11月21日，港通医疗跌5.04%，截至发稿，报21.29元/股，成交1479.39万元，换手率1.07%，总市值 21.29亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 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%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间4年361天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 95.2%， 任职期间最差基金回报-16.74%。 从港通医疗十大流通股东角度 数据显示，诺安基金旗下1只基金位居港通 ...

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 ...

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]

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 - 港通医疗 is a specialized provider of medical engineering solutions in China, focusing on medical gas systems and clean operating rooms, and was listed on the Shenzhen Stock Exchange on July 25, 2023 [1] Business Overview - 港通医疗 operates in the pharmaceutical and biomedical industry, specifically in medical devices and equipment, providing comprehensive engineering solutions centered on medical gas systems and clean operating rooms [1] Financial Performance - For Q3 2025, 港通医疗 reported revenue of 344 million yuan, ranking 28th among 42 companies in the industry, while the industry leader,迈瑞医疗, had revenue of 25.834 billion yuan [2] - The net profit for the same period was -11.8366 million yuan, placing the company 35th in the industry, with the top performer, 迈瑞医疗, reporting a net profit of 7.814 billion yuan [2] Financial Ratios - As of Q3 2025, 港通医疗's debt-to-asset ratio was 40.94%, higher than the previous year's 31.69% and above the industry average of 27.21%, indicating increased debt pressure [3] - The gross profit margin for Q3 2025 was 22.45%, an increase from 20.02% year-on-year, but still significantly below the industry average of 48.67%, suggesting a need for improved profitability [3] Executive Compensation - The chairman, 陈永, received a salary of 627,200 yuan in 2024, a decrease of 242,100 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.11% to 7,506, while the average number of circulating A-shares held per shareholder increased by 1.12% to 8,398.82 [5]

Group 1 - The core business of Sichuan Portong Medical Equipment Group Co., Ltd. includes providing medical gas systems and clean operating room solutions, with revenue composition being 55.69% from clean equipment and systems, 37.30% from medical gas equipment and systems, 4.06% from medical device sales, 2.81% from operation and maintenance services, and 0.14% from other sources [2] - As of October 20, 2023, the number of shareholders for Portong Medical is 7,545, a decrease of 0.22% from the previous period, while the average circulating shares per person increased by 0.23% to 8,355 shares [2] - For the first half of 2025, Portong Medical reported a revenue of 265 million yuan, a year-on-year decrease of 39.29%, and a net profit attributable to the parent company of -8.4044 million yuan, a year-on-year decrease of 154.53% [2] Group 2 - On October 24, 2023, Portong Medical's stock price increased by 0.09%, with a trading volume of 23.3597 million yuan [1] - The financing data for Portong Medical on the same day showed a financing purchase amount of 1.1985 million yuan and a financing repayment of 1.2386 million yuan, resulting in a net financing outflow of 40,000 yuan [1] - The total balance of margin trading for Portong Medical as of October 24, 2023, is 37.386 million yuan, which accounts for 2.45% of its circulating market value, indicating a low financing balance compared to the past year [1] Group 3 - Portong Medical has distributed a total of 48.9973 million yuan in dividends since its A-share listing [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 low financing balance [1][2] - On October 21, Kangtong Medical's stock rose by 1.58% with a trading volume of 23.12 million yuan, and the net financing purchase was 55,300 yuan [1] - As of October 21, the total financing and securities balance for Kangtong Medical was 37.34 million yuan, with the financing balance accounting for 2.45% of the circulating market value, which is below the 50th percentile level over the past year [1][2] Group 2 - Kangtong Medical, established on January 13, 1998, specializes in providing medical gas systems and clean operating room solutions, with main revenue sources being clean equipment and systems (55.69%) and medical gas equipment and systems (37.30%) [2] - For the first half of 2025, Kangtong Medical reported a revenue of 265 million yuan, a year-on-year decrease of 39.29%, and a net profit attributable to shareholders of -8.40 million yuan, a decline of 154.53% [2] - The company has distributed a total of 48.99 million yuan in dividends since its A-share listing [3]

Group 1 - The core business of Sichuan Portong Medical Equipment Group Co., Ltd. includes providing overall solutions for medical institutions, focusing on medical gas systems and clean operating rooms [2] - As of October 10, the number of shareholders for Portong Medical increased by 0.75% to 7,562, while the average circulating shares per person decreased by 0.74% to 8,336 shares [2] - For the first half of 2025, Portong Medical reported a revenue of 265 million yuan, a year-on-year decrease of 39.29%, and a net profit attributable to the parent company of -8.4044 million yuan, a year-on-year decrease of 154.53% [2] Group 2 - On October 15, Portong Medical's stock price fell by 0.14%, with a trading volume of 18.3229 million yuan [1] - The financing data on October 15 showed a financing buy-in of 2.0963 million yuan and a financing repayment of 3.4550 million yuan, resulting in a net financing buy of -1.3587 million yuan [1] - The total balance of margin trading for Portong Medical as of October 15 was 39.0393 million yuan, with the financing balance accounting for 2.63% of the circulating market value, indicating a high level compared to the past year [1]

Group 1 - The core viewpoint of the news is that 港通医疗 (Kangtong Medical) has experienced a decline in stock price and significant changes in its financing and operational metrics [1][2] - On September 3, 港通医疗's stock price fell by 1.03%, with a trading volume of 29.21 million yuan, and the financing net purchase was 809,900 yuan [1] - As of September 3, the total financing and securities lending balance for 港通医疗 was 52.22 million yuan, accounting for 3.53% of its market capitalization, indicating a high level of financing [1] Group 2 - As of August 29, 港通医疗 had 7,804 shareholders, a decrease of 10.20%, while the average circulating shares per person increased by 11.35% to 8,078 shares [2] - For the first half of 2025, 港通医疗 reported a revenue of 265 million yuan, a year-on-year decrease of 39.29%, and a net profit attributable to shareholders of -8.40 million yuan, a decline of 154.53% [2] - 港通医疗 has distributed a total of 48.99 million yuan in dividends since its A-share listing [3]