会合01表 | 编 中世:未博民航科技股份有限公司 | | | | | 单位:人民币元 | | --- | --- | --- | --- | --- | --- | | | | 上年年末数 | 负债和所有者权益 (或股东权益) | 期末数 | 上年年末数 | | गी दी है | | | 流动负债: | | | | 3502011006 货币资金 | 927, 739, 461. 68 | 1, 075, 945, 032. 18 | 短期借款 | 55, 028, 335. 76 | 80, 056, 663. 87 | | 结算备付金 | | | 向中央银行借款 | | | | 拆出资金 | | | 拆入资金 | | | | 交易性金融资产 | 236, 879, 420. 64 | 172, 745, 372. 83 | 交易性金融负债 | | | | 衍生金融资产 | | | 衍生金融负债 | | | | 应收票据 | | | 应付聚据 | | | | 应收账款 | 298, 967, 870. 30 | 235, 579, 112. 44 | 应付账款 | 255, 979, 794. 40 ...

Core Viewpoint - The stock of Dabo Medical (002901) has shown a slight increase in price, with significant net inflows from retail investors despite overall net outflows from institutional and speculative funds [1][2]. Group 1: Stock Performance - As of August 20, 2025, Dabo Medical's stock closed at 58.72 yuan, up by 1.45% with a turnover rate of 2.2% and a trading volume of 63,400 hands, resulting in a transaction amount of 367 million yuan [1]. - In the past five days, the stock experienced fluctuations, with a notable drop of 3.06% on August 19 and a significant increase of 3.35% on August 15 [2]. Group 2: Fund Flow Analysis - On August 20, 2025, the net outflow of institutional funds was 34.43 million yuan, accounting for 9.37% of the total transaction amount, while retail investors saw a net inflow of 43.51 million yuan, representing 11.84% of the total [1][2]. - Over the past five days, retail investors consistently showed net inflows, contrasting with the net outflows from institutional and speculative funds [2]. Group 3: Company Financials and Industry Position - Dabo Medical's total market capitalization is 24.31 billion yuan, with a net asset value of 3.31 billion yuan and a net profit of 103 million yuan, ranking 25th in the medical device industry [3]. - The company reported a year-on-year revenue increase of 28.8% in Q1 2025, with a net profit growth of 67.04% and a gross margin of 69.64% [3]. - Dabo Medical's price-to-earnings ratio is 58.95, which is lower than the industry average of 82.01, indicating a relatively favorable valuation [3].

8月20日，大博医疗主力资金净流出3442.87万元，近五个交易日累计净流出1.85亿元。 截至2025年8月20日收盘，大博医疗股价报58.72元，较前一交易日上涨1.45%，成交额达3.67亿元。盘 中曾快速反弹，5分钟内涨幅超过2%，最高触及59.40元。 大博医疗属于医疗器械行业，专注于骨科植入类医用耗材的研发、生产和销售，产品涵盖创伤、脊柱、 关节等领域。公司总部位于福建，是国内主要的骨科医疗器械供应商之一。 风险提示：股市有风险，投资需谨慎。 来源:金融界 ...

Company Overview - Dabo Medical's closing price on August 19 was 57.88 yuan, down 3.06%, with a rolling PE ratio of 60.18 times and a total market value of 23.963 billion yuan [1] - The company operates in the high-value medical consumables sector, focusing on the production, research, and sales of various medical devices including intramedullary nails, external fixators, and joint prostheses [1] Financial Performance - For the first quarter of 2025, Dabo Medical reported revenue of 550 million yuan, a year-on-year increase of 28.80%, and a net profit of 103 million yuan, up 67.04%, with a gross profit margin of 69.64% [1] Industry Comparison - The average PE ratio for the medical device industry is 59.49 times, with a median of 40.19 times, placing Dabo Medical at the 89th position in the industry ranking [1] - The company has a total of 9 institutional investors holding shares, with a combined holding of 4.8226 million shares valued at 175 million yuan [1] Market Position - Dabo Medical's PE ratio is higher than the industry average and median, indicating a premium valuation compared to peers [2] - The company is positioned within a competitive landscape, with various other medical device companies having lower PE ratios, such as Jiuan Medical at 11.65 times and Yiyue Medical at 20.37 times [2]

Core Viewpoint - The stock of Dabo Medical (002901) has shown a price increase of 3.35% as of August 15, 2025, closing at 59.21 yuan, with significant trading activity and mixed fund flows [1][2]. Group 1: Stock Performance and Fund Flows - On August 15, 2025, Dabo Medical's stock price increased by 3.35%, with a trading volume of 81,000 hands and a total transaction amount of 476 million yuan [1]. - The fund flow data indicates a net outflow of 7.05 million yuan from institutional investors, accounting for 1.48% of the total transaction amount, while retail investors saw a net inflow of 14.92 million yuan, representing 3.14% of the total [1][2]. - Over the past five days, the stock experienced fluctuations, with a notable drop of 7.36% on August 14, 2025, followed by a recovery on August 15 [2]. Group 2: Company Financials and Industry Comparison - Dabo Medical's total market capitalization is 24.514 billion yuan, significantly higher than the industry average of 11.953 billion yuan, ranking 9th in the industry [3]. - The company reported a net profit of 1.03 billion yuan for the first quarter of 2025, reflecting a year-on-year increase of 67.04%, with a gross margin of 69.64% [3]. - The company's price-to-earnings ratio (P/E) stands at 59.44, which is lower than the industry average of 75.58, indicating a relatively favorable valuation [3].

Group 1 - The core viewpoint of the articles highlights that Dabo Medical's stock closed at 59.21 yuan, with a 3.35% increase, and a rolling PE ratio of 61.56 times, leading to a total market capitalization of 24.514 billion yuan [1] - The average PE ratio for the medical device industry is 56.58 times, with a median of 39.97 times, positioning Dabo Medical at the 90th rank within the industry [1] - Dabo Medical's main business involves the production, research, and sales of high-value medical consumables, including a wide range of orthopedic and surgical products [1] Group 2 - The latest quarterly report for Q1 2025 shows that Dabo Medical achieved an operating revenue of 550 million yuan, representing a year-on-year increase of 28.80%, and a net profit of 103 million yuan, with a year-on-year growth of 67.04% [1] - The sales gross margin for Dabo Medical stands at 69.64% [1] - The company experienced a net outflow of 7.0504 million yuan in principal funds on August 15, with a total outflow of 131.9464 million yuan over the past five days [1]

大博医疗主营业务：医用高值耗材的生产、研发与销售。 截至2025年3月31日，大博医疗实现营业总收入5.50亿元，同比增长28.80%，实现归属净利润1.03亿 元，同比增长67.04%。流动比率、速动比率分别为3.211、1.785，资产负债率为25.96%。 来源：金融界 8月15日收盘，大博医疗当日上涨3.35%，成交额4.76亿元，换手率2.81%。从区间来看，该股近10个交 易日累计上涨32.52%。 资金流向方面，今日主力资金净流出705.04万元，占成交比1.48%，其中超大单净流入2393.96万元，占 成交比5.03%。 ...

Core Viewpoint - Dabo Medical's stock closed at 57.29 yuan on August 14, experiencing a decline of 7.36%, with a rolling PE ratio of 59.57 times and a total market capitalization of 23.719 billion yuan [1] Company Summary - Dabo Medical specializes in the production, research, and sales of high-value medical consumables, with key products including intramedullary nails, hollow nails, ordinary plates, locking plates, external fixators, bone needles, spinal fixation devices, and various joint prostheses [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 550 million yuan, a year-on-year increase of 28.80%, and a net profit of 103 million yuan, a year-on-year increase of 67.04%, with a gross profit margin of 69.64% [1] Industry Summary - The average PE ratio for the medical device industry is 55.76 times, with a median of 39.14 times, placing Dabo Medical at the 90th position in the industry ranking [1] - The company’s PE (TTM) is 59.57, while the industry average is 55.76, indicating that Dabo Medical is trading at a premium compared to its peers [2] - The total market capitalization of Dabo Medical is 23.719 billion yuan, which is significantly higher than the industry median market capitalization of 5.679 billion yuan [2]

Core Viewpoint - The medical device sector experienced a decline of 2.16% on August 14, with Lide Man leading the drop, while the Shanghai Composite Index fell by 0.46% and the Shenzhen Component Index decreased by 0.87% [1]. Group 1: Market Performance - The medical device sector's overall performance was negative, with a notable decline in key stocks [1]. - Lide Man's stock price fell by 11.21%, closing at 10.06, with a trading volume of 1.06 million shares [2]. - The sector saw a net outflow of 1.517 billion yuan from major funds, while retail investors contributed a net inflow of 1.269 billion yuan [2]. Group 2: Top Gainers - Botao Biological (688767) saw a significant increase of 19.99%, closing at 45.13 with a trading volume of 104,300 shares and a transaction value of 436 million yuan [1]. - Toukeng Life (300642) rose by 10.85%, closing at 19.10 with a trading volume of 310,100 shares [1]. - Jimin Health (603222) increased by 10.05%, closing at 8.10 with a trading volume of 944,800 shares [1]. Group 3: Notable Decliners - Lide Man (300289) led the decline with a drop of 11.21%, closing at 10.06 with a trading volume of 1.0605 million shares [2]. - Zhonghong Medical (300981) fell by 9.91%, closing at 16.00 with a trading volume of 261,300 shares [2]. - Haitai New Light (688677) decreased by 7.93%, closing at 45.30 with a trading volume of 49,100 shares [2].

Core Viewpoint - Dabo Medical's stock closed at 61.84 yuan on August 13, with a PE ratio of 64.30, indicating a higher valuation compared to the industry average [1] Company Summary - Dabo Medical specializes in the production, research, and sales of high-value medical consumables, including a wide range of orthopedic and surgical products [1] - The latest quarterly report for Q1 2025 shows a revenue of 550 million yuan, a year-on-year increase of 28.80%, and a net profit of 103 million yuan, up 67.04%, with a gross margin of 69.64% [1] Industry Summary - The average PE ratio for the medical device industry is 57.48, with a median of 40.95, positioning Dabo Medical at the 90th rank within the industry [2] - The total market capitalization of Dabo Medical is 25.603 billion yuan, which is significantly higher than the industry average market cap of 12.064 billion yuan [2]