来源：新浪证券-红岸工作室 11月4日，采纳股份涨4.52%，成交额4.39亿元，换手率18.27%，总市值39.33亿元。 异动分析 医疗器械概念+辅助生殖+人民币贬值受益 1、公司主营业务为从事注射穿刺器械及实验室耗材的研发、生产和销售。公司目前主要产品为穿刺 针、注射器、实验室耗材及口罩等。 2、公司采纳医疗于2018年开始向Thermo Fisher 供应试管婴儿培育管产品。 3、根据2024年年报，公司海外营收占比为90.61%，受益于人民币贬值。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额4943.01万，占总成交额的6.12%。 技术面：筹码平均交易成本为26.11元 该股筹码平均交易成本为26.11元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 33.74，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 (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 今日主力净流入966.93万，占比0.02%，行业排名8/132，连续3日被主力资金增仓；所属行业主力净流 入-8.43亿，当前无连续增减仓现象，主力趋势不明显 ...

来源：新浪证券-红岸工作室 10月31日，采纳股份涨停，成交额2.59亿元，换手率12.03%，总市值37.14亿元。 异动分析 医疗器械概念+辅助生殖+人民币贬值受益 1、公司主营业务为从事注射穿刺器械及实验室耗材的研发、生产和销售。公司目前主要产品为穿刺 针、注射器、实验室耗材及口罩等。 2、公司采纳医疗于2018年开始向Thermo Fisher 供应试管婴儿培育管产品。 3、根据2024年年报，公司海外营收占比为90.61%，受益于人民币贬值。 该股筹码平均交易成本为24.66元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 30.38，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，采纳科技股份有限公司位于江苏省江阴市华士镇澄鹿路253号，成立日期2004年7月23日，上 市日期2022年1月26日，公司主营业务涉及医用和兽用注射穿刺器械及实验室耗材的研发、生产和销 售。主营业务收入构成为：注射器45.17%，穿刺针45.01%，实验室耗材5.49%，其他4.33%。 (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 ...

Core Viewpoint - The company, Canar Medical, has seen a significant increase in stock price and trading volume, benefiting from the medical device sector and the depreciation of the RMB [1][2]. Group 1: Company Overview - Canar Medical Co., Ltd. specializes in the research, production, and sales of medical and veterinary injection and puncture devices, as well as laboratory consumables [8]. - The main revenue sources for the company are syringes (45.17%), puncture needles (45.01%), laboratory consumables (5.49%), and others (4.33%) [8]. - The company began supplying IVF culture tube products to Thermo Fisher in 2018 [3]. Group 2: Financial Performance - For the first half of 2025, Canar Medical reported a revenue of 158 million yuan, a year-on-year decrease of 18.54%, and a net profit attributable to shareholders of 9.37 million yuan, down 71.78% year-on-year [8]. - As of October 10, the number of shareholders increased to 7,830, a rise of 1.28%, while the average circulating shares per person decreased by 1.26% to 9,660 shares [8]. - The company has distributed a total of 155 million yuan in dividends since its A-share listing, with 122 million yuan distributed over the past three years [9]. Group 3: Market Dynamics - The company benefits from a high overseas revenue ratio of 90.61%, which is positively impacted by the depreciation of the RMB [4]. - The stock has seen a net inflow of 5.11 million yuan from major investors today, with a total trading volume of 163 million yuan and a turnover rate of 7.99% [1][5]. - The average trading cost of the stock is 24.22 yuan, with the current price approaching a resistance level of 27.16 yuan, indicating potential for upward movement if the resistance is broken [7].

Core Viewpoint - The company, Canar Medical, is experiencing a slight increase in stock price and is benefiting from the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [1][4]. Group 1: Company Overview - Canar Medical specializes in the research, production, and sales of injection and puncture instruments as well as laboratory consumables, with main products including puncture needles, syringes, laboratory consumables, and masks [2]. - The company began supplying IVF culture tube products to Thermo Fisher in 2018 [3]. - As of October 10, the company has 7,830 shareholders, an increase of 1.28%, with an average of 9,660 circulating shares per person, a decrease of 1.26% [8]. Group 2: Financial Performance - For the first half of 2025, Canar Medical reported revenue of 158 million yuan, a year-on-year decrease of 18.54%, and a net profit attributable to the parent company of 9.37 million yuan, down 71.78% year-on-year [8]. - The company has distributed a total of 155 million yuan in dividends since its A-share listing, with 122 million yuan distributed over the past three years [9]. Group 3: Market Activity - On October 17, the stock price increased by 0.45%, with a trading volume of 90.05 million yuan and a turnover rate of 4.77%, resulting in a total market capitalization of 3 billion yuan [1]. - The stock has seen a net outflow of 92,500 yuan from major funds today, with a ranking of 27 out of 131 in its industry, indicating a lack of clear trends in major fund movements [5][6].

异动分析 医疗器械概念+辅助生殖+人民币贬值受益 来源：新浪证券-红岸工作室 9月26日，采纳股份跌1.25%，成交额4813.76万元，换手率2.60%，总市值29.90亿元。 1、公司主营业务为从事注射穿刺器械及实验室耗材的研发、生产和销售。公司目前主要产品为穿刺 针、注射器、实验室耗材及口罩等。 2、公司采纳医疗于2018年开始向Thermo Fisher 供应试管婴儿培育管产品。 3、根据2024年年报，公司海外营收占比为90.61%，受益于人民币贬值。 (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 今日主力净流入-187.34万，占比0.04%，行业排名70/131，连续2日被主力资金减仓；所属行业主力净流 入-6.04亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-187.34万-741.67万-2607.78万-4266.65万-4035.66万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3092.47万，占总成交额的8.28%。 技术面：筹码平均交易成本为23.47元 该股筹码平均交易成本为23 ...

9月25日，采纳股份跌2.86%，成交额5456.05万元。两融数据显示，当日采纳股份获融资买入额554.53 万元，融资偿还990.42万元，融资净买入-435.90万元。截至9月25日，采纳股份融资融券余额合计 7801.35万元。 融资方面，采纳股份当日融资买入554.53万元。当前融资余额7801.35万元，占流通市值的2.58%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，采纳股份9月25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70%分位水平，处于较高位。 资料显示，采纳科技股份有限公司位于江苏省江阴市华士镇澄鹿路253号，成立日期2004年7月23日，上 市日期2022年1月26日，公司主营业务涉及医用和兽用注射穿刺器械及实验室耗材的研发、生产和销 售。主营业务收入构成为：注射器45.17%，穿刺针45.01%，实验室耗材5.49%，其他4.33%。 截至9月19日，采纳股份股东户数6901.00，较上期减少11.17%；人均流通股10960股，较上期增加 12.58%。2025年1月-6月， ...

分红方面，采纳股份A股上市后累计派现1.55亿元。近三年，累计派现1.22亿元。 责任编辑：小浪快报 资料显示，采纳科技股份有限公司位于江苏省江阴市华士镇澄鹿路253号，成立日期2004年7月23日，上 市日期2022年1月26日，公司主营业务涉及医用和兽用注射穿刺器械及实验室耗材的研发、生产和销 售。主营业务收入构成为：注射器45.17%，穿刺针45.01%，实验室耗材5.49%，其他4.33%。 截至9月10日，采纳股份股东户数7769.00，较上期增加4.82%；人均流通股9736股，较上期减少4.60%。 2025年1月-6月，采纳股份实现营业收入1.58亿元，同比减少18.54%；归母净利润936.94万元，同比减少 71.78%。 9月15日，采纳股份涨1.28%，成交额9768.30万元。两融数据显示，当日采纳股份获融资买入额1409.42 万元，融资偿还935.43万元，融资净买入473.99万元。截至9月15日，采纳股份融资融券余额合计 7095.01万元。 融资方面，采纳股份当日融资买入1409.42万元。当前融资余额7095.01万元，占流通市值的2.30%，融 资余额超过近一年80%分 ...

Core Viewpoint - The company, Canar Medical, is experiencing a decline in stock price and revenue, while benefiting from the depreciation of the RMB due to its high overseas revenue proportion. Group 1: Company Overview - Canar Medical specializes in the research, production, and sales of injection and puncture instruments, as well as laboratory consumables, with main products including puncture needles, syringes, laboratory consumables, and masks [2][8] - The company began supplying IVF culture tube products to Thermo Fisher in 2018 [3] - As of August 20, the number of shareholders in Canar Medical is 8,029, a decrease of 4.54% from the previous period, with an average of 9,420 circulating shares per shareholder, an increase of 4.76% [8] Group 2: Financial Performance - For the first half of 2025, Canar Medical reported revenue of 158 million yuan, a year-on-year decrease of 18.54%, and a net profit attributable to shareholders of 9.37 million yuan, down 71.78% year-on-year [8] - The company has distributed a total of 155 million yuan in dividends since its A-share listing, with 122 million yuan distributed over the past three years [9] Group 3: Market Dynamics - The company benefits from a high overseas revenue ratio of 90.61%, which is positively impacted by the depreciation of the RMB [4] - The stock price of Canar Medical has recently decreased by 1.88%, with a trading volume of 97.35 million yuan and a turnover rate of 5.91%, resulting in a total market capitalization of 2.677 billion yuan [1]

Core Viewpoint - The early board reshuffle of Baolait (300246.SZ) is seen as a strategic adjustment in response to declining performance and governance issues, occurring six months before the current board's term ends [1][4]. Company Overview - Baolait, established in 1993 and headquartered in Zhuhai, Guangdong, focuses on the research, production, sales, and service of medical devices, primarily in life information and support, and nephrology medical sectors [2]. - The company’s main products include blood dialysis equipment, monitoring devices, and various medical consumables, serving thousands of medical institutions [2]. Board Restructuring - The upcoming ninth board will consist of nine directors, including six non-independent directors and three independent directors, complying with legal and regulatory requirements [2][3]. - Key candidates for the new board include current management and industry professionals, indicating a focus on internal expertise [3]. Performance Challenges - Baolait has faced significant performance declines since 2021, with a net profit drop exceeding 80% in 2021 and a reported loss of 65.18 million yuan in 2023, marking the first annual loss since its listing [4]. - The company’s revenue for 2024 is projected at 1.06 billion yuan, down 11.18% from 2023, with further losses anticipated [4]. Governance Issues - The company has encountered multiple governance challenges, including accounting inaccuracies and internal control deficiencies, leading to regulatory scrutiny [4][5]. - A subsidiary faced severe quality management issues, resulting in a production halt for several months [5]. Market Opportunities - Despite current challenges, Baolait may benefit from the accelerating domestic replacement trend in the medical device sector, particularly in blood purification equipment [6]. - The management has expressed optimism about increasing demand for mid-to-high-end monitoring devices and expanding into overseas markets [6]. Future Outlook - Baolait aims to achieve profitability by 2025 through enhanced product development, market expansion, and improved internal management [7]. - The effectiveness of the new board in reversing the current performance decline will be a critical measure of success [6][7].