截至发稿，胡洁累计任职时间13年10天，现任基金资产总规模843.4亿元，任职期间最佳基金回报 177.47%， 任职期间最差基金回报-98.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华宝基金旗下1只基金位居微电生理十大流通股东。华宝中证医疗ETF（512170）二季度增 持15.92万股，持有股数461.24万股，占流通股的比例为3.69%。根据测算，今日浮盈赚取约511.97万 元。 华宝中证医疗ETF（512170）成立日期2019年5月20日，最新规模261.47亿。今年以来收益14.17%，同 类排名3282/4218；近一年收益9.8%，同类排名3287/3869；成立以来收益11.88%。 华宝中证医疗ETF（512170）基金经理为胡洁。 10月22日，微电生理涨5.22%，截至发稿，报22.36元/股，成交8928.75万元，换手率3.25%，总市值 105.23亿元。 资料显示，上海微创电生理医疗科技股份有 ...

截至6月30日，微电生理股东户数8789.00，较上期增加13.20%；人均流通股14206股，较上期减少 11.66%。2025年1月-6月，微电生理实现营业收入2.24亿元，同比增长12.80%；归母净利润3266.81万 元，同比增长92.02%。 机构持仓方面，截止2025年6月30日，微电生理十大流通股东中，汇添富医疗服务灵活配置混合A （001417）位居第一大流通股东，持股724.45万股，相比上期减少119.04万股。华宝中证医疗ETF （512170）位居第三大流通股东，持股461.24万股，相比上期增加15.92万股。汇添富创新医药混合A （006113）位居第四大流通股东，持股441.98万股，为新进股东。汇添富达欣混合A（001801）位居第 五大流通股东，持股315.15万股，相比上期减少245.23万股。南方医药保健灵活配置混合A（000452） 位居第八大流通股东，持股203.32万股，相比上期减少8.44万股。汇添富医药保健混合（470006）位居 第九大流通股东，持股191.02万股，持股数量较上期不变。中欧科创主题混合(LOF)A（501081）位居 第十大流通股东，持股1 ...

10月10日，微电生理跌2.14%，成交额7726.35万元。两融数据显示，当日微电生理获融资买入额811.11 万元，融资偿还455.07万元，融资净买入356.04万元。截至10月10日，微电生理融资融券余额合计2.26 亿元。 机构持仓方面，截止2025年6月30日，微电生理十大流通股东中，汇添富医疗服务灵活配置混合A （001417）位居第一大流通股东，持股724.45万股，相比上期减少119.04万股。华宝中证医疗ETF （512170）位居第三大流通股东，持股461.24万股，相比上期增加15.92万股。汇添富创新医药混合A （006113）位居第四大流通股东，持股441.98万股，为新进股东。汇添富达欣混合A（001801）位居第 五大流通股东，持股315.15万股，相比上期减少245.23万股。南方医药保健灵活配置混合A（000452） 位居第八大流通股东，持股203.32万股，相比上期减少8.44万股。汇添富医药保健混合（470006）位居 第九大流通股东，持股191.02万股，持股数量较上期不变。中欧科创主题混合(LOF)A（501081）位居 第十大流通股东，持股189.15万股，为新进 ...

Group 1 - The core viewpoint of the news is that Microelectrophysiology experienced a decline of 5.1% on September 4, with a stock price of 22.35 yuan per share and a total market capitalization of 10.518 billion yuan [1] - The company, Shanghai Microelectrophysiology Medical Technology Co., Ltd., was established on August 31, 2010, and went public on August 31, 2022. Its main business involves the research, development, production, and sales of innovative medical devices in the field of electrophysiological interventional diagnosis and ablation treatment [1] - The revenue composition of the company includes catheter products at 72.52%, other products at 19.55%, equipment products at 6.40%, and supplementary items at 1.52% [1] Group 2 - From the perspective of fund holdings, one fund under Bank of China holds Microelectrophysiology as a significant position. The fund, Bank of China CSI 1000 Index Enhanced A (019555), held 41,500 shares in the second quarter, accounting for 0.75% of the fund's net value, ranking as the fifth-largest holding [2] - The fund has a total scale of 80.3401 million yuan and has achieved a year-to-date return of 26.6%, ranking 1444 out of 4222 in its category. Over the past year, it has returned 62.72%, ranking 1154 out of 3789 [2] - The fund manager, Yao Jin, has been in the position for 1 year and 268 days, with the fund's total assets amounting to 18.6 million yuan. The best return during his tenure is 50.4%, while the worst return is 2.5% [3]

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - The company demonstrated steady revenue growth in Q2 2025, with a 12.80% year-on-year increase in revenue to 224 million yuan and a significant 92.02% increase in net profit to 32.67 million yuan [1] - The international market continues to show strong growth, with key product approvals progressing steadily [3] - The company is advancing its research pipeline, with a diverse product matrix that supports long-term stable development [4] Financial Performance - In Q2 2025, the company achieved revenue of 120 million yuan, a year-on-year increase of 9.56%, and a net profit of 14.80 million yuan, up 15.22% year-on-year [1][2] - The gross margin for Q2 2025 was 59.70%, an increase of 1.78 percentage points year-on-year, driven by changes in product structure and reduced costs of new products [2] - The company’s revenue by product line for H1 2025 included catheter products generating 161 million yuan with a gross margin of 62.58%, equipment products generating 16.19 million yuan with a gross margin of 52.87%, and other products generating 45.25 million yuan with a gross margin of 55.82% [2] Revenue Forecast - The company is projected to achieve revenues of 488 million yuan, 621 million yuan, and 795 million yuan for 2025, 2026, and 2027 respectively, representing year-on-year growth rates of 18.0%, 27.4%, and 27.9% [4][5] - The forecasted net profits for the same years are 84 million yuan, 129 million yuan, and 182 million yuan, with year-on-year growth rates of 60.9%, 53.9%, and 41.5% respectively [4][5] Product Development - As of H1 2025, the company has nine products in the special approval process for innovative medical devices, enhancing its product matrix [4] - Notable products include the Magbot™ catheter, which fills a technological gap in domestic magnetic-guided catheters, and the EasyEcho™ catheter, which is currently under registration with the National Medical Products Administration [4]

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Shanghai Micro-electrophysiology Medical Technology Co., Ltd., including stock price movements and trading volumes [1][2] - On September 1, the stock price of Micro-electrophysiology increased by 3.78%, with a trading volume of 160 million yuan, and a net financing purchase of 2.25 million yuan [1] - As of September 1, the total margin balance for Micro-electrophysiology reached 213 million yuan, indicating a high level of financing activity [1] Group 2 - For the first half of 2025, Micro-electrophysiology reported a revenue of 224 million yuan, representing a year-on-year growth of 12.8%, and a net profit of 32.67 million yuan, which is a 92.02% increase compared to the previous period [2] - The number of shareholders increased by 13.2% to 8,789, while the average circulating shares per person decreased by 11.66% to 14,206 shares [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Micro-electrophysiology included notable funds such as Huatai-PineBridge Healthcare Flexible Allocation Mixed A, which held 7.24 million shares, a decrease of 1.19 million shares from the previous period [3] - New shareholders included Huatai-PineBridge Innovative Medicine Mixed A, which held 4.42 million shares, and China Europe Science and Technology Innovation Theme Mixed A, which also entered the top ten list [3]