| | | | 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 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-21 | 20.79 -7.27% | -33.26万 | -0.63% | 101.16万 | 1.93% | -67.90万 | -1.29% | | 2025-11-20 | 22.42 -0.66% | -54.05万 | -1.67% | 113.28万 | 3.51% | -59.24万 | -1.83% | | 2025-11-19 | 22.57 -4.32% | -61.24万 | -1.55% | 95.07万 | 2.41% | -33.83万 | -0.86% | | 2025-11-18 | 23.59 1.68% | -169.58万 | -5.15% | -398.95万 | -12.11% | 568.53万 | 17.26% | | 2025-11-17 | 23.20 -0.09% | -347.66万 | -10.52% | 348.03 ...

机构持仓方面，截止2025年9月30日，港通医疗十大流通股东中，诺安多策略混合A（320016）位居第 八大流通股东，持股72.51万股，为新进股东。 来源：新浪证券-红岸工作室 11月20日，港通医疗跌0.66%，成交额3229.28万元。两融数据显示，当日港通医疗获融资买入额280.97 万元，融资偿还333.44万元，融资净买入-52.47万元。截至11月20日，港通医疗融资融券余额合计 3344.85万元。 融资方面，港通医疗当日融资买入280.97万元。当前融资余额3344.62万元，占流通市值的2.14%，融资 余额低于近一年20%分位水平，处于低位。 融券方面，港通医疗11月20日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量100.00股，融券余额2242.00元，超过近一年90%分位水平，处于高位。 资料显示，四川港通医疗设备集团股份有限公司位于四川省成都市简阳市凯力威工业大道南段356号， 成立日期1998年1月13日，上市日期2023年7月25日，公司主营业务涉及为医疗机构提供以医用气体系统 及医院洁净手术部为核心的医疗专业工程整体方案。主营业务 ...

来源：新浪证券-红岸工作室 截至11月10日，港通医疗股东户数8109.00，较上期增加2.45%；人均流通股7774股，较上期减少 2.39%。2025年1月-9月，港通医疗实现营业收入3.44亿元，同比减少30.06%；归母净利润-1020.84万 元，同比减少150.92%。 分红方面，港通医疗A股上市后累计派现4899.73万元。 机构持仓方面，截止2025年9月30日，港通医疗十大流通股东中，诺安多策略混合A（320016）位居第 八大流通股东，持股72.51万股，为新进股东。 融资方面，港通医疗当日融资买入129.89万元。当前融资余额3360.68万元，占流通市值的2.04%，融资 余额低于近一年30%分位水平，处于低位。 融券方面，港通医疗11月18日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 2359.00元；融券余量100.00股，融券余额2359.00元，超过近一年90%分位水平，处于高位。 资料显示，四川港通医疗设备集团股份有限公司位于四川省成都市简阳市凯力威工业大道南段356号， 成立日期1998年1月13日，上市日期2023年7月25日，公司主营业务涉及 ...

Core Viewpoint - As of November 12, 2025, the stock price of Kangtong Medical (301515) closed at 23.11 yuan, reflecting a 1.23% increase, with a trading volume of 15,000 hands and a transaction amount of 34.57 million yuan [1] Financial Data Summary - On November 12, 2025, the net inflow of main funds was 4.17 million yuan, accounting for 12.06% of the total transaction amount, while retail investors experienced a net outflow of 3.68 million yuan, representing 10.64% of the total transaction amount [1][2] - Over the past five days, the stock has shown fluctuating trends in fund flows, with notable net outflows from retail investors on multiple days [2] Company Performance Metrics - Kangtong Medical's total market value is 2.31 billion yuan, significantly lower than the industry average of 11.67 billion yuan, ranking 124th in the industry [3] - The company reported a net profit of -10.21 million yuan for the first three quarters of 2025, a decline of 150.92% year-on-year, with a gross margin of 22.45% [3] - The third quarter of 2025 saw a single-quarter revenue of 79.12 million yuan, a year-on-year increase of 42.81%, but the net profit remained negative at -1.80 million yuan, a decline of 138.94% year-on-year [3]

Group 1 - The core viewpoint of the news is that Sichuan Portong Medical Equipment Group Co., Ltd. has shown a mixed performance in terms of stock trading and financial results, with low financing balance and high short-selling volume [1][2][3] Group 2 - On November 11, Portong Medical's stock increased by 0.53%, with a trading volume of 23.70 million yuan [1] - The financing buy-in amount for Portong Medical on the same day was 2.05 million yuan, while the financing repayment was 1.87 million yuan, resulting in a net financing buy of 176,000 yuan [1] - As of November 11, the total financing and securities balance for Portong Medical was 36.70 million yuan, which is 2.30% of its market capitalization, indicating a low financing balance compared to the past year [1] - The company has not engaged in any short-selling activities on November 11, with a short-selling balance of 2283.00 yuan, which is at a high level compared to the past year [1] - Portong Medical's main business includes providing medical gas systems and clean operating rooms, with revenue contributions of 55.69% from clean equipment and systems, 37.30% from medical gas equipment, and 4.06% from other medical equipment sales [2] - For the period from January to September 2025, Portong Medical reported a revenue of 344 million yuan, a year-on-year decrease of 30.06%, and a net profit of -10.21 million yuan, a year-on-year decrease of 150.92% [2] - Since its A-share listing, Portong Medical has distributed a total of 48.99 million yuan in dividends [3] - As of September 30, 2025, the top ten circulating shareholders included a new shareholder, Nuoan Multi-Strategy Mixed A, holding 725,100 shares [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Kangtong Medical, indicating a slight increase in stock price and a low financing balance compared to historical levels [1] - On November 7, Kangtong Medical's stock rose by 0.04%, with a trading volume of 17.78 million yuan and a net financing buy of -354,000 yuan, reflecting a negative sentiment in the market [1] - The financing balance of Kangtong Medical is 37.63 million yuan, accounting for 2.39% of its market capitalization, which is below the 50th percentile of the past year, indicating a low level of financing activity [1] Group 2 - Kangtong Medical, established on January 13, 1998, specializes in providing medical gas systems and clean operating room solutions, with a revenue composition of 55.69% from clean equipment and systems, 37.30% from medical gas equipment, and 4.06% from other medical devices [2] - For the period from January to September 2025, Kangtong Medical reported a revenue of 344 million yuan, a year-on-year decrease of 30.06%, and a net profit of -10.21 million yuan, a significant decline of 150.92% compared to the previous year [2] - As of October 31, 2025, the number of shareholders in Kangtong Medical increased by 4.90% to 7,915, while the average number of circulating shares per person decreased by 4.67% to 7,964 shares [2] Group 3 - Since its A-share listing, Kangtong Medical has distributed a total of 48.99 million yuan in dividends [3] - As of September 30, 2025, the top ten circulating shareholders include Nuoan Multi-Strategy Mixed A (320016), which holds 725,100 shares, marking it as a new shareholder [3]

Core Viewpoint - 港通医疗 (301515) has shown a slight increase in stock price but has experienced significant net outflows from major and retail investors, indicating potential concerns about its financial performance and market sentiment [1][2]. Financial Performance - As of November 7, 2025, 港通医疗's stock closed at 22.57 yuan, with a minor increase of 0.04% [1]. - The company reported a total revenue of 3.44 billion yuan for the first three quarters of 2025, reflecting a year-on-year decline of 30.06% [3]. - The net profit for the same period was -10.21 million yuan, a significant drop of 150.92% year-on-year [3]. - The third quarter of 2025 saw a single-quarter revenue of 791.16 million yuan, which is a year-on-year increase of 42.81% [3]. Market Activity - On November 7, 2025, the net outflow of major funds was 1.3974 million yuan, accounting for 7.86% of the total transaction volume [2]. - Retail investors showed a net inflow of 2.6405 million yuan, representing 14.85% of the total transaction volume [2]. - Over the past five days, the stock has seen fluctuating fund flows, with notable net outflows from major and speculative funds on several days [2]. Industry Comparison - 港通医疗's total market capitalization is 2.257 billion yuan, significantly lower than the industry average of 11.464 billion yuan [3]. - The company's net asset value stands at 1.217 billion yuan, compared to the industry average of 3.893 billion yuan [3]. - The gross profit margin for 港通医疗 is 22.45%, which is considerably lower than the industry average of 51.22% [3].

Company Summary - Hongtong Medical (SZ 301515) announced a share buyback plan, repurchasing approximately 2.86% of its total shares, totaling around 2.86 million shares at a total cost of approximately 53.05 million yuan [1][1][1] - The highest transaction price during the buyback was 19.68 yuan per share, while the lowest was 16.57 yuan per share [1][1][1] - As of the report, Hongtong Medical's market capitalization stands at 2.3 billion yuan [1][1][1] Revenue Composition - For the first half of 2025, the revenue composition of Hongtong Medical is as follows: - Medical clean equipment and systems accounted for 55.69% - Medical gas equipment and systems accounted for 37.3% - Sales of medical devices and other products accounted for 4.06% - Operation and maintenance services accounted for 2.81% - Other businesses accounted for 0.14% [1][1][1] Industry Insights - There has been a significant increase in overseas orders for the industry, with a reported growth of 246%, covering over 50 countries and regions [1][1][1] - Industry leaders have warned of potential malicious competition, as some companies are selling products at a loss [1][1][1]

Core Insights - The stock of Kangtong Medical increased by 1.91% on November 3, with a trading volume of 30.07 million yuan [1] - The company experienced a net financing outflow of 809,500 yuan on the same day, with total financing and margin trading balance reaching 40.24 million yuan [1] - Kangtong Medical's revenue for the first nine months of 2025 was 344 million yuan, a year-on-year decrease of 30.06%, and the net profit attributable to shareholders was -10.21 million yuan, a decrease of 150.92% [2] Financing and Margin Trading - On November 3, Kangtong Medical had a financing buy-in of 2.71 million yuan, with a financing balance of 40.24 million yuan, accounting for 2.57% of its market capitalization [1] - The financing balance is above the 60th percentile of the past year, indicating a relatively high level [1] - The company had no short selling activity on November 3, with a short selling balance of 2241 yuan, which is above the 80th percentile of the past year [1] Shareholder Information - As of October 31, the number of shareholders for Kangtong Medical was 7,915, an increase of 4.90% from the previous period [2] - The average number of circulating shares per shareholder decreased by 4.67% to 7,964 shares [2] - The company has distributed a total of 48.99 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Nuoan Multi-Strategy Mixed A, which holds 725,100 shares, marking it as a new shareholder [3]

Core Viewpoint - As of November 3, 2025, Kangtong Medical (301515) closed at 22.41 yuan, marking a 1.91% increase, with a trading volume of 1.35 million shares and a total transaction value of 30.07 million yuan [1] Financial Performance - For the first three quarters of 2025, Kangtong Medical reported a main revenue of 344 million yuan, a year-on-year decrease of 30.06% [3] - The net profit attributable to shareholders was -10.21 million yuan, a year-on-year decline of 150.92% [3] - The third quarter of 2025 saw a single-quarter main revenue of 79.12 million yuan, a year-on-year increase of 42.81% [3] - The single-quarter net profit attributable to shareholders was -1.80 million yuan, a year-on-year decrease of 138.94% [3] - The company reported a gross margin of 22.45% [3] Market Position - Kangtong Medical's total market capitalization is 2.24 billion yuan, significantly lower than the industry average of 11.62 billion yuan, ranking 119th in the industry [3] - The company's net assets stand at 1.22 billion yuan, compared to the industry average of 3.89 billion yuan, ranking 99th [3] - The price-to-earnings ratio (P/E) is -164.64, while the industry average is 63.42, ranking 124th [3] - The price-to-book ratio (P/B) is 1.84, compared to the industry average of 4.04, ranking 27th [3] - The company's net profit margin is -3.44%, while the industry average is 9.57%, ranking 102nd [3] Capital Flow - On November 3, 2025, the net inflow of main funds was 2.24 million yuan, accounting for 7.45% of the total transaction value [1][2] - Retail investors experienced a net outflow of 0.11 million yuan, indicating a slight decrease in retail interest [1][2] - Over the past five days, the main funds have fluctuated, with notable net outflows on October 30 and October 29 [2]