来源：新浪证券-红岸工作室 4、浙江万得凯流体设备科技股份有限公司主营业务为水暖器材、阀门、管件、建筑金属配件、智能家 居及环保节能控制系统等相关产品的研发、制造、销售与服务。 5、2024年7月3日互动易：公司3D打印业务主要是为航天航空客户提供非金属打印产品，目前尚处于研 发送样阶段，还未产生实质性销售。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 12月26日，万得凯跌1.26%，成交额1419.22万元，换手率1.95%，总市值28.42亿元。 异动分析 共同富裕示范区+人民币贬值受益+专精特新+智能家居+3D打印 1、公司位于浙江省台州市玉环市龙溪镇东港村渔业，从事水暖器材的设计、开发、生产、销售。 2、根据2024年年报，公司海外营收占比为82.39%，受益于人民币贬值。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特 ...

来源：新浪证券-红岸工作室 12月23日，万得凯涨0.58%，成交额1859.20万元，换手率2.61%，总市值28.02亿元。 异动分析 共同富裕示范区+人民币贬值受益+专精特新+智能家居+3D打印 区间今日近3日近5日近10日近20日主力净流入86.20万118.84万-299.68万-626.66万-1023.79万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额537.35万，占总成交额的5.03%。 1、公司位于浙江省台州市玉环市龙溪镇东港村渔业，从事水暖器材的设计、开发、生产、销售。 2、根据2024年年报，公司海外营收占比为82.39%，受益于人民币贬值。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、浙江万得凯流体设备科技股份有限公司主营业务为水暖器材、阀门、管件、建筑金属配件、智能家 居及环保节能控制系统等相关产品的研发、制造、销 ...

Core Insights - Recent announcements from Yonghe Zhikong and Dadongfang reveal significant low-price disposals of their private hospitals, indicating a distress in the healthcare sector [3][8] - Yonghe Zhikong has been unable to attract buyers for its hospitals, with prices dropping drastically, exemplified by a 90% reduction in the valuation of Dazhou Medical Oncology Hospital [6][7] - Dadongfang is also divesting underperforming assets, including a hospital sold for just 1 yuan, reflecting challenges in the healthcare market [8][11] Yonghe Zhikong Overview - Yonghe Zhikong has been attempting to pivot towards the healthcare sector since 2019, acquiring several oncology hospitals to enhance profitability [3][4] - Despite these efforts, the revenue from medical services has remained low, peaking at approximately 148 million yuan in 2023, which constituted about 15.57% of total revenue [4] - The company has faced continuous losses from its hospital operations, with Dazhou Medical Oncology Hospital reporting a net loss of 706,000 yuan in 2024 [6][7] Financial Performance and Asset Disposals - Yonghe Zhikong's attempts to sell its hospitals have seen significant price reductions, with the Dazhou Medical Oncology Hospital's share price dropping from 27.67 million yuan to 2.77 million yuan [5][6] - The company has also listed other hospitals for sale, including the Kunming Medical Oncology Hospital, which is being offered at 33% of its original acquisition price [5][6] - The financial struggles of these hospitals are evident, with all four hospitals listed for sale reporting ongoing losses and one having negative net assets [5][6][7] Dadongfang Overview - Dadongfang has been strategically divesting certain underperforming hospital assets, including the sale of Jin Hua Lian Ji Hospital for 1 yuan [8][11] - The company has expanded its healthcare services through acquisitions since 2022, focusing on pediatric care and other medical services [9][10] - Despite growth in revenue from pediatric services, the overall profitability remains low, with significant fixed costs impacting financial performance [10][11] Market Challenges - Both companies are facing challenges due to changes in healthcare policies and market conditions, leading to declining revenues and increased operational losses [11] - The healthcare sector is experiencing a shift, with companies needing to adapt to new economic realities and consumer demands to remain viable [9][10]

来源：新浪证券-红岸工作室 2、根据2024年年报，公司海外营收占比为82.39%，受益于人民币贬值。 异动分析 共同富裕示范区+人民币贬值受益+专精特新+智能家居+3D打印 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、浙江万得凯流体设备科技股份有限公司主营业务为水暖器材、阀门、管件、建筑金属配件、智能家 居及环保节能控制系统等相关产品的研发、制造、销售与服务。 12月4日，万得凯跌0.88%，成交额1649.73万元，换手率2.29%，总市值28.33亿元。 5、2024年7月3日互动易：公司3D打印业务主要是为航天航空客户提供非金属打印产品，目前尚处于研 发送样阶段，还未产生实质性销售。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 1、公司位于浙江省台州市玉环市龙溪镇东港村渔业，从事水暖器材的设计、开 ...

Core Viewpoint - The company, Zhejiang Wande Kai Fluid Equipment Technology Co., Ltd., is experiencing a positive impact from the depreciation of the RMB and is recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitive edge in the market [2][3]. Company Overview - Zhejiang Wande Kai is located in Donggang Village, Longxi Town, Yuhuan City, Zhejiang Province, and was established on October 31, 2016. It was listed on September 19, 2022. The main business includes the design, development, production, and sales of plumbing equipment [7]. - The company's revenue composition is as follows: valves 57.70%, pipe fittings 40.79%, and other products 1.51% [7]. - As of September 30, the number of shareholders is 10,300, a decrease of 5.82% from the previous period, with an average of 2,421 circulating shares per person, an increase of 6.18% [7]. Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 616 million yuan, a year-on-year decrease of 16.85%, and a net profit attributable to the parent company of 83.59 million yuan, down 27.80% year-on-year [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Position and Trends - The company benefits from its high overseas revenue ratio, which is 82.39%, due to the depreciation of the RMB [3]. - It is recognized as a "national-level specialized, refined, distinctive, and innovative small giant enterprise," which signifies its strong innovation capabilities and high market share in niche markets [3]. Trading Activity - On November 5, the stock price increased by 0.64%, with a trading volume of 18.73 million yuan and a turnover rate of 2.45%, resulting in a total market capitalization of 3.027 billion yuan [1]. - The main capital inflow today was 1.0007 million yuan, accounting for 0.05% of the total, with no significant trend in the main capital flow observed [4][5]. Technical Analysis - The average trading cost of the stock is 30.44 yuan, with the current price near a support level of 29.57 yuan. A breach of this support level could lead to a downward trend [6].

Core Viewpoint - The company, Zhejiang Wandekai Fluid Equipment Technology Co., Ltd., is experiencing a positive impact from the depreciation of the RMB and is recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitiveness in the market [2][3]. Company Overview - Zhejiang Wandekai is located in Donggang Village, Longxi Town, Yuhuan City, Zhejiang Province, and was established on October 31, 2016. It was listed on September 19, 2022. The main business involves the design, development, production, and sales of plumbing equipment [7]. - The company's revenue composition includes valves (57.70%), fittings (40.79%), and other products (1.51%) [7]. - As of June 30, the number of shareholders increased to 11,000, with an average of 2,280 circulating shares per person, a decrease of 1.62% from the previous period [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 414 million yuan, a year-on-year decrease of 7.29%. The net profit attributable to the parent company was 60.28 million yuan, down 16.92% year-on-year [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Position and Trends - The company benefits from the "common prosperity demonstration zone" and the depreciation of the RMB, which supports its overseas revenue, accounting for 82.39% of total revenue [2][3]. - Wandekai is recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong innovation capabilities and high market share in niche markets [3]. Technical Analysis - The average trading cost of the stock is 30.56 yuan, with the current price near a support level of 30.99 yuan. A drop below this support level may trigger a downward trend [6].

Core Viewpoint - The company, Zhejiang Wande Kai Fluid Equipment Technology Co., Ltd., has shown resilience in its operations, benefiting from its designation as a "specialized, refined, distinctive, and innovative" enterprise, alongside the depreciation of the RMB, which has positively impacted its overseas revenue. Group 1: Company Overview - Zhejiang Wande Kai is located in Donggang Village, Longxi Town, Yuhuan City, Zhejiang Province, and specializes in the design, development, production, and sales of plumbing equipment [4] - The company's main business includes plumbing equipment, valves (67.21% of revenue), pipe fittings (31.46%), and other products (1.33%) [8] - The company was established on October 31, 2016, and went public on September 19, 2022 [8] Group 2: Financial Performance - For the first quarter of 2025, the company reported revenue of 213 million yuan, a year-on-year decrease of 8.16%, and a net profit attributable to shareholders of 33.86 million yuan, down 17.57% year-on-year [8] - The company has distributed a total of 120 million yuan in dividends since its A-share listing [9] Group 3: Market Position and Recognition - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2] - As of the 2024 annual report, overseas revenue accounted for 82.39% of total revenue, benefiting from the depreciation of the RMB [3] Group 4: Stock Performance and Trading Activity - On August 25, the stock price increased by 1.26%, with a trading volume of 69.90 million yuan and a turnover rate of 8.91%, resulting in a total market capitalization of 3.137 billion yuan [1] - The average trading cost of the stock is 31.88 yuan, with recent trading activity indicating a decrease in holdings but at a slowing rate [7]