格隆汇9月10日丨伟思医疗(688580.SH)在投资者互动平台表示，公司在非侵入式脑机接口领域拥有丰富 的产品和技术储备，涵盖团体生物反馈、多参数生物反馈、新生儿脑电监测等产品。截至目前，公司已 获得数十项与脑机接口相关的专利成果，涉及脑电信号采集、脑电干扰信号校正、信号传输解析和机器 学习算法等核心技术，同时在非侵入式脑机接口电极方面也积累了多项专利和技术储备。与此同时，公 司目前在神经康复领域的技术布局已从单一设备向"诊断-治疗-康复"全周期解决方案延伸，针对闭环神 经康复系统，公司已具备脑电采集、无创神经调控、康复机器人等技术，根据实际临床需求，可以实 现"脑信号采集-意图解析-磁刺激调控-机械辅助执行"的闭环康复链:①对于中风后遗症患者，可通过脑 电帽实时捕捉运动想象信号，同步触发康复机器人执行训练，同时利用经颅磁刺激(TMS)增强神经可塑 性，加速运动功能重建;②对于脊髓损伤患者，公司表面肌电分析系统可评估残存神经功能，结合脉冲 磁场治疗仪干预受损眷髓节段，形成个性化康复方案。依托国家宏观政策支持，公司将密切关注神经科 学前端技术发展与运用情况，积极探索并开展多种形式的业务与技术合作，共同推动康复 ...

格隆汇9月10日丨伟思医疗(688580.SH)在投资者互动平台表示，公司在非侵入式脑机接口领域拥有丰富 的产品和技术储备，涵盖团体生物反馈、多参数生物反馈、新生儿脑电监测等产品。截至目前，公司已 获得数十项与脑机接口相关的专利成果，涉及脑电信号采集、脑电干扰信号校正、信号传输解析和机器 学习算法等核心技术，同时在非侵入式脑机接口电极方面也积累了多项专利和技术储备。与此同时，公 司目前在神经康复领域的技术布局已从单一设备向"诊断-治疗-康复"全周期解决方案延伸，针对闭环神 经康复系统，公司已具备脑电采集、无创神经调控、康复机器人等技术，根据实际临床需求，可以实 现"脑信号采集-意图解析-磁刺激调控-机械辅助执行"的闭环康复链:①对于中风后遗症患者，可通过脑 电帽实时捕捉运动想象信号，同步触发康复机器人执行训练，同时利用经颅磁刺激(TMS)增强神经可塑 性，加速运动功能重建;②对于脊髓损伤患者，公司表面肌电分析系统可评估残存神经功能，结合脉冲 磁场治疗仪干预受损眷髓节段，形成个性化康复方案。依托国家宏观政策支持，公司将密切关注神经科 学前端技术发展与运用情况，积极探索并开展多种形式的业务与技术合作，共同推动康复 ...

北信瑞丰健康生活主题灵活配置（001056）基金经理为庞文杰。 资料显示，南京伟思医疗科技股份有限公司位于江苏省南京市雨花台区宁双路19号9栋，成立日期2001 年1月10日，上市日期2020年7月21日，公司主营业务涉及康复医疗器械的研发、生产和销售,以研发创 新为发展驱动力,致力于在盆底及产后康复、神经康复、精神康复等细分领域为医疗及专业机构提供安 全、有效的康复医疗产品及整体解决方案。主营业务收入构成为：磁刺激类39.44%，耗材及配件 19.42%，电生理类19.18%，激光射频类10.26%，电刺激类8.42%，其他3.28%。 从基金十大重仓股角度 数据显示，北信瑞丰基金旗下1只基金重仓伟思医疗。北信瑞丰健康生活主题灵活配置（001056）二季 度减持4万股，持有股数9万股，占基金净值比例为4.68%，位居第七大重仓股。根据测算，今日浮亏损 失约24.3万元。 北信瑞丰健康生活主题灵活配置（001056）成立日期2015年3月27日，最新规模8937.79万。今年以来收 益38.97%，同类排名1228/8179；近一年收益76.4%，同类排名927/7984；成立以来收益32.3%。 9月9日， ...

Group 1 - The core viewpoint of the news is the performance and market position of Weisi Medical, which saw a stock price increase of 5.02% to 54.19 CNY per share, with a total market capitalization of 5.19 billion CNY [1] - Weisi Medical specializes in the research, production, and sales of rehabilitation medical devices, focusing on areas such as pelvic and postpartum rehabilitation, neurological rehabilitation, and mental rehabilitation [1] - The company's revenue composition includes magnetic stimulation products (39.44%), consumables and accessories (19.42%), electrophysiological products (19.18%), laser radiofrequency products (10.26%), electrical stimulation products (8.42%), and others (3.28%) [1] Group 2 - From the perspective of fund holdings, Weisi Medical is a significant investment for the Beixin Ruifeng Health Life Theme Flexible Allocation Fund, which reduced its holdings by 40,000 shares but still holds 90,000 shares, representing 4.68% of the fund's net value [2] - The Beixin Ruifeng Health Life Theme Flexible Allocation Fund has achieved a year-to-date return of 33.09% and a one-year return of 63.27%, ranking 1803 out of 8248 and 1504 out of 8051 in its category, respectively [2] - The fund manager, Pang Wenjie, has a tenure of over 5 years, with the best fund return during this period being 44.46% and the worst being -39.77% [3]

南京伟思医疗科技股份有限公司 2025 年第一次临时股东大会会议资料 证券代码：688580 证券简称：伟思医疗 南京伟思医疗科技股份有限公司 2025年第一次临时股东大会会议资料 2025 年 9 月 南京伟思医疗科技股份有限公司 2025 年第一次临时股东大会会议资料 2025 年第一次临时股东大会会议资料目录 | 2025 年第一次临时股东大会会议资料目录 1 | | | --- | --- | | 2025 年第一次临时股东大会会议须知 1 | | | 2025 年第一次临时股东大会会议议程 4 | | | 议案 1： 6 | | | 《关于取消监事会、修订<公司章程>并办理工商变更登记的议案》 | 6 | | 议案 2： 8 | | | 《关于补选公司第四届董事会独立董事候选人的议案》 | 8 | | 议案 3： 10 | | | 《关于修订部分公司内部治理制度的议案》 | 10 | 南京伟思医疗科技股份有限公司 2025 年第一次临时股东大会会议资料 2025 年第一次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司 ...

Investment Rating - The investment rating for the company is not explicitly stated in the provided documents, but the analysis suggests a positive outlook based on revenue growth and profitability improvements [1][2]. Core Insights - The company reported a revenue of 210 million yuan for the first half of 2025, representing a year-over-year increase of 9.85%, with a net profit of 69 million yuan, up 39.71% year-over-year [1][2]. - The revenue growth is attributed to a gradual recovery in market demand and successful promotion of new products, particularly in the magnetic stimulation and consumables segments [2]. - The company has a strong competitive position in the magnetic stimulation market, with expectations for growth as new products like MagNeuro ONE are launched [2]. - The profitability has significantly improved, with a net profit margin of 32.94% in the first half of 2025, benefiting from reduced costs and improved efficiency [2]. - The company is expanding into the medical aesthetics sector, with new products expected to drive future growth [2]. - The integration of AI and brain-machine interface technologies is anticipated to enhance product performance and competitiveness [2]. Financial Summary - For 2025, the company is projected to achieve revenues of 474 million yuan, with a year-over-year growth rate of 18.5%, and a net profit of 139 million yuan, reflecting a growth rate of 36.2% [3]. - The gross margin is expected to be around 66.7% in 2025, with a return on equity (ROE) of 8.4% [3]. - The earnings per share (EPS) is projected to be 1.45 yuan in 2025, with a price-to-earnings (P/E) ratio of approximately 35.58 [3].

Group 1: Company Insights - E Fund recently conducted research on seven listed companies, highlighting significant growth in revenue for Yuanjie Technology, particularly in the demand for 400G/800G optical modules, with expectations for substantial growth in the second half of 2025 [1] - Weisi Medical's lower limb exoskeleton device has been included in the medical insurance directory, and its electrical stimulation products are primarily used in obstetrics and gynecology departments [1] - Dekoli experienced rapid growth in computing power demand but faced challenges with capacity and supply chain resources, leading to insufficient order fulfillment [1] - Ningbo Jingda's performance was slightly impacted by international trade factors, but it saw a double-digit growth in orders in the second quarter, with a 70% increase in export orders after acquiring Wuxi Micro Research [2] - Xinmai Medical reported a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [3] - Kehua Data achieved a revenue of 3.733 billion yuan, with a 0.06% year-on-year growth, and a 16.77% increase in data center business revenue [4] Group 2: Industry Trends - The demand for high-power CW light sources and high-speed EML technology is increasing, with companies focusing on core technology breakthroughs and maintaining high gross profit margins [1] - The integration of advanced technologies in manufacturing, such as high-frequency pipe-making and rolling machines, is being pursued to promote import substitution in the industry [2] - The development of new energy solutions, including 2000V450kW inverters, is being accelerated to serve various sectors, including state-owned enterprises [3] - The semiconductor industry is facing challenges with high R&D investments and increased financial costs, impacting profitability for companies like Dongxin [5]

Group 1: Company Insights - Weis Medical's lower limb exoskeleton device has been included in the medical insurance directory, and its electrical stimulation products are primarily used in obstetrics and gynecology departments [1] - Dongfang Shenghong's refining segment achieved a net profit of 257 million yuan in the first half of 2025, turning a profit compared to the previous year, with plans for further capital expenditure reduction as new projects come online [1] - Dekoli is experiencing rapid growth in computing power demand, but faces challenges in capacity and supply chain resources, with a projected improvement expected in the second half of the year as a new factory comes online [2] - Guangdong Hongtu reported a revenue of 4.27 billion yuan in the first half of the year, a year-on-year increase of 17.21%, but a net profit decline of 34.08% due to rising raw material costs and increased competition [2] Group 2: Industry Trends - The refining and chemical industry is expected to benefit from anti-involution policies, with Dongfang Shenghong positioned as a scalable integrated refining enterprise [1] - The telecommunications sector is facing a decline, with Dekoli reporting an 8% year-on-year decrease in telecom business revenue [2] - The market is gradually increasing in concentration, with Guangdong Hongtu aiming to strengthen its core businesses while exploring new opportunities in low-altitude economy and intelligent robotics [2] Group 3: Fund Performance - Debang Fund, established in 2012, has an asset management scale of 54.524 billion yuan, ranking 83rd among 210 funds, with a notable performance from its best fund, which saw a growth of 222.91% in the past year [3]

Group 1 - The core viewpoint of the news is that Qushi Asset Management has conducted research on two listed companies, Weisi Medical and Dongxin Co., focusing on their recent developments and financial performance [1] Group 2 - Weisi Medical's lower limb exoskeleton device has been included in the medical insurance catalog, and its electrical stimulation products are primarily used in obstetrics and gynecology-related departments [1] - Dongxin Co. reported a total profit loss of 129 million yuan for the first half of 2025, an increase in loss year-on-year due to high R&D investment, rising administrative expenses, increased financial costs, and a loss of 52.31 million yuan from its investment in Shanghai Lishuan [1] - Dongxin Co. specializes in niche storage chips such as NAND Flash, NOR Flash, and DRAM, with applications in various sectors including communication, security, consumer electronics, industrial medical, and automotive electronics [1]

证券代码：688580 证券简称：伟思医疗 公告编号：2025-036 南京伟思医疗科技股份有限公司 关于部分董事、高级管理人员减持时间届满 暨减持股份结果的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 南京伟思医疗科技股份有限公司董事会 ? 董事、高级管理人员持股的基本情况 本次减持计划实施前，南京伟思医疗科技股份有限公司（以下简称"公司"） 董事、副总经理、财务总监陈莉莉女士直接持有公司股份30,625股，占公司总股 本的比例为0.0320%；核心技术人员、副总经理仇凯先生直接持有公司股份 司股份来源均为参与公司限制性股权激励计划归属获得的股份，为无限售流通股。 ? 减持计划的实施结果情况 公司于2025年5月8日收到上述2名股东《关于股份减持计划的告知函》，具 体内容如下：董事、副总经理、财务总监陈莉莉女士计划根据市场情况拟通过集 中竞价交易方式减持公司股份数量不超过7,656股，即不超过公司股份总数的 交易方式减持公司股份数量不超过34,125股，即不超过公司股份总数的0.035 ...