due to high costs and limited clinical awareness [7]. - Domestic companies have since made significant technological advancements, overcoming key production challenges [7]. Industry Supply Chain - The supply chain for alginate dressings includes upstream raw materials such as alginate, silver ions, calcium chloride, and collagen [9]. - The midstream involves the production and manufacturing of alginate dressings, while the downstream encompasses sales channels including pharmaceutical companies, hospitals, pharmacies, and e-commerce platforms [9]. Competitive Landscape - The competitive landscape features both domestic and foreign companies, with foreign firms like ConvaTec and Smith & Nephew holding significant market shares in high-end products [12]. - Domestic companies such as Ma Ying Long, Weigao Group, and Steady Medical are actively pursuing technological innovation and market expansion [12]. Industry Trends - The industry is expected to see a shift towards smart and functional products, integrating technologies like pH monitoring and drug release systems to enhance treatment precision [16]. - Demand is anticipated to grow in chronic wound management and high-end care scenarios, driven by rising chronic disease rates and the expanding medical aesthetics market [17]. - Future products will focus on low allergenicity, biocompatibility, and ease of use to cater to sensitive skin and complex wound needs [19].

近5日资金流向一览见下表： 证券之星消息，截至2026年2月5日收盘，稳健医疗(300888)报收于35.87元，上涨0.82%，换手率 0.71%，成交量4.11万手，成交额1.48亿元。 2月5日的资金流向数据方面，主力资金净流入625.52万元，占总成交额4.24%，游资资金净流入1078.28 万元，占总成交额7.31%，散户资金净流出1703.8万元，占总成交额11.54%。 该股最近90天内共有11家机构给出评级，买入评级9家，增持评级2家；过去90天内机构目标均价为 54.51。 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入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、游资资金流向和散户资金流 向。 注：主力资金为特大单成交，游资为大单成交，散户为中小单成交 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备3101043457103012 ...

Core Viewpoint - The company, Weijian Medical, is focusing on a dual business model of "medical + consumer" for high-quality development, with a clear strategic direction for the next three years and a detailed operational plan for 2026 [1] Group 1: Strategic Direction - The company aims to achieve high-quality development through "product leadership, excellent operations, brand enhancement, and digital empowerment" [1] - The revenue strategy includes steady progress towards goals set by equity incentives, while profitability will be enhanced through product innovation, structural optimization, channel improvement, cost reduction, and brand building [1] Group 2: Investment Value - The core investment value is reflected in five aspects: broad industry space for both main businesses, a focus on improving profitability, mutual empowerment of dual brands, low debt ratio with ample cash flow, and a commitment to long-termism and ESG development [2] - The company has distributed a total cash dividend of 2.88 billion yuan and repurchased shares for 690 million yuan, representing 100.3% of the net amount raised from the initial public offering by mid-2025 [2] Group 3: Medical Sector Development - The medical sector is positioned as the foundation for growth, with a core goal of "decisive growth" by leveraging both organic growth and external acquisitions [2] - The company plans to optimize product structure, promote high-margin products, and expand into overseas markets and various domestic channels [2] - The acquisition of the U.S. company GRI will enhance access to quality overseas channels and customer resources, with a focus on Southeast Asia and the Middle East by 2026 [2] Group 4: Profitability and Brand Strategy - The medical sector's profitability is recovering post-public health events, with operating profit margins on the rise due to a shift towards high-end and branded products [3] - The consumer sector, represented by the brand "Cotton Era," leverages its medical background and quality to attract a loyal customer base, focusing on product categories related to maternal and infant care, personal care, and home sleep products [3] - The brand strategy includes a comprehensive online and offline channel layout, with an emphasis on partnerships with mainstream e-commerce platforms and refined store operations for rapid channel growth [3] Group 5: Long-term Commitment - The company is committed to executing its established development strategy and aims to achieve its set goals while ensuring shareholder interests through stable dividends and strong operational performance [4]

证券日报网讯 2月3日，稳健医疗（300888）在互动平台回答投资者提问时表示，公司始终重视产品设 计与用户体验，并持续研究市场趋势与消费者需求。全棉时代以"医疗背景、全棉理念、品质基因"为核 心优势，汇聚了追求"安心、幸福、可持续"的高粘性客户群。未来公司将继续优化设计体系，努力提升 产品的综合竞争力。 ...