稳健医疗收盘下跌2.92%,滚动市盈率31.54倍,总市值240.15亿元

Core Insights - The company,稳健医疗, closed at 41.24 yuan on July 28, with a decline of 2.92%, and a rolling PE ratio of 31.54 times, resulting in a total market capitalization of 24.015 billion yuan [1][2] - The company ranks 12th in the beauty and personal care industry, which has an average PE ratio of 41.75 times and a median of 44.75 times [1][2] - As of the first quarter of 2025, 29 institutions held shares in the company, with a total of 14.0551 million shares valued at 578 million yuan [1] Company Overview - The main business of the company is the research, production, and sales of cotton-based products, including high-end wound dressings, traditional wound care products, surgical consumables, infection protection products, health personal care products, cotton towels, cotton sanitary napkins, cotton wet wipes, non-woven consumer products, baby products, children's clothing, adult clothing, and textile consumer goods [1] - The company has consistently ranked among the top three exporters of medical dressings in China for several years [1] - The company's "winner" brand has entered over 2,000 hospitals and nearly 40,000 pharmacies in China, with most hospitals being tertiary hospitals, and has product counters in well-known pharmacy chains such as Haiwangxingchen and Laobaixing Pharmacy [1] Financial Performance - In the first quarter of 2025, the company achieved an operating income of 2.605 billion yuan, a year-on-year increase of 36.47%, and a net profit of 249 million yuan, also reflecting a year-on-year increase of 36.26%, with a gross profit margin of 48.46% [2] - The company's PE (TTM) is 31.54, while the industry average is 41.75 and the industry median is 44.75 [2]