10月21日，博拓生物涨5.01%，截至发稿，报42.14元/股，成交3060.43万元，换手率0.49%，总市值 62.93亿元。 资料显示，杭州博拓生物科技股份有限公司位于浙江省杭州市余杭区仓前街道途义路27号，成立日期 2008年11月28日，上市日期2021年9月8日，公司主营业务涉及从事POCT诊断试剂的研发、生产和销 售。主营业务收入构成为：POCT产品业务及其他100.00%。 从博拓生物十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 广发价值核心混合A（010377）基金经理为吴远怡。 截至发稿，吴远怡累计任职时间5年23天，现任基金资产总规模204.78亿元，任职期间最佳基金回报 103.58%， 任职期间最差基金回报-21.69%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓博拓生物。广发价值核心混合A（010377）二季度持有股数423.6 万股，占基金净值比例为2.75%，位居第八大重仓股。根据测 ...

证券之星消息，9月29日，博拓生物（688767）融资买入845.46万元，融资偿还683.1万元，融资净买入 162.36万元，融资余额2.24亿元，近3个交易日已连续净买入累计475.07万元，近20个交易日中有12个交 易日出现融资净买入。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-09-29 | 2.24亿 | 162.36万 | 0.73% | | 2025-09-26 | 2.23亿 | 279.99万 | 1.27% | | 2025-09-25 | 2.20亿 | 32.72万 | 0.15% | | 2025-09-24 | 2.20亿 | 725.56万 | 3.42% | | 2025-09-23 | 2.12亿 | -152.05万 | -0.71% | 小知识 融资融券：融资余额是指融资买入股票的金额与融资偿还的金额之间的差额。如果融资余额增加，说明 投资者心态偏向买方，市场受欢迎，是强势市场；反之，则属于弱势市场。融券余额是指每日卖出的融 券金额与偿还的融券金额之间的差额。融券余额增加，说 ...

Group 1 - The A-share market saw a significant decline in brain-computer interface concept stocks, with several companies experiencing drops of over 5% [1] - Notable companies that fell over 5% include Dineike, Xiangyu Medical, Meihao Medical, Chengdu Huamei, and Tom Cat [1] - Other companies such as Yanshan Technology, Zhongke Information, Aipeng Medical, Nanjing Panda, Weisi Medical, Innovation Medical, Robot, Mailande, Beiqingsong, Botuo Biological, and Rongtai Health dropped over 4% [1]

Core Viewpoint - As of September 19, a total of 137 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Tianpu Co., which has seen net buying for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include Jiankangyuan, Shandong Publishing, Aima Technology, Mosi Co., Botuo Biotechnology, Zhuojin Co., Aolaide, and New Light Optoelectronics [1]

Core Viewpoint - As of September 18, a total of 149 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the highest number of consecutive days of net buying is Tianpu Co., which has seen net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Jiankangyuan, Shandong Publishing, Aima Technology, Mosi Co., Hunan Haili, Xiamen Guomao, Zhuojin Co., and Botuo Biotechnology [1]

截至6月30日，博拓生物股东户数5583.00，较上期减少10.13%；人均流通股26747股，较上期增加 55.77%。2025年1月-6月，博拓生物实现营业收入2.03亿元，同比减少23.91%；归母净利润1240.24万 元，同比减少82.82%。 分红方面，博拓生物A股上市后累计派现7.98亿元。近三年，累计派现4.78亿元。 机构持仓方面，截止2025年6月30日，博拓生物十大流通股东中，广发价值核心混合A（010377）位居 第六大流通股东，持股423.60万股，相比上期增加150.21万股。 9月15日，博拓生物跌0.12%，成交额9922.65万元。两融数据显示，当日博拓生物获融资买入额1943.01 万元，融资偿还1484.11万元，融资净买入458.89万元。截至9月15日，博拓生物融资融券余额合计2.00 亿元。 融资方面，博拓生物当日融资买入1943.01万元。当前融资余额2.00亿元，占流通市值的3.15%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，博拓生物9月15日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融 ...

Core Insights - The domestic brain-computer interface (BCI) industry is entering a phase of accelerated development in 2025, with significant advancements emerging continuously [1] - Multiple A-share listed companies have disclosed recent updates on their BCI businesses, indicating a clear industry application blueprint and a push towards commercialization [2][5] Company Developments - MaiLand has focused on non-invasive BCIs, achieving technological accumulation in areas such as upper limb and hand movement robotics and non-invasive neural regulation, with clinical validation underway for key projects [2][7] - Xiangyu Medical has launched over 10 new products, including BCIs and exoskeleton robots, and has established a collaborative center for BCI rehabilitation treatment and neural regulation [3][7] - QiSheng Technology is exploring cross-industry integration with BCI technology, particularly in sleep health, and has set up a digital sleep industry fund [3] - Zhongke Information has established a laboratory for cognitive and smart medical applications, focusing on developing closed-loop BCI systems for intelligent anesthesia and rehabilitation [3][7] - Aipeng Medical is working on monitoring brain states during surgery and developing treatment systems for conditions like insomnia and ADHD [3][7] Industry Trends - The BCI industry is seeing a multi-faceted approach to commercialization, with companies accelerating investment and product rollout, supported by local policies that facilitate the commercialization process [5][6] - The Shanghai Medical Insurance Bureau has introduced new medical service pricing items for invasive and non-invasive BCI procedures, which is expected to clear obstacles for commercialization [6] - Companies like Daoshi Technology and Botuo Bio are making strategic investments in BCI-related ventures, indicating a growing interest in the sector [5][6]

Group 1 - The fentanyl concept sector increased by 0.65%, ranking first among concept sectors, with two stocks rising, including Renfu Pharmaceutical which hit the daily limit [1] - The main funds net inflow into the fentanyl concept sector was 577 million yuan, with Renfu Pharmaceutical receiving the largest net inflow of 571 million yuan [2][3] - The net inflow ratios for leading stocks in the fentanyl concept were 18.07% for Renfu Pharmaceutical, 8.67% for Enhua Pharmaceutical, and 2.06% for Lingrui Pharmaceutical [3] Group 2 - The stocks with the largest declines in the fentanyl concept sector included Dongfang Biology, Wanfu Biology, and Botuo Biology, with declines of 1.88%, 1.54%, and 1.36% respectively [1][2] - The trading volume and turnover rates for the leading stocks in the fentanyl concept were notable, with Renfu Pharmaceutical showing a turnover rate of 9.23% [3]

Financial Performance - In H1 2025, the company reported revenue of 203 million yuan, a decrease of 23.91%, and a net profit attributable to shareholders of 12.4 million yuan, down 82.82% [1] - Q2 2025 revenue was 115 million yuan, a decline of 12.27%, with a net profit of 3.67 million yuan, down 88.72% [1] - The decline in revenue was primarily due to tariff impacts on U.S. business and a slowdown in government procurement, alongside decreased demand for mosquito products in Latin America and respiratory testing in domestic markets [1] Cost and Expense Analysis - The company's expense ratios for R&D, sales, management, and financial costs were 19.67%, 9.91%, 17.46%, and -6.38% respectively, with increases of 8.31, 5.67, 5.47, and 6.29 percentage points [1] - Profit margins were more adversely affected than revenue due to increased registration fees, employee stock plan costs, and reduced financial income [1] Product Development and Innovation - The company launched several new products in H1 2025, including four new drug testing reagents and a chikungunya virus testing reagent, enhancing its product pipeline [2] - Microfluidic technology has improved device portability and adaptability, achieving laboratory-level sensitivity while reducing costs by 60% [2] - The company is focusing on the development of cardiac markers, thyroid function, and nutritional products, with multi-item testing on a single chip already achieved [2] Strategic Initiatives - The company has strategically entered the brain-computer interface market through its subsidiary, investing in a company that targets treatment for severe depression [2] - The brain-computer interface market is expected to grow significantly due to policy support and technological breakthroughs, which could enhance the company's long-term growth prospects [2] Future Projections - Revenue projections for 2025-2027 are 585 million yuan, 731 million yuan, and 890 million yuan, with net profits of 108 million yuan, 166 million yuan, and 215 million yuan respectively [3] - Corresponding P/E ratios for 2025-2027 are expected to be 54.12, 35.17, and 27.27 [3]

8月28日，杭州博拓生物科技股份有限公司(下称"博拓生物")披露2025年半年度报告，报告期内，公司 实现营业收入2.03亿元，同比下降23.91%；归属于上市公司股东的净利润1240.24万元，同比下降 82.82%。 对于业绩下滑，博拓生物表示，公司对美业务受关税影响及政府采购减缓导致对美营业收入减少；受周 期性波动影响，国内呼吸道检测产品需求减少以及拉美地区登革热等蚊媒类产品需求减少导致营业收入 减少；注册费用、员工持股计划产生的股份支付费用增加，汇兑收益及利息收入等财务性收益同比减 少。 新冠检测红利褪去公司业绩显疲态 博拓生物成立于2008年，主要业务是体外诊断试剂，有传染病检测、药物滥用(毒品)检测、肿瘤标志物 检测、心肌标志物检测和生殖健康检测等五大系列。 凭借新冠检测业务，博拓生物成功上市。2021年9月8日，博拓生物在上海证券交易所科创板上市，发行 价格34.55元/股，募集资金9.21亿元，用于年产4亿人份医疗器械(体外诊断)产品扩建升级建设项目、体 外诊断研发中心建设项目、体外诊断产品生产线智能化改造建设项目、营销运营中心建设项目等。 不过，上述募投项目可谓"一地鸡毛"。其中，年产4亿人 ...