| 指标 | 大博医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 207.18亿元 | 115.61亿元 | 12 124 | | 净资产 | 34.37亿元 | 38.93亿元 | 43 124 | | 净利润 | 4.25亿元 | 2.11亿元 | 17 124 | | 市盈率(动) | 36.59 | 62.61 | 37 124 | | 市净率 | 6.21 | 3.93 | 109 124 | | 毛利率 | 71.23% | 51.22% | 16 124 | | 净利率 | 23.92% | 9.57% | 26 124 | | ROE | 12.83% | 0.15% | 7 124 | 证券之星消息，截至2025年10月31日收盘，大博医疗(002901)报收于50.04元，上涨1.38%，换手率 1.58%，成交量4.55万手，成交额2.28亿元。 10月31日的资金流向数据方面，主力资金净流出14.64万元，占总成交额0.06%，游资资金净流入 1253.59万元，占总成交额5.5%，散户资金净流出1238.94万元，占总 ...

Group 1 - Chuanfa Longmang's wholly-owned subsidiary plans to invest 660 million yuan to establish a joint venture for a 175,000 tons/year high-pressure lithium iron phosphate project in Sichuan Mianzhu, with a total investment of 1.961 billion yuan [1] - The joint venture will be co-owned by Jiangxi Shenghua New Materials (51%) and Deyang Chuanfa Longmang (49%) [1] - Chuanfa Longmang specializes in the production and sales of various phosphate products, including lithium iron phosphate [1] Group 2 - Sino Medical's COMETIU self-expanding intracranial drug-coated stent system registration application was not approved by the National Medical Products Administration [2] - Sino Medical focuses on the research, development, production, and sales of high-end interventional medical devices [3] Group 3 - Jincheng Pharmaceutical's subsidiaries have been selected for the 11th batch of national drug centralized procurement [3] - Jincheng Pharmaceutical is engaged in the research, development, production, and sales of pharmaceutical intermediates and formulations [3] Group 4 - Zhongke Lanyun reported a 4.29% increase in revenue to 1.302 billion yuan and a 2.17% increase in net profit to 211 million yuan for the first three quarters [4] - The company specializes in wireless audio SoC chip research, design, and sales [5] Group 5 - Dabo Medical achieved a 22.69% increase in revenue to 1.876 billion yuan and a 77.03% increase in net profit to 425 million yuan for the first three quarters [6] - Dabo Medical focuses on the production, research, and sales of high-value medical consumables [7] Group 6 - Dayang Electric reported a 3.81% increase in revenue to 9.180 billion yuan and a 25.95% increase in net profit to 845 million yuan for the first three quarters [8][9] - The company operates in the electric motor sector, focusing on building and home appliance motors and automotive components [9] Group 7 - Fudan Microelectronics reported a 12.70% increase in revenue to 3.024 billion yuan but a 22.69% decrease in net profit to 330 million yuan for the first three quarters [10][11] - The company specializes in the design, development, and testing of large-scale integrated circuits [11] Group 8 - Shaanxi Energy reported a 2.83% decrease in revenue to 16.359 billion yuan and a 3.23% decrease in net profit to 2.417 billion yuan for the first three quarters [12][13] - The company is involved in thermal power generation and coal production and sales [13] Group 9 - Runhe Software reported a 12.86% increase in revenue to 2.719 billion yuan but a 29.01% decrease in net profit to 78.57 million yuan for the first three quarters [14][15] - The company focuses on financial technology, smart IoT, and smart energy [15] Group 10 - Shenzhen Gas reported an 8.63% increase in revenue to 22.528 billion yuan but a 13.08% decrease in net profit to 918 million yuan for the first three quarters [16][17] - The company specializes in urban gas supply and comprehensive energy services [17] Group 11 - Light Media reported a 150.81% increase in revenue to 3.616 billion yuan and a 406.78% increase in net profit to 2.336 billion yuan for the first three quarters [18][19] - The company is engaged in the investment, production, and distribution of film projects [19] Group 12 - Dazhong Mining's subsidiary obtained a mining license for the Hunan Jijiao Mountain lithium mine, with a resource amount of 490 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate [19] - The company specializes in iron ore mining and production [19] Group 13 - Yirui Technology reported a 14.22% increase in revenue to 1.549 billion yuan and a 20.61% increase in net profit to 471 million yuan for the first three quarters [20] - The company focuses on the research, production, and sales of digital X-ray detectors and related solutions [20] Group 14 - TCL Zhonghuan reported a 4.48% decrease in revenue to 121.572 billion yuan and a net loss of 5.777 billion yuan for the first three quarters [21][22] - The company specializes in the research, production, and sales of photovoltaic silicon wafers, cells, and modules [22] Group 15 - Huangshan Tourism reported an 8.75% increase in revenue to 1.535 billion yuan but an 11.02% decrease in net profit to 253 million yuan for the first three quarters [23][24] - The company provides tourism and leisure services [24] Group 16 - Mountain Outside Mountain reported a 39.79% increase in revenue to 584 million yuan and a 68.68% increase in net profit to 105 million yuan for the first three quarters [25][26] - The company specializes in the research, production, and sales of blood purification equipment and services [26] Group 17 - Huajin Capital reported a 16.36% increase in revenue to 349 million yuan and a 185.62% increase in net profit to 104 million yuan for the first three quarters [27] - The company focuses on investment management and electronic device manufacturing [27] Group 18 - Datang Power reported a 1.82% decrease in revenue to 89.345 billion yuan but a 51.48% increase in net profit to 6.712 billion yuan for the first three quarters [28][29] - The company primarily engages in thermal power generation [29] Group 19 - Datang Power announced the acquisition of a 50% stake in Anhui Electric Power for 1 yuan, which will result in full ownership of Anhui Electric Power [30] - The company focuses on thermal power generation [30] Group 20 - Kairun Co. reported a 22.94% increase in revenue to 3.719 billion yuan but a 13.38% decrease in net profit to 278 million yuan for the first three quarters [31] - The company specializes in the research, design, production, and sales of leisure bags and related products [31] Group 21 - Dafu Technology reported a 1.95% increase in revenue to 1.764 billion yuan but a net loss of 170 million yuan for the first three quarters [32] - The company focuses on the research, production, and sales of RF products and automotive components [32] Group 22 - Dafu Technology plans to publicly transfer 49% of its stake in Dasheng Graphite [34] - The company specializes in the research, production, and sales of RF products and automotive components [34]

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].

| 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]

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Dabo Medical (002901), indicating a slight increase in stock price and mixed capital flow on September 22, 2025 [1] - Dabo Medical's total market value is 22.345 billion yuan, ranking 11th in the medical device industry, with a net profit of 244 million yuan, which is significantly higher than the industry average [2] - The company reported a year-on-year revenue increase of 25.55% to 1.21 billion yuan in the first half of 2025, with a net profit increase of 76.69% [2] Group 2 - The stock has received one buy rating from an institution in the last 90 days, indicating positive sentiment among analysts [3] - The capital flow analysis shows that on September 22, 2025, there was a net outflow of 2.7 million yuan from main funds, while retail investors saw a net inflow of 7.17 million yuan [1][3] - The company's gross profit margin stands at 71.01%, significantly higher than the industry average of 51.85%, reflecting strong operational efficiency [2]

Core Viewpoint - The stock of Dabo Medical (002901) has shown a decline in price and a mixed flow of funds, indicating potential volatility in investor sentiment and market performance [1][2]. Group 1: Stock Performance - As of September 19, 2025, Dabo Medical's stock closed at 53.83 yuan, down 1.41% with a turnover rate of 0.71% and a trading volume of 20,600 shares, resulting in a transaction amount of 111 million yuan [1]. - Over the past five days, the stock has experienced fluctuations in price and fund flows, with a notable net outflow of 10.02 million yuan from main funds on September 19, 2025, which accounted for 8.99% of the total transaction amount [2]. Group 2: Fund Flow Analysis - The fund flow data for September 19, 2025, indicates that retail investors contributed a net inflow of 9.74 million yuan, representing 8.73% of the total transaction amount, while speculative funds saw a net inflow of 0.28 million yuan [1][2]. - The previous days showed a trend of net outflows from main funds, with the highest outflow recorded on September 17, 2025, at 19.66 million yuan, indicating a potential shift in investor confidence [2]. Group 3: Company Financials and Industry Position - Dabo Medical reported a total market capitalization of 22.287 billion yuan, with a net profit of 244 million yuan, reflecting a year-on-year increase of 76.69% [3]. - The company's gross margin stands at 71.01%, significantly higher than the industry average of 51.85%, positioning it favorably within the medical device sector [3]. - Dabo Medical's return on equity (ROE) is 7.6%, which is substantially above the industry average of 1.8%, indicating effective management and profitability [3].

Core Viewpoint - The stock of Dabo Medical (002901) has shown a slight decline in price, with significant net outflows from major and retail investors, while the company has reported strong financial performance in its recent earnings report [1][3]. Financial Performance - Dabo Medical's total revenue for the first half of 2025 reached 1.21 billion yuan, 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 company's gross profit margin stands at 71.01%, significantly higher than the industry average of 51.85% [3] - The second quarter of 2025 saw a single-quarter revenue of 660 million yuan, a 22.96% increase year-on-year, with a net profit of 141 million yuan, reflecting an 84.47% increase [3] Market Activity - As of September 18, 2025, Dabo Medical's stock closed at 54.6 yuan, down 0.11%, with a trading volume of 34,900 lots and a total transaction value of 192 million yuan [1] - Over the past five days, the stock has experienced net outflows from major investors totaling 6.25 million yuan, while retail investors saw a net inflow of 15.30 million yuan [2] Industry Comparison - Dabo Medical's market capitalization is 22.605 billion yuan, significantly higher than the industry average of 12.073 billion yuan, ranking 11th in the industry [3] - The company's price-to-earnings ratio (P/E) is 46.27, which is lower than the industry average of 67.82, ranking 55th [3] - The return on equity (ROE) for Dabo Medical is 7.6%, compared to the industry average of 1.8%, ranking 13th [3]