| 指标 | 稳健医疗 | 美容护理行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 228.27亿元 | 100.95亿元 | 3 28 | | 净资产 | 122.63亿元 | 33.61亿元 | 1 28 | | 净利润 | 7.32亿元 | 2.15亿元 | 3 28 | | 市盈率(动) | 23.39 | 37.76 | 2 28 | | 市净率 | 1.99 | 2.64 | 5 28 | | 毛利率 | 48.32% | 42.35% | 13 28 | | 净利率 | 9.81% | 8.73% | 9 28 | | ROE | 6.38% | 5.78% | 12 28 | 证券之星消息，截至2025年12月3日收盘，稳健医疗(300888)报收于39.2元，下跌0.63%，换手率 0.38%，成交量2.22万手，成交额8739.99万元。 12月3日的资金流向数据方面，主力资金净流出563.1万元，占总成交额6.44%，游资资金净流出648.36 万元，占总成交额7.42%，散户资金净流入1211.46万元，占总成交额13.86%。 近5日资 ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-28 | 39.42 | 0.79% | -211.80万 | -2.06% | 160.01万 | 1.56% | 51.80万 | - 0.50% | | 2025-11-27 | 39.11 | -0.23% | · 34.38万 | 0.33% | -259.22万 | -2.45% | 224.84万 | 2.13% | | 2025-11-26 | 39.20 | -0.51% | -1488.54万 | -9.75% | 728.95万 | 4.77% | 759.58万 | 4.97% | | 2025-11-25 | 39.40 | -0.78% | -794.86万 | -4.45% | -60.82万 | -0.34% | 855.69万 | 4.79% | | 2025-11-24 | | 39.71 0.13% | -465.12万 ...

Core Viewpoint - The stock of Steady Medical (300888) has shown a decline in price and a mixed flow of funds, indicating potential investor caution and market volatility [1][2]. Group 1: Stock Performance - As of November 26, 2025, Steady Medical's stock closed at 39.2 yuan, down 0.51% with a turnover rate of 0.66% and a trading volume of 38,700 lots, amounting to a transaction value of 153 million yuan [1]. - Over the past five days, the stock has experienced a downward trend, with a total net outflow of main funds amounting to 4.79 million yuan, while retail investors saw a net inflow of 3.79 million yuan [2]. Group 2: Financial Metrics - Steady Medical's total market capitalization is 22.827 billion yuan, with a net asset value of 12.263 billion yuan, and a net profit of 732 million yuan, ranking 4th, 1st, and 3rd respectively in the beauty care industry [3]. - The company reported a year-on-year revenue increase of 30.1% for the first three quarters of 2025, reaching 7.897 billion yuan, with a net profit growth of 32.36% [3]. Group 3: Institutional Ratings - In the last 90 days, 19 institutions have rated the stock, with 16 buy ratings and 3 hold ratings, indicating a generally positive outlook among analysts [4]. - The average target price set by institutions over the past 90 days is 54.88 yuan, suggesting potential upside from the current trading price [4].

11月24日的资金流向数据方面，主力资金净流出465.12万元，占总成交额3.36%，游资资金净流出 807.27万元，占总成交额5.83%，散户资金净流入1272.39万元，占总成交额9.19%。 证券之星消息，截至2025年11月24日收盘，稳健医疗(300888)报收于39.71元，上涨0.13%，换手率 0.6%，成交量3.47万手，成交额1.38亿元。 稳健医疗2025年三季报显示，前三季度公司主营收入78.97亿元，同比上升30.1%；归母净利润7.32亿 元，同比上升32.36%；扣非净利润6.79亿元，同比上升43.93%；其中2025年第三季度，公司单季度主营 收入26.01亿元，同比上升27.71%；单季度归母净利润2.4亿元，同比上升42.11%；单季度扣非净利润 2.18亿元，同比上升50.77%；负债率33.87%，投资收益3323.27万元，财务费用-203.6万元，毛利率 48.32%。稳健医疗（300888）主营业务：棉类制品的研发、生产、销售,覆盖医疗卫生、个人护理、家 庭护理、母婴护理、家纺服饰等。 该股最近90天内共有19家机构给出评级，买入评级16家，增持评级3家；过去 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [6] Core Insights - The beauty and personal care sector is transitioning from "single functional consumption" to "composite efficacy + emotional consumption," indicating enhanced consumer resilience [4] - The beauty industry is no longer reliant on a single traffic window, with narratives around channel efficiency strengthening [4] - Leading brands exhibit stronger resilience, with a positive outlook on companies with robust brand assets that can capitalize on channel and product cycles [4] Summary by Sections Industry Overview - The Double 11 shopping festival saw a total e-commerce sales of 16,950 billion yuan, reflecting a year-on-year growth of 14.2% [8] - Beauty and personal care sales reached 991 billion yuan, growing by 11.65% [8] - Instant retail sales surged to 670 billion yuan, marking a remarkable growth of 138.4% [8] Market Dynamics - Tmall leads in high-end beauty sales, while Douyin is becoming a significant platform for domestic brands [8] - The top five beauty brands on Tmall include Proya, Estée Lauder, Lancôme, L'Oréal, and SkinCeuticals, with Proya maintaining the top position for three consecutive years [8] - Douyin's beauty sales rankings show Han Shu at the top, followed by Proya and L'Oréal [8] Company Performance - Leading brands like Up Beauty, Ruo Yu Chen, and Mao Ge Ping have shown impressive performance during the Double 11 event [8] - Up Beauty's sales increased by 145% year-on-year, with significant growth on both Tmall and Douyin [8] - Ruo Yu Chen's sales saw a staggering 35-fold increase year-on-year, with Douyin sales growing by over 100% [8]

Core Viewpoint - The stock of Steady Medical (300888) has shown a positive performance with a closing price of 41.0 yuan, reflecting a 1.91% increase on November 7, 2025, amidst varying capital flows [1][2]. Financial Performance - For the first three quarters of 2025, Steady Medical reported a main business revenue of 7.897 billion yuan, a year-on-year increase of 30.1% [3]. - The net profit attributable to shareholders reached 732 million yuan, up 32.36% year-on-year, while the net profit excluding non-recurring items was 679 million yuan, marking a 43.93% increase [3]. - In Q3 2025 alone, the company achieved a main business revenue of 2.601 billion yuan, a 27.71% increase year-on-year, and a net profit of 240 million yuan, up 42.11% year-on-year [3]. Market Position - Steady Medical's total market capitalization stands at 23.876 billion yuan, ranking 4th in the beauty and personal care industry, which has an average market cap of 10.19 billion yuan [3]. - The company has a net asset value of 12.263 billion yuan, leading the industry with a ranking of 1st [3]. - The company's price-to-earnings ratio (P/E) is 24.47, significantly lower than the industry average of 38.65, placing it 2nd in the industry [3]. Capital Flow Analysis - On November 7, 2025, the net inflow of main funds was 2.1403 million yuan, accounting for 0.67% of the total transaction amount, while retail investors experienced a net outflow of 15.5533 million yuan, representing 4.89% of the total [1][2]. - Over the past five days, the stock has seen fluctuations in capital flow, with notable net outflows from retail investors on several days [2]. Analyst Ratings - In the last 90 days, 21 institutions have rated the stock, with 17 buy ratings and 4 hold ratings, indicating a generally positive outlook [4]. - The average target price set by institutions over the past 90 days is 53.83 yuan [4].

Core Viewpoint - The stock of Steady Medical (300888) has shown a slight increase in price, with significant fluctuations in capital flow, indicating mixed investor sentiment and potential growth in the healthcare sector [1][2]. Financial Performance - For the first three quarters of 2025, Steady Medical reported a main business revenue of 7.897 billion yuan, a year-on-year increase of 30.1% [3] - The net profit attributable to shareholders was 732 million yuan, up 32.36% year-on-year [3] - The third quarter alone saw a main business revenue of 2.601 billion yuan, a 27.71% increase year-on-year, and a net profit of 240 million yuan, up 42.11% year-on-year [3] - The company’s gross profit margin stands at 48.32%, which is higher than the industry average of 42.35% [3] Market Position - Steady Medical has a total market capitalization of 23.619 billion yuan, ranking 4th in the beauty and personal care industry [3] - The company has a net asset value of 12.263 billion yuan, ranking 1st in the industry [3] - The price-to-earnings ratio (P/E) is 24.2, which is lower than the industry average of 38.73, indicating a potentially undervalued stock [3] Capital Flow Analysis - On November 5, 2025, the stock experienced a net outflow of 11.2619 million yuan from main funds, accounting for 5.81% of the total transaction volume [1][2] - Retail investors showed a net inflow of 5.3821 million yuan, representing 2.78% of the total transaction volume [1][2] - Over the past five days, the stock has seen varying capital flows, with significant fluctuations in both institutional and retail investor activities [2] Analyst Ratings - In the last 90 days, 21 institutions have rated the stock, with 17 buy ratings and 4 hold ratings [4] - The average target price set by institutions is 5.383 billion yuan, indicating a potential upside from the current trading price [4]

Core Viewpoint - The stock of Steady Medical (300888) has shown a decline in price and a mixed flow of funds, indicating potential volatility in investor sentiment and market performance [1][2]. Financial Performance - For the first three quarters of 2025, Steady Medical reported a main business revenue of 7.897 billion yuan, a year-on-year increase of 30.1% [3] - The net profit attributable to shareholders was 732 million yuan, up 32.36% year-on-year, while the net profit after deducting non-recurring gains and losses reached 679 million yuan, reflecting a 43.93% increase [3] - In Q3 2025, the company achieved a single-quarter main business revenue of 2.601 billion yuan, a 27.71% increase year-on-year, and a net profit of 240 million yuan, up 42.11% year-on-year [3] Market Position - Steady Medical's total market capitalization is 23.823 billion yuan, ranking 4th in the beauty and personal care industry [3] - The company has a net asset value of 12.263 billion yuan, leading the industry with a ranking of 1st [3] - The price-to-earnings ratio (P/E) stands at 24.41, significantly lower than the industry average of 39.95, ranking 2nd [3] Fund Flow Analysis - On November 3, 2025, the stock closed at 40.91 yuan, down 0.94%, with a turnover rate of 1.08% and a trading volume of 62,900 hands, amounting to a transaction value of 258 million yuan [1] - The net outflow of main funds was 9.6097 million yuan, accounting for 3.73% of the total transaction value, while retail investors saw a net inflow of 17.9136 million yuan, representing 6.95% of the total [1][2] Institutional Ratings - Over the past 90 days, 20 institutions have rated the stock, with 16 buy ratings and 4 hold ratings, indicating a generally positive outlook [4] - The average target price set by institutions in the last 90 days is 5.409 billion yuan [4]

Core Viewpoint - The stock of Steady Medical (300888) shows a slight increase in price, with significant net inflows from retail investors, while institutional and speculative funds are experiencing net outflows [1][2]. Financial Performance - For the first three quarters of 2025, Steady Medical reported a main business revenue of 7.897 billion yuan, a year-on-year increase of 30.1% [3] - The net profit attributable to shareholders reached 732 million yuan, up 32.36% year-on-year [3] - The third quarter alone saw a main business revenue of 2.601 billion yuan, a 27.71% increase year-on-year, and a net profit of 240 million yuan, up 42.11% year-on-year [3] - The company’s gross profit margin stands at 48.32%, which is higher than the industry average of 42.36% [3] Market Position - Steady Medical has a total market capitalization of 23.456 billion yuan, ranking 4th in the beauty and personal care industry [3] - The company has a net asset value of 12.263 billion yuan, ranking 1st in the industry [3] - The price-to-earnings ratio (P/E) is 24.04, significantly lower than the industry average of 42.43, indicating a potentially undervalued stock [3] Investment Sentiment - Over the past 90 days, 19 institutions have rated the stock, with 15 buy ratings and 4 hold ratings [4] - The average target price set by institutions is 5.511 billion yuan [4]

Core Viewpoint - The stock of Steady Medical (300888) has shown a slight increase, with significant net inflows from retail investors despite outflows from institutional and speculative funds [1][2]. Group 1: Stock Performance - As of August 13, 2025, Steady Medical's stock closed at 41.08 yuan, up by 0.37%, with a turnover rate of 5.42% and a trading volume of 95,200 lots, amounting to a transaction value of 390 million yuan [1]. - In the past five days, the stock experienced fluctuations in net fund flows, with a notable net outflow of 34.4 million yuan from institutional investors on August 13, representing 8.81% of the total transaction value [2]. Group 2: Financial Metrics - Steady Medical's total market capitalization is 23.922 billion yuan, ranking 4th in the beauty and personal care industry, with a net asset value of 12.146 billion yuan, ranking 1st [3]. - The company reported a net profit of 249 million yuan for the first quarter of 2025, reflecting a year-on-year increase of 36.26%, with a gross margin of 48.46% [3]. Group 3: Analyst Ratings - Over the past 90 days, 16 institutions have provided ratings for Steady Medical, with 13 buy ratings and 3 hold ratings, and the average target price set at 57.38 yuan [4].