司太立涨5.25% 产业壁垒支撑估值修复预期

智选洞察2025-07-31

司太立股价大幅上涨，最新价11.63元/股，涨幅达5.25%。主力调仓与成本压力共振司太立近期净流出与主力资金高频调仓密切相关。截至7月30日，主力资金单日净流出4018.5万元，但前两日累计净流入超4800万元，机构博弈特征显著。原材料碘成本同比上涨18%（2025年一季报数据），短期压制企业毛利率修复进程，触发部分资金阶段性离场。叠加中证1000指数6月上涨4.57%引发的风格切换效应，医药...

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