从资金流向上来看，当日医疗器械板块主力资金净流出3.32亿元，游资资金净流入7100.82万元，散户资 金净流入2.61亿元。医疗器械板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300289 | 利德曼 | - 4314.11万 | 9.96% | 3721.30万 | 8.59% | -8035.41万 | -18.55% | | 301363 美好医疗 | | 2495.52万 | 8.30% | -785.07万 | -2.61% | -1710.45万 | -5.69% | | 688617 | 惠泰医疗 | 2074.35万 | 9.27% | -1911.62万 | -8.55% | -162.73万 | -0.73% | | 688068 | 热景生物 | 1965.89万 | 4.12% | -3615.96万 | -7.58% | 1650.08万 | 3.46% | ...

内容概况：随着社会生活节奏加快和电子设备深度普及，颈椎劳损已从传统的中老年群体迅速蔓延至年 轻一代，形成了庞大的潜在用户基础。面对持续增长的患者群体，非侵入性的保守治疗方案因其安全、 便捷的特性成为大多数人的首选。颈椎牵引器作为一种经过临床验证的有效器械，能够通过可控的物理 牵引缓解神经压迫、改善生理曲度，自然成为市场需求的重要承接者。与此同时，医疗技术的进步推动 产品持续迭代，从传统医用设备向智能化、家居化方向演进，显著降低了使用门槛。在政策层面，国家 对家用医疗器械的鼓励措施和完善行业标准，为市场扩张创造了有利环境。在此多重因素共同作用下， 中国颈椎牵引器行业市场规模从2016年的14.14亿元增长至2024年的47.46亿元，年复合增长率为 16.34%。未来，随着产品功能持续优化与健康管理意识深化，中国颈椎牵引器市场将保持稳健增长。 相关上市企业：鱼跃医疗（002223）、可孚医疗（301087）、海利得（002206）、普利特（002324）、 肯特股份（301591）、中材科技（002080）、光威复材（300699）、银邦股份（300337）、长海股份 （300196）、华立股份（603038） ...

| 指标 | 可孚医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 88.68亿元 | 116.62亿元 | 41 123 | | 净资产 | 47.74亿元 | 38.89亿元 | 29 123 | | 净利润 | 1.67亿元 | 1.5亿元 | 27 123 | | 市盈率(动) | 26.49 | 65.67 | 25 123 | | 市净率 | 1.92 | 3.77 | 33 123 | | 毛利率 | 52.49% | 51.83% | 64 123 | | 净利率 | 11.14% | 10.37% | 61 123 | | ROE | 3.39% | 1.84% | 49 123 | 证券之星消息，截至2025年10月20日收盘，可孚医疗(301087)报收于42.45元，上涨3.59%，换手率 1.76%，成交量3.42万手，成交额1.45亿元。 10月20日的资金流向数据方面，主力资金净流出507.68万元，占总成交额3.5%，游资资金净流出589.05 万元，占总成交额4.06%，散户资金净流入1096.72万元，占总成交 ...

Core Insights - The recombinant protein concept sector rose by 2.66%, ranking 7th among concept sectors, with 49 stocks increasing in value, including *ST Wanfang, which hit the daily limit, and notable gainers such as Saiseng Pharmaceutical, Kefu Medical, and Rejing Bio, which rose by 9.16%, 7.86%, and 6.96% respectively [1][2] Market Performance - The top-performing concept sectors today included Tonghuashun Fruit Index (+3.40%), Cell Immunotherapy (+3.18%), and PEEK Materials (+3.06%), while the sectors with declines included Military Equipment Restructuring (-1.88%) and Transgenic (-1.07%) [2] - The recombinant protein sector saw a net inflow of 389 million yuan, with 37 stocks receiving net inflows, and 6 stocks attracting over 30 million yuan in net inflows, led by Tonghua Dongbao with 48.94 million yuan [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios included *ST Wanfang (31.91%), Furuida (13.74%), and North China Pharmaceutical (12.46%) [3] - The top stocks in the recombinant protein sector by net inflow included Tonghua Dongbao (4.55% increase, 48.94 million yuan inflow), Beida Pharmaceutical (-0.77%, 46.41 million yuan inflow), and Hite Bio (5.13%, 35.56 million yuan inflow) [3][4]

证券代码：301087 证券简称：可孚医疗 公告编号：2025-075 可孚医疗科技股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保情况概述 可孚医疗科技股份有限公司（以下简称"公司"或"可孚医疗"）于 2025 年 4 月 25 日召开第二届董事会第十四次会议、第二届监事会第十四次会议，审 议通过了《关于公司及子公司向银行申请综合授信及公司为子公司提供担保的议 案》，根据公司发展计划，为满足公司日常经营及业务结算的需要，提高资金使 用效率，公司及子公司拟向银行申请不超过人民币 13 亿元的综合授信额度，综 合授信品种包括但不限于：流动资金贷款、中长期借款、银行承兑汇票、保函、 信用证、抵押贷款等。在授信有效期限内，授信额度可循环使用。公司为全资子 公司申请的银行授信额度内的融资提供担保，担保总额不高于人民币 9 亿元。该 事项自董事会通过之日起十二个月内有效，董事会授权公司法定代表人或法定代 表人指定的授权代理人根据实际经营情况需要，在总额度内办理公司及子公司的 融资和担保事宜，具体内容详见公司刊登于巨潮 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300642 | 透景生命 | 25.85 | 10.38% | 29.49万 | | 7.56亿 | | 603222 | 济民健康 | 10.97 | 10.03% | 35.34万 | | 3.74亿 | | 688273 | 麦澜德 | 43.90 | 9.75% | 4.75万 | | 2.01亿 | | 301087 | 可孚医疗 | 43.10 | 7.86% | 7.27万 | | 3.07亿 | | 688068 | 热景生物 | 170.79 | 6.96% | 3.47万 | | 5.91亿 | | 688108 | 赛诺医疗 | 30.26 | 5.22% | 44.79万 | | 13.24亿 | | 300238 | 冠昊生物 | 15.61 | 4.48% | 8.54万 | | 1.32亿 | | 300003 | 乐普医疗 | 17.83 | 3.72% | 37.96万 | | 6.72亿 | | ...

天弘臻选健康混合A（014708）基金经理为刘盟盟。 截至发稿，刘盟盟累计任职时间7年273天，现任基金资产总规模12.67亿元，任职期间最佳基金回报 57.37%， 任职期间最差基金回报-7.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，天弘基金旗下1只基金重仓可孚医疗。天弘臻选健康混合A（014708）二季度减持4.19万股， 持有股数17.24万股，占基金净值比例为6.91%，位居第五大重仓股。根据测算，今日浮盈赚取约36.03 万元。 天弘臻选健康混合A（014708）成立日期2022年3月17日，最新规模6694.14万。今年以来收益33.2%， 同类排名2108/8161；近一年收益23.59%，同类排名3302/8015；成立以来收益24.33%。 10月15日，可孚医疗涨5.23%，截至发稿，报42.05元/股，成交1.14亿元，换手率1.41%，总市值87.84亿 元。 资料显示，可孚医疗科 ...

| 指标 | 可孚医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 83.48亿元 | 117.95亿元 | 44 123 | | 净资产 | 47.74亿元 | 38.89亿元 | 29 123 | | 净利润 | 1.67亿元 | 1.49亿元 | 26 123 | | 市盈率(动) | 24.93 | 66.45 | 21 123 | | 市净率 | 1.81 | 3.78 | 31 123 | | 毛利率 | 52.49% | 51.85% | 64 123 | | 净利率 | 11.14% | 10.39% | 61 123 | | ROE | 3.39% | 1.8% | 49 123 | 证券之星消息，截至2025年10月14日收盘，可孚医疗(301087)报收于39.96元，下跌1.28%，换手率 1.3%，成交量2.53万手，成交额1.02亿元。 10月14日的资金流向数据方面，主力资金净流入265.97万元，占总成交额2.6%，游资资金净流入212.09 万元，占总成交额2.07%，散户资金净流出478.06万元，占总成交额4 ...

近日，可孚医疗向港交所递交主板上市申请，正式启动"A+H"双重上市进程。 这家以"背背佳"闻名的企业，在2025年上半年业绩双降的背景下，仍向大股东高额分红，同时寻求港股 上市。 作为国内家用医疗器械行业的领军企业，可孚医疗面临着主力产品增长乏力、营销投入高企、研发投入 缩减、海外市场尚未形成有效支撑等多重挑战。 2022年4月，可孚医疗以1.77亿元收购背背佳运营主体橡果贸易，并重新战略定位其为"体态管理专 家"。随后公司加大推广力度，布局抖音赛道、赞助综艺《快乐再出发》，2024年还官宣白鹿为品牌代 言人等。 背背佳也不负众望，为可孚带来可观业绩回报。2024年，包含背背佳在内的矫姿带产品收入5亿元，市 场份额达到27.2%，成为公司康复辅具板块的重要收入来源。 营利双降与高分红并存 招股书披露，可孚医疗是中国最大的家用医疗器械企业之一。专业从事家用医疗器械的研发、生产、销 售和服务，可孚医疗覆盖健康监测、康复辅具、呼吸支持、医疗护理及中医理疗五大领域。2021年10 月，可孚医疗以93.09元发行价登陆创业板，募资37.24亿元。但上市首日即破发，开盘跌超10%，收盘 市值为142.35亿元。截至记者发 ...

Core Insights - The rehabilitation equipment industry in China is rapidly growing, with the market size expected to reach approximately 714.6 billion yuan in 2024, an increase of 98.9 billion yuan from 2023 [1][6] - The largest market share within the rehabilitation equipment sector is held by rehabilitation therapy devices at 15%, followed by rehabilitation training devices at 4%, and rehabilitation assessment devices at 1% [6] - The market is projected to grow further, reaching an estimated 815 billion yuan by 2025, driven by an aging population and increasing demand for rehabilitation services [1][6] Industry Definition and Classification - Rehabilitation medical devices are defined as equipment used for the prevention, assessment, treatment, training, or compensation of functional disabilities [3] - The main categories of rehabilitation medical devices include rehabilitation aids, rehabilitation therapy devices, rehabilitation training devices, rehabilitation assessment devices, and other rehabilitation equipment [3] Current Development Status - The rehabilitation equipment market in China is predominantly composed of domestic brands, which account for 97.9% of the market, while imported brands make up about 3% [6] - The industry has seen significant expansion in both market size and application areas due to rapid economic development [6] Industry Chain - The upstream of the rehabilitation equipment industry includes raw materials and software systems, while the midstream involves the manufacturing of rehabilitation devices [8] - The downstream applications primarily serve hospitals, community rehabilitation centers, nursing homes, and other medical institutions catering to populations with functional disabilities [8] Market Environment and Policies - The Chinese government has shown strong support for the rehabilitation equipment industry through various policies aimed at promoting its development, such as the "14th Five-Year" National Health Plan and guidelines for enhancing the welfare of the elderly [11] Competitive Landscape - Major companies in the rehabilitation medical device sector include Yuyue Medical, Kefu Medical, and Xiangyu Medical, with Yuyue Medical leading the market in terms of capital and revenue [12] - The industry exhibits a tiered competitive structure, with leading companies in the first tier and several others in subsequent tiers [12] Future Trends - The rehabilitation equipment industry is expected to experience significant growth opportunities, particularly in home settings, driven by an aging population and increasing chronic disease prevalence [13] - The industry is anticipated to evolve towards high-quality development, supported by technological advancements and favorable government policies [13]