Core Points - The Bioeconomy Index (970038) closed at 2277.51 points, down 0.16%, with a trading volume of 18.883 billion yuan and a turnover rate of 1.2% [1] - Among the index constituents, 23 stocks rose while 27 fell, with Iwubio leading the gainers at 6.71% and Meiya Optoelectronics leading the decliners at 3.02% [1] Index Constituents Summary - The top ten constituents of the Bioeconomy Index include: - Mindray Medical (sz300760) with a weight of 13.81%, latest price at 225.09 yuan, and a market cap of 272.908 billion yuan [1] - Changchun High-tech (sz000661) with a weight of 5.41%, latest price at 116.50 yuan, and a market cap of 47.525 billion yuan [1] - Kanglong Chemical (sz300759) with a weight of 4.66%, latest price at 31.97 yuan, and a market cap of 56.849 billion yuan [1] - Other notable constituents include Shishihistory (sz002252), Table Pharmaceutical (sz300347), and Muyuan Foods (sz002714) [1] Capital Flow Analysis - The Bioeconomy Index constituents experienced a net outflow of 871 million yuan from institutional investors, while retail investors saw a net inflow of 544 million yuan [3] - Key capital flows include: - Iwubio (300357) with a net inflow of 52.9277 million yuan from institutional investors [3] - Dabo Medical (002901) with a net inflow of 31.8434 million yuan from institutional investors [3] - Changchun High-tech (000661) with a net inflow of 27.6452 million yuan from institutional investors [3]

证券之星消息，截至2025年10月27日收盘，大博医疗(002901)报收于53.43元，上涨1.15%，换手率 0.59%，成交量1.71万手，成交额9135.5万元。 10月27日的资金流向数据方面，主力资金净流入300.39万元，占总成交额3.29%，游资资金净流入 126.66万元，占总成交额1.39%，散户资金净流出427.05万元，占总成交额4.67%。 大博医疗2025年中报显示，公司主营收入12.1亿元，同比上升25.55%；归母净利润2.44亿元，同比上升 76.69%；扣非净利润2.23亿元，同比上升82.64%；其中2025年第二季度，公司单季度主营收入6.6亿 元，同比上升22.96%；单季度归母净利润1.41亿元，同比上升84.47%；单季度扣非净利润1.26亿元，同 比上升73.04%；负债率25.91%，投资收益169.63万元，财务费用-2404.89万元，毛利率71.01%。大博医 疗（002901）主营业务：医用高值耗材的生产、研发与销售。 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 | | ...

Core Viewpoint - The stock of Dabo Medical (002901) shows a slight increase in price and mixed capital flow, indicating potential investor interest despite some outflows from retail investors [1][2]. Group 1: Stock Performance - As of October 22, 2025, Dabo Medical's stock closed at 52.25 yuan, up by 0.17% with a turnover rate of 0.48% and a trading volume of 13,800 hands, resulting in a transaction amount of 72.41 million yuan [1]. - The capital flow data on October 22 indicates a net inflow of 1.44 million yuan from institutional investors, accounting for 1.99% of the total transaction amount, while retail investors experienced a net outflow of 0.78 million yuan, representing 1.08% of the total [1][2]. Group 2: Recent Capital Flow Overview - Over the past five days, the stock has experienced fluctuating capital flows, with significant net outflows from retail investors on several days, including a net outflow of 26.84 million yuan on October 17 [2]. - The highest net inflow from institutional investors occurred on October 16, amounting to 6.44 million yuan, while the largest net outflow was recorded on October 17 [2]. Group 3: Company Financials and Industry Comparison - Dabo Medical's total market capitalization is 21.63 billion yuan, significantly higher than the industry average of 11.61 billion yuan, ranking 11th out of 124 in the medical device sector [3]. - The company reported a net profit of 244 million yuan for the first half of 2025, reflecting a year-on-year increase of 76.69%, with a gross margin of 71.01%, which is above the industry average of 51.42% [3]. - Dabo Medical's return on equity (ROE) stands at 7.6%, outperforming the industry average of 1.91%, indicating strong profitability relative to its peers [3].

Industry Investment Rating - The report maintains an investment rating of "Outperform" for the orthopedic consumables sector [2]. Core Insights - The orthopedic consumables sector experienced significant performance improvement in H1 2025, with a positive trend in overseas expansion and accelerated corporate layouts [3][5]. - The overall revenue of the A-share orthopedic consumables sector increased by 16% year-on-year in H1 2025, with net profit attributable to shareholders rising by 70% and non-recurring net profit increasing by 75% [5][11]. - The gross profit margin for the sector was 66% in H1 2025, reflecting a year-on-year increase of 1.95 percentage points, attributed to ongoing cost control and optimization [5][11]. - The report highlights a favorable trend in overseas business, which is expected to become a significant growth driver for companies in the sector [5][35]. Summary by Sections 1. Orthopedic Consumables H1 2025 Report Analysis - The orthopedic consumables sector saw a revenue increase of 16.24% in H1 2025, with a gross profit margin of 66.07% [9][11]. - The second quarter of 2025 showed a revenue growth of 23% year-on-year, with net profit growth of 84% [11]. 2. Segment Analysis - The joint business segment benefited from the implementation of centralized procurement policies, leading to a sustained increase in both volume and price for leading companies [22]. - The spinal segment is experiencing stable execution of centralized procurement, with significant room for domestic companies to increase market share [29]. 3. Related Company Summaries - **Dabo Medical**: Achieved a revenue of 12.1 billion yuan in H1 2025, a year-on-year increase of 25.55%, with a net profit of 2.44 billion yuan, up 76.69% [41]. - **Weigao Orthopedics**: Reported a revenue of 7.41 billion yuan in H1 2025, a slight decrease of 1.28%, but net profit increased by 52.43% [57]. - **Aikang Medical**: Generated a revenue of 6.94 billion yuan in H1 2025, reflecting a growth of 5.65% year-on-year [47]. - **Chunli Medical**: Recorded a revenue of 4.88 billion yuan in H1 2025, up 28.27% year-on-year [52]. - **Sanyou Medical**: Achieved a revenue of 2.50 billion yuan in H1 2025, a year-on-year increase of 17.77% [61].

Group 1 - The core point of the news is that Dabo Medical's stock has experienced a decline of 5.02% on October 17, with a cumulative drop of 7.15% over three consecutive days [1] - Dabo Medical, established on August 12, 2004, and listed on September 22, 2017, specializes in the production, research, and sales of high-value medical consumables [1] - The company's main business revenue composition includes trauma products (38.68%), spinal products (17.95%), minimally invasive surgical products (16.34%), joint products (10.37%), other products (9.27%), neurosurgical products (4.50%), and dental products (2.89%) [1] Group 2 - From the perspective of fund holdings, one fund under GF Fund has a significant position in Dabo Medical, with 161,500 shares held, accounting for 2.92% of the fund's net value [2] - The fund, GF Consumption Upgrade Stock (006671), has incurred a floating loss of approximately 444,100 yuan today and a total floating loss of 681,500 yuan during the three-day decline [2] - The fund was established on May 27, 2019, with a current scale of 200 million yuan, and has achieved a year-to-date return of 16.22% [2]

| 指标 | 大博医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 226.8亿元 | 118.75亿元 | 10 123 | | 净资产 | 32.33亿元 | 38.89亿元 | 45 123 | | 净利润 | 2.44亿元 | 1.49亿元 | 17 123 | | 市盈率(动) | 46.43 | 66.63 | 55 123 | | 市净率 | 7.22 | 3.81 | 113 123 | | 毛利率 | 71.01% | 51.85% | 17 123 | | 净利率 | 21.42% | 10.39% | 33 123 | | ROE | 7.6% | 1.8% | 13 123 | 证券之星消息，截至2025年10月16日收盘，大博医疗(002901)报收于54.78元，下跌1.33%，换手率 0.78%，成交量2.24万手，成交额1.24亿元。 10月16日的资金流向数据方面，主力资金净流入644.33万元，占总成交额5.2%，游资资金净流入479.18 万元，占总成交额3.87%，散户资金净流出1123.51万元，占总成交 ...

Core Viewpoint - The stock of Dabo Medical (002901) has experienced a decline of 3.05% as of October 14, 2025, closing at 57.2 yuan, with significant net outflows from retail and speculative investors [1][2]. Financial Performance - Dabo Medical reported a main revenue of 1.21 billion yuan for the first half of 2025, 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 second quarter of 2025 saw a single-quarter main revenue of 660 million yuan, a 22.96% increase year-on-year [3] - The company achieved a gross margin of 71.01% and a net margin of 21.42% [3] Market Position - Dabo Medical's total market capitalization is 23.682 billion yuan, ranking 9th in the medical device industry [3] - The company has a price-to-earnings ratio of 48.48, which is lower than the industry average of 66.45 [3] - The return on equity (ROE) stands at 7.6%, significantly higher than the industry average of 1.8% [3] Capital Flow Analysis - On October 14, 2025, the net inflow of main funds was 8.5985 million yuan, accounting for 3.81% of the total transaction amount [1][2] - Over the past five days, the stock has seen fluctuations in capital flow, with notable net outflows from retail investors [2]

Core Insights - The stock of Dabo Medical (002901) closed at 58.18 yuan on October 9, 2025, with a rise of 3.89% and a trading volume of 64,900 hands, resulting in a transaction amount of 379 million yuan [1] Group 1: Financial Performance - Dabo Medical reported a main business revenue of 1.21 billion yuan for the first half of 2025, an increase of 25.55% year-on-year [3] - The net profit attributable to shareholders was 244 million yuan, up 76.69% year-on-year [3] - The second quarter of 2025 saw a single-quarter main business revenue of 660 million yuan, a year-on-year increase of 22.96% [3] - The company achieved a gross profit margin of 71.01% and a net profit margin of 21.42% [3] Group 2: Market Position - Dabo Medical's total market capitalization is 24.088 billion yuan, ranking 9th in the medical device industry [3] - The company has a price-to-earnings ratio (P/E) of 49.31, which is lower than the industry average of 67.16 [3] - The return on equity (ROE) stands at 7.6%, significantly higher than the industry average of 1.8% [3] Group 3: Capital Flow - On October 9, 2025, the net inflow of main funds was 22.5649 million yuan, accounting for 5.95% of the total transaction amount [2] - Retail investors experienced a net outflow of 30.9949 million yuan, representing 8.18% of the total transaction amount [2] - Over the past five days, the stock has seen fluctuations in capital flow, with varying net inflows and outflows from different investor categories [2]

证券日报网讯大博医疗10月9日在互动平台回答投资者提问时表示，公司2025年第三季度报告的预约披 露日为2025年10月29日。 （文章来源：证券日报） ...

大博医疗（002901.SZ）10月9日在投资者互动平台表示，公司2025年第三季度报告的预约披露日为2025 年10月29日。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司什么时候发布三季报？ ...