Winner Medical(SZ:300888) Sou Hu Cai Jing·2025-07-23 10:40Core Viewpoint - The company,稳健医疗, has shown a stable performance in the medical supplies sector, with a notable increase in revenue and net profit, while its stock price remains relatively low compared to industry averages [1][2]. Company Performance - On July 23, the closing price of the company was 40.8 yuan, reflecting a 2.38% increase, with a rolling PE ratio of 31.20, marking a 15-day low [1]. - The company reported a revenue of 26.05 billion yuan for Q1 2025, representing a year-on-year growth of 36.47%, and a net profit of 2.49 billion yuan, also up by 36.26% [2]. - The sales gross margin stood at 48.46% [2]. Market Position - The total market capitalization of the company is 237.59 billion yuan [1]. - In terms of PE ratio, the company ranks 13th in the beauty and personal care industry, where the average PE is 40.30 and the median is 43.41 [1][2]. - The company has consistently ranked among the top three exporters of medical dressings in China for several years [1]. Product Portfolio - The main business of the company includes the research, production, and sales of cotton-based products, with key products such as high-end wound dressings, traditional wound care products, surgical consumables, infection protection products, and personal care items [1]. - The company's "winner" brand has penetrated over 2,000 hospitals and nearly 40,000 pharmacies in China, with a significant presence in major chains [1].