来源：金融界 主力资金净流出居前的分别为安杰思（1536.17万元）、科华生物（1457.06万元）、海利生物（1440.72 万元）、华大基因（1419.47万元）、福瑞股份（1329.15万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1300760迈瑞医疗230.5-0.098724.29万元 6.07%2300753爱朋医疗34.261.935531.45万元7.53%3300314戴维医疗15.2510.035504.85万元 11.77%4603658安图生物42.343.394457.47万元15.08%5688273麦澜德44.759.234025.59万元9.14%6002432 九安医疗40.121.192866.50万元6.27%7600587新华医疗18.144.432682.44万元3.88%8300453三鑫医疗 9.413.982472.80万元10.27%9688271联影医疗130.68-0.021943.47万元5.25%10603309维力医疗 14.92.831756.01万元10.29% 8月11日，医疗器械行业上涨1.65%，今日主力资金流出4.97亿元，成分 ...

Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 11 new stocks were added to their portfolio in the second quarter [1] - A total of 187 companies have released their semi-annual reports, and the top ten circulating shareholders' data indicates the actions of institutional investors [1] Group 1: Social Security Fund Holdings - The social security fund has invested in 32 stocks, with 11 new entries, 6 increased holdings, and 8 reduced holdings, while 7 stocks remained unchanged in their holdings [1] - The stock with the highest number of social security fund shareholders is Su Shi Shi Yan (300416), with 3 funds appearing in the top ten circulating shareholders [1] - The total holding of Su Shi Shi Yan by social security funds is 14.862 million shares, accounting for 2.94% of the circulating shares [1] Group 2: Performance of Newly Acquired Stocks - Among the newly acquired stocks, the highest holding percentage by social security funds is in Zhong Chumai, with a holding ratio of 3.45% [2] - The stock with the largest number of shares held by social security funds is Su Shi Shi Yan, with 14.862 million shares, followed by Zhongyuan Expressway (600020) and Ta Pai Group (002233) with 13 million and 12.166 million shares, respectively [2] - In terms of performance, 10 out of the newly acquired stocks reported a year-on-year increase in net profit, with Ta Pai Group achieving the highest growth rate of 92.47% [2]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 从董秘的年龄分布来看，40岁-50岁董秘是市场的中坚力量，占比共计达到45%；50岁以上的董秘占比为14%；30岁-40岁的董秘群体占比为36%；30岁及以下董秘群体占比为5%。其中，目前仍 从董秘的学历分布看，拥有专科、本科、硕士、博士学历的董秘占比分别为7%、45%、43%、5%。其中，获得博士学历的董秘共2人，分别为奥精医疗的仇志烨、中红医疗的张琳波。 从薪酬分布看，A股医疗耗材公司董秘年薪平均值为81.7万元。经统计，处于50万以下、50万-100万、100万-200万、200万以上各区间的人数占比分别为30%、41%、27%、2%。 其中，年薪排行前三的董秘分别为南微医学的龚星亮、微电生理的朱郁、威高骨科的林青，三人年薪分别为221.61万元、167.64万元、161.42万元。 从薪酬变动幅度看（仅统计任职两年以上董秘薪资数据），西山科技的白雪2024年薪酬降幅最大，同比降幅达54.09%；维力医疗的陈斌薪酬增幅最大，同比涨幅达191.72%。 责任编辑：公司观察 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资 ...

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary of company secretaries in the medical consumables sector is 817,000 yuan [2] - Salary distribution among company secretaries is as follows: below 500,000 yuan (30%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (27%), and above 2,000,000 yuan (2%) [2] - The top three highest-paid company secretaries are: Gong Xingliang from Nanwei Medical (2.2161 million yuan), Zhu Yu from Microelectrophysiology (1.6764 million yuan), and Lin Qing from Weigao Orthopedics (1.6142 million yuan) [2] Age and Education Distribution - The age distribution of company secretaries shows that those aged 40-50 constitute 45%, while those over 50 account for 14%, and those aged 30-40 make up 36% [1] - The educational background of company secretaries is as follows: 7% have an associate degree, 45% hold a bachelor's degree, 43% have a master's degree, and 5% possess a doctoral degree [1] Salary Changes - Among company secretaries with over two years of tenure, the largest salary decrease was observed for Bai Xue from Xishan Technology, with a year-on-year decline of 54.09% [2] - The highest salary increase was recorded for Chen Bin from Weili Medical, with a year-on-year increase of 191.72% [2]

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary of company secretaries in the medical consumables sector is 817,000 yuan [2] - Salary distribution among company secretaries is as follows: below 500,000 yuan (30%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (27%), and above 2,000,000 yuan (2%) [2] - The top three highest-paid company secretaries are: Gong Xingliang from Nanwei Medical (2.2161 million yuan), Zhu Yu from Microelectrophysiology (1.6764 million yuan), and Lin Qing from Weigao Orthopedics (1.6142 million yuan) [2] Age and Education Distribution - The age distribution of company secretaries shows that those aged 40-50 constitute 45%, while those over 50 account for 14%, and those aged 30-40 make up 36% [1] - The educational background of company secretaries is as follows: 7% have an associate degree, 45% hold a bachelor's degree, 43% possess a master's degree, and 5% have a doctoral degree [1] Salary Changes - Among company secretaries with over two years of tenure, the largest salary decrease was observed for Bai Xue from Xishan Technology, with a year-on-year decline of 54.09% [2] - The highest salary increase was recorded for Chen Bin from Weili Medical, with a year-on-year increase of 191.72% [2]

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary of company secretaries in the medical consumables sector is 817,000 yuan [2] - Salary distribution among company secretaries is as follows: below 500,000 yuan (30%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (27%), and above 2,000,000 yuan (2%) [2] - The top three highest-paid company secretaries are: Gong Xingliang from Nanwei Medical (2.2161 million yuan), Zhu Yu from Microelectrophysiology (1.6764 million yuan), and Lin Qing from Weigao Orthopedics (1.6142 million yuan) [2] Age and Education Distribution - The age distribution of company secretaries shows that those aged 40-50 constitute 45%, while those over 50 account for 14%, and those aged 30-40 make up 36% [1] - The educational background of company secretaries is as follows: 7% have an associate degree, 45% hold a bachelor's degree, 43% possess a master's degree, and 5% have a doctoral degree [1] Salary Changes - The largest salary decrease was observed for Bai Xue from Xishan Technology, with a year-on-year decline of 54.09% [2] - The largest salary increase was recorded for Chen Bin from Weili Medical, with a year-on-year increase of 191.72% [2]

半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有10只。 目前共有156家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示，社保基金共现身30只股，调仓动向方面，二季度社保基金新进10股、增持6股、减持8股，社保基金 持股量保持不变的有6股。 社保基金新建仓股票中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏试试 验，共有3家社保基金出现在前十大流通股东名单中，即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计为 1486.20万股，占流通股比例为2.94%。 从持股比例看，新进股中社保基金持有比例最多的是中触媒，持股量占流通股比例为3.45%，其次是北 鼎股份，社保基金持股比例为3.16%，持股比例居前的还有苏试试验、果麦文化、塔牌集团等。 从持股量统计，社保基金新进的个股中，持股量最多的是苏试试验，共持有1486.20万股，塔牌集团、 北鼎股份等紧随其后，持股量分别为1216.58万股、1000.00万股。 业绩方面，社保基金新进股中，半年报净利润同比增长的有9 ...

Core Viewpoint - The company reported a strong performance in the first half of 2025, with revenue and net profit showing significant year-on-year growth, driven by high-margin products and strategic overseas expansion [1][2][3]. Financial Performance - In H1 2025, the company achieved revenue of 745 million yuan (YoY +10.19%) and a net profit of 121 million yuan (YoY +14.17%) [1]. - In Q2 2025, revenue reached 397 million yuan (YoY +8.16%) with a net profit of 62 million yuan (YoY +11.39%) [1]. - The company's gross margin for H1 2025 was 45.04%, and net margin was 17.05%, reflecting improvements from the end of 2024 [2]. Business Segment Performance - Urology business revenue grew to 134 million yuan (+43.9%), driven by high-margin products [2]. - Nursing business revenue increased to 92 million yuan (+30.3%), supported by stable orders from international clients [2]. - Blood dialysis revenue reached 40 million yuan (+18.4%), while catheterization maintained a strong position with revenue of 220 million yuan (+13.6%) [2]. - Anesthesia and respiratory segments faced challenges, with revenues of 209 million yuan (-4.8%) and 27 million yuan (-38.54%) respectively [2]. Overseas Expansion - The company's overseas revenue in H1 2025 was 410 million yuan (+23%), with significant growth in North America, South America, and Southeast Asia [3]. - To mitigate tariff pressures and geopolitical risks, the company is establishing a second overseas production base in Indonesia, with the first phase expected to be operational within the year [3]. - The construction of a factory in Mexico is also underway to enhance supply stability and meet growing demand from international clients [3]. Future Outlook - Revenue projections for 2025-2027 are 1.765 billion, 2.080 billion, and 2.475 billion yuan, with respective growth rates of 16.92%, 17.89%, and 18.96% [4]. - Expected net profits for the same period are 263 million, 317 million, and 381 million yuan, with growth rates of 19.91%, 20.38%, and 20.46% [4].

目前共有116家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示，社保基金共现身22只股，调仓动向方面，二季度社保基金新进8股、增持5股、减持7股，社保基金 持股量保持不变的有2股。 半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有8只。 社保基金新建仓股票中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏试试 验，共有3家社保基金出现在前十大流通股东名单中，即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计为 1486.20万股，占流通股比例为2.94%。 （文章来源：证券时报网） 业绩方面，社保基金新进股中，半年报净利润同比增长的有7家，净利润增幅最高的是塔牌集团，公司 半年报共实现净利润43539.69万元，同比增幅为92.47%，净利润同比增幅居前的还有思维列控、中触媒 等，净利润分别增长59.76%、31.52%。（数据宝） 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量（万股） | 占流通股比例（%） | 行业 | | ...

Core Viewpoint - The company, Weili Medical, is currently facing a decline in stock price and has a lower price-to-earnings (PE) ratio compared to the industry average, indicating potential undervaluation in the medical device sector [1][2]. Company Summary - Weili Medical's stock closed at 14.18 yuan, down 1.87%, with a rolling PE ratio of 17.72 times and a total market capitalization of 4.153 billion yuan [1]. - The company ranks 39th in the medical device industry, which has an average PE ratio of 53.93 times and a median of 37.81 times [1][2]. - As of the 2025 semi-annual report, 16 institutions hold shares in Weili Medical, including 8 funds, 6 other institutions, 1 social security fund, and 1 insurance company, with a total shareholding of 161.66 million shares valued at 2.056 billion yuan [1]. Industry Summary - The medical device industry has a significantly higher average PE ratio of 53.93 times compared to Weili Medical's 17.72 times, suggesting that the company may be undervalued relative to its peers [2]. - The industry median PE ratio is 37.81 times, further highlighting the disparity between Weili Medical and the broader market [2]. - Other companies in the industry, such as Jiuan Medical and Yingke Medical, have PE ratios of 10.95 and 15.68 times, respectively, indicating a wide range of valuations within the sector [2]. Financial Performance - For the first half of 2025, Weili Medical reported revenue of 745 million yuan, a year-on-year increase of 10.19%, and a net profit of 121 million yuan, up 14.17% year-on-year, with a gross profit margin of 45.04% [1].