证券日报网1月26日讯 ，稳健医疗在接受调研者提问时表示，公司重视股东回报，上市后每年坚持现金 分红，分红金额占归母净利润比例也在逐年提升。截至2025年中期，公司累计现金分红28.8亿元，回购 股份支付现金6.9亿元，两项合计占首发募集资金净额的100.3%。未来，公司将根据每年的利润情况、 企业成长性和战略发展计划综合评估分红比例，努力保持稳定的分红水平。 （文章来源：证券日报） ...

每经头条（nbdtoutiao）——"陈小群"概念股炒作利益链调查："交易软件+券商"龙虎榜信息造神，游资 借"互联网战法"收割散户 （记者 王瀚黎） 每经AI快讯，稳健医疗发布公告称，2026年1月23日15:30~17:30，稳健医疗接受开源证券等投资者调 研，公司副总经理、董事会秘书陈惠选、证券事务代表徐佳参与接待，并回答了投资者提出的问题。 ...

证券代码：300888 证券简称：稳健医疗 稳健医疗用品股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | （电话会议） √现场参观 □其他 | | 参与单位名称 | 财通轻纺：赵嘉宁 广发证券：左琴琴 | | | 国金证券：杨雨钦 | | | 国盛证券：杨莹、侯子夜 | | | 开源证券：唐李娜 | | | 前海开源基金：李雨桐 | | | 杉树私募：熊斌 | | 及人员姓名 | 深圳奕歌资管：卢春宇 | | | 浙商证券：詹陆雨 | | | 中金公司：徐卓楠 | | | 中信证券：郑逸坤 | | | Novo holdings：Paloma Pan、邓思豪 | | | （以上排名不分先后） | | 时间 | 年 月 日 2026 1 23 15:30-17:30 | | 地点 | 总部展厅及会议室 现场调研 | | 上市公司接待 | 副总经理、董事会秘书：陈惠选 | | 人员姓名 | 证券事务代表：徐佳 | | | 1. 请问 ...

证券之星消息，截至2026年1月23日收盘，稳健医疗(300888)报收于36.94元，上涨1.4%，换手率 0.87%，成交量5.08万手，成交额1.87亿元。 该股最近90天内共有22家机构给出评级，买入评级18家，增持评级4家；过去90天内机构目标均价为 54.88。 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 该股主要指标及行业内排名如下： 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. ...

Market Overview - The personal care products sector increased by 0.03% on January 23, with Runben Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] Stock Performance - Runben Co., Ltd. (603193) closed at 25.71, with a rise of 1.78% and a trading volume of 41,300 shares, totaling 106 million yuan [1] - Other notable performers include: - Wanjian Medical (300888) at 36.94, up 1.40% with a trading volume of 50,800 shares, totaling 187 million yuan [1] - Yiyi Co., Ltd. (001206) at 28.47, up 1.10% with a trading volume of 21,800 shares, totaling 61.78 million yuan [1] - Home Care (605009) at 32.39, up 0.90% with a trading volume of 16,200 shares, totaling 52.33 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 75.43 million yuan from institutional investors, while retail investors saw a net inflow of 85.32 million yuan [2] - The capital flow for individual stocks shows: - Runben Co., Ltd. had a net inflow of 5.90 million yuan from institutional investors [3] - Wanjian Medical had a net inflow of 4.50 million yuan from institutional investors [3] - Yiyi Co., Ltd. had a net inflow of 1.62 million yuan from retail investors [3]

Core Viewpoint - The company has experienced a long-term decline in stock price since its listing, with recent trading data showing a slight decrease in share price and low trading volume [1][2]. Group 1: Stock Performance - As of January 22, 2026, the company's stock closed at 36.43 yuan, down 0.05%, with a turnover rate of 0.62% and a trading volume of 36,100 shares, amounting to a transaction value of 132 million yuan [1]. - On the same day, there was a net outflow of 443.78 thousand yuan from institutional investors, while retail investors saw a net outflow of 124.18 thousand yuan, indicating a mixed sentiment in the market [3]. Group 2: Management Response - The company acknowledges the long-term low stock price and attributes it to multiple factors, including macroeconomic conditions, industry cycles, market sentiment, and company fundamentals [2]. - The management emphasizes a commitment to improving operational performance and shareholder value through enhanced investor communication and information disclosure [2]. - The company plans to maintain its market value through cash dividends, share buybacks, and management share purchases, aiming to protect shareholder interests [2].

投资者提问：董秘你好 对比同行业可比公司（如振德医疗、奥美医疗），公司营收规模、业务布局均 有优势，但股价走势却长期弱势，请问公司认为自身估值折价的核心原因是什么？能否积极重视投资感 受 ？ 稳健医疗回复：尊敬的投资者，您好！稳健集团以"呵护健康、关爱生命、保护环境，让世界更美好"为 愿景，旗下拥有"winner 稳健医疗"和"Purcotton 全棉时代"两大主品牌。近年来，公司始终致力于提升经 营业绩和股东价值，产品力和品牌力逐步得到市场广泛认可，美誉度越来越高，随着核心竞争力的增 强，公司未来前景越来越广阔！另外公司通过现金分红、回购股份、董监高增持等方式，维护公司市 值。公司一直重视保障股东投资利益，希望通过良好的经营成绩回报股东的支持。感谢您的关注与支 持。 证券之星消息，稳健医疗(300888)01月22日在投资者关系平台上答复投资者关心的问题。 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。 ...

Investment Rating - The textile and apparel industry is rated as "Overweight" indicating an expectation for the industry to outperform the overall market [4][10]. Core Insights - The report highlights a divergence in performance within the brand apparel sector, with expectations for growth in the non-woven fabric manufacturing segment and opportunities in the Australian wool cycle [4]. - Domestic demand for apparel has shown a modest increase, with retail sales of clothing, shoes, and textiles reaching 1.52 trillion yuan in 2025, reflecting a year-on-year growth of 3.2% [4]. - Export figures indicate a decline, with textile and apparel exports totaling $293.8 billion in 2025, down 2.6% year-on-year, while Vietnam's textile exports grew by 7% [4]. Summary by Sections Domestic Demand - Retail sales for clothing, shoes, and textiles in China reached 1.52 trillion yuan in 2025, with monthly growth rates of 6.3%, 3.5%, and 0.6% in October, November, and December respectively [4]. - The warm winter weather has negatively impacted winter apparel sales [4]. Export Demand - Textile and apparel exports amounted to $293.8 billion in 2025, with textiles at $142.6 billion (up 0.4%) and clothing at $151.2 billion (down 5.2%) [4]. - Vietnam's textile exports were $39.6 billion (up 7%) and footwear exports were $24.2 billion (up 5.8%), indicating a shift in the textile supply chain [4]. Brand Performance - High-end outdoor and niche sports brands are expected to maintain strong growth despite overall industry slowdowns [4]. - Anta, FILA, and outdoor brands are projected to see sales declines in Q4 2025, while brands like 361 Degrees are expected to grow by 10% [4]. Children and Women's Apparel - Women's apparel is facing challenges, but companies like Xinha and Ge Li Si are expected to show improvements in revenue and profitability [4]. - Men's apparel, particularly Haian, is projected to grow by 5% in revenue [4]. Home Textiles - Fuanna is still in a destocking phase, while companies like Luolai and Water Mercury are expected to perform steadily [4]. Non-Woven Fabric Industry - The non-woven fabric sector is benefiting from quality upgrades and expanding demand, with companies like Wanjian and Nuo Bang expected to see revenue growth of 10% to 20% [4]. Textile Manufacturing - The report notes that brands like Nike are experiencing performance fluctuations, impacting the manufacturing chain, while the Australian wool industry is expected to see price increases due to reduced supply and rising demand [4]. Investment Recommendations - The report suggests focusing on high-performance outdoor brands, discount retail, personal care, and sleep economy sectors for potential investment opportunities [4]. - Companies like Anta, Li Ning, and Tebu are highlighted as key players to watch [4].

Market Overview - The personal care products sector increased by 0.76% on January 21, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Yanjiang Co., Ltd. (300658) closed at 20.90, up 7.73% with a trading volume of 595,600 shares and a transaction value of 1.202 billion yuan [1] - Beijia Clean (603059) closed at 38.66, up 6.27% with a trading volume of 51,500 shares and a transaction value of 195 million yuan [1] - Jeya Co., Ltd. (301108) closed at 37.08, up 2.01% with a trading volume of 20,700 shares and a transaction value of 75.4978 million yuan [1] - Baiya Co., Ltd. (003006) closed at 22.96, up 2.00% with a trading volume of 133,100 shares and a transaction value of 302 million yuan [1] - Reliable Co., Ltd. (301009) closed at 13.57, up 0.89% with a trading volume of 35,200 shares and a transaction value of 47.5696 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 15.344 million yuan from institutional investors, while retail investors saw a net outflow of 22.6944 million yuan [2] - However, speculative funds recorded a net inflow of 38.0385 million yuan [2] Detailed Capital Flow Analysis - Baiya Co., Ltd. (003006) had a net inflow of 55.3986 million yuan from institutional investors, while retail investors had a net outflow of 45.3097 million yuan [3] - Beijia Clean (603059) saw a net inflow of 9.3501 million yuan from institutional investors and a net outflow of 2.32565 million yuan from retail investors [3] - Jeya Co., Ltd. (301108) experienced a net outflow of 6.1734 million yuan from institutional investors, while retail investors had a net inflow of 7.5396 million yuan [3]

证券日报网讯1月20日，稳健医疗（300888）在互动平台回答投资者提问时表示，公司目前经营稳健、 战略清晰，不存在应披露而未披露的重大经营风险。公司将继续聚焦主营业务，推动业绩持续健康发 展，并通过加强投资者交流、完善信息披露等方式，积极向市场传递公司价值。 ...