关于持股 5%以上股东股份减持计划的预披露公告 股东大博医疗国际投资有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 持有大博医疗科技股份有限公司（以下简称"公司"）82,926,901 股股份（占 公司当前总股本 414,019,506 股的比例为 20.03%，占剔除回购专户股份数量后公 司总股本 406,609,606 股的比例为 20.39%）的股东大博医疗国际投资有限公司（以 下简称"大博国际"）计划自本公告披露之日起 15 个交易日后的 3 个月内以集 中竞价或大宗交易方式减持公司股份不超过 8,280,390 股（占公司当前总股本比 例为 2.00%，占剔除回购专户股份数量后公司总股本比例为 2.04%），且任意连 续 90 个自然日内，减持股份的额度将严格遵守相关法律法规的规定。 公司于近日收到持股 5%以上股东大博国际的《股份减持计划告知函》，现 将具体情况公告如下： 一、股东基本情况 证券代码：002901 证券简称：大博医疗 公告编号：2 ...

大博医疗(002901.SZ)公告称，股东大博国际计划自公告披露之日起15个交易日后的3个月内以集中竞价 或大宗交易方式减持公司股份不超过8,280,390股，占公司当前总股本比例为2.00%，占剔除回购专户股 份数量后公司总股本比例为2.04%。减持计划实施期间，公司有发生送红股、资本公积金转增股本、增 发新股、配股等股份变动或除权事项，上述拟减持股份数量将相应进行调整。 ...

融券方面，当日融券卖出0.21万股，净卖出0.21万股。 来源：金融界 最近三个交易日，21日-25日，大博医疗分别获融资买入0.25亿元、0.28亿元、0.28亿元。 8月25日，沪深两融数据显示，大博医疗获融资买入额0.28亿元，居两市第2258位，当日融资偿还额0.32 亿元，净卖出447.56万元。 ...

Core Viewpoint - Dabo Medical's stock price increased to 58.69 yuan as of August 25, 2025, reflecting a rise of 0.28 yuan or 0.48% from the previous trading day, indicating positive market sentiment towards the company [1] Company Overview - Dabo Medical specializes in the research, development, production, and sales of orthopedic medical devices, with products covering trauma, spine, joints, and sports medicine [1] - The company is part of the medical device sector and the Fujian region, and it has been included in the 2025 mid-term report pre-increase concept [1] Market Performance - On August 25, 2025, the trading volume was 319 million yuan, with a turnover rate of 1.89% [1] - Dabo Medical was recently included in FTSE Russell and S&P related indices, leading to an increase in market performance expectations [1] Capital Flow - On August 25, 2025, there was a net outflow of 1.4897 million yuan in main funds, with a cumulative net outflow of 101 million yuan over the past five days [1]

Core Viewpoint - The article highlights that after the implementation of centralized procurement in the orthopedic high-value consumables sector, the industry has entered a new normal characterized by "price reduction and volume increase," posing significant challenges for manufacturers in terms of maintaining profits and cash flow. However, the company Dabo Medical has reported impressive results in its 2025 semi-annual report, showcasing a combination of rapid revenue growth, high profit elasticity, and significant cash flow improvement [2][10]. Financial Performance - Dabo Medical's revenue for the first half of the year reached 1.21 billion yuan, a year-on-year increase of 25.55%, while the net profit attributable to shareholders was 244 million yuan, soaring by 76.69% [6][11]. - The net profit growth rate significantly outpaced revenue growth, primarily due to a maintained net profit margin of around 20%, which is relatively high among domestic orthopedic companies [4][6]. - The overall gross profit margin stood at 71.01%, showing slight fluctuations compared to the same period last year [6][11]. Cost and Investment - The company effectively controlled expenses, with a slight decrease in the sales expense ratio, while R&D investment continued to rise, indicating improved overall efficiency [7][8]. - The gross profit margins for key segments are as follows: Trauma at 77.66%, Minimally Invasive Surgery at 77.55%, and Spine at 73.69%, while the Joint segment had a lower margin of 37.05% [7][26]. Cash Flow - The net cash flow from operating activities was 263 million yuan, reflecting a year-on-year increase of 96.30%, indicating that the company not only generated profits but also saw substantial cash inflow [9][11]. Business Progress - In the first half of 2025, Dabo Medical's revenue structure remained centered on Trauma, accounting for nearly 40% of total revenue, while the Joint, Neurosurgery, and other segments showed high growth rates, indicating a shift in the revenue structure [12][16]. - The overseas revenue accounted for over 10% of total revenue, growing significantly faster than domestic revenue, suggesting that Dabo Medical is not only maintaining its domestic market share post-procurement but also finding new growth opportunities abroad [13][16]. R&D and Product Layout - Dabo Medical's R&D expenses amounted to 160 million yuan, with a growth rate of 13.2%, indicating a commitment to maintaining R&D investment despite pricing pressures from centralized procurement [19][20]. - The company's strategy is characterized as "steady and balanced," ensuring profitability while keeping the product line competitive [23]. Risks and Opportunities - The company faces risks from ongoing centralized procurement price pressures, which have affected core categories such as joints, spine, and trauma [24][25]. - Future growth potential lies in the expansion of the Joint segment in lower-tier markets and overseas markets, with the latter showing a revenue growth rate of 40-50% [27][28]. - The ability to convert R&D investments into new product revenues will be crucial for maintaining competitive advantages in the industry [29].

Core Viewpoint - The financial performance of Dabo Medical (002901) shows significant growth in revenue and profit for the first half of 2025, indicating a strong recovery and improved profitability metrics compared to the previous year [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 1.21 billion yuan, a year-on-year increase of 25.55% [1] - Net profit attributable to shareholders was 244 million yuan, up 76.69% year-on-year [1] - Gross margin improved to 71.01%, an increase of 6.21% compared to the previous year [1] - Net margin rose to 21.42%, reflecting a 36.92% increase year-on-year [1] - Operating cash flow per share increased by 96.3% to 0.63 yuan [1] Cost Management - Total selling, administrative, and financial expenses amounted to 378 million yuan, accounting for 31.23% of revenue, down 13.55% year-on-year [1] - Significant reductions in short-term and long-term borrowings were noted, with decreases of 31.26% and 14.83% respectively, due to loan repayments [2] Market Position and Strategy - The company has increased its market share due to improved domestic and international sales, attributed to a rise in market penetration [2] - The company is focusing on innovation and R&D to enhance product quality and meet clinical needs, particularly in the orthopedic sector [9][10] - Dabo Medical's overseas business generated approximately 217 million yuan in revenue for 2024, accounting for 10.16% of total revenue, indicating a growing international presence [12] Future Outlook - Analysts project the company's performance for 2025 to reach a net profit of 484 million yuan, with an average earnings per share of 1.17 yuan [6] - The company plans to strengthen its market position in both orthopedic and non-orthopedic fields, aiming for higher market shares in trauma, spine, joint, and sports medicine [13] - Dabo Medical is open to potential overseas acquisitions to enhance its competitive strength in international markets [12]

证券之星消息，截至2025年8月22日收盘，大博医疗(002901)报收于58.41元，下跌0.15%，换手率 1.71%，成交量4.93万手，成交额2.86亿元。 8月22日的资金流向数据方面，主力资金净流出4421.62万元，占总成交额15.44%，游资资金净流入 270.85万元，占总成交额0.95%，散户资金净流入4150.76万元，占总成交额14.49%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： | 指标 | 大博医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 241.83亿元 | 122.43亿元 | 9 123 | | 净资产 | 32.33亿元 | 38.93亿元 | 45 123 | | 净利润 | 2.44亿元 | 1亿元 | 14 123 | | 市盈率(动) | 49.5 | 77.99 | 57 123 | | 市净率 | 7.69 | 4.01 | 113 123 | | 毛利率 | 71.01% | 51.31% | 17 123 | | 净利率 | 21.42% | 10.85% | 33 1 ...

Core Viewpoint - The company, Dabo Medical, has shown significant growth in its financial performance for the first half of 2025, with notable increases in revenue and profit metrics, despite a slight decline in stock price on August 22, 2025 [1]. Financial Performance - For the first half of 2025, Dabo Medical achieved a revenue of 1.21 billion yuan, representing a year-on-year growth of 25.55% [1]. - The net profit attributable to shareholders reached 244 million yuan, marking a year-on-year increase of 76.69% [1]. - The net profit after deducting non-recurring items was 223 million yuan, reflecting an 82.64% year-on-year growth [1]. - The net cash flow from operating activities was 263 million yuan, which is a 96.3% increase compared to the previous year [1]. - Revenue from overseas business grew by 50.84%, contributing to 13.02% of total revenue [1]. Stock Performance - As of August 22, 2025, Dabo Medical's stock price was 58.41 yuan, down 0.15% from the previous trading day [1]. - The stock opened at 58.75 yuan, reached a high of 58.78 yuan, and a low of 57.51 yuan, with a trading volume of 286 million yuan and a fluctuation of 2.17% [1]. - On August 22, there was a net outflow of 44.22 million yuan in principal funds, accounting for 0.26% of the circulating market value [1]. - Over the past five days, the cumulative net outflow of principal funds was 149 million yuan, representing 0.88% of the circulating market value [1].

Group 1 - The core viewpoint of the news is that Dabo Medical (002901.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investment in the company [1] - As of August 21, 2025, a total of 14 institutional investors hold shares in Dabo Medical, with a combined holding of 192 million shares, representing 46.36% of the total share capital [1] - The top ten institutional investors account for 46.23% of the total shares, with a decrease of 1.08 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one public fund, Southern CSI 1000 ETF, increased its holdings slightly, while six new public funds were disclosed, including Dachen Multi-Strategy Mixed (LOF) A and Dachen Quality Medical Stock A [2] - Three public funds were not disclosed in the current period compared to the previous quarter, including Huabao CSI Medical ETF and Fuyong Medical Health Mixed Fund A [2] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.46% compared to the previous period [2]

大博医疗（SZ 002901，收盘价：58.5元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约12.1亿元，同比增加25.55%；归属于上市公司股东的净利润约2.44亿元，同比增加76.69%；基本每股 收益0.6007元，同比增加79.9%。 （文章来源：每日经济新闻） ...