证券之星消息，截至2025年11月24日收盘，艾隆科技(688329)报收于22.0元，上涨3.14%，换手率 2.02%，成交量1.56万手，成交额3401.64万元。 11月24日的资金流向数据方面，主力资金净流出37.96万元，占总成交额1.12%，游资资金净流出178.81 万元，占总成交额5.26%，散户资金净流入216.77万元，占总成交额6.37%。 近5日资金流向一览见下表： | 指标 | 艾隆科技 | 专用设备行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 16.98亿元 | 73.93亿元 | 260 270 | | 净资产 | 7.92亿元 | 22.71亿元 | 207 270 | | 净利润 | -95.89万元 | 9886.83万元 | 218 270 | | 市盈率(动) | -1328.42 | 131.29 | - 270 | | 市净率 | 2.19 | 4.48 | 48 270 | | 毛利率 | 45.79% | 27.79% | 14 270 | | 净利率 | -0.92% | 4.37% | 220 270 | ...

Core Viewpoint - The stock of Elon Technology (688329) has shown a slight decline, with a closing price of 22.68 yuan on November 10, 2025, reflecting a decrease of 0.09% [1] Financial Performance - For the first three quarters of 2025, Elon Technology reported a main revenue of 280 million yuan, an increase of 25.12% year-on-year [3] - The net profit attributable to shareholders was -959,000 yuan, an increase of 96.56% year-on-year [3] - The net profit after deducting non-recurring items was -11.47 million yuan, an increase of 66.35% year-on-year [3] - In Q3 2025, the company achieved a single-quarter main revenue of 149 million yuan, up 83.53% year-on-year [3] - The single-quarter net profit attributable to shareholders was 7.43 million yuan, an increase of 182.09% year-on-year [3] - The single-quarter net profit after deducting non-recurring items was 6.62 million yuan, an increase of 160.26% year-on-year [3] Market Position - Elon Technology's total market value is 1.751 billion yuan, significantly lower than the industry average of 7.714 billion yuan, ranking 261 out of 270 [3] - The company's net assets stand at 792 million yuan, compared to the industry average of 2.271 billion yuan, ranking 207 out of 270 [3] - The company has a negative price-to-earnings ratio of -1369.48, while the industry average is 142.9 [3] - The gross profit margin is 45.79%, which is higher than the industry average of 27.68%, ranking 14 out of 270 [3] - The net profit margin is -0.92%, significantly lower than the industry average of 4.31%, ranking 220 out of 270 [3] - The return on equity (ROE) is -0.13%, compared to the industry average of 2.63%, ranking 220 out of 270 [3] Capital Flow - On November 10, 2025, the net outflow of main funds was 1.2991 million yuan, accounting for 4.0% of the total transaction amount [1][2] - Retail investors had a net inflow of 1.7578 million yuan, representing 5.42% of the total transaction amount [1][2] - Over the past five days, the stock has experienced fluctuations in capital flow, with varying net inflows and outflows from main funds, retail investors, and speculative funds [2]

Core Viewpoint - The stock of Elon Technology (688329) has shown a decline in price and mixed capital flow trends, indicating potential challenges in its financial performance and market perception [1][2]. Financial Performance - As of the mid-2025 report, Elon Technology reported a main revenue of 131 million yuan, a year-on-year decrease of 8.11% [3]. - The net profit attributable to shareholders was -8.39 million yuan, which represents a year-on-year increase of 55.47% [3]. - The second quarter of 2025 saw a single-quarter main revenue of 75.01 million yuan, down 13.61% year-on-year, while the single-quarter net profit attributable to shareholders was 5.78 million yuan, up 218.49% year-on-year [3]. - The company’s debt ratio stands at 42.54%, with investment income reported at -3.16 million yuan and financial expenses at 3.63 million yuan [3]. Market Position - Elon Technology's total market value is 1.539 billion yuan, significantly lower than the industry average of 7.585 billion yuan, ranking 262 out of 267 in the industry [3]. - The company has a negative price-to-earnings ratio of -91.69, compared to the industry average of 46.04, indicating a challenging profitability outlook [3]. - The gross margin is reported at 40.69%, which is above the industry average of 27.78%, ranking 34 out of 267 [3]. Capital Flow Analysis - On October 16, 2025, the stock closed at 19.93 yuan, down 1.39%, with a turnover rate of 1.76% and a trading volume of 13,600 hands, resulting in a transaction amount of 27.23 million yuan [1]. - The net inflow of main funds was 3.59 million yuan, accounting for 13.17% of the total transaction amount, while retail investors saw a net outflow of 793,600 yuan, representing 2.91% of the total [1][2].

Core Viewpoint - The stock of Elon Technology (688329) has shown a slight increase in price, but the financial performance indicates challenges, particularly in revenue and net profit margins [1][3]. Financial Performance - As of the mid-2025 report, Elon Technology reported a main revenue of 131 million yuan, a year-on-year decrease of 8.11% [3]. - The net profit attributable to shareholders was -8.39 million yuan, which represents a year-on-year increase of 55.47% [3]. - The second quarter of 2025 saw a single-quarter main revenue of 75.01 million yuan, down 13.61% year-on-year [3]. - The company reported a gross margin of 40.69%, which is significantly higher than the industry average of 27.19% [3]. Market Position - Elon Technology's total market capitalization is 1.739 billion yuan, which is below the industry average of 7.683 billion yuan [3]. - The company ranks 256th in the industry based on total market value and 205th based on net assets [3]. - The price-to-earnings ratio is -103.65, indicating negative earnings, while the price-to-book ratio stands at 2.28, which is better than the industry average of 5.58 [3]. Capital Flow Analysis - On August 20, 2025, the stock experienced a net outflow of 755,000 yuan from main funds, accounting for 3.34% of the total transaction volume [1][2]. - Retail investors showed a net inflow of 2.1817 million yuan, representing 9.66% of the total transaction volume on the same day [1][2]. - Over the past five days, the stock has seen fluctuating capital flows, with significant outflows from main and speculative funds [2].

Company Overview - Suzhou Ailong Technology Co., Ltd. focuses on intelligent management of medical supplies, providing comprehensive solutions for healthcare institutions globally [4][10] - The company has established a complete product line covering smart pharmacies, smart wards, smart warehousing, and pharmaceutical information systems [4][10] - As of the reporting period, Ailong's products have been implemented in over 1,200 healthcare institutions, including more than 580 top-tier hospitals in China [4] Financial Performance - For the first half of 2025, the company reported a net profit attributable to shareholders of -8.39 million yuan, a year-on-year improvement of 55.47% [1][2] - Total revenue for the same period was approximately 131.08 million yuan, reflecting an 8.11% decrease compared to the previous year [2] - The total profit for the period was -7.55 million yuan, showing a significant improvement of 62.56% from -20.16 million yuan in the same period last year [2][3] Business Model - The company employs a mixed sales model combining direct sales and distribution through agents [8] - Direct sales target pharmaceutical supply chain service companies, healthcare institutions, and government entities, primarily through tendering processes [8] - The OEM procurement model allows the company to focus on core technology development while outsourcing some production to partners [7][8] Industry Context - The medical supply intelligent management system industry in China has evolved from initial automation attempts in the 1990s to comprehensive, integrated solutions in recent years [10] - Regulatory changes and the increasing complexity of healthcare demands have driven the shift towards "whole-hospital, integrated" solutions [10] - The industry is characterized by a growing need for automation and information integration to enhance efficiency and safety in medical supply management [10] Product Development - Ailong Technology emphasizes continuous innovation and product development, integrating automation and information technology to enhance operational efficiency [4][5] - The company has developed various products, including intelligent dispensing systems, automated drug storage, and management software for narcotic drugs [5][6] - Recent innovations include the "Ailong AI Assistant," which leverages AI to optimize various aspects of pharmaceutical management [7]