该股主要指标及行业内排名如下： 证券之星消息，截至2025年12月16日收盘，可孚医疗(301087)报收于45.24元，上涨0.4%，换手率 0.86%，成交量1.67万手，成交额7519.34万元。 12月16日的资金流向数据方面，主力资金净流入1017.31万元，占总成交额13.53%，游资资金净流入 190.05万元，占总成交额2.53%，散户资金净流出1207.36万元，占总成交额16.06%。 近5日资金流向一览见下表： 该股最近90天内共有8家机构给出评级，买入评级7家，增持评级1家；过去90天内机构目标均价为 54.56。 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 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3868 | -0.55 | -3.07 | -1.43 | | 深证综指 | 2454 | -0.77 | -2.28 | -1.78 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | -0.58 | -1.2 | 18.6 | | 中盘指数 | -1.04 | -1.77 | 25.03 | | 小盘指数 | -0.91 | -2.09 | 21.09 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 航天装备Ⅱ | 5.67 | 28.5 | 65.8 | | 保险Ⅱ | 4.33 | 9.04 | 19.99 | | 特钢Ⅱ | 3.46 | 1.53 | 20.15 | | 化学纤维 | 2.93 | -7.83 | 14.06 | ...

可孚医疗2025年三季报显示，前三季度公司主营收入23.98亿元，同比上升6.63%；归母净利润2.6亿 元，同比上升3.3%；扣非净利润2.22亿元，同比上升1.46%；其中2025年第三季度，公司单季度主营收 入9.02亿元，同比上升30.72%；单季度归母净利润9282.98万元，同比上升38.68%；单季度扣非净利润 8580.27万元，同比上升62.68%；负债率27.37%，投资收益1818.06万元，财务费用-377.36万元，毛利率 53.35%。可孚医疗（301087）主营业务：家用医疗器械的研发、生产、销售和服务。 该股最近90天内共有7家机构给出评级，买入评级6家，增持评级1家；过去90天内机构目标均价为 54.56。 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。 ...

证券日报网讯12月15日，可孚医疗（301087）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总户数约1.7万户。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its performance relative to the market [6]. Core Insights - The strategic partnership between the company and Royal Philips aims to enhance the availability of high-quality health technology products in the Chinese market, focusing on various home health monitoring devices [4][6]. - The collaboration is expected to leverage Philips' technological expertise and brand resources alongside the company's strengths in innovation, manufacturing, and channel operations, creating a comprehensive health management ecosystem for Chinese families [6]. - The report anticipates long-term growth for the company, despite a downward adjustment in profit forecasts for 2025 and 2026 due to overall domestic demand fluctuations [6]. Financial Data and Profit Forecast - Projected total revenue for 2025 is estimated at 3,348 million yuan, reflecting a year-on-year growth rate of 12.3% [5]. - The forecasted net profit attributable to the parent company for 2025 is 391 million yuan, with a growth rate of 25.3% [5]. - Earnings per share (EPS) for 2025 is expected to be 1.87 yuan, with a price-to-earnings (PE) ratio of 24 times [5]. - The company’s net profit is projected to reach 592 million yuan by 2027, with a PE ratio of 16 times, significantly lower than the overall medical device industry PE of 38 times for 2025 [6].

Core Insights - The article highlights the acceleration of business development (BD) activities in the medical device sector from September to November 2025, with a total of 58 transactions identified across various subfields, including cardiovascular, nuclear medicine, and AI-enabled devices [2][3][4]. Group 1: Mergers and Acquisitions - Mergers and acquisitions have become a prominent form of BD, with companies leveraging capital control and product integration for rapid market positioning [7][8]. - Notable acquisitions include HeartLink's $680 million all-stock acquisition of Micro-Invasive Cardiology, enhancing its structural heart disease and rhythm management capabilities [7]. - Hua'an Zhonghui's acquisition of Bangni Medical marks its entry into the absorbable suture market, indicating a shift in surgical instrument competition towards material innovation [7]. Group 2: Strategic Collaborations - Strategic partnerships have been formed during the China International Import Expo, with companies like Shanghai Pharmaceuticals collaborating with international giants such as Boston Scientific and Medtronic to enhance their supply chain and academic promotion systems [7][8]. - The collaboration between GuoYao Medical and BDI Medical aims to deepen market penetration in the biomedicine and medical device sectors, focusing on compliance and distribution channel construction [13]. Group 3: Cross-Border Cooperation - Cross-border transactions have become more active, with foreign companies establishing local R&D and production systems in China, while domestic firms are exporting their solutions globally [9][10]. - The partnership between Trasis SA and Beijing Pait Biotechnology to establish a joint venture reflects a trend towards localized production and phased integration in the Chinese market [12]. Group 4: Ecosystem Building and Channel Expansion - The integration of supply chains and ecosystem building is a key theme, with companies focusing on collaborative agreements to enhance their market presence [11][15]. - The collaboration between Baxter and Neusoft Medical aims to create a comprehensive surgical solution by integrating their respective technologies [12]. Group 5: AI and Smart Healthcare - AI and data-driven approaches are becoming central to BD collaborations, with companies increasingly focusing on smart healthcare solutions [16][17]. - The partnership between Kefu Medical and Tencent Cloud to develop AI-powered hearing aids exemplifies the trend of integrating technology into healthcare products [21]. Group 6: Research and Diagnostic Synergy - The frequency of research-oriented collaborations is rising, indicating a shift from manufacturing-driven to research-driven industry dynamics [18][19]. - The collaboration between BGI and Infinera to enhance clinical applications of sequencing technology highlights the growing importance of research in driving innovation in the medical device sector [21].

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 有投资者在互动平台向可孚医疗提问："请问截止2025年12月10日股东人数是多少？" 针对上述提问，可孚医疗回应称："尊敬的投资者，您好。截至2025年12月10日，公司股东总户数约1.7 万户，感谢您的关注！" ...

证券之星消息，可孚医疗(301087)12月15日在投资者关系平台上答复投资者关心的问题。 投资者提问：请问截止2025年12月10日股东人数是多少？ 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。 可孚医疗回复：尊敬的投资者，您好。截至2025年12月10日，公司股东总户数约1.7万户，感谢您的关 注！ ...

可孚医疗引入飞利浦家庭健康监测设备 可孚医疗(301087) 公司调研简报 股票研究 / [Table_Date] 2025.12.15 2025-12-15 [Table_Industry] 医药/必需消费 本报告导读： 我国家用医疗器械领军企业可孚医疗与皇家飞利浦（Royal Philips）正式签署战略合 作协议。双方将围绕多款家庭健康监测设备开展深度合作，让高品质健康科技产品 更广泛地进入我国市场。 投资要点： 股 票 研 究 公 司 调 研 简 报 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 [table_Authors] 风险提示。海外经营环境风险，新业务条线开拓进展不及预期风险。 [Table_Finance] 财务摘要(百万元) 2023A 2024A 2025E 2026E 2027E 营业总收入 2,854 2,983 3,358 3,819 4,366 (+/-)% -4.1% 4.5% 12.6% 13.7% 14.3% 净利润(归母) 254 312 375 456 530 (+/-)% -15.7% 22.6% 20.3% 21.7% 16.2% 每股净收益(元) 1 ...

Investment Rating - The report maintains an "Outperform" rating for several companies in the innovative drug and medical device industry, including Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical [5][6][25]. Core Insights - The report emphasizes the high prosperity in innovative drugs and continues to recommend companies with innovative pipelines that are entering a volume increase phase, maintaining "Outperform" ratings for various Biopharma/Biotech companies [5][25]. - The National Healthcare Security Administration announced the 2025 insurance drug list, which added 114 drugs, including 50 innovative drugs, further validating insurance support for innovation and indicating promising domestic demand [26][27]. Summary by Sections 1. Continuous Recommendation of Innovative Drugs and Industry Chain - The report highlights the ongoing recommendation of innovative drugs and the industry chain, with a focus on companies expected to see a revaluation due to their innovative pipelines [5][25]. - Specific companies mentioned include WuXi AppTec, WuXi XDC Cayman, Hangzhou Tigermed Consulting, and leading medical equipment companies like Beijing Chunlizhengda Medical Instruments and Lepu Medical, all rated "Outperform" [5][25]. 2. Performance of A-Shares Pharmaceutical Sector - In the second week of December 2025, the A-Shares pharmaceutical sector underperformed the market, with the SW Pharma and Biotech index falling by 1.0% compared to a 0.3% decline in the SHCOMP [8][27]. - The report notes that the premium level of the pharmaceutical sector relative to all A-Shares is at a normal level, with a current relative premium rate of 69.8% [16][27]. 3. Performance of Hong Kong and U.S. Pharmaceutical Sectors - The Hong Kong stock pharmaceutical sector underperformed the market, with the Hang Seng Healthcare index falling by 2.3%, while the U.S. stock pharmaceutical sector outperformed, with the S&P 500 Healthcare Select Sector Index rising by 0.4% [28][27].