可孚医疗
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可孚医疗:截至2025年12月31日,股东总户数约1.6万户
Sou Hu Cai Jing· 2026-01-05 08:50
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:"董秘,您好!请问公司截至12月31日的股东人数是多少?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12月31日,公司股东总户数约1.6 万户,感谢您的关注!" ...
可孚医疗:截至2025年12月31日股东总户数约1.6万户
Sou Hu Cai Jing· 2026-01-05 08:28
可孚医疗回复:尊敬的投资者,您好。截至2025年12月31日,公司股东总户数约1.6万户,感谢您的关 注! 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。 证券之星消息,可孚医疗(301087)01月05日在投资者关系平台上答复投资者关心的问题。 投资者提问:董秘,您好!请问公司截至12月31日的股东人数是多少?谢谢 ...
可孚医疗涨11.10%,信达证券二个月前给出“买入”评级

Sou Hu Cai Jing· 2026-01-05 07:53
可孚医疗(301087)个股概况: 2025年10月30日,信达证券研究员唐爱金,贺鑫,曹佳琳发布了对可孚医疗的研报《25Q3业绩增长超 30%,盈利能力持续提升》,该研报对可孚医疗给出"买入"评级。研报中预计公司2025-2027年营业收 入分别为33.30、39.11、45.56亿元,同比增速分别为11.6%、17.4%、16.5%,归母净利润分别为3.88、 4.85、5.90亿元,同比增速分别为24.6%、24.8%、21.6%,对应2025年10月29日股价,PE分别为23、 19、15倍,维持"买入"投资评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此 股的盈利预测准确度为81.22%。 今日可孚医疗(301087)涨11.10%,收盘报49.63元。 证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为信达证券的唐爱金、曹佳琳。 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。 ...
A股高开重回4000点,脑机接口板块多股涨停
Sou Hu Cai Jing· 2026-01-05 04:44
Market Performance - On January 5, 2026, the A-share market opened strongly, with the Shanghai Composite Index returning to 4000 points after 34 trading days, closing at 4011 points with an increase of over 1% [1] - The Shenzhen Component Index and the ChiNext Index rose by 1.87% and 2.15% respectively, with over 4000 stocks in the market experiencing gains [1] Brain-Computer Interface Sector - The brain-computer interface sector showed significant activity, rising over 13% by midday, with key stocks such as Beikang reaching a 30% limit up, and others like Sanbo Brain Science, Aipeng Medical, and Dineke hitting 20% limit up [1] - Elon Musk announced that his brain-computer interface company, Neuralink, plans to begin large-scale production of brain-computer interface devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process [1] Aerospace and Precious Metals - In the commercial aerospace sector, stocks like Huazhu Gaoke and Feiwo Technology saw increases of 13.87% and 12.95% respectively, while Aerospace Hanyu rose over 10% [1] - In the precious metals sector, Hunan Silver and Hunan Gold increased by 9.68% and 2.7% respectively [1] - In the smart medical field, stocks such as Kefu Medical, Guhan Medicine, and Dahu Co. rose over 6% [1]
新年开门红!沪指收复4000点
Chang Sha Wan Bao· 2026-01-05 04:37
观察盘面可见,各主流板块包括科技、消费、券商等均有强势表现。以券商股为例,在慢牛节奏的背景 下,该板块去年一直维持小步稳涨的局面,但新年开盘首日即出现几乎全线上涨的局面,特别是人气王 东方财富的上涨极大地支撑了股指的走强,也稳定了投资者的信心。而作为消费板块的主线之一,白酒 股在去年一直因为业绩承压而表现不佳,但新年开盘首日贵州茅台就迅速展开反弹,仅十余钟涨幅即超 过2%。此外,作为科技板块的两大明星股,寒武纪和摩尔线程也一改去年底徘徊不前的表现,在盘中 出现直线拉升,此举再次让科技板块火爆起来,并增强了市场的投机氛围和赚钱效应。 湘股板块也紧随大势,盘中有逾百只湘股飘红,占比接近七成。其中,飞沃科技、湖南白银、可孚医 疗、华曙高科、蓝思科技等涨幅居前。作为去年湘股中的大牛股,飞沃科技新年开盘后高举高打,盘中 涨幅迅速突破10%。湖南白银的强势表现得益于近期白银价格不断走高,在贵金属价格看涨的背景下, 其超强表现有望延续。可孚医疗则在沉寂多年后,于去年年中开始不断走强,随着其业务的多点开花, 以及顺利展开与国际巨头飞利浦的战略合作,其股价获得了良好业绩支撑。蓝思科技则在切入人工智能 赛道后再度吸引了资本市场的 ...
开年行情或可关注脑机接口 Table_Title] &AI 医疗&国企改革条线
Xinda Securities· 2026-01-04 11:54
Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" [2] Core Viewpoints - The pharmaceutical and biotechnology sector experienced a weekly return of -2.06%, ranking 28th among 31 primary sub-industry indices, with the medical services sub-sector performing the best at -1.40% [3][9] - Emerging industries such as brain-computer interfaces, robotics, and AI applications are highlighted as key areas of focus for investment in 2026, alongside state-owned enterprise reforms as part of the "14th Five-Year Plan" [3][9] - Long-term investment themes include innovation and international expansion, with recommendations to focus on high-end medical devices and innovative drug supply chains [3][9] Summary by Sections 1. Industry Weekly Viewpoints - The medical services sub-sector had the highest weekly return, while the pharmaceutical commercial sub-sector ranked sixth with a return of -2.68% [9] - The report emphasizes the importance of new industries and state-owned enterprise reforms for investment opportunities in 2026 [3][9] 2. Pharmaceutical Sector Performance and Valuation - The pharmaceutical and biotechnology industry index had a recent one-month return of -2.97%, ranking 29th among primary sub-indices [11] - The current PE (TTM) for the pharmaceutical and biotechnology industry is 28.59 times, slightly below the five-year historical average of 28.62 times [15][18] 3. Market Tracking - The medical services sub-sector showed the smallest weekly decline, while it also had the highest monthly return of 1.91% [28] - The report provides detailed performance metrics for various sub-sectors, indicating a mixed performance across the board [25][28] 4. Industry and Company Dynamics - Recent policy developments include the implementation of a unified basic medical insurance management procedure in Guangdong Province, effective February 1, 2026 [35] - Significant news includes the approval of new drugs and clinical trials by various companies, indicating ongoing innovation in the sector [36][37]
医药行业2026年策略报告:坚定出海方向,把握结构性机遇-20251231
Huaxin Securities· 2025-12-31 11:05
Group 1 - The core investment theme for the pharmaceutical industry in 2025 is the overseas expansion of innovative drugs, which is expected to yield excess returns compared to the broader pharmaceutical sector and the CSI 300 index [2][21] - The innovative drug index has shown a significant increase, outperforming the pharmaceutical biological index by 37.48 percentage points, with a year-to-date increase of 65.99% [21] - Major transactions in the ADC and dual antibody fields are anticipated to continue, while there is a need to avoid repetitive competition in areas like small nucleic acids and focus on unmet clinical needs [3][4] Group 2 - The report emphasizes the importance of overseas markets for both innovative drugs and medical devices, suggesting that companies should seek growth opportunities beyond domestic market saturation [4][5] - The Chinese pharmaceutical industry is gradually becoming a global innovation center, with significant advancements in dual antibodies and ADCs, while also making strides in emerging fields like small nucleic acids and inhalation formulations [5][6] - The report highlights that the overseas authorization revenue has become a crucial funding source for innovative drug development, with a total upfront payment of $4.551 billion in the first three quarters of 2025 [29][32] Group 3 - The medical device sector is experiencing a shift towards overseas expansion, with a focus on high-value consumables and IVD products, as Chinese companies enhance their market share [7][55] - The export growth of high-value consumables is significant, with a recorded increase of 10.75% in the first half of 2025, particularly in the North American and European markets [57][66] - The report notes that the certification and market establishment processes for high-value consumables are long-term investments, requiring compliance with stringent regulations in the EU and the US [60][61] Group 4 - The recovery of financing in the domestic innovative drug sector has been robust, with a total of 324 financing events amounting to $5.51 billion in the first three quarters of 2025, marking a 67.6% increase year-on-year [70][72] - The CXO industry is experiencing varied recovery rhythms across different segments, with some areas like CDMO seeing order growth due to overseas financing recovery [74]
可孚医疗(301087)披露董事、高级管理人员薪酬管理制度,12月31日股价上涨1.34%
Sou Hu Cai Jing· 2025-12-31 09:54
最新公告列表 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。 《董事、高级管理人员薪酬管理制度》 《关于召开2026年第一次临时股东会的通知》 截至2025年12月31日收盘,可孚医疗(301087)报收于44.67元,较前一交易日上涨1.34%,最新总市值 为93.31亿元。该股当日开盘44.15元,最高44.71元,最低43.88元,成交额达7457.31万元,换手率为 0.87%。 近日,可孚医疗科技股份有限公司发布《董事、高级管理人员薪酬管理制度》公告。公告显示,公司已 制定董事、高级管理人员薪酬管理制度,明确薪酬管理原则、机构职责、薪酬标准、发放管理、薪酬调 整及其他激励事项。根据制度内容,独立董事领取津贴,非独立董事按实际岗位领取薪酬,高级管理人 员薪酬由基本年薪和绩效奖金构成。薪酬与考核委员会负责制定考核标准和薪酬方案,董事会和股东会 分别审议高管和董事薪酬。存在违规行为的,将不予发放年终奖励或追回已发薪酬。 ...
可孚医疗(301087) - 独立董事候选人声明与承诺(宁华波)
2025-12-31 09:31
一、本人已经通过可孚医疗科技股份有限公司第二届董事会提名委员 会或者独立董事专门会议资格审查,提名人与本人不存在利害关系或者其 他可能影响独立履职情形的密切关系。 ☑ 是 □ 否 证券代码:301087 证券简称:可孚医疗 公告编号:2026-007 可孚医疗科技股份有限公司 独立董事候选人声明与承诺 声明人宁华波作为可孚医疗科技股份有限公司第三届董事会独立董 事候选人,已充分了解并同意由提名人可孚医疗科技股份有限公司董事会提 名为可孚医疗科技股份有限公司(以下简称该公司)第三届董事会独立董事 候选人。现公开声明和保证,本人与该公司之间不存在任何影响本人独 立性的关系,且符合相关法律、行政法规、部门规章、规范性文件和深 圳证券交易所业务规则对独立董事候选人任职资格及独立性的要求,具 体声明并承诺如下事项: 如否,请详细说明: 二、本人不存在《中华人民共和国公司法》第一百七十八条等规定不 得担任公司董事的情形。 ☑ 是 □ 否 如否,请详细说明: ☑ 是 □ 否 如否,请详细说明: 四、本人符合该公司章程规定的独立董事任职条件。 ☑ 是 □ 否 如否,请详细说明: 五、本人已经参加培训并取得证券交易所认可的相关 ...
可孚医疗(301087) - 独立董事候选人声明与承诺(周榕)
2025-12-31 09:31
证券代码:301087 证券简称:可孚医疗 公告编号:2026-009 如否,请详细说明: 二、本人不存在《中华人民共和国公司法》第一百七十八条等规定不 得担任公司董事的情形。 ☑ 是 □ 否 如否,请详细说明: 三、本人符合中国证监会《上市公司独立董事管理办法》和深圳证券 交易所业务规则规定的独立董事任职资格和条件。 可孚医疗科技股份有限公司 独立董事候选人声明与承诺 声明人周榕作为可孚医疗科技股份有限公司第三届董事会独立董事 候选人,已充分了解并同意由提名人可孚医疗科技股份有限公司董事会提名 为可孚医疗科技股份有限公司(以下简称该公司)第三届董事会独立董事候 选人。现公开声明和保证,本人与该公司之间不存在任何影响本人独立 性的关系,且符合相关法律、行政法规、部门规章、规范性文件和深圳 证券交易所业务规则对独立董事候选人任职资格及独立性的要求,具体 声明并承诺如下事项: 一、本人已经通过可孚医疗科技股份有限公司第二届董事会提名委员 会或者独立董事专门会议资格审查,提名人与本人不存在利害关系或者其 他可能影响独立履职情形的密切关系。 ☑ 是 □ 否 ☑ 是 □ 否 如否,请详细说明: 四、本人符合该公司章程规 ...