Core Viewpoint - Meihua Medical (301363) provided an update on the number of shareholders as of August 20, 2025, indicating a total of 17,239 shareholders [2]. Summary by Category - **Company Information** - As of August 20, 2025, Meihua Medical has a total of 17,239 shareholders [2].

丨证券研究报告丨 公司研究丨点评报告丨美好医疗（301363.SZ） [Table_Title] 短期业绩影响波动较大，新业务进展顺利 报告要点 [Table_Summary] 2025 年上半年业绩符合预期，基石业务短期有所波动。2025 年上半年公司收入 7.33 亿元，其 中家用呼吸机组件收入 4.36 亿元，同比下滑 2.76%；人工耳蜗收入 5977.01 万元，同比下滑 7.53%；其他医疗组件收入 7571.80 万元，同比增长 54.41%，主要是由于血糖新产品的放量， 其中在胰岛素笔项目上，目前可调式胰岛素注射笔已实现批量交付，供货顺畅；已与客户签订 减肥笔订单。在 CGM 产品上，2025 年二季度起公司开始批量交付 CGM 产品，后续订单有望 逐步释放。公司持续扩展新业务，在脑机接口和机器人等领域前瞻性布局。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 SAC：S0490524030005 SAC：S0490522120001 SFC：BUZ392 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 美好医疗（301363.S ...

New Stock Issuance - The new stock issuance for Sanxie Electric (证券代码: 920100) is priced at 8.83[1] - Shenkou Co. (证券代码: 002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (证券代码: 600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] Market Alerts - Changcheng Military Industry (证券代码: 601606) is experiencing severe abnormal fluctuations[1] - ST Yanzhen (证券代码: 603389) has reported significant trading anomalies[1] - ST Zhongdi (证券代码: 000609) has been flagged for unusual trading activity[1] Other Notable Stocks - Zhanjiang Development (证券代码: 000753) and Pudong Construction (证券代码: 600284) are also under scrutiny for trading irregularities[1] - The stock of Zhaoyi Innovation (证券代码: 603986) is being monitored for potential volatility[1] - The stock of ST Suwu (证券代码: 600200) has been highlighted for its trading behavior[1]

证券之星消息，8月26日医疗器械板块较上一交易日下跌0.4%，美好医疗领跌。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688013 | 天臣医疗 | 50.00 | 10.50% | 4.55万 | | 2.19亿 | | 603987 | 康德莱 | 9.64 | 10.05% | 44.33万 | | 4.25 Z | | 688217 | 睿昂基因 | 34.36 | 9.95% | 4.34万 | | 1.48亿 | | 300642 | 透景生命 | 31.30 | 8.87% | 32.42万 | | 9.95亿 | | 301234 | 五洲医疗 | 46.62 | 7.42% | 5.14万 | | 2.39亿 | | 688085 | 三友医疗 | 23.80 | 5.97% | 11.16万 | | 2.64亿 | | 688 ...

8月26日，美好医疗跌5.22%，截至发稿，报25.23元/股，成交3.48亿元，换手率8.65%，总市值143.53亿 元。 农银瑞云增益6个月持有混合A（017624）基金经理为刘莎莎、钱大千。 截至发稿，刘莎莎累计任职时间10年362天，现任基金资产总规模10.7亿元，任职期间最佳基金回报 27.22%， 任职期间最差基金回报-1.59%。 钱大千累计任职时间2年249天，现任基金资产总规模10.67亿元，任职期间最佳基金回报28.63%， 任职 期间最差基金回报0.2%。 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 资料显示，深圳市美好创亿医疗科技股份有限公司位于广东省深圳市龙岗区宝龙街道宝龙六路3号新中 桥工业园B栋2楼，成立日期2010年7月15日，上市日期2022年10月12日，公司主营业务涉及医疗器械精 密组件及产品的设计开发、制造和销售。主营业务收入构成为：家用呼吸机组件59.48%，家用及消费 电子组件14.61%，其他医疗产品 ...

Market Overview - On August 25, the Shanghai Composite Index rose by 1.51%, with the total margin trading balance reaching 21,883.27 billion yuan, an increase of 332.59 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 11,118.92 billion yuan, up by 170.55 billion yuan, while the Shenzhen market's balance was 10,690.59 billion yuan, increasing by 161.66 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 28 sectors saw an increase in margin trading balances, with the electronics sector leading with an increase of 113.29 billion yuan, followed by telecommunications and non-ferrous metals with increases of 36.76 billion yuan and 24.28 billion yuan, respectively [1] Stock Performance - A total of 2,147 stocks experienced an increase in margin trading balances, accounting for 57.75% of the total, with 681 stocks seeing an increase of over 5% [1] - The stock with the largest increase in margin trading balance was Meihua Medical, which had a latest balance of 301 million yuan, reflecting a 68.31% increase from the previous trading day, and its stock price rose by 14.49% [1] - Other notable stocks with significant increases in margin trading balances included Qianjin Technology and AVIC Taida, with increases of 67.62% and 54.74%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average increase in stock prices was 2.78%, with notable gainers including AVIC Taida (29.99%), Meihua Medical (14.49%), and Shengyi Electronics (12.69%) [2] - Conversely, the stocks with the largest declines included Jiangxin Home (12.33%), Tongli Co. (9.88%), and Qianjin Technology (5.85%) [2] Margin Trading Balance Changes - The top 20 stocks with the largest increases in margin trading balances included Meihua Medical, Qianjin Technology, and AVIC Taida, with respective increases of 68.31%, 67.62%, and 54.74% [3] - The stocks with the largest decreases in margin trading balances included Henghe Co. with a decrease of 45.10%, Guangmai Technology with a decrease of 37.85%, and Oufu Egg Industry with a decrease of 31.09% [5]

Group 1 - The company achieved a slight revenue increase of 3.73% in the first half of 2025, with total revenue reaching 733 million yuan, while net profit decreased by 32.44% to 114 million yuan [1] - In Q2 2025, the company reported revenue of 437 million yuan, reflecting a 2.86% increase, but net profit fell by 43.83% to 62 million yuan [1] - The core business segments, including home respiratory device components and cochlear implant components, faced short-term pressure, with revenues declining by 2.76% and 7.53% respectively [2] Group 2 - New business segments showed strong growth, with revenues from other medical product components increasing by 54.41% and home and consumer electronics components rising by 35.69% [2] - The company's gross margin decreased to 37.52%, down 3.51 percentage points, primarily due to the decline in gross margin from home respiratory device components [2] - The company is increasing investments in emerging strategic areas, leading to higher expense ratios across sales, management, R&D, and financial costs [2] Group 3 - The company has established an international production base in Malaysia, enhancing supply chain stability and fostering long-term cooperation with overseas clients [3] - The construction of the third phase of the Malaysian production base is expected to be completed by the end of 2025, which will provide a competitive advantage for international business expansion [3] - The revenue forecast for 2025-2027 has been adjusted downwards due to short-term fluctuations in core business, with projected revenues of 1.69 billion, 2.11 billion, and 2.62 billion yuan respectively [3]

Group 1 - The stock of Shenzhen Meihao Chuangyi Medical Technology Co., Ltd. (stock code: 301363) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days (August 21, 2025, August 22, 2025, and August 25, 2025) [1] - The company's board of directors verified the situation with the controlling shareholder and actual controller, confirming that there are no undisclosed significant information that could impact the stock price [1] - The board confirmed that there are no matters that should have been disclosed according to the Shenzhen Stock Exchange's rules that have not been disclosed, nor any significant matters in the planning stage that require disclosure [1]

每经AI快讯，国信证券8月25日发布研报称，给予美好医疗（301363.SZ，最新价：26.62元）优于大市 评级。评级理由主要包括：1）2025年上半年营收微增，利润端承压；2）毛利率下降，费用率提升； 3）国际化生产基地布局，提升供应链稳定性。风险提示：大客户依赖风险；汇率波动风险；新业务拓 展不及预期风险。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 每日经济新闻 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 （记者 曾健辉） ...

证券日报网讯 8月25日晚间，美好医疗发布公告称，公司股票连续3个交易日（2025年8月21日、2025年 8月22日、2025年8月25日）收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动的情况。经核 实，公司近期生产经营情况正常，内外部经营环境未发生重大变化；公司、控股股东和实际控制人不存 在应披露而未披露的重大事项，股票异常波动期间控股股东、实际控制人未买卖公司股票。 （文章来源：证券日报） ...