股东方面，截至2025年3月31日，稳健医疗股东户数21410户，较上次减少2643户，户均持股市值35.28 万元，户均持股数量2.76万股。 7月4日，稳健医疗今日收盘40.2元，下跌2.43%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到30.74倍，总市值234.10亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)8稳健医疗30.7433.662.05234.10亿行业平均 38.9646.134.06105.57亿行业中值43.1140.682.5868.23亿1依依股份17.7118.692.1340.20亿2科思股份 18.4112.792.6371.92亿3珀莱雅19.5820.685.59320.96亿4敷尔佳21.6919.712.27130.34亿5豪悦护理 22.3022.582.5887.49亿6诺邦股份27.6630.552.0329.09亿7爱美客27.8726.686.34522.33亿9百亚股份 36.6140.187.31115.58亿10力合科创37.0839.411.3396.73亿11润本股份39.5340.685.75122.11亿12 ...

Company Overview - Company name is稳健医疗, which focuses on the research, production, and sales of cotton-based products [1] - Main products include high-end wound dressings, traditional wound care and bandaging products, surgical consumables, infection protection products, health personal care products, cotton towels, cotton sanitary napkins, cotton wet wipes, non-woven consumer products, baby products, and adult clothing [1] - The company has consistently ranked among the top three in China's medical dressing exports for several years [1] Financial Performance - For Q1 2025, the company reported revenue of 2.605 billion yuan, a year-on-year increase of 36.47% [2] - Net profit for the same period was 249 million yuan, also reflecting a year-on-year growth of 36.26% [2] - The sales gross margin stood at 48.46% [2] Market Position - The company's current rolling price-to-earnings (PE) ratio is 30.45, while the average PE ratio for the beauty and personal care industry is 39.12 [1][2] - The industry median PE ratio is 42.46, placing the company at 13th in the industry ranking [1] - The total market capitalization of the company is 23.188 billion yuan [1] Capital Flow - On June 26, the company experienced a net outflow of main funds amounting to 2.0955 million yuan, with a total outflow of 24.8019 million yuan over the past five days [1]

Company Overview - Company name is稳健医疗, which closed at 50.47 yuan on June 10, with a 2.25% increase, resulting in a rolling PE ratio of 38.59 times and a total market value of 29.39 billion yuan [1] - The main business of the company includes research, production, and sales of cotton-based products, with key products being high-end wound dressings, traditional wound care products, surgical consumables, infection protection products, and personal health products [1] Financial Performance - For Q1 2025, the company reported revenue of 2.605 billion yuan, a year-on-year increase of 36.47%, and a net profit of 249 million yuan, also up 36.26%, with a gross profit margin of 48.46% [2] - The company's PE ratio is 38.59 (TTM) and 42.26 (static), with a price-to-book ratio of 2.58 [2] Industry Comparison - The average PE ratio for the beauty and personal care industry is 44.04, with a median of 49.17, placing the company at 14th in the industry ranking [1][2] - The total market value of the industry averages 115.99 billion yuan, with the median at 74.78 billion yuan [2] Market Position - The company has consistently ranked among the top three exporters of medical dressings in China for several years [1] - The "winner" brand has entered over 2,000 hospitals and nearly 40,000 pharmacies in China, with a significant presence in major chains [1]

破局拉美2.0新纪元——不是"要不要做"，而是"怎么赢"——合规化深攻+本土化闪电战，正在改写跨境 生存法则！ 拉美生死三问暴击： 1.当巴西关税暴涨30%、墨西哥清关锁死，为何合规玩家利润逆势飙升50%？ 2.TikTok拉美流量井喷1.5亿用户，为何有人3美元撬动百万曝光，你却烧钱打水漂？ 3.欧美大卖疯狂涌入，你的"中国供应链7天快反+本土化设计"组合拳，够不够一刀封喉？ 二、运营：合规化与流量裂变双驱动 巴西关税新政下，合规成本飙升30%，但合规玩家通过本土仓+税务代扣却能实现利润逆涨。针对这一 变局，本次峰会特别设立巴西论坛，针对巴西市场高门槛、重资产投入的痛点，教您低成本试错拉美： 如何用"本土化"模式绕过资产重坑？！同时，社交电商时代下，TikTok拉美1.5亿用户流量井喷，短视 频带货转化率更是远超传统平台3倍。其运营核心就在于政策套利+流量矩阵：本土账号获取平台流量 倾斜，TikTok"3美元爆款视频公式"低成本撬动自然流量，本次峰会将为您解读流量落地的方法论，助 力您抢占流量洼地的红利。 三、物流：从"赌运气"到"确定性革命" 2024年圣诞物流的系统性灾难，相信许多卖家提起这一事件仍谈虎 ...

点击注册小程序 2 4 年 医用耗材收入占总收入的比重为 43.5%，收入同比增长1.1%，其中24年9月收购的美国医用耗材公 司GRI贡献收入2.9亿，剔除后收入同比下滑6.4%；毛利率同比下降3.9PCT至36.5%（感染防护产品毛利率 同比下降23.5PCT至21.2%，剔除后其他品类毛利率下降1.1PCT），营业利润率同比下降1.1PCT至7.6%； 25Q1收入同比增长46.3%，剔除GRI并表影响同比增长10.5%。 1）分渠道来看： 2 4 年 海外渠道收入占比为 54.4%，收入同比增长37.7%； 25Q1国外收入同比增长 84.1%，C端业务（国内药店、电商）收入同比增长超40%。 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 24年收入/归母净利润同比+9.7%/+ ...

2025 年 5 月 7 日 公司研究 Q1 业绩表现亮眼，医疗和消费品板块协同发力 ——稳健医疗（300888.SZ）2024 年年报及 2025 年一季报点评 增持（维持） 当前价：52.22 元 作者 分析师：姜浩 执业证书编号：S0930522010001 021-52523680 jianghao@ebscn.com 分析师：孙未未 执业证书编号：S0930517080001 021-52523672 sunww@ebscn.com 分析师：朱洁宇 执业证书编号：S0930523070004 021-52523842 zhujieyu@ebscn.com | 市场数据 | | | --- | --- | | 总股本(亿股) | 5.82 | | 总市值(亿元)： | 304.09 | | 一年最低/最高(元)： | 22.99/54.80 | | 近 3 月换手率： | 61.74% | 股价相对走势 -30% -12% 6% 24% 42% 04/24 07/24 10/24 01/25 稳健医疗 沪深300 | 收益表现 | | | | | --- | --- | --- | --- | | % ...

上 市 公 司 美容护理 | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 19.60 | | 资产负债率% | 31.72 | | 总股本/流通 A 股（百万） | 582/176 | | 流通 B 股/H 股（百万） | -/- | 2025 年 05 月 05 日 稳健医疗 (300888) ——两大业务均加速增长，分红率稳步提升 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 04 月 30 日 | | --- | --- | | 收盘价（元） | 52.22 | | 一年内最高/最低（元） | 54.80/23.31 | | 市净率 | 2.7 | | 息率（分红/股价） | 1.72 | | 流通 A 股市值（百万元） | 9,165 | | 上证指数/深证成指 | 3,279.03/9,899.82 | | 注："息率"以最近一年已公布分红计算 | | 一年内股价与大盘对比走势： -40% -20% 0% 20% 40% 60% 80% 04-30 05-31 06-30 07-31 08-31 09-3 ...