来源：新浪证券-红岸工作室 11月27日，春立医疗跌0.69%，成交额3070.31万元，换手率0.43%，总市值93.36亿元。 异动分析 牙科医疗+医疗器械概念+智能医疗+专精特新+京津冀一体化 1、国内领先的骨科医疗器械厂商，春立医疗主营业务系植入性骨科医疗器械的研发、生产与销售，包 括口腔金属和隐形正畸 口腔种植和修复。 公司拟设计多孔钽定制个体化牙种植体产品并完成生产转 换， 目前处于设计送检阶段。 2、公司是国内领先的骨科医疗器械厂商，主营业务系植入性骨科医疗器械的研发、生产与销售。公司 主要产品为关节假体产品及脊柱类植入产品，其中关节假体产品涵盖髋、膝、肩、肘四大人体关节，脊 柱类植入产品为脊柱内固定系统的全系列产品组合。 3、2024年10月9日互动易：我公司是一家专注于骨科医疗器械领域的高新技术企业，产品涵盖关节类、 脊柱类、运动医学类、创伤类等全系列骨科产品。同时公司已经取得了髋关节手术机器人、膝关节手术 机器人等产品的注册证，以及手术规划的"医学图像处理软件"。这些产品和软件的开发表明公司在智能 医疗等领域进行的布局和研发投入。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级 ...

登康口腔今年以来股价涨15.93%，近5个交易日跌0.14%，近20日跌3.85%，近60日跌14.67%。 资料显示，重庆登康口腔护理用品股份有限公司位于重庆市江北区海尔路389号，成立日期2001年12月 14日，上市日期2023年4月10日，公司主营业务涉及从事口腔护理用品的研发、生产与销售。主营业务 收入构成为：成人牙膏80.43%，成人牙刷9.90%，儿童牙膏4.54%，口腔医疗与美容护理产品等2.44%， 儿童牙刷1.76%，电动牙刷0.81%，其他(补充)0.11%。 11月27日，登康口腔盘中上涨2.01%，截至10:41，报35.95元/股，成交1156.82万元，换手率0.76%，总 市值61.90亿元。 责任编辑：小浪快报 截至9月30日，登康口腔股东户数1.06万，较上期增加8.38%；人均流通股4069股，较上期减少7.73%。 2025年1月-9月，登康口腔实现营业收入12.28亿元，同比增长16.66%；归母净利润1.36亿元，同比增长 15.21%。 分红方面，登康口腔A股上市后累计派现3.44亿元。 机构持仓方面，截止2025年9月30日，登康口腔十大流通股东中，天弘永利债券 ...

截至9月30日，春立医疗股东户数6164.00，较上期增加4.12%；人均流通股46906股，较上期减少 3.95%。2025年1月-9月，春立医疗实现营业收入7.56亿元，同比增长48.75%；归母净利润1.92亿元，同 比增长213.21%。 分红方面，春立医疗A股上市后累计派现3.59亿元。近三年，累计派现3.09亿元。 机构持仓方面，截止2025年9月30日，春立医疗十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股295.85万股，为新进股东。中欧景气精选混合A（020876）位居第五大流通股东，持股 283.26万股，为新进股东。平安低碳经济混合A（009878）位居第八大流通股东，持股210.00万股，相 比上期减少167.00万股。南方医药保健灵活配置混合A（000452）退出十大流通股东之列。 春立医疗今年以来股价涨95.67%，近5个交易日跌3.14%，近20日跌3.11%，近60日涨10.45%。 资料显示，北京市春立正达医疗器械股份有限公司位于北京市通州区通州经济开发区南区鑫觅西二路10 号，成立日期1998年2月12日，上市日期2021年12月30日，公司主营业务涉及北京 ...

资金流向方面，主力资金净流入844.06万元，特大单买入2461.84万元，占比9.89%，卖出4157.76万元， 占比16.70%；大单买入6164.93万元，占比24.76%，卖出3624.96万元，占比14.56%。 三祥新材今年以来股价涨98.55%，近5个交易日跌6.64%，近20日涨23.37%，近60日涨11.03%。 今年以来三祥新材已经3次登上龙虎榜，最近一次登上龙虎榜为11月11日。 11月25日，三祥新材盘中上涨2.04%，截至11:09，报31.52元/股，成交2.49亿元，换手率1.90%，总市值 133.42亿元。 三祥新材所属申万行业为：基础化工-化学原料-无机盐。所属概念板块包括：固态电池、新材料、宁德 时代概念、核电、口腔医疗等。 截至9月30日，三祥新材股东户数3.37万，较上期增加2.81%；人均流通股12539股，较上期减少2.74%。 2025年1月-9月，三祥新材实现营业收入8.58亿元，同比增长0.96%；归母净利润7795.65万元，同比增长 1.34%。 分红方面，三祥新材A股上市后累计派现2.08亿元。近三年，累计派现9376.38万元。 机构持仓方面，截 ...

Core Points - The stock price of Dongfang Zirconium has increased by 85.69% year-to-date, with a recent rise of 2.02% to 13.63 CNY per share [1] - The company has seen a net inflow of 5.68 million CNY in main funds, with significant buying and selling activity [1] - Dongfang Zirconium's main business revenue composition includes 88.92% from inorganic non-metallic zircon products [1][2] Financial Performance - For the period from January to September 2025, Dongfang Zirconium reported a revenue of 927 million CNY, a year-on-year decrease of 24.86%, while net profit attributable to shareholders increased by 193.66% to 38.68 million CNY [2] - The company has distributed a total of 30.11 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 15.95% to 128,200, with an average of 5,906 circulating shares per person, a decrease of 13.76% [2] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 4.76 million shares, down by 1.90 million shares from the previous period [3]

Core Viewpoint - Oriental Zirconium's stock price has shown significant volatility, with a year-to-date increase of 84.33%, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of November 11, Oriental Zirconium's stock price reached 13.53 CNY per share, with a trading volume of 1.79 billion CNY and a market capitalization of 10.481 billion CNY [1]. - The stock has experienced a 4.97% increase over the last five trading days, a 5.12% decrease over the last 20 days, and a 3.84% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) four times this year, with the most recent appearance on July 21, where it recorded a net purchase of 66.4866 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Oriental Zirconium reported a revenue of 927 million CNY, a year-on-year decrease of 24.86%, while the net profit attributable to shareholders was 38.6812 million CNY, reflecting a year-on-year increase of 193.66% [2]. - The company's main business revenue composition includes 88.92% from inorganic non-metallic zircon products, 6.00% from inorganic non-metallic materials, 3.18% from mineral products, 1.66% from by-products, and 0.24% from other sources [1]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Oriental Zirconium was 128,200, an increase of 15.95% from the previous period, with an average of 5,906 circulating shares per shareholder, a decrease of 13.76% [2]. - The company has cumulatively distributed 30.1102 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 4.7607 million shares, a decrease of 1.904 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Sanxiang New Materials has shown significant stock price growth and trading activity, with a year-to-date increase of 119.28% and a recent trading volume of 2.17 billion yuan [1][2] - As of November 11, the stock price reached 34.81 yuan per share, with a market capitalization of 14.735 billion yuan [1] - The company has been actively traded, with notable net inflows and outflows of funds, indicating fluctuating investor interest [1] Group 2 - Sanxiang New Materials operates in the basic chemical industry, specifically in chemical raw materials and inorganic salts, with a focus on zirconium-based and casting modification materials [2] - For the period from January to September 2025, the company reported revenue of 858 million yuan, a year-on-year increase of 0.96%, and a net profit attributable to shareholders of 77.96 million yuan, up 1.34% [2] - The company has distributed a total of 208 million yuan in dividends since its A-share listing, with 93.76 million yuan distributed over the past three years [3] Group 3 - As of September 30, 2025, the number of shareholders increased to 33,700, with an average of 12,539 circulating shares per shareholder [2] - The top ten circulating shareholders include new entrants such as China Aviation New Start Flexible Allocation Mixed A and Dongfang Alpha Industry Pioneer Mixed A, while Hong Kong Central Clearing Limited has exited the top ten [4]

Core Viewpoint - Guocera Materials has experienced a stock price decline of 2.02% as of November 4, with a current price of 22.84 CNY per share and a market capitalization of 22.773 billion CNY. The company has seen a year-to-date stock price increase of 35.62% [1] Financial Performance - For the period from January to September 2025, Guocera Materials achieved a revenue of 3.284 billion CNY, representing a year-on-year growth of 10.71%. The net profit attributable to shareholders was 489 million CNY, reflecting a growth of 1.50% [2] - The company has distributed a total of 870 million CNY in dividends since its A-share listing, with 398 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Guocera Materials was 45,600, a decrease of 5.23% from the previous period. The average circulating shares per person increased by 5.52% to 18,435 shares [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 52.4854 million shares, a decrease of 3.4355 million shares from the previous period. Other notable shareholders include Fu Guo Tian Hui Growth Mixed Fund and Yi Fang Da Growth ETF, with varying changes in their holdings [3] Business Overview - Guocera Materials, established on April 21, 2005, and listed on January 13, 2012, specializes in the research, production, and sales of high-end functional ceramic new materials. The main revenue segments include catalytic materials (34.54%), other materials (24.77%), biomedical materials (24.18%), electronic materials (19.37%), and others [1]

Core Viewpoint - Aojing Medical, a leading company in high-end biomedical materials and related medical devices in China, is facing short-term performance pressure due to centralized procurement but is expected to accelerate market expansion and maintain strong growth momentum [6]. Group 1: Company Overview - Aojing Medical was established on December 22, 2004, and was listed on the Shanghai Stock Exchange on May 21, 2021. The company is headquartered in Beijing and specializes in the research, production, and sales of high-end biomedical materials and related medical devices [1]. - The company operates in the pharmaceutical and biomedical industry, specifically in the medical device and consumables sector, with concepts including medical devices, oral healthcare, small-scale nuclear fusion, superconductivity, and nuclear power [1]. Group 2: Financial Performance - In Q3 2025, Aojing Medical achieved a revenue of 156 million yuan, ranking 50th among 50 companies in the industry. The top company, Yingke Medical, reported a revenue of 7.425 billion yuan, while the industry average was 1.379 billion yuan [2]. - The net profit for the same period was approximately 10.60 million yuan, placing the company 43rd in the industry. The leading company, Lepu Medical, reported a net profit of 999.6 million yuan, with the industry average at 183 million yuan [2]. Group 3: Financial Ratios - Aojing Medical's debt-to-asset ratio was 6.22% in Q3 2025, down from 7.53% year-on-year and significantly lower than the industry average of 23.66%, indicating strong solvency [3]. - The gross profit margin for Q3 2025 was 68.90%, a decrease from 74.46% year-on-year but still above the industry average of 48.78%, reflecting robust profitability [3]. Group 4: Executive Compensation - The chairman, Hu Gang, received a salary of 1.6835 million yuan in 2024, a slight increase from 1.6822 million yuan in 2023. The general manager, Qiu Zhiye, earned 1.4528 million yuan, up from 1.3802 million yuan in the previous year [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-shares shareholders increased by 15.44% to 9,862, while the average number of shares held per shareholder decreased by 13.37% to 13,900 shares [5]. Group 6: Market Outlook - According to Cinda Securities, Aojing Medical's performance is under short-term pressure due to centralized procurement, but the company is accelerating its market expansion. Key highlights include the development of over 900 new hospitals in 2024 and international expansion breakthroughs [6]. - The company expects significant revenue growth from its "Gaojin" product line and the acquisition of HumanTechDental, which will enhance its oral implant business. Revenue projections for 2025-2027 are 270 million, 355 million, and 470 million yuan, with corresponding net profits of 42 million, 66 million, and 98 million yuan [6].

Core Viewpoint - Aidi Te, a leading domestic manufacturer of dental zirconia, is set to be listed on the Shenzhen Stock Exchange in June 2024, showcasing its competitive edge in the international market for dental restoration materials [1] Group 1: Business Performance - In Q3 2025, Aidi Te achieved a revenue of 747 million yuan, ranking 27th among 50 companies in the industry, while the industry leader, Yingke Medical, reported revenue of 7.425 billion yuan [2] - The net profit for the same period was 141 million yuan, placing Aidi Te 22nd in the industry, with the top performer, Lepu Medical, earning 999.6 million yuan [2] Group 2: Financial Health - Aidi Te's debt-to-asset ratio stood at 11.74% in Q3 2025, slightly up from 11.50% year-on-year, significantly lower than the industry average of 23.66%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 52.13%, down from 52.92% year-on-year, yet still above the industry average of 48.78%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-shares shareholders increased by 4.66% to 9,851, while the average number of circulating A-shares held per account decreased by 4.46% to 7,310.63 [5] - Future revenue projections for 2025 to 2027 are 1.034 billion yuan, 1.205 billion yuan, and 1.407 billion yuan, with year-on-year growth rates of 16.4%, 16.56%, and 16.73% respectively [5] Group 4: Business Highlights - Aidi Te's overseas business saw a strong growth of approximately 34% in H1 2025, with expectations for continued rapid growth in international revenue [5] - The core business of restoration materials experienced a revenue increase of 19.19% year-on-year, reaching 358 million yuan in H1 2025 [5] - The company is expanding its production capacity with the "Aidi Te Dental Industry Park" project, which aims to add 1.96 million zirconia blocks and 6.8 million glass-ceramic blocks by 2026 [5]