11月24日的资金流向数据方面，主力资金净流出465.12万元，占总成交额3.36%，游资资金净流出 807.27万元，占总成交额5.83%，散户资金净流入1272.39万元，占总成交额9.19%。 证券之星消息，截至2025年11月24日收盘，稳健医疗(300888)报收于39.71元，上涨0.13%，换手率 0.6%，成交量3.47万手，成交额1.38亿元。 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。 该股最近90天内共有19家机构给出评级，买入评级16家，增持评级3家；过去 ...

Core Insights - The report emphasizes the potential for investment opportunities in the textile and apparel sector, particularly focusing on new consumption trends and global manufacturing recovery [3][16][18]. Industry Performance - The textile and apparel sector outperformed the market during the week of November 17 to November 21, with the SW textile and apparel index declining by 4.8%, which was 0.3 percentage points better than the SW All A index [4][10]. - Recent industry data shows that from January to October, the total retail sales of clothing, shoes, and textiles reached 1,205.3 billion yuan, reflecting a year-on-year growth of 3.5% [3][34]. Textile Sector Insights - The Australian wool price index stabilized at 983 cents per kilogram as of November 20, 2025, with a year-on-year increase of 32.3% and a monthly increase of 5.4%, indicating a bullish trend in wool prices [10][50]. - The report suggests that the current price increase in Australian wool is in its early stages, driven by supply constraints and new demand from sports wool yarns, presenting investment opportunities [10][18]. Apparel Sector Insights - Amer Sports reported a 30% increase in revenue to $1.76 billion for Q3 2025, with a net profit increase of 161% to $190 million, exceeding previous guidance and indicating strong growth in the outdoor segment [13][15]. - The report recommends focusing on outdoor sports brands such as Bosideng, which is expected to benefit from seasonal sales and a favorable market environment [15][18]. Investment Strategy for 2026 - The investment strategy for the textile and apparel industry in 2026 focuses on consolidating positions and exploring new consumption trends, particularly targeting younger consumer demographics [16][17]. - The report highlights the importance of the global tariff landscape stabilizing, which is expected to enhance the competitiveness of core manufacturing [18]. Key Recommendations - Recommended companies in the outdoor sports segment include Anta, Bosideng, and 361 Degrees, with a focus on brands that are well-positioned to capitalize on the upcoming winter season and the Milan Winter Olympics [17][18]. - The report also identifies potential in discount retail and personal care sectors, suggesting companies like Hailan Home and Nobon Co., which are expected to benefit from changing consumer behaviors [17][18].

在董事会运行机制方面，稳健医疗持续优化会议审核与闭环管理流程，形成"会前充分沟通、会中深入 研讨、会后高效落实"的治理机制，有效保障中小投资者权益。独立董事围绕财务监督与审计评估深度 参与，全程介入审计计划沟通及重大风险研判，并推动意见精准落地 。 6 0 O 即国上市公司协会 2025上市公司董事会 最佳实践案例 稳健医疗 300888.SZ 中国上市公司协会 2025年11月 中国上市公司协会 稳健医疗用品股份有限公司(30088.SZ) 入选中国上市公司协会 2025 年上市公司可持续发 展最佳实践案例。 特发此证,以资鼓励! 前列 （图片来源：公司提供） 治理是企业稳健发展的基石。自上市以来，稳健医疗始终坚持"敬畏市场、敬畏法治、敬畏专业、敬畏 风险"的治理价值观，以制度建设与实践创新并行，持续提升治理能力。根据董事会实践材料，上市后 三个完整年度，公司信息披露工作连续获得深交所A级评价，并多次斩获"董办最佳实践案例""投资者 关系管理最佳实践案例"等多项荣誉。公司通过分层分类培训体系强化内部合规意识，2024年度共组织 17场专项培训，其中针对董监高履职合规开展7场专题课程，进一步夯实治理基础 。 ...

Core Insights - The ESG concept is reshaping the healthcare system, with a focus on sustainable development and the construction of green hospitals, particularly in the context of operating rooms balancing low-carbon transformation, medical safety, and operational efficiency [1][3] - The "Economic Research Project on Disposable Surgical Packs" was launched, marking the first systematic study in China focusing on low-value consumables from a full lifecycle perspective, aimed at providing scientific evidence for hospitals to achieve cost reduction and green development [3][5] Group 1: ESG and Green Hospitals - The ESG concept has become a core engine for global healthcare transformation, with China's green hospital construction moving from policy guidance to practical implementation [3] - Operating rooms are identified as key areas for resource consumption, where hidden costs related to labor, energy consumption, and waste management are significant [3][4] Group 2: Research Project on Disposable Surgical Packs - The project is a collaboration between Hainan Boao Medical Innovation Research Institute, Health界, and Steady Medical, focusing on the full lifecycle of low-value consumables [4][5] - The project aims to analyze the economic and social value of disposable surgical packs, which have a usage rate of 80%-90% in Europe and the US, compared to only 30% in China [5][6] Group 3: Methodology and Implementation - The research will utilize minimal cost analysis and decision tree models, targeting tertiary public hospitals, and will be conducted in five phases: plan refinement, pre-experiment, data collection, model analysis, and results publication [7] - The forum highlighted the collaboration among different stakeholders, transforming the concepts of "green hospitals" and "health economics research" into actionable steps for sustainable healthcare development [7]

Investment Rating - The report maintains a "Strong Buy" rating for the company with a target price of 51.4 CNY per share [2][8]. Core Insights - The company reported a revenue of 7.3 billion CNY and a net profit of 6.8 billion CNY for the first three quarters of 2025, reflecting a year-on-year growth of 30.1% and 32.4% respectively [2]. - The medical business is experiencing robust growth driven by high-value products and expansion into overseas markets, with a revenue increase of 44.4% year-on-year [8]. - The consumer goods segment also shows strong performance, with a revenue increase of 19.1% year-on-year, led by strategic product categories [8]. Financial Performance Summary - For the first three quarters of 2025, the company achieved a gross margin of 48.3%, a slight increase of 0.2 percentage points year-on-year [8]. - The company’s net profit margin for the same period was 9.3%, up by 0.2 percentage points year-on-year [8]. - The projected total revenue for 2025 is estimated at 11.3 billion CNY, with a year-on-year growth rate of 26.2% [4]. Business Segment Analysis - **Medical Business**: Revenue reached 38.3 billion CNY in the first three quarters, with significant growth in surgical consumables and high-end dressings [8]. - **Consumer Goods**: The segment generated 40.1 billion CNY in revenue, with notable growth in flagship products like sanitary napkins, which saw a 63.9% increase in sales [8]. Profitability and Cost Management - The company’s operating expenses have increased due to the integration of GRI, but overall profitability remains strong with a projected net profit of 10.0 billion CNY for 2025 [8]. - The report indicates a decrease in sales and management expense ratios, contributing to improved profitability metrics [8].

证券之星消息，截至2025年11月20日收盘，稳健医疗(300888)报收于41.03元，下跌1.28%，换手率 0.67%，成交量3.89万手，成交额1.61亿元。 11月20日的资金流向数据方面，主力资金净流出664.49万元，占总成交额4.14%，游资资金净流入 296.52万元，占总成交额1.85%，散户资金净流入367.98万元，占总成交额2.29%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净齿比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-20 | 41.03 | -1.28% | -664.49万 | -4.14% | 296.52万 | 1.85% | 367.98万 | 2.29% | | 2025-11-19 | | 41.56 0.61% | 223.50万 | 1.39% | 402.71万 | 2.50% | -626.21万 | -3.89% | | 2025-11-18 | 41.31 | ...

Core Viewpoint - The company, Steady Medical, is facing challenges in market valuation despite strong performance metrics, with a current market capitalization of approximately 24 billion, significantly lower than peers in the industry [2][3]. Group 1: Company Performance - As of November 18, 2025, Steady Medical's stock closed at 41.31 yuan, down 0.86%, with a trading volume of 39,000 shares and a turnover of 161 million yuan [1]. - The company has consistently focused on enhancing operational performance and shareholder value, with its product and brand strength gaining wider market recognition [2][3]. Group 2: Market Sentiment and Investor Relations - The company acknowledges the impact of macroeconomic factors, industry policies, and market sentiment on its stock price, which has been under pressure despite strong earnings growth [2][3]. - The company has established a professional team for investor relations and is committed to improving market recognition and trust [2]. Group 3: Future Strategies and Investments - Steady Medical plans to invest 2 billion yuan in a new non-woven fabric production base, aiming to enhance supply chain security and develop new products, while managing investment risks through dynamic capacity planning [3]. - The company is implementing a new equity incentive plan for 2024, setting ambitious revenue targets for 2025-2027 to drive growth and improve operational efficiency [2][3].

Core Viewpoint - The stock of Steady Medical (300888) has shown a slight increase in price, with significant fluctuations in capital flow over the past few days, indicating varying investor sentiment and market dynamics [1][2]. Financial Performance - As of November 19, 2025, Steady Medical's stock closed at 41.56 yuan, up 0.61% with a trading volume of 38,700 lots and a transaction value of 161 million yuan [1]. - In the third quarter of 2025, the company reported a main business revenue of 2.601 billion yuan, a year-on-year increase of 27.71%, and a net profit attributable to shareholders of 240 million yuan, up 42.11% year-on-year [3]. - For the first three quarters of 2025, the company achieved a total revenue of 7.897 billion yuan, reflecting a 30.1% year-on-year growth, and a net profit of 732 million yuan, which is a 32.36% increase year-on-year [3]. Capital Flow Analysis - On November 19, 2025, the net inflow of main funds was 2.235 million yuan, accounting for 1.39% of the total transaction value, while retail investors experienced a net outflow of 6.262 million yuan, representing 3.89% of the total transaction value [1][2]. - Over the past five days, the stock has seen fluctuations in capital flow, with significant net outflows from retail investors on several days, indicating a shift in market sentiment [2]. Industry Positioning - Steady Medical has a total market capitalization of 24.202 billion yuan, ranking 4th in the beauty and personal care industry, with a net asset value of 12.263 billion yuan, which is the highest in the industry [3]. - The company's gross profit margin stands at 48.32%, which is above the industry average of 42.35%, indicating strong operational efficiency [3]. Analyst Ratings - In the last 90 days, 20 institutions have rated the stock, with 16 buy ratings and 4 hold ratings, suggesting a generally positive outlook among analysts [4]. - The average target price set by institutions over the past 90 days is 54.79 yuan, indicating potential upside from the current trading price [4].

Core Viewpoint - The company is experiencing a significant decline in stock price despite strong annual performance and growth, leading to concerns about its market valuation compared to peers [1] Group 1: Company Performance - The company has consistently improved its operating performance and shareholder value, with increasing product and brand recognition in the market [1] - The current market capitalization is approximately 240 billion, which is lower than many underperforming stocks and ST stocks, indicating a valuation issue [1] Group 2: Market Influences - The stock price is influenced by multiple factors including macroeconomic conditions, industry policies, and market sentiment [1] - The company aims to enhance its core competitiveness and believes that its future prospects are becoming increasingly promising [1]

Core Viewpoint - The company emphasizes the importance of market performance and investor relations management, indicating a commitment to enhancing its market recognition and trust among investors [2]. Group 1: Company Response to Investor Inquiry - The company acknowledges the suggestion to hire professionals with market value management experience and expresses gratitude for the input [2]. - A professional team has been established to handle information disclosure, investor communication, and capital market research [2]. - The company is committed to continuously optimizing its operations to improve market perception and investor trust [2].