证券之星消息，截至2025年11月24日收盘，可孚医疗(301087)报收于41.36元，上涨1.17%，换手率 0.72%，成交量1.4万手，成交额5792.63万元。 11月24日的资金流向数据方面，主力资金净流出567.49万元，占总成交额9.8%，游资资金净流入213.35 万元，占总成交额3.68%，散户资金净流入354.14万元，占总成交额6.11%。 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 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-24 | 41.36 | 1.17% | -567.49万 | -9.80% | 213.35万 | 3.68% | 354.14万 | 6.11% | | 2025-11-21 | 40.88 | -3.36% | -231.72万 | -3.35% | 315.85万 | 4.56% | -84.13万 | -1.22% | | 2025-11-20 | 42.30 ...

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："尊敬的董秘，请问截止到11月20日的最新股东人数是多少，谢 谢！" 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11月20日，公司股东总户数约1.6 万户，感谢您的关注！" ...

证券之星消息，可孚医疗(301087)11月24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。 可孚医疗回复：尊敬的投资者，您好。截至2025年11月20日，公司股东总户数约1.6万户，感谢您的关 注！ 投资者提问：尊敬的董秘，请问截止到11月20日的最新股东人数是多少，谢谢！ ...

Core Viewpoint - The stock of Kefu Medical (301087) has experienced a decline, with a closing price of 40.88 yuan on November 21, 2025, down by 3.36% from the previous day [1] Financial Performance - Kefu Medical reported a total revenue of 2.398 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 6.63% [3] - The net profit attributable to shareholders for the same period was 260 million yuan, up by 3.3% year-on-year [3] - In Q3 2025, the company achieved a single-quarter revenue of 902 million yuan, a significant increase of 30.72% year-on-year [3] - The net profit for Q3 2025 was approximately 92.83 million yuan, reflecting a year-on-year growth of 38.68% [3] - The company’s gross profit margin stands at 53.35%, which is higher than the industry average of 51.22% [3] Market Position - Kefu Medical's total market capitalization is 8.54 billion yuan, which is below the industry average of 10.906 billion yuan, ranking 43 out of 124 in the medical device sector [3] - The company has a price-to-earnings (P/E) ratio of 24.61, significantly lower than the industry average of 54.54, ranking 24 out of 124 [3] - The price-to-book (P/B) ratio is 1.81, compared to the industry average of 3.77, ranking 33 out of 124 [3] Investment Sentiment - Over the past 90 days, 9 institutions have rated Kefu Medical with a buy recommendation, with an average target price of 53.84 yuan [4]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Insights - The company reported a revenue of 2.398 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 6.63%. The net profit attributable to the parent company was 260 million yuan, up 3.30% year-on-year [4][5] - The gross margin reached a historical high of 54.79% in Q3 2025, with a net profit margin of 10.30%, indicating improved profitability [5] - The company's respiratory machine business is expected to become a major product line, with significant sales growth since June 2025 due to strong consumer recognition and a comprehensive sales strategy [5] - The company is strategically investing in cutting-edge fields such as brain-machine interfaces, which could enhance its capabilities in hearing rehabilitation and intelligent assistive devices [6] Financial Performance - Revenue projections for 2025-2027 are 3.361 billion yuan, 3.846 billion yuan, and 4.377 billion yuan, with year-on-year growth rates of 12.66%, 14.45%, and 13.79% respectively. Net profit attributable to the parent company is expected to be 381 million yuan, 474 million yuan, and 561 million yuan, with growth rates of 22.09%, 24.57%, and 18.34% respectively [7][9] - The company’s PE ratios for 2025-2027 are projected to be 23 times, 19 times, and 16 times [7]

Core Viewpoint - The recent policies on centralized procurement have significantly impacted the development of the compressed nebulizer industry in China, leading to increased demand but a slowdown in market growth due to price reductions [1][8]. Overview - Compressed nebulizers, also known as jet nebulizers, utilize compressed air to create high-speed airflow that atomizes liquid medication into fine droplets for respiratory treatment [2][3]. - They are commonly used for conditions like asthma and COPD, and are suitable for populations with difficulty swallowing [2]. Market Policy - The compressed nebulizer is classified as a Class II medical device, and the Chinese government has issued various policies to support the development of the medical device industry, ensuring product quality and patient safety [4]. - Key policies include the implementation of centralized procurement and price management for medical consumables, which aim to enhance the efficiency of procurement processes [7]. Industry Chain - The upstream of the compressed nebulizer industry includes suppliers of medical-grade plastics, silicone, and components like piezoelectric ceramics and compressors [6]. - The midstream consists of manufacturing companies, while the downstream includes medical institutions, pharmacies, and e-commerce platforms [6]. Current Development - By the end of 2024, the market size of the compressed nebulizer industry in China is projected to be approximately 3.339 billion yuan, with a growth rate of 1.90% [8]. - The number of medical institutions in China has reached 1.092 million, with a 2.0% year-on-year increase, driving demand for efficient nebulization devices [6]. Competitive Landscape - The market is highly competitive, featuring both foreign brands like Omron and Philips, and domestic companies such as Yuyue Medical and Kefu Medical, which are gaining market share through competitive pricing and localized distribution [8][9]. - Domestic brands are increasingly replacing imports in the high-end market due to their responsiveness to policies and market needs [8]. Representative Domestic Companies - Yuyue Medical reported a total revenue of 4.659 billion yuan in the first half of 2025, with respiratory treatment solutions accounting for 35.93% of total revenue [9]. - Kefu Medical achieved a revenue of 1.496 billion yuan in the same period, with a gross profit margin of 52.49% [10]. Future Trends - The application of IoT technology in nebulizers is expected to grow, enabling remote monitoring and data analysis for better patient management [12]. - Future developments will focus on multi-disease adaptability and advancements in compressor technology, such as oil-free and silent compressors [12].

Core Insights - The stock of Kefu Medical (301087) closed at 42.78 yuan on November 19, 2025, with a slight increase of 0.12% and a trading volume of 11,500 hands, resulting in a transaction value of 49.04 million yuan [1][2]. Financial Performance - For the first three quarters of 2025, Kefu Medical reported a main revenue of 2.398 billion yuan, a year-on-year increase of 6.63%, and a net profit attributable to shareholders of 260 million yuan, up 3.3% year-on-year [3]. - In Q3 2025, the company achieved a single-quarter main revenue of 902 million yuan, reflecting a significant year-on-year increase of 30.72%, and a net profit of approximately 92.83 million yuan, up 38.68% year-on-year [3]. - The company's gross profit margin stands at 53.35%, with a net profit margin of 10.82% [3]. Market Position - Kefu Medical's total market capitalization is 8.937 billion yuan, ranking 42nd in the medical device industry, while its net assets amount to 4.75 billion yuan, ranking 29th [3]. - The company has a price-to-earnings ratio (P/E) of 25.76, significantly lower than the industry average of 56.7, placing it 23rd in the industry [3]. Investment Sentiment - Over the past 90 days, 9 institutions have rated Kefu Medical with a "buy" recommendation, and the average target price set by these institutions is 53.84 yuan [4].

Core Viewpoint - The stock of Kefu Medical (301087) has shown a slight decline in price and mixed capital flow, indicating potential volatility in investor sentiment and market performance [1][2]. Group 1: Stock Performance - As of November 18, 2025, Kefu Medical's stock closed at 42.73 yuan, down 0.56% with a turnover rate of 0.56% and a trading volume of 10,900 hands, resulting in a transaction amount of 46.80 million yuan [1]. - Over the past five days, the stock has experienced a downward trend, with a notable drop of 2.73% on November 13, 2025, and a total net outflow of main funds amounting to 470.54 thousand yuan on November 18, 2025 [2]. Group 2: Capital Flow Analysis - On November 18, 2025, the main funds saw a net outflow of 470.54 thousand yuan, accounting for 10.05% of the total transaction amount, while retail investors contributed a net inflow of 309.93 thousand yuan, representing 6.62% of the total [1][2]. - The capital flow data over the last five days indicates fluctuating investor behavior, with retail investors showing resilience despite the overall negative sentiment from main funds [2]. Group 3: Financial Metrics and Industry Comparison - Kefu Medical's total market capitalization stands at 8.93 billion yuan, with a net asset value of 4.75 billion yuan and a net profit of 260 million yuan, ranking 43rd, 29th, and 24th respectively within the medical device industry [3]. - The company reported a gross margin of 53.35% and a net profit margin of 10.82%, both of which are above the industry averages, indicating strong operational efficiency [3]. - For the first three quarters of 2025, Kefu Medical's main revenue reached 2.398 billion yuan, reflecting a year-on-year increase of 6.63%, while the net profit grew by 3.3% to 260 million yuan [3]. Group 4: Analyst Ratings - In the last 90 days, nine institutions have rated Kefu Medical with a "buy" recommendation, and the average target price set by these institutions is 53.84 yuan [4].

Core Viewpoint - The stock of Kefu Medical (301087) has shown a decline in price and mixed capital flow, with a notable increase in retail investor inflow despite overall net outflows from institutional and speculative funds [1][2]. Group 1: Stock Performance - As of November 17, 2025, Kefu Medical's stock closed at 42.97 yuan, down 1.24% with a turnover rate of 0.85% and a trading volume of 16,600 hands, resulting in a transaction amount of 71.06 million yuan [1]. - Over the past five days, the stock has experienced fluctuations in price and capital flow, with significant net outflows from both institutional and speculative investors, while retail investors showed a net inflow [1]. Group 2: Financial Metrics - Kefu Medical's total market capitalization is 8.976 billion yuan, with a net asset value of 4.75 billion yuan and a net profit of 260 million yuan, ranking 43rd, 29th, and 24th respectively in the medical device industry [2]. - The company reported a year-on-year revenue increase of 6.63% for the first three quarters of 2025, with a total revenue of 2.398 billion yuan and a net profit increase of 3.3% [2]. - The gross profit margin stands at 53.35%, and the net profit margin is 10.82%, indicating strong profitability compared to industry averages [2]. Group 3: Analyst Ratings - In the last 90 days, nine institutions have rated Kefu Medical with a "buy" recommendation, and the average target price set by these institutions is 53.84 yuan [3].

证券代码：301087 证券简称：可孚医疗 公告编号：2025-082 可孚医疗科技股份有限公司 2025年第四次临时股东会决议公告 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。 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 1、会议召开时间： （1）现场会议召开时间：2025 年 11 月 14 日（星期五）14:30。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 11 月 14 日的交易时间，即 9:15 - 9:25，9:30 - 11:30 和 13:00 - 15:00；通 过深圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）投票的具体时间 为：2025 年 11 月 14 日 9:15 - 15:00。 2、现场会议召开地点：长沙市雨花区万家丽中路一段 426 号高桥大健康医 药城 8 楼 801 会议室。 3、会议召开方式：采取现场投票与网络投票相结合的方式。 4、会议召集人：公司董事会。 5、会议 ...