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【私募调研记录】趣时资产调研伟思医疗、东芯股份
Zheng Quan Zhi Xing·2025-09-03 00:04

Group 1 - The core viewpoint of the news is that Qushi Asset Management has conducted research on two listed companies, Weisi Medical and Dongxin Co., focusing on their recent developments and financial performance [1] Group 2 - Weisi Medical's lower limb exoskeleton device has been included in the medical insurance catalog, and its electrical stimulation products are primarily used in obstetrics and gynecology-related departments [1] - Dongxin Co. reported a total profit loss of 129 million yuan for the first half of 2025, an increase in loss year-on-year due to high R&D investment, rising administrative expenses, increased financial costs, and a loss of 52.31 million yuan from its investment in Shanghai Lishuan [1] - Dongxin Co. specializes in niche storage chips such as NAND Flash, NOR Flash, and DRAM, with applications in various sectors including communication, security, consumer electronics, industrial medical, and automotive electronics [1]