Summary of Key Points Core Viewpoint - WeiSi Medical announced the results of share reduction by certain directors and senior management, indicating compliance with previously disclosed reduction plans [1][3]. Reduction Subject's Pre-Reduction Situation - Before the reduction, Director and CFO Chen Lili held 30,625 shares, accounting for 0.0320% of the total share capital. Vice President and core technician Qiu Kai held 136,500 shares, representing 0.1425% of the total share capital. Both holdings originated from a restricted stock incentive plan and were unrestricted tradable shares [2]. Results of the Reduction Plan Implementation - On May 8, 2025, the company received a notice regarding the share reduction plan from the two shareholders. Chen Lili planned to reduce up to 7,656 shares (0.0080% of total shares) and Qiu Kai planned to reduce up to 34,125 shares (0.0356% of total shares) through centralized bidding within a specified period [3]. - As of the announcement date, Chen Lili had reduced 7,600 shares (0.0079% of total shares) at a price range of 48.40 - 53.46 CNY per share, totaling 400,620.80 CNY, leaving her with 23,025 shares (0.0240%) [3]. - Qiu Kai had reduced 34,000 shares (0.0355% of total shares) at a price range of 45.98 - 46.90 CNY per share, totaling 1,582,713.90 CNY, leaving him with 102,500 shares (0.1070%) [3]. - The actual reduction matched the previously disclosed plan, and the reduction period has concluded without early termination [3].

南京伟思医疗科技股份有限公司 证券代码：688580 证券简称：伟思医疗 公告编号：2025-036 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： 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 136,500股，占公司总股本的比例为0.1425%。上述董事、高级管理人员持有的公 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 0.0080%；核心技术人员、副总经 ...

Summary of Key Points - The company WeiSi Medical announced that two directors and executives have completed their share reduction plans [1] - Chen Lili reduced her holdings by 7,600 shares from June 3, 2025, to September 3, 2025, which represents 0.0079% of the company's total share capital, with a reduction price range of 48.4 to 53.46 yuan per share [1] - Qiu Kai reduced his holdings by 34,000 shares during the same period, accounting for 0.0355% of the company's total share capital, with a reduction price range of 45.98 to 46.9 yuan per share [1]

Core Viewpoint - The company reported a steady growth in revenue and profit for the first half of 2025, driven by increasing demand in rehabilitation medical services and devices, alongside improved operational efficiency [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 210 million, a year-on-year increase of 9.85% - The net profit attributable to shareholders was 69 million, up 39.71% year-on-year - The net profit excluding non-recurring items was 64 million, reflecting a 46.30% year-on-year growth - For Q2 2025, revenue reached 115 million, with a year-on-year growth of 10.23% - The net profit attributable to shareholders for Q2 was 36 million, increasing by 29.56% - The net profit excluding non-recurring items for Q2 was 33 million, up 36.27% year-on-year [1]. Operational Efficiency - In Q2 2025, the company's sales expense ratio was 19.35%, a decrease of 7.68 percentage points year-on-year - The management expense ratio was 8.99%, down by 2.00 percentage points year-on-year - These improvements indicate enhanced operational management efficiency [2]. R&D and Product Development - The company invested 11 million in R&D in Q2 2025, accounting for 9.45% of revenue - Continued investment in traditional technology platforms like electrical and magnetic stimulation, with new product registrations enhancing market share - Increased focus on R&D for radiofrequency and laser energy sources to improve product performance and competitiveness [2]. Market Expansion - The company is focusing on leading products and solutions for pelvic floor, postpartum rehabilitation, mental health, and neurological rehabilitation in the domestic market - Efforts are being made to cultivate new growth engines in the energy source aesthetic medicine matrix - Participation in international exhibitions, such as the American Clinical Transcranial Stimulation Society Annual Meeting, has garnered positive market feedback, indicating potential for overseas business growth [3]. Profit Forecast and Valuation - The company's net profit forecasts for 2025-2026 have been slightly adjusted downwards to 131 million, 151 million, and 180 million, reflecting decreases of 6.6%, 9.4%, and 8.0% respectively from previous estimates - The current price corresponds to a PE ratio of 39, 34, and 28 for 2025-2027 - The company is positioned as a leader in magnetic and electric rehabilitation devices, benefiting from the high growth potential in the rehabilitation industry and consumer upgrades, maintaining an "accumulate" rating [3].

Investment Rating - The report maintains an "Accumulate" rating for the company [5] Core Views - The company achieved steady revenue growth in Q2 2025, with a revenue of 210 million yuan, representing a year-on-year increase of 9.85%, and a net profit attributable to shareholders of 69 million yuan, up 39.71% year-on-year [1] - The growth is attributed to the continuous demand for rehabilitation medical services and devices, alongside an expanding product matrix [2] - The company is focusing on R&D innovation, with R&D expenses amounting to 11 million yuan, which is 9.45% of revenue, and is enhancing its product offerings in traditional and emerging technology platforms [2][3] - The company is also accelerating its international expansion, with positive feedback from participation in international exhibitions, indicating potential for overseas business growth [3] Summary by Sections Financial Performance - In Q2 2025, the company reported revenue of 115 million yuan, a 10.23% increase year-on-year, and a net profit of 36 million yuan, up 29.56% year-on-year [1] - For the first half of 2025, the company’s revenue was 210 million yuan, with a net profit of 69 million yuan, reflecting a 39.71% increase [1] Operational Efficiency - The sales expense ratio decreased to 19.35%, down 7.68 percentage points year-on-year, while the management expense ratio fell to 8.99%, down 2.00 percentage points, indicating improved operational efficiency [2] R&D and Product Development - The company continues to invest in R&D, focusing on traditional technology platforms and new product registrations, which strengthens its market position [2] - The company is enhancing the performance and applicability of its PicoV picosecond laser products through increased R&D investment [2] Market Expansion - The company aims to provide leading products and solutions for pelvic and postpartum rehabilitation, as well as mental and neurological rehabilitation, to ensure stable performance growth [3] - The international market is seen as a new growth engine, with ongoing efforts to gain product access qualifications [3] Profit Forecast and Valuation - The profit forecast for 2025-2026 has been slightly adjusted downwards due to increased industry competition, with net profit estimates of 131 million yuan and 151 million yuan for 2025 and 2026, respectively [3] - The current price corresponds to a PE ratio of 39 for 2025, 34 for 2026, and 28 for 2027 [3]

截至2025年8月29日收盘，伟思医疗（688580）报收于52.96元，较上周的54.72元下跌3.22%。本周，伟 思医疗8月26日盘中最高价报56.56元。8月28日盘中最低价报51.4元。伟思医疗当前最新总市值50.72亿 元，在医疗器械板块市值排名74/126，在两市A股市值排名3279/5152。 本周关注点 股本股东变化股东户数变动 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 股本股东变化：截至2025年6月30日股东户数为8095户，较3月31日增加2162户，增幅36.44%。 业绩披露要点：2025年中报归母净利润6932.42万元，同比上升39.71%。 截至2025年6月30日，伟思医疗股东户数为8095.0户，较3月31日增加2162.0户，增幅36.44%。户均持股 数量由上期的1.61万股下降至1.18万股，户均持股市值为55.0万元。 业绩披露要点财务报告 伟思医疗2025年中报显示，主营收入2.1亿元，同比上升9.85%；归母净利润6932.42万元，同比上升 39.71%；扣非净利润6357. ...

登录新浪财经APP 搜索【信披】查看更多考评等级 一、监事会会议召开情况 南京伟思医疗科技股份有限公司（以下简称"公司"）第四届监事会第五次会议通知于2025年8月15日以 书面方式向全体监事发出。会议于2025年8月27日以现场结合通讯方式在公司会议室召开。 本次会议由监事会主席胡平先生主持，本次会议应出席会议监事3人，实际出席会议监事3人,本次会议 的召开符合《中华人民共和国公司法》《上海证券交易所科创板股票上市规则》等相关法律、行政法 规、规范性文件及《南京伟思医疗科技股份有限公司章程》（以下简称"《公司章程》"）的有关规定。 二、监事会会议审议情况 （一）审议通过《关于公司2025年半年度报告及其摘要的议案》 经审议，全体监事会认为：公司2025年半年度报告的编制和审议程序符合相关法律法规及《公司章程》 等内部规章制度的规定；公司2025年半年度报告的内容与格式符合相关规定，公允地反映了公司2025年 半年度的财务状况和经营成果等事项；半年度报告编制过程中，未发现公司参与半年度报告编制和审议 的人员有违反保密规定的行为；监事会全体成员保证公司2025年半年度报告披露的信息真实、准确、完 整，不存在任何 ...

公司代码：688580 公司简称：伟思医疗 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到上海证券交易所网站（http://www.sse.com.cn/）网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节"管理层讨论与分析"之"四、风险因素"。 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 第二节 公司基本情况 2.1公司简介 公司股票简况 单位: 股 ■ 2.4前十名境内存托凭证持有人情况表 ...

Summary of Key Points from Conference Call Records Company: Horizon Robotics - **Revenue Performance**: In H1 2025, Horizon Robotics reported revenue of 1.57 billion yuan, a year-on-year increase of 68%, exceeding the expected 1.43 billion yuan. Gross profit was 1.02 billion yuan, a 39% increase year-on-year, but slightly below the expected 1.04 billion yuan [1] - **Business Segmentation**: Revenue from automotive products and solutions reached 780 million yuan, up 250% year-on-year, with shipments of 1.98 million units, a 115% increase. Revenue from automotive licensing and services was 740 million yuan, a 6.9% increase year-on-year [1] - **Market Position**: Horizon Robotics is the first domestic company to achieve a shipment volume of over 10 million units in intelligent driving technology, holding market shares of 32.4% in autonomous driving computing solutions and 45.8% in ADAS front-view integrated machines, both ranking first in the market [1] - **Core Partner**: Zhongke Chuangda, which has a joint venture with Horizon Robotics, reported a non-net profit of 49 million yuan in Q2 2025, a 16-fold increase year-on-year, driven by a 136% increase in revenue from AloT business [1] Industry: Satellite Communication - **Government Initiatives**: On August 27, 2025, the Ministry of Industry and Information Technology released guidelines to promote the development of the satellite communication industry, aiming for over 10 million users of direct satellite connections by 2030 [2] - **Market Developments**: Domestic progress includes China Telecom's plan to promote over 30 direct connection models by May 2025, with annual sales expected to exceed 16 million units [2] - **Key Technologies**: Phased array and beamforming technologies are critical for the implementation of direct satellite communication [3] Industry: Medical and Pharmaceutical - **Policy Framework**: The Ministry of Commerce and Jiangsu Provincial Government issued a development plan for the biopharmaceutical industry on August 27, 2025, focusing on innovation in drugs and high-end medical devices [5] - **Market Size**: In 2024, Jiangsu is expected to approve 352 new drugs, including 13 innovative drugs, leading the nation. The biopharmaceutical cluster in Jiangsu is projected to generate revenue of 454.39 billion yuan in 2024, accounting for 15.3% of the national total [5] - **Core Companies**: Weisi Medical, specializing in non-invasive brain-machine interfaces, and Zhaoyan New Drug, which provides non-clinical research services, are highlighted as key players in the sector [5] Company: Dongtian Microelectronics - **Financial Performance**: In H1 2025, Dongtian Microelectronics reported revenue of 376 million yuan, a 42.29% increase year-on-year, with a non-net profit of approximately 49.78 million yuan, up 109.47% [6] - **Product Expansion**: The company is expanding its product offerings in optical communication and consumer electronics, including camera optical components supplied to Huawei [6] Company: Haosi Automotive Electronics - **Strategic Partnership**: Haosi Automotive Electronics has become a key partner of NVIDIA Jetson Thor, focusing on developing control systems for robotics [7] - **Market Trends**: The value of single-vehicle perception systems is increasing, with prices rising from below 1,000 yuan to 3,000-4,000 yuan per unit due to the proliferation of intelligent driving technologies [7] Company: Yunnan Energy Investment - **Renewable Energy Development**: Yunnan Rongyao New Energy is undergoing compliance checks for its integration into Yunnan Energy Investment, which will increase its renewable energy capacity by nearly 50% [8] - **Financial Projections**: Assuming an annual power generation of 1.2 billion kWh and an electricity price of 0.35 yuan per kWh, the projected annual revenue could reach approximately 420 million yuan, with net profits estimated between 150 million to 200 million yuan [8] Company: Zhongxin Group - **Revenue Growth**: In Q2 2025, Zhongxin Group reported revenue of 1.246 billion yuan, a 161% increase year-on-year, driven by land development and industrial investment [9] - **Operational Metrics**: The company has developed a total area of 3 million square meters in industrial parks, with an occupancy rate of 81% [9] Company: Broadcom Integration - **AI Chip Demand**: Broadcom Integration is benefiting from the growing demand for AI chips in smart terminals, with a focus on Wi-Fi MCU and various AI-integrated chips for applications in AI glasses and toys [10]

公司股东户数为8095户，前十大股东持股数量为6620.32万股，占总股本比例为69.13%，前十大股东持股情况如下： 2025年8月28日，伟思医疗(688580.SH)发布2025年中报。 | 序号 | 股东名称 | 持股 | | --- | --- | --- | | 1 | 王志愚 | 39.41 | | 2 | 胡平 | 16.4 | | 3 | 南京志达创业投资中心(有限合伙) | 8.29 | | 4 | 深圳市阳和生物医药产业投资有限公司 | 1.80 | | 5 | 赵光明 | 0.76 | | ଚି | 胡君 | 0.56 | | 7 | 范利利 | 0.49 | | 8 | 余风华 | 0.49 | | ਰੇ | 范仪忠 | 0.46 | | 10 | 南京志明达创业投资中心(有限合伙) | 0.42 | 公司营业总收入为2.10亿元，在已披露的同业公司中排名第72。归母净利润为6932.42万元。经营活动现金净流入为6478.50万元。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 公司最新资产负债率为8.95%，较上季度资产负债率增加0.48个百分点。 公司 ...