从大博医疗十大流通股东角度 数据显示，南方基金旗下1只基金位居大博医疗十大流通股东。南方中证1000ETF（512100）二季度增 持14.19万股，持有股数75.68万股，占流通股的比例为0.26%。根据测算，今日浮盈赚取约211.9万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益28.58%，同 类排名2093/4221；近一年收益34.04%，同类排名1521/3848；成立以来收益13.79%。 10月9日，大博医疗涨5%，截至发稿，报58.80元/股，成交2.04亿元，换手率1.22%，总市值243.44亿 元。 资料显示，大博医疗科技股份有限公司位于福建省厦门市海沧区山边洪东路18号，成立日期2004年8月 12日，上市日期2017年9月22日，公司主营业务涉及医用高值耗材的生产、研发与销售。主营业务收入 构成为：创伤类产品38.68%，脊柱类产品17.95%，微创外科类产品16.34%，关节类产品10.37%，其他 产品9.27%，神经外科类产品4.50%，齿科类产品2.89%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自 ...

9月30日，大博医疗涨5.02%，截至发稿，报56.11元/股，成交1.70亿元，换手率1.08%，总市值232.31亿 元。 资料显示，大博医疗科技股份有限公司位于福建省厦门市海沧区山边洪东路18号，成立日期2004年8月 12日，上市日期2017年9月22日，公司主营业务涉及医用高值耗材的生产、研发与销售。主营业务收入 构成为：创伤类产品38.68%，脊柱类产品17.95%，微创外科类产品16.34%，关节类产品10.37%，其他 产品9.27%，神经外科类产品4.50%，齿科类产品2.89%。 从大博医疗十大流通股东角度 数据显示，南方基金旗下1只基金位居大博医疗十大流通股东。南方中证1000ETF（512100）二季度增 持14.19万股，持有股数75.68万股，占流通股的比例为0.26%。根据测算，今日浮盈赚取约202.81万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益27.27%，同 类排名2099/4220；近一年收益47.41%，同类排名1424/3846；成立以来收益12.63%。 南方中证1000ETF（512100）基金经 ...

Group 1 - The core viewpoint of the news is that Dabo Medical has seen a stock price increase of 5.09%, reaching 55.10 CNY per share, with a total market capitalization of 22.812 billion CNY [1] - Dabo Medical specializes in the production, research, and sales of high-value medical consumables, with its main revenue sources being trauma products (38.68%), spinal products (17.95%), minimally invasive surgical products (16.34%), joint products (10.37%), and others [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has Dabo Medical as a top ten holding, with 204,000 shares held, accounting for 0.94% of the fund's net value [2] - Jiashi Research Selected Mixed Fund (070013) has achieved a year-to-date return of 11.47% and a one-year return of 25.29%, ranking 5506 out of 8173 and 5455 out of 7996 respectively [2] Group 3 - The fund manager of Jiashi Research Selected Mixed Fund is Chen Yong, who has been in position for 3 years and 117 days, and Xiao Mi, who has been in position for 8 years and 272 days [3] - The total asset size of Jiashi Research Selected Mixed Fund is 783 million CNY, while the total asset size of Xiao Mi's fund is 5.028 billion CNY [3]

Group 1 - The core viewpoint of the news is that Dabo Medical has seen a stock price increase of 5.09%, reaching 55.10 CNY per share, with a total market capitalization of 22.812 billion CNY [1] - Dabo Medical specializes in the production, research, and sales of high-value medical consumables, with its main business revenue composition being: 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 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Dabo Medical, having increased its holdings by 141,900 shares in the second quarter, totaling 756,800 shares, which represents 0.26% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a year-to-date return of 25.67% and a one-year return of 67.42%, ranking 1948 out of 4220 and 1298 out of 3814 respectively [2] Group 3 - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 323 days, with a total fund asset size of 94.976 billion CNY [3] - During Cui Lei's tenure, the best fund return was 139.52%, while the worst return was -15.93% [3]

Core Viewpoint - The company has announced a delay in the completion of its research and development center project, extending the timeline to December 2026 due to adjustments in product development planning influenced by industry policies [1][5][6]. Fundraising Overview - The company raised a total of RMB 150,002.23 million by issuing 41.4142 million shares at a price of RMB 36.22 per share, with a net amount of RMB 138,228.49 million after deducting related expenses [1][2]. Fund Utilization and Project Adjustment - The company adjusted the planned investment amounts for its fundraising projects due to discrepancies between the originally planned and actual amounts raised, with total project investments amounting to RMB 203,694.15 million and adjusted investments of RMB 188,066.62 million [2][3]. Delay Details and Reasons - The delay in the R&D center project is attributed to the impact of orthopedic centralized procurement policies, necessitating adjustments in product development strategies. The project has expanded to include new locations in Shanghai and Wuhan, focusing on high-value product lines such as spinal minimally invasive techniques and 3D printing [4][5]. Impact on Operations - The delay in project completion is a cautious decision based on actual implementation needs and does not affect the project's investment content, total investment, or implementation entity. It is aligned with the company's operational status and long-term development plans [5][6][7]. Review Procedures - The board and supervisory committee approved the delay without requiring a shareholder meeting, confirming that the decision adheres to relevant regulations and does not harm shareholder interests [6][7].

Company Overview - Dabo Medical focuses on the research, production, and sales of high-value consumables for orthopedic implants, covering trauma, spine, and joint fields [1]. Financial Performance - For the first half of 2025, Dabo Medical reported a revenue of 1.21 billion yuan, representing a year-on-year growth of 25.55% [1]. - The net profit attributable to shareholders reached 244 million yuan, showing a significant increase of 76.69% year-on-year [1]. - Revenue from trauma products was 468 million yuan, up 23.68% year-on-year, while spine product revenue was 217 million yuan, reflecting a growth of 29.86% [1]. Market Activity - As of August 21, 2025, Dabo Medical's stock price closed at 58.50 yuan, down 0.37% from the previous trading day [1]. - The trading volume for the day was 270 million yuan, with a price fluctuation of 1.87% [1]. - On August 21, the net inflow of main funds was 9.74 million yuan, while the net outflow over the past five days totaled 112 million yuan [1].

Core Insights - Dabo Medical (002901.SZ) reported a revenue of 1.21 billion yuan for the first half of 2025, representing a year-on-year growth of 25.55% [1] - The net profit attributable to shareholders reached 244 million yuan, marking a significant increase of 76.69% compared to the previous year [1] - The basic earnings per share stood at 0.60 yuan [1] Revenue Breakdown - The trauma product line generated revenue of 468 million yuan, reflecting a year-on-year growth of 23.68% [1] - The spinal product line achieved revenue of 217 million yuan, with a year-on-year increase of 29.86% [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Weigao Orthopedics in the medical device industry, noting its current stock price and market capitalization [1][2] - As of August 15, Weigao Orthopedics closed at 31.3 yuan, with a PE ratio of 52.03 and a total market value of 12.52 billion yuan [1] - The average PE ratio for the medical device industry is 56.58, with a median of 39.97, positioning Weigao Orthopedics at the 86th rank within the industry [1][2] Group 2 - The company reported a revenue of 290 million yuan for Q1 2025, reflecting a year-on-year decrease of 16.59%, while net profit was 51.79 million yuan, showing a year-on-year increase of 48.37% [1] - The gross profit margin for Weigao Orthopedics stands at 63.68% [1] - The company holds a total of 371 patents, including 86 invention patents and 266 utility model patents, indicating a strong focus on innovation in orthopedic medical devices [1]

Core Viewpoint - Weigao Orthopedics' stock closed at 30.83 yuan, down 2.99%, with a rolling PE ratio of 51.25 times, and a total market value of 12.332 billion yuan [1] Company Summary - Weigao Orthopedics specializes in a wide range of orthopedic products, including spinal, trauma, joint, sports medicine, bone repair materials, tissue repair, and surgical instruments, making it a leading domestic orthopedic enterprise with the most comprehensive product variety [1] - The company holds a total of 371 patents, including 86 invention patents and 266 utility model patents [1] - For Q1 2025, the company reported revenue of 290 million yuan, a year-on-year decrease of 16.59%, and a net profit of 51.789 million yuan, a year-on-year increase of 48.37%, with a gross profit margin of 63.68% [1] Industry Summary - The average PE ratio for the medical device industry is 55.76 times, with a median of 39.14 times, placing Weigao Orthopedics at the 87th position in the industry [1] - The industry average market value is 11.792 billion yuan, while the median is 5.679 billion yuan [2]

8月12日，威高骨科今日收盘32.21元，上涨1.35%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到53.54倍，创353天以来新低，总市值128.84亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入2.90亿元，同比-16.59%；净利润5178.90万元， 同比48.37%，销售毛利率63.68%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13威高骨科53.5457.583.22128.84亿行业平均 57.5153.344.97120.28亿行业中值41.2539.962.9558.75亿1九安医疗11.2611.380.89189.95亿2英科医疗 15.0516.231.34237.81亿3山东药玻16.1716.221.86152.96亿4新华医疗16.9415.701.38108.60亿5振德医疗 17.3716.371.1063.04亿6奥美医疗17.5417.191.8063.39亿7九强生物17.9216.672.2088.77亿8康德莱 18.7518.761.5540.40亿9维力医疗18.7920.082.3644.05亿10奥泰生物19. ...