| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688656 | 浩欧博 | 153.80 | -8.03% | 2.07万 | 3.29 乙 | | 301122 | 采纳股份 | 26.06 | -3.80% | 1.61万 | 4256.87万 | | 301363 | 美好医疗 | 24.05 | -3.80% | 7.34万 | 1.78亿 | | 688767 | 博拓生物 | 37.78 | -3.08% | 1 2.31万 | 8813.10万 | | 300760 | 迈瑞医疗 | 190.45 | -2.63% | 11.37万 | 21.82亿 | | 600807 | 济高发展 | 3.08 | -2.53% | 36.60万 | 1.13亿 | | 920278 | 鹿得医疗 | 8.91 | -2.41% | 4.04万 | 3626.05万 | | 688805 | 健信超导 | 42.14 | -2.23% | 5.73万 | 2.42 乙 | | 603205 ...

证券之星消息，截至2025年12月30日收盘，美好医疗(301363)报收于25.0元，下跌0.16%，换手率 3.12%，成交量11.64万手，成交额2.87亿元。 12月30日的资金流向数据方面，主力资金净流入3572.97万元，占总成交额12.44%，游资资金净流入 405.48万元，占总成交额1.41%，散户资金净流出3978.45万元，占总成交额13.85%。 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 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-30 | 25.00 -0.16% | | 3572.97万 | 12.44% | 405.48万 | 1.41% | -3978.45万 | -13.85% | | 2025-12-29 | 25.04 | 8.30% | 5430.43万 | 11.28% | -4672.75万 | -9.70% | -757.68万 | -1.57% | | 2025-12- ...

Market Overview - The A-share market experienced mixed performance with the Shanghai Composite Index recording a "9 consecutive days of gains" as of December 29, 2023, marking a slight increase of 0.04% [1] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively, while the North Star 50 Index decreased by 0.45% [1] - Total trading volume in the Shanghai and Shenzhen markets was 21,577 billion yuan, a decrease of 234 billion yuan from the previous day [1] Multi-Financial Sector - The multi-financial sector showed active performance, with stocks like Lakala leading the gains, and companies such as Cuiwei Co., Luxin Venture Capital, and Yuexiu Capital reaching around 10% limit up [3] - On December 26, the Shanghai Stock Exchange announced new guidelines to support high-quality commercial rocket enterprises under the Sci-Tech Innovation Board, which is expected to accelerate the development of the commercial aerospace industry [3] - The rapid growth of the commercial aerospace sector is projected to create significant market opportunities for carbon fiber composite materials, which can account for 70%-90% of the structural weight in spacecraft [3] Carbon Fiber Industry - Shanxi Securities noted that leading companies in the carbon fiber industry are announcing price increases, indicating a recovery in industry conditions [4] - The market for carbon fiber is showing clear differentiation, with general products facing strong competition, while high-end applications in aerospace, hydrogen storage, and wind power require consistent performance and reliable supply [4] - According to Baichuan Yingfu, China's actual consumption of carbon fiber is expected to reach 96,446 tons in 2025, a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [4] Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Haige Communication reaching around 10% limit up, followed by companies like Meihao Medical and Mcland [5] - On December 26, the National Medical Products Administration released a list of high-end medical devices for priority approval, which includes implantable brain-computer interface devices [5] - The global brain-computer interface market is currently valued at several billion dollars and is expected to exceed 10 billion dollars by 2030, with the medical application market projected to reach 40 billion dollars by 2030 and 145 billion dollars by 2040 according to McKinsey [5][6]

Core Viewpoint - The company, 美好医疗, has shown significant stock performance with an 8.30% increase in share price, reaching a market capitalization of 14.245 billion yuan, driven by developments in its product lines and market positioning [1]. Group 1: Business Developments - The company has signed orders for weight loss product pens and has initiated the construction of automated production lines, expected to be operational next year [2]. - 美好医疗 focuses on the medical device sector, providing CDMO and CRO services to top global medical device clients and market leaders [2]. - The company is collaborating with clients in the brain-computer interface sector to enhance product commercialization from laboratory research to mass production, although current revenue from this segment is minimal [2]. Group 2: Financial Performance - In the first nine months of 2025, the company reported revenue of 1.194 billion yuan, reflecting a year-on-year growth of 3.28%, while net profit attributable to shareholders decreased by 19.25% to 208 million yuan [8]. - The company's overseas revenue accounted for 86.64% of total revenue, benefiting from the depreciation of the yuan [3]. Group 3: Shareholder and Market Activity - As of December 19, the number of shareholders decreased by 1.74% to 15,300, with an average of 24,335 shares held per shareholder, which increased by 1.77% [7]. - The stock has seen a net inflow of 50.5154 million yuan today, with a slight increase in main shareholder control, indicating a mixed trend in market sentiment [4][5].

Group 1 - The brain-computer interface concept sector rose by 1.62%, ranking 6th among concept sectors, with 34 stocks increasing in value [1][2] - Leading stocks in the sector included Haige Communication, which hit the daily limit, and others like Meihao Medical and Mcland, which rose by 8.30%, 8.22%, and 7.21% respectively [1][2] - The sector experienced a net inflow of 678 million yuan from main funds, with 25 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - Haige Communication had the highest net inflow of main funds at 724 million yuan, followed by Innovative Medical, Sanbo Brain Science, and Century Huatu, with net inflows of 166 million yuan, 77.5 million yuan, and 76 million yuan respectively [2][3] - The net inflow ratios for Haige Communication, Meihao Medical, and Innovative Medical were 21.95%, 11.38%, and 11.34% respectively, indicating strong investor interest [3][4] - Other notable stocks included Sanbo Brain Science with a 7.21% increase and a net inflow ratio of 6.28% [3][4]

截至12月29日收盘，PEEK材料概念上涨3.23%，位居概念板块涨幅第1，板块内，40股上涨，恒勃股份 20%涨停，超捷股份、光威复材、美好医疗等涨幅居前，分别上涨16.35%、14.86%、8.30%。跌幅居前 的有天赐材料、凯盛新材、中国巨石等，分别下跌3.80%、3.21%、3.01%。 PEEK材料概念资金流入榜 | | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | --- | | | | | （%） | （%） | 元） | （%） | | 14.86 | 300699 材 | 光威复 | | 16.73 | 34802.32 | 6.42 | | 1.87 | 600143 技 | 金发科 | | 4.19 | 20805.21 | 9.93 | | 3.81 | 002850 | 科达利 | | 4.19 | 13969.70 | 10.81 | | 3.17 | 300100 份 | 双林股 | | 4.42 | 10580.03 | 11.17 | | 2.28 ...

Market Overview - The medical device sector experienced a decline of 0.74% on December 29, with Huakang Clean leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Top Performers - Meihao Medical (301363) saw a closing price of 25.04, with an increase of 8.30% and a trading volume of 197,100 shares, totaling a transaction value of 482 million yuan [1] - Mailande (688273) closed at 41.73, up 8.22%, with a trading volume of 55,200 shares and a transaction value of 227 million yuan [1] - Kangzhong Medical (688607) closed at 45.80, up 7.23%, with a trading volume of 40,200 shares and a transaction value of 180 million yuan [1] Underperformers - Huakang Clean (301235) closed at 39.21, down 8.54%, with a trading volume of 123,300 shares and a transaction value of 488 million yuan [2] - C Jianxin (688805) closed at 47.16, down 7.26%, with a trading volume of 89,000 shares and a transaction value of 426 million yuan [2] - Furuim Medical (300049) closed at 71.93, down 4.20%, with a trading volume of 66,800 shares and a transaction value of 485 million yuan [2] Capital Flow - The medical device sector saw a net outflow of 565 million yuan from institutional investors, while retail investors experienced a net inflow of 328 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Meihao Medical (301363) had a net outflow of 54.30 million yuan from institutional investors, with retail investors also showing a net outflow of 0.76 million yuan [3] - Jigaofazhan (600807) experienced a net inflow of 44.75 million yuan from institutional investors, while retail investors had a net outflow of 61.29 million yuan [3] - Kangzhong Medical (688626) saw a net inflow of 44.26 million yuan from institutional investors, with retail investors showing a slight net outflow [3]

格隆汇12月29日｜A股市场脑机接口板块集体走强，其中，翔宇医疗涨超9%，三博脑科、美好医疗、 麦澜德、创新医疗涨超6%，喜临门、普利特、博拓生物涨超5%。消息面上，12月28日，第五届脑科学 前沿与产业大会暨2025深圳脑机接口博览会启幕，"粤港澳大湾区脑科学与中枢神经疾病AI创新联盟"正 式启动。 ...

Summary of the Conference Call for Meihao Medical Company Overview - Meihao Medical has a solid business foundation in home respiratory machine components, cochlear implant components, and diabetes devices, particularly excelling in liquid silicone production and mold development, which supports its growth strategy [2][3] Industry Insights - The global home respiratory machine market is primarily dominated by ResMed, with Meihao Medical benefiting as an upstream supplier from ResMed's growth [2][8] - The home respiratory machine market is projected to reach USD 5-5.6 billion by 2025, with a compound annual growth rate (CAGR) of 10%-15% driven by increasing patient numbers and improved diagnosis rates [6][7] Financial Performance - From 2018 to 2024, Meihao Medical's revenue is expected to grow at a CAGR of approximately 18%, while net profit attributable to the parent company is projected to grow at about 8% [2][5] - As of Q3 2025, the company's gross margin and net profit have returned to historical averages, indicating potential for further improvement in profitability [5] Growth Strategies - Meihao Medical is actively expanding into overseas markets, particularly in the US, Europe, and Southeast Asia, where demand is strong. The overseas revenue growth rate remains high, and its share is continuously increasing [2][3] - The company is focusing on innovation and technology, with plans to launch new diabetes-related devices, including insulin pens and continuous glucose monitoring systems (CGM), expected to contribute to revenue in 2025 and see significant growth in 2026 [11][12] Competitive Advantages - The company's competitive edge lies in its core capabilities within the upstream supply chain, particularly in home respiratory machine components and cochlear implants. Its strong relationships with major overseas clients bolster its market position [3][4] - Meihao Medical's components account for approximately 20%-30% of ResMed's overall assembly costs, highlighting its importance as a supplier [9] Emerging Markets - The CGM market is rapidly growing, with domestic manufacturers experiencing over 50% annual growth since 2022. In contrast, CGM penetration in China is still low compared to Western countries, indicating significant growth potential [12] - Meihao Medical is also exploring cutting-edge technologies such as brain-machine interfaces and humanoid robots, leveraging its existing manufacturing capabilities in cochlear implants [13] Future Outlook - The company is expected to maintain a growth rate of 10%-15% from its core business, with new ventures potentially adding an additional 10% growth. Overall, future growth could reach 20%-25% [14] - The stock is currently valued at approximately 25 times earnings, with a target net profit of around RMB 540 million, leading to a "buy" recommendation for investors [14]

近5日融资融券数据一览见下表： 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25日收盘，美好医疗(301363)报收于23.65元，上涨4.19%，换手率 4.56%，成交量17.01万手，成交额4.02亿元。 12月25日的资金流向数据方面，主力资金净流入2331.96万元，占总成交额5.8%，游资资金净流出 4346.96万元，占总成交额10.82%，散户资金净流入2015.0万元，占总成交额5.01%。 近5日资金流向一览见下表： 美好医疗融资融券信息显示，融资方面，当日融资买入3367.36万元，融资偿还2344.93万元，融资净买 入1022.44万元。融券方面，融券卖出4400.0股，融券偿还1100.0股，融券余量4.25万股，融券余额 100.47万元。融资融券余额1.45亿元。 美好医疗2025年三季报显示，前三季度公司主营收入11.94亿元，同比上升3.28%；归母净利润2.08亿 元，同比下降19.25%；扣非净利润2.03亿元，同比下降17.85%；其中2025年第三季度，公司单季度主营 收入4.62亿元，同比上升2.56%；单季度归母净利润9390.02万元，同 ...