Core Viewpoint - 瑞迈特医疗科技股份有限公司 has shown a significant increase in stock price, indicating positive market sentiment and potential growth in the respiratory health sector [1] Company Overview - 瑞迈特医疗科技股份有限公司, established on July 27, 2001, and listed on November 1, 2022, specializes in the research, production, and sales of medical devices and consumables in the respiratory health field [1] - The company provides comprehensive treatment solutions for patients with obstructive sleep apnea syndrome (OSA) and chronic obstructive pulmonary disease (COPD), covering the entire cycle from diagnosis to chronic disease management [1] - The revenue composition of the company includes 64.19% from home respiratory therapy products, 32.67% from consumables, 3.05% from medical products, and 0.10% from other sources [1] Fund Holdings - 华泰柏瑞基金旗下 has a significant holding in 瑞迈特, with 华泰柏瑞价值增长混合A (460005) holding 136,900 shares, representing 1.64% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 42.98% and a one-year return of 50.61%, indicating strong performance relative to its peers [2] Fund Manager Profile - The fund manager of 华泰柏瑞价值增长混合A is 方纬, who has been in the position for nearly 12 years, managing assets totaling 2.127 billion yuan [3] - During his tenure, the best fund return achieved was 260.51%, showcasing effective management skills [3]
瑞迈特股价涨5.28%，华泰柏瑞基金旗下1只基金重仓，持有13.69万股浮盈赚取59.96万元