脑机接口+智能医疗+医疗器械概念+专精特新+西部大开发 1、2025年7月3日互动易：脑机接口手术通常在高级别洁净手术室进行，且需要配置有稳定、可靠的各 种医用气体（包括：医用氧气、医用真空、医疗空气、医用氧化亚氮及医用二氧化碳等），公司主营业 务为医用气体装备及系统、医用洁净装备及系统的研发、设计、制造、集成及运维服务。在脑机接口手 术全流程中，公司的医用气体装备及系统可保障各种医用气体的持续供应，医用洁净装备及系统可保障 手术室及相关区域达到手术要求的洁净标准，降低术后感染风险，符合手术安全标准。公司的现有产品 在脑机接口手术的基础环境支持中具有较明确的应用价值。 2、2023年半年报：公司开发了港通云监测平台，并取得相关软件著作权，运用先进的物联网技术、楼 宇自动化技术、在线云监测技术等，为医院提供一套先进的医疗设备实时监控方案。医疗设备在线集中 监控系统包括本地集中监控中心和在线监测平台两部分，两者相对独立，分别实现对医用设备的本地监 控和物联网远程监测。 3、四川港通医疗设备集团股份有限公司的主营业务是医用气体装备及系统、医用洁净装备及系统的研 发、设计、制造、集成及运维服务。公司的主要产品是医用气 ...

来源：新浪证券-红岸工作室 2月24日，港通医疗涨1.64%，成交额5584.39万元，换手率3.29%，总市值26.07亿元。 异动分析 脑机接口+智能医疗+医疗器械概念+专精特新+西部大开发 1、2025年7月3日互动易：脑机接口手术通常在高级别洁净手术室进行，且需要配置有稳定、可靠的各 种医用气体（包括：医用氧气、医用真空、医疗空气、医用氧化亚氮及医用二氧化碳等），公司主营业 务为医用气体装备及系统、医用洁净装备及系统的研发、设计、制造、集成及运维服务。在脑机接口手 术全流程中，公司的医用气体装备及系统可保障各种医用气体的持续供应，医用洁净装备及系统可保障 手术室及相关区域达到手术要求的洁净标准，降低术后感染风险，符合手术安全标准。公司的现有产品 在脑机接口手术的基础环境支持中具有较明确的应用价值。 2、2023年半年报：公司开发了港通云监测平台，并取得相关软件著作权，运用先进的物联网技术、楼 宇自动化技术、在线云监测技术等，为医院提供一套先进的医疗设备实时监控方案。医疗设备在线集中 监控系统包括本地集中监控中心和在线监测平台两部分，两者相对独立，分别实现对医用设备的本地监 控和物联网远程监测。 3、四 ...

Core Viewpoint - The company, Sichuan Portong Medical Equipment Group Co., Ltd., specializes in medical gas equipment and cleanroom systems, with a focus on providing comprehensive engineering solutions for medical institutions [3]. Group 1: Company Overview - Sichuan Portong Medical Equipment Group Co., Ltd. was established on January 13, 1998, and went public on July 25, 2023 [7]. - The company's main business includes the research, design, manufacturing, integration, and operation services of medical gas equipment and cleanroom systems [3][7]. - The revenue composition of the company is as follows: cleanroom equipment and systems 55.69%, medical gas equipment and systems 37.30%, sales of medical devices and other products 4.06%, operation services 2.81%, and others 0.14% [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 344 million yuan, a year-on-year decrease of 30.06%, and a net profit attributable to the parent company of -10.21 million yuan, a year-on-year decrease of 150.92% [8]. - The company has distributed a total of 48.9973 million yuan in dividends since its A-share listing [9]. Group 3: Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in the evaluation of small and medium-sized enterprises in China [3]. - The company is positioned within the pharmaceutical and biological industry, specifically in the medical device sector [8]. Group 4: Recent Developments - The company has developed the Portong Cloud Monitoring Platform, which utilizes advanced IoT technology to provide real-time monitoring solutions for medical equipment in hospitals [2]. - The company’s medical gas equipment and cleanroom systems are crucial for ensuring the safety and cleanliness standards required for brain-computer interface surgeries [2].

港通医疗2025年三季报显示，前三季度公司主营收入3.44亿元，同比下降30.06%；归母净利润-1020.84 万元，同比下降150.92%；扣非净利润-1286.52万元，同比下降176.82%；其中2025年第三季度，公司单 季度主营收入7911.64万元，同比上升42.81%；单季度归母净利润-180.4万元，同比下降138.94%；单季 度扣非净利润-259.58万元，同比下降182.34%；负债率40.94%，投资收益-17.94万元，财务费用54.24万 元，毛利率22.45%。港通医疗（301515）主营业务：医用气体装备及系统、医用洁净装备及系统的研 发、设计、制造、集成及运维服务。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、游资资金流向和散户资金流 向。 证券之星消息，截至2026年2月9日收盘 ...

Group 1 - The core viewpoint of the news is that 港通医疗 (301515) has experienced a significant decline in its financial performance for the first three quarters of 2025, with a notable drop in both revenue and net profit compared to the previous year [2] - As of February 5, 2026, 港通医疗's stock closed at 25.69 yuan, reflecting a 1.22% increase, with a trading volume of 24,400 hands and a total transaction amount of 62.48 million yuan [1] - The company reported a main revenue of 344 million yuan for the first three quarters of 2025, a decrease of 30.06% year-on-year, and a net profit attributable to shareholders of -10.21 million yuan, down 150.92% year-on-year [2] Group 2 - In the third quarter of 2025, 港通医疗's single-quarter main revenue was 79.12 million yuan, showing a year-on-year increase of 42.81%, while the net profit attributable to shareholders was -1.80 million yuan, a decrease of 138.94% year-on-year [2] - The company's debt ratio stands at 40.94%, with an investment income of -179,400 yuan and financial expenses of 542,400 yuan, while the gross profit margin is reported at 22.45% [2] - The funding flow data indicates that on February 5, 2026, the net inflow of main funds was 375,200 yuan, accounting for 0.6% of the total transaction amount, while retail investors saw a net inflow of 557,760 yuan, representing 8.93% of the total transaction amount [1]

融券方面，港通医疗2月4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0.00股，融券余额0.00元，超过近一年60%分位水平，处于较高位。 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。主营业务收入构成为：医用洁净装备及系统 55.69%，医用气体装备及系统37.30%，医疗设备及其他产品销售4.06%，运维服务2.81%，其他(补 充)0.14%。 来源：新浪证券-红岸工作室 2月4日，港通医疗涨0.67%，成交额7357.36万元。两融数据显示，当日港通医疗获融资买入额513.41万 元，融资偿还700.28万元，融资净买入-186.87万元。截至2月4日，港通医疗融资融券余额合计1.47亿 元。 融资方面，港通医疗当日融资买入513.41万元。当前融资余额1.47亿元，占流通市值的8.29%，融资余 额超过近一年90%分位水平，处于高位。 截至1月30日，港通医 ...

Core Viewpoint - The company, Sichuan Portong Medical Equipment Group Co., Ltd., specializes in medical gas equipment and cleanroom systems, with a focus on the development, design, manufacturing, integration, and operation services of these systems [3]. Business Overview - The main business of the company includes medical gas equipment and systems (55.69% of revenue), cleanroom equipment and systems (37.30%), sales of medical devices and other products (4.06%), operation services (2.81%), and other supplementary services (0.14%) [8]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and possess strong innovation capabilities [3]. Recent Developments - The company has developed the Portong Cloud Monitoring Platform, which utilizes advanced IoT technology to provide real-time monitoring solutions for medical equipment in hospitals [2]. - As of January 30, the number of shareholders in Portong Medical was 9,164, a decrease of 4.48% from the previous period, while the average number of circulating shares per person increased by 4.69% [8]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 344 million yuan, a year-on-year decrease of 30.06%, and a net profit attributable to the parent company of -10.21 million yuan, a year-on-year decrease of 150.92% [8]. - The company has distributed a total of 48.9973 million yuan in dividends since its A-share listing [9]. Market Activity - On February 3, the stock price of Portong Medical increased by 4.00%, with a trading volume of 73.4646 million yuan and a turnover rate of 4.51%, bringing the total market capitalization to 2.521 billion yuan [1]. - The stock has experienced a net outflow of 1.1368 million yuan from major investors, indicating a reduction in holdings over the past three days [4][5].

来源：新浪证券-红岸工作室 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。主营业务收入构成为：医用洁净装备及系统 55.69%，医用气体装备及系统37.30%，医疗设备及其他产品销售4.06%，运维服务2.81%，其他(补 充)0.14%。 截至1月20日，港通医疗股东户数9594.00，较上期减少17.81%；人均流通股6834股，较上期增加 21.67%。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%。 融资方面，港通医疗当日融资买入279.63万元。当前融资余额1.42亿元，占流通市值的8.48%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，港通医疗1月30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0.00股，融券余额0.00元，超过近一年60%分位水平，处于 ...

证券之星消息，截至2026年1月28日收盘，港通医疗(301515)报收于24.11元，下跌1.27%，换手率 2.67%，成交量1.75万手，成交额4243.07万元。 1月28日的资金流向数据方面，主力资金净流出158.4万元，占总成交额3.73%，游资资金净流出324.57 万元，占总成交额7.65%，散户资金净流入482.98万元，占总成交额11.38%。 近5日资金流向一览见下表： | 日期 | | | | | 收盘价 涨跌幅 主力净流入 主力净占比 游资净占比 散户净流入 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-28 | 24.11 | -1.27% | -158.40万 | -3.73% | -324.57万 | -7.65% | 482.98万 | 11.38% | | 2026-01-27 | 24.42 | -1.13% | -296.99万 | -4.92% | -119.54万 | -1.98% | 416.53万 | 6.90% | | 2026-01-26 | | ...

Core Viewpoint - As of January 21, 2026, Kangtong Medical (301515) reported a closing price of 24.51 yuan, experiencing a slight decline of 0.28% with a turnover rate of 3.8% and a trading volume of 24,900 hands, amounting to a transaction value of 61.21 million yuan [1] Group 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% [2] - The net profit attributable to shareholders was -10.21 million yuan, reflecting a year-on-year decline of 150.92% [2] - The net profit after deducting non-recurring items was -12.87 million yuan, down 176.82% year-on-year [2] - In Q3 2025, the company achieved a single-quarter main revenue of 79.12 million yuan, which is a year-on-year increase of 42.81% [2] - The single-quarter net profit attributable to shareholders was -1.80 million yuan, a year-on-year decrease of 138.94% [2] - The single-quarter net profit after deducting non-recurring items was -2.60 million yuan, down 182.34% year-on-year [2] - The company's debt ratio stood at 40.94%, with investment income of -0.18 million yuan and financial expenses of 0.54 million yuan, while the gross profit margin was 22.45% [2] Group 2: Capital Flow - On January 21, 2026, the net outflow of main funds was 9.66 million yuan, accounting for 15.77% of the total transaction value [1] - The net outflow of speculative funds was 1.18 million yuan, representing 1.93% of the total transaction value [1] - The net inflow of retail funds was 10.84 million yuan, making up 17.71% of the total transaction value [1]