南卫股份涨6.69%创近2年新高政策红利与海外业务驱动股价上行

智选洞察2025-08-07

南卫股份（603880）今日盘中表现强势，截至09点50分，股价报7.34元，上涨6.69%，创近2年新高。资金博弈与成本压力共振南卫股份近期净流出源于多空资金高频切换。截至8月6日，主力资金近5个交易日呈现净流出与流入交替，其中8月5日单日净流入91.9万元，次日降至33.9万元。短期扰动主要来自业绩预亏与成本压力：公司2025年上半年预亏1200万-1600万元，叠加医用敷料原材料价格同比上涨...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2557584426?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-07 09:50","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2557584426","market":"sh","top_or_hot":-1,"title":"南卫股份涨6.69%创近2年新高 政策红利与海外业务驱动股价上行","media":"智选洞察","content":"<div>\n<p>南卫股份（603880）今日盘中表现强势，截至09点50分，股价报7.34元，上涨6.69%，创近2年新高。资金博弈与成本压力共振南卫股份近期净流出源于多空资金高频切换。截至8月6日，主力资金近5个交易日呈现净流出与流入交替，其中8月5日单日净流入91.9万元，次日降至33.9万元。短期扰动主要来自业绩预亏与成本压力：公司2025年上半年预亏1200万-1600万元，叠加医用敷料原材料价格同比上涨...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807095040a6d7a061&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>南卫股份涨6.69%创近2年新高 政策红利与海外业务驱动股价上行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n南卫股份涨6.69%创近2年新高 政策红利与海外业务驱动股价上行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 09:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807095040a6d7a061&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南卫股份（603880）今日盘中表现强势，截至09点50分，股价报7.34元，上涨6.69%，创近2年新高。资金博弈与成本压力共振南卫股份近期净流出源于多空资金高频切换。截至8月6日，主力资金近5个交易日呈现净流出与流入交替，其中8月5日单日净流入91.9万元，次日降至33.9万元。短期扰动主要来自业绩预亏与成本压力：公司2025年上半年预亏1200万-1600万元，叠加医用敷料原材料价格同比上涨...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807095040a6d7a061&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0239","symbol_name":"医药制造","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807095040a6d7a061&s=b","article_id":"2557584426","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807095040a6d7a061&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2557584426","pubTimestamp":1754531432,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"南卫股份今日盘中表现强势，截至09点50分，股价报7.34元，上涨6.69%，创近2年新高。资金博弈与成本压力共振南卫股份近期净流出源于多空资金高频切换。截至8月6日，主力资金近5个交易日呈现净流出与流入交替，其中8月5日单日净流入91.9万元，次日降至33.9万元。此外，市净率7.93倍显著高于行业均值，部分资金选择阶段性兑现浮盈。政策红利与海外业务双轮驱动长期看，医疗器械行业政策拐点或重塑估值逻辑。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"603880":"南卫股份","BK0239":"医药制造","BK0177":"最小市值"},"translate_title":"Nanwei shares rose 6.69%, hitting a new high in the past two years. Policy dividends and overseas business drove the stock price upward","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603880":1},"content_text":"南卫股份（603880）今日盘中表现强势，截至09点50分，股价报7.34元，上涨6.69%，创近2年新高。资金博弈与成本压力共振南卫股份近期净流出源于多空资金高频切换。截至8月6日，主力资金近5个交易日呈现净流出与流入交替，其中8月5日单日净流入91.9万元，次日降至33.9万元。短期扰动主要来自业绩预亏与成本压力：公司2025年上半年预亏1200万-1600万元，叠加医用敷料原材料价格同比上涨15%，盈利修复预期承压。此外，市净率7.93倍显著高于行业均值，部分资金选择阶段性兑现浮盈。中小盘股流动性分化加剧波动，中证500指数7月10日单日主力净流出27.1亿元，市场风格切换放大个股调仓压力。政策红利与海外业务双轮驱动长期看，医疗器械行业政策拐点或重塑估值逻辑。国家医保局7月24日优化集采规则，具备技术储备的企业有望改善利润空间。南卫股份境外收入占比达43.73%，东南亚等新兴市场需求扩容或打开第二增长曲线。中信建投指出，若公司2025年三季度实现成本优化，当前市净率存在修复空间。技术面显示股价突破20日均线后维持多头排列，但-10.75倍市盈率（TTM）反映扭亏仍需依赖经营改善。中邮证券认为，海外订单弹性与集采政策落地节奏将成关键变量，建议关注下半年成本控制成效。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557584426","isCrawlerRequest":true}

南卫股份涨6.69%创近2年新高 政策红利与海外业务驱动股价上行

精彩评论

南卫股份涨6.69%创近2年新高政策红利与海外业务驱动股价上行