Core Viewpoint - The orthopedic implant medical device market in China is experiencing continuous growth, driven by an aging population, increased traffic accidents, and a rising demand for quality health care. The market size has expanded from 36.7 billion RMB in 2020 to 54.8 billion RMB in 2023, with projections to reach 59.2 billion RMB in 2024 [1][10]. Industry Definition and Classification - Orthopedic implant medical devices are surgical instruments implanted in the human body to replace, support, fix, or enhance bone, joint, and spinal tissues, aimed at restoring or improving bone function, promoting healing, alleviating pain, and enhancing the quality of life [2]. Industry Chain Analysis - The industry chain includes upstream raw material supply, midstream manufacturing, and downstream consumer demand. Upstream materials include metals, inorganic non-metals, polymers, and carbon materials, with a gradual increase in domestic supply. Midstream companies manufacture various orthopedic implants, while downstream distributors deliver products to medical institutions [4]. Industry Development History - The development of the orthopedic implant medical device industry in China can be divided into four stages: the embryonic period (early 20th century), the initial period (post-1949 to mid-1980s), the rapid development period (mid-1980s to early 21st century), and the market expansion and import substitution period (early 21st century to present) [6]. Current Industry Development Status - By the end of 2024, the population aged 65 and above in China is expected to reach 220 million, marking a significant increase in demand for orthopedic implants, particularly in the spinal and joint implant sectors [8][10]. Market Segmentation - The market segmentation shows that trauma products account for 38%, joint products 32%, spinal products 23%, and sports medicine products 5%. The trauma segment benefits from widespread applications in treating common orthopedic conditions, while the joint segment is driven by the aging population and increasing joint disease prevalence [12]. Key Companies Analysis - The competitive landscape features several key players: - Weigao Orthopedics offers a wide range of products across various orthopedic fields and emphasizes innovation [14]. - Spring Medical focuses on joint products and is expanding its business [14]. - Dabo Medical excels in trauma products and is venturing into other areas [14]. - Sanyou Medical specializes in spinal products and is extending its product line [14]. - Kelly Tai is focused on minimally invasive spinal products [14]. - Aikang Medical is known for its innovations in joint products [14]. Future Development Trends - The industry is expected to see accelerated import substitution, with domestic companies closing the technology gap with foreign brands and gaining market share due to cost advantages and better local service [19]. - Product innovation is increasing, driven by advancements in clinical medicine and materials science, leading to the development of smaller, more precise implants and the use of new materials [20][21]. - Research on bioactive materials is gaining momentum, with a focus on materials that promote bone growth and healing, enhancing the performance and stability of orthopedic implants [22].

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Dabo Medical (002901), indicating a positive trend in stock price and significant inflow of funds from institutional and retail investors [1][2] - As of April 14, 2025, Dabo Medical's stock closed at 34.68 yuan, reflecting a 2.15% increase, with a trading volume of 21,000 hands and a total transaction amount of 73.0651 million yuan [1] - The net inflow of funds on April 14, 2025, was 372.74 thousand yuan from institutional investors, accounting for 5.1% of the total transaction amount, while retail investors experienced a net outflow of 904.27 thousand yuan, representing 12.38% of the total [1] Group 2 - Dabo Medical's total market capitalization is 14.358 billion yuan, which is higher than the industry average of 10.282 billion yuan, ranking 16th out of 121 in the medical device industry [2] - The company's net profit for the third quarter of 2024 was 240 million yuan, showing a year-on-year increase of 145.48%, with a significant rise in quarterly revenue to 565 million yuan, up 50.38% year-on-year [2] - Dabo Medical's gross profit margin stands at 68.47%, significantly above the industry average of 52.99%, indicating strong profitability compared to its peers [2]

Group 1 - The core viewpoint of the article highlights that Dabo Medical's stock closed at 33.75 yuan, with a 2.43% increase, and a rolling PE ratio of 69.47 times, resulting in a total market capitalization of 13.973 billion yuan [1] - Dabo Medical ranks 103rd in the medical device industry, which has an average PE ratio of 46.15 times and a median of 29.13 times [1] - As of the Q3 2024 report, 142 institutions hold shares in Dabo Medical, with a total of 13.8455 million shares valued at 427 million yuan [1] Group 2 - Dabo Medical's main business involves the production, research, and sales of high-value medical consumables, including orthopedic trauma implants, spinal implants, joint implants, sports medicine and neurosurgery implants, minimally invasive surgical consumables, and dental implants [1] - The latest performance report for Q3 2024 shows that the company achieved an operating income of 1.529 billion yuan, a year-on-year increase of 35.88%, and a net profit of 240 million yuan, a year-on-year increase of 145.48%, with a gross profit margin of 68.47% [1]

证券代码：002901 证券简称：大博医疗 公告编号：2025-012 大博医疗科技股份有限公司 2025 年第一次临时股东大会决议公告 一、会议的召开和出席情况 （一）会议召开情况 1、会议召开的日期、时间： （1）现场会议召开时间：2025 年 4 月 9 日（星期三）下午 14:30 （2）网络投票时间： ①通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 4 月 9 日上 午 9:15-9:25、9:30-11:30，下午 13:00-15:00。 ①通过深圳证券交易所互联网投票系统投票的开始时间为 2025 年 4 月 9 日 上午 9:15 至下午 15:00 期间的任意时间。 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： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 2、现场会议股东出席情况 2、会议召开方式：本次股东大会采用现场表决与网络投票相结合的方式召 开。 3、会议召集人：公司董事会 4、会议主持人：公司董事长林志雄先生主持会议。 1 5、现场会议地点： 厦门市海沧 ...

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 2025 年第一次临时股东大会的 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 关于大博医疗科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：大博医疗科技股份有限公司 根据中国证券监督管理委员会发布的《上市公司股东会规则》（以下简称《股 东会规则》）的要求，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"或"公司"）的委托，指派律师 （以下简称"本所律师"）出席大博医疗 2025 年第一次临时股东大会（以下简 称"本次股东大会"），对本次股东大会的召集与召开程序、出席会议人员与召 集人的资格、表决程序与表决结果等重要事项出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称《证券法》）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格 履行了法 ...

Group 1 - The core viewpoint of the news is that Dabo Medical's stock performance shows a significant increase in net profit and revenue, despite a high PE ratio compared to industry averages [1] - As of April 2, Dabo Medical's closing price was 35.82 yuan, with a PE ratio of 73.73, marking a new low in 44 days, and a total market capitalization of 14.83 billion yuan [1] - The medical device industry has an average PE ratio of 46.88, with a median of 33.67, placing Dabo Medical at the 103rd position in the industry ranking [1][2] Group 2 - Dabo Medical's main business includes the production, research, and sales of high-value medical consumables, with key products in orthopedic trauma, spinal, joint, sports medicine, neurosurgery, minimally invasive surgery, and dental implants [1] - The latest financial results for the third quarter of 2024 show that the company achieved a revenue of 1.529 billion yuan, a year-on-year increase of 35.88%, and a net profit of 240 million yuan, a year-on-year increase of 145.48%, with a gross profit margin of 68.47% [1]

证券之星消息，截至2025年3月31日收盘，大博医疗(002901)报收于34.54元，上涨0.49%，换手率 0.92%，成交量2.64万手，成交额9062.63万元。 3月31日的资金流向数据方面，主力资金净流入462.14万元，占总成交额5.1%，游资资金净流入419.09 万元，占总成交额4.62%，散户资金净流出881.22万元，占总成交额9.72%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-03-31 | 34.54 | 0.49% | 462.14万 | 5.10% | 419.09万 | 4.62% | -881.22万 | -9.72% | | 2025-03-28 | 34.37 | 1.87% | ● 340.12万 | 3.70% | 561.19万 | 6.11% | -901.30万 | -9.81% | | 2025-03-27 | 33.74 | ...

截至2025年3月28日收盘，大博医疗（002901）报收于34.37元，较上周的32.7元上涨5.11%。本周，大 博医疗3月28日盘中最高价报34.86元。3月24日盘中最低价报31.91元。大博医疗当前最新总市值142.3亿 元，在医疗器械板块市值排名17/124，在两市A股市值排名1127/5139。 大博医疗科技股份有限公司董事会提名魏志华为第三届董事会独立董事候选人，魏志华已通过资格审 查，符合相关法律法规对独立董事的要求。 关于补选第三届董事会独立董事的公告 独立董事王艳艳女士和林琳女士因连续担任公司独立董事满6年，申请辞去独立董事及董事会相关专门 委员会的职务。公司提名魏志华先生和林红珍女士为第三届董事会独立董事候选人。 本周关注点 公司公告汇总第三届董事会第十五次会议决议公告 大博医疗科技股份有限公司第三届董事会第十五次会议于2025年3月24日召开，审议通过以下议案：- 审议通过《关于补选第三届董事会独立董事的议案》，提名魏志华先生和林红珍女士为独立董事候选 人。- 审议通过《关于2025年度公司申请银行综合授信额度的议案》，拟申请不超过190,000万元人民币 的综合授信额度。- 审议通 ...

从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均45.22倍，行业中值32.57倍，大博医疗排 名第103位。 截至2024年三季报，共有45家机构持仓大博医疗，其中基金45家，合计持股数581.00万股，持股市值 1.79亿元。 大博医疗科技股份有限公司的主营业务为医用高值耗材的生产、研发与销售。主要产品为骨科创伤类植 入耗材、脊柱类植入耗材、关节类植入耗材、运动医学及神经外科类植入耗材、微创外科类耗材、口腔 种植类植入耗材。 最新一期业绩显示，2024年三季报，公司实现营业收入15.29亿元，同比35.88%；净利润2.40亿元，同 比145.48%，销售毛利率68.47%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)103大博医疗70.75241.304.50142.30亿行业平均 45.2249.254.85107.95亿行业中值32.5731.042.4948.28亿1硕世生物-1928.41-1928.411.2139.84亿2诺唯 赞-570.10-570.102.4696.93亿3博晖创新-299.11-184.163.3045.91亿4康泰医学-292.1334.272.9 ...

Core Points - The company held its 14th meeting of the third supervisory board on March 24, 2025, where all three supervisors attended, ensuring compliance with legal regulations [1] - The supervisory board approved the use of up to 2 billion yuan of temporarily idle self-owned funds for cash management in 2025, aiming to enhance the efficiency of fund utilization and increase cash asset returns without affecting the main business operations [2] - The board also approved a proposal regarding the major shareholder's investment in a subsidiary and joint investment with related parties, confirming that the transaction complies with legal regulations and does not harm the interests of the company or its shareholders [2]