Core Viewpoint - The stock of Dabo Medical (002901) has shown a slight decline in price, with significant net outflows from major and retail investors, while the company has reported strong financial performance in its recent earnings report [1][3]. Financial Performance - Dabo Medical's total revenue for the first half of 2025 reached 1.21 billion yuan, representing a year-on-year increase of 25.55% [3] - The net profit attributable to shareholders was 244 million yuan, up 76.69% year-on-year [3] - The company's gross profit margin stands at 71.01%, significantly higher than the industry average of 51.85% [3] - The second quarter of 2025 saw a single-quarter revenue of 660 million yuan, a 22.96% increase year-on-year, with a net profit of 141 million yuan, reflecting an 84.47% increase [3] Market Activity - As of September 18, 2025, Dabo Medical's stock closed at 54.6 yuan, down 0.11%, with a trading volume of 34,900 lots and a total transaction value of 192 million yuan [1] - Over the past five days, the stock has experienced net outflows from major investors totaling 6.25 million yuan, while retail investors saw a net inflow of 15.30 million yuan [2] Industry Comparison - Dabo Medical's market capitalization is 22.605 billion yuan, significantly higher than the industry average of 12.073 billion yuan, ranking 11th in the industry [3] - The company's price-to-earnings ratio (P/E) is 46.27, which is lower than the industry average of 67.82, ranking 55th [3] - The return on equity (ROE) for Dabo Medical is 7.6%, compared to the industry average of 1.8%, ranking 13th [3]

Trading Information Summary - On September 17, 2025, the stock of Dabo Medical (002901) closed at 54.66 CNY, down 0.53% with a turnover rate of 0.87% and a trading volume of 25,100 shares, resulting in a transaction amount of 138 million CNY [1] - On the same day, the net outflow of main funds was 19.66 million CNY, while retail investors saw a net inflow of 18.95 million CNY [1][3] Company Announcement Summary - Dabo Medical held its 19th meeting of the third board of directors and the 18th meeting of the third supervisory board on September 17, 2025, where it approved the adjustment of the exercise price for the 2024 stock option incentive plan to 23.39 CNY per share [1] - The company will distribute a cash dividend of 5.00 CNY (including tax) for every 10 shares due to the 2024 annual equity distribution [1] - A total of 620,400 stock options will be granted to 89 core management and technical personnel, accounting for 0.15% of the company's total share capital, with an exercise price set at 23.39 CNY per option [1] - The company expects to amortize costs of 3.70 million CNY, 12.36 million CNY, and 3.75 million CNY from 2025 to 2027 due to this incentive plan [1] - An adjustment was made to the initial grant registration information due to a naming error, correcting the allocation of 3,600 restricted shares for two individuals with the name "Zheng" [1]

Group 1 - The core point of the article is that Dabo Medical announced the approval of a stock option plan for 89 incentive targets, granting a total of 620,400 stock options at an exercise price of 23.39 yuan per option [2] - The board and supervisory meetings are scheduled for September 17, 2025, to review and approve the stock option grant [2] - The authorization date for the stock options is also set for September 17, 2025 [2]

Group 1 - The core point of the article is that Dabo Medical announced an adjustment to the exercise price of its 2024 stock option incentive plan from 23.89 yuan per share to 23.39 yuan per share [2] - The adjustment was approved during the 19th meeting of the third board of directors and the 18th meeting of the third supervisory board held on September 17, 2025 [2] - The decision is in accordance with the relevant regulations of the "Management Measures for Equity Incentives of Listed Companies" and the draft of the 2024 stock option incentive plan [2]

Core Viewpoint - The stock of Dabo Medical (002901) has shown a decline in price and significant net outflow of main funds, indicating potential concerns among institutional investors [1][2]. Group 1: Stock Performance - As of September 17, 2025, Dabo Medical's stock closed at 54.66 yuan, down 0.53% with a turnover rate of 0.87% and a trading volume of 25,100 hands, resulting in a transaction amount of 138 million yuan [1]. - Over the past five days, the stock has experienced fluctuations, with a notable net outflow of main funds amounting to 1,966.24 million yuan on September 17, representing 14.28% of the total transaction amount [2]. Group 2: Financial Metrics - Dabo Medical's total market capitalization is 22.63 billion yuan, with a net asset value of 3.233 billion yuan and a net profit of 244 million yuan, ranking 12th, 45th, and 17th respectively in the medical device industry [3]. - The company reported a year-on-year revenue increase of 25.55% to 1.21 billion yuan and a net profit increase of 76.69% to 244 million yuan for the first half of 2025 [3]. - The gross profit margin stands at 71.01%, significantly higher than the industry average of 51.85%, indicating strong profitability [3]. Group 3: Investment Sentiment - In the last 90 days, only one institution has provided a rating for Dabo Medical, with a buy rating issued [4].

证券代码：002901 证券简称：大博医疗 公告编号：2025-034 大博医疗科技股份有限公司（以下简称"公司"）于 2025 年 9 月 17 日召开 第三届董事会第十九次会议、第三届监事会第十八次会议，审议通过了《关于调 整 2024 年股票期权激励计划行权价格的议案》，根据《上市公司股权激励管理 办法》（以下简称"《管理办法》"）等法律法规及《大博医疗科技股份有限公 司 2024 年股票期权激励计划（草案）》（以下简称"《激励计划（草案）》"） 的相关规定以及 2024 年第二次临时股东大会的授权，董事会对公司 2024 年股票 期权激励计划（以下简称"本次激励计划"或"本激励计划"）的行权价格进行 相应的调整。现对有关事项公告如下： 大博医疗科技股份有限公司 关于调整 2024 年股票期权激励计划行权价格的公告 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。 一、本次激励计划已履行的相关审批程序 1、2024 年 9 月 10 日，公司召开第三届董事会第十三次会议，会议审议通 过《关于公司〈2024 年股票期权激励计划（草案）〉及其摘要的议案》《关于 ...

证券代码：002901 证券简称：大博医疗 公告编号：2025-035 大博医疗科技股份有限公司 1 关于向激励对象授予预留股票期权的公告 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： 3、预留授予人数：89 人 4、行权价格：23.39 元/份 5、股票来源：公司向激励对象定向发行的本公司人民币 A 股普通股股票和 /或从二级市场回购的本公司人民币 A 股普通股股票 大博医疗科技股份有限公司（以下简称"公司"）2024 年股票期权激励计 划（以下简称"本激励计划"或"本次激励计划"）规定的预留股票期权授予条 件已经成就。根据公司 2024 年第二次临时股东大会的授权，公司于 2025 年 9 月 17 日召开第三届董事会第十九次会议和第三届监事会第十八次会议，审议通 过《关于向激励对象授予预留股票期权的议案》，同意并确定本次预留股票期权 的授权日为 2025 年 9 月 17 日，向符合授予条件的 89 名激励对象授予 62.04 万 份股票期权，行权价格为 23.39 元/份，现将相关事项公告如下： 一、本激励计划简述及已履行的审批程序 （一 ...

大博医疗科技股份有限公司 2、上述任何一名激励对象通过全部有效的股权激励计划获授的本公司股票均未超过公 司总股本的 1%； 3、公司全部有效的激励计划所涉及的标的股票总数累计不超过公司股本总额的 10%。 2024 年股票期权激励计划预留授予激励对象名单 （授权日） 一、公司授予预留股票期权的激励对象名单及授予总量情况 | 职务 | 获授的股票期 | 占本激励计划拟授出 | 占授权日股本总 | | --- | --- | --- | --- | | | 权数量(万份) | 全部权益数量的比例 | 额的比例 | | 核心管理人员及核心技 | 62.04 | 7.76% | 0.15% | | 术（业务）人员（89 人） | | | | 注：1、上述激励对象不包括独立董事和监事，亦不包括单独或合计持有上市公司 5%以 上股份的股东或实际控制人及其配偶、父母和子女； 大博医疗科技股份有限公司 董事会 2025 年 9 月 18 日 ...

证券代码：002901 证券简称：大博医疗 公告编号：2025-039 大博医疗科技股份有限公司 关于 2024 年股票期权激励计划首次授予激励对象 登记信息调整的公告 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。 在向中国证券登记结算有限责任公司深圳分公司提供的激励对象登记资料 中，由于激励对象存在重名情况导致公司经办人员工作失误，将 1 名激励对象的 登记数据申报错误，导致登记错误，公司已向中国证券登记结算有限责任公司深 圳分公司申请更正证券账户信息并调整登记股份数据。主要调整信息如下： | 证券代码 | 证券简称 | | 托管单元号 及名称 | 账户名称 | 证券账户 | 股份性质 | 调整的证券数 量(份) | | --- | --- | --- | --- | --- | --- | --- | --- | | 037472 | 大博 | JLC1 | 253800 广发 证券厦门湖滨 南路营业部 | 郑** | 0273590912 | 02-股权激励 限售股 | 调减 3,600 份 | | 037472 | 大博 | JLC1 | 23310 ...

中国﹒厦门厦禾路 666 号海翼大厦 A 幢 16-18 楼 电话：86·592·5883666 传真：86·592·5881668 厦门·上海·福州·泉州·龙岩 http://www.tenetlaw.com 福建天衡联合律师事务所 关于大博医疗科技股份有限公司 2024 年股票期权激励计划 预留授予及调整行权价格事项的 法律意见书 中国﹒厦门厦禾路 666 号海翼大厦 A 幢 16-18 楼 厦门·上海·福州·泉州·龙岩 http://www.tenetlaw.com 福建天衡联合律师事务所 法律意见书 法律意见书 致：大博医疗科技股份有限公司 福建天衡联合律师事务所（以下简称"本所"）接受大博医疗科技股份有限 公司（以下简称"大博医疗"、"公司"）的委托，就公司 2024 年股票期权激 励计划（以下简称"激励计划"或"本次激励计划"）相关事宜担任专项法律顾 问，并就本次激励计划预留授予事项（以下简称"本次授予"）及调整行权价格 （下称"本次调整"）事项（以下合称"本次授予和调整"）出具本法律意见书。 为出具本法律意见书，本所律师审阅了《大博医疗科技股份有限公司 2024 年股票期权激励计划（草案）》（以 ...