9月11日，康拓医疗跌5.62%，截至发稿，报36.43元/股，成交1125.37万元，换手率0.37%，总市值29.60 亿元。 资料显示，西安康拓医疗技术股份有限公司位于陕西省西安市高新区毕原一路西段1451号，成立日期 2005年3月14日，上市日期2021年5月18日，公司主营业务涉及三类植入医疗器械产品的研发、生产、销 售。主营业务收入构成为：PEEK材料神经外科产品63.86%，钛材料神经外科产品22.54%，其他产品 10.97%，其他(补充)2.62%。 从基金十大重仓股角度 东兴医药生物量化选股混合A（020830）基金经理为李兵伟。 截至发稿，李兵伟累计任职时间9年93天，现任基金资产总规模3.52亿元，任职期间最佳基金回报 61.7%， 任职期间最差基金回报-11.19%。 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，东兴基金旗下1只基金重仓康拓医疗。东兴医药生物量化选股混合A（020830）二季度持有 股数6653 ...

Company Overview - Kangtuo Medical, established on March 14, 2005, is located in Xi'an, Shaanxi Province, and was listed on May 18, 2021. The company specializes in the research, production, and sales of three types of implantable medical devices [1] - The company's main business revenue composition includes: PEEK material neurosurgical products (63.86%), titanium material neurosurgical products (22.54%), other products (10.97%), and supplementary products (2.62%) [1] Stock Performance - On September 3, Kangtuo Medical's stock rose by 5.04%, reaching a price of 38.16 CNY per share, with a trading volume of 71.24 million CNY and a turnover rate of 2.36%. The total market capitalization is 3.1 billion CNY [1] Fund Holdings - Dongxing Fund has a significant holding in Kangtuo Medical, with its Dongxing Pharmaceutical Biotechnology Quantitative Selection Mixed A Fund (020830) holding 6,653 shares, accounting for 3.51% of the fund's net value, making it the sixth-largest holding [2] - The fund has achieved a year-to-date return of 36.69%, ranking 1474 out of 8180 in its category, and a cumulative return of 29.01% since its inception [2] Fund Manager Profile - The fund manager of Dongxing Pharmaceutical Biotechnology Quantitative Selection Mixed A Fund is Li Bingwei, who has been in the position for 9 years and 85 days. The total asset size of the fund is 352 million CNY, with the best return during his tenure being 62.49% and the worst being -11.19% [3]

Core Viewpoint - Xi'an Kontour Medical Technology Co., Ltd. reported a revenue increase of 11.07% and a net profit increase of 12.72% for the first half of 2025, indicating strong growth in the medical device sector, particularly in neurosurgery and PEEK material products [1][14]. Company Overview and Financial Indicators - The company specializes in the research, production, and sales of Class III implantable medical devices, focusing on neurosurgery, thoracic surgery, and oral surgery [5][13]. - As of June 30, 2025, the company reported total assets of RMB 778.07 million, with a net asset value of RMB 680.69 million, reflecting a year-on-year increase of 4.13% and 7.10% respectively [3][14]. - The company achieved a total revenue of RMB 170.32 million and a total profit of RMB 65.36 million for the first half of 2025 [3][14]. Industry Context - The company operates within the specialized equipment manufacturing industry, specifically in the biomedical engineering sector, which is experiencing growth due to aging populations and increasing health demands [14]. - The implementation of centralized procurement policies is driving the clinical penetration of high-value medical consumables, benefiting companies like Kontour Medical [14][15]. Business Performance - The neurosurgery segment generated RMB 149.04 million in revenue, a 12.01% increase from the previous year, with PEEK material products contributing RMB 108.77 million, up 13.05% [14][15]. - The thoracic surgery segment reported revenue of RMB 1.17 million, with PEEK material products showing a 20.28% increase [15]. - The company has successfully expanded its market presence in the facial reconstruction sector, achieving RMB 5.06 million in revenue, a significant increase from the previous year [17]. Product Development and Innovation - The company holds 20 Class III implantable medical device registrations, with PEEK material products leading the domestic market [5][13]. - Ongoing research projects include the development of personalized PEEK facial implants and absorbable membranes, aimed at enhancing patient recovery and surgical outcomes [18]. - The company has initiated the production of PEEK bone plates in the U.S. and is expanding its product offerings in international markets [15][18]. Market Position - Kontour Medical maintains the largest market share in the domestic PEEK material cranial repair and fixation products, positioning itself as a leader in the neurosurgical implant sector [13][14]. - The company is leveraging its technological advantages to accelerate the replacement of traditional titanium materials with innovative PEEK solutions [14][15].

Group 1 - The core point of the news is that Kangtuo Medical experienced a decline of 5.15% in its stock price, reaching 37.17 yuan per share, with a total market capitalization of 3.02 billion yuan [1] - Kangtuo Medical, established on March 14, 2005, and listed on May 18, 2021, specializes in the research, production, and sales of three types of implantable medical devices [1] - The revenue composition of Kangtuo Medical includes 63.94% from PEEK material neurosurgical products, 22.42% from titanium material neurosurgical products, 10.47% from other products, and 3.18% from supplementary products [1] Group 2 - According to data, a fund under Jianxin Fund holds a significant position in Kangtuo Medical, with Jianxin Flexible Allocation Mixed A (000270) owning 106,700 shares, representing 1.18% of the fund's net value [2] - The Jianxin Flexible Allocation Mixed A fund has a total scale of 112 million yuan and has achieved a return of 49.44% this year, ranking 464 out of 8190 in its category [2] - The fund has also seen a remarkable return of 99.9% over the past year, ranking 298 out of 7966 in its category, and a cumulative return of 152.36% since its inception [2] Group 3 - The fund manager of Jianxin Flexible Allocation Mixed A is Ye Letian, who has a tenure of 13 years and 164 days, with the fund's total asset scale at 6.53 billion yuan [3] - During Ye Letian's tenure, the best fund return was 241.01%, while the worst was -18.94% [3] - The co-manager, Guo Zhiteng, has a tenure of 1 year and 266 days, managing a fund scale of 625 million yuan, with a best return of 155.31% and a worst return of 12.27% during his tenure [3]

8月26日，康拓医疗涨0.00%，成交额1.05亿元。两融数据显示，当日康拓医疗获融资买入额1649.82万 元，融资偿还2011.96万元，融资净买入-362.14万元。截至8月26日，康拓医疗融资融券余额合计1.33亿 元。 截至3月31日，康拓医疗股东户数4435.00，较上期增加10.54%；人均流通股18317股，较上期减少 9.54%。2025年1月-3月，康拓医疗实现营业收入8249.10万元，同比增长17.98%；归母净利润2404.82万 元，同比增长20.63%。 分红方面，康拓医疗A股上市后累计派现1.52亿元。近三年，累计派现8541.72万元。 机构持仓方面，截止2025年3月31日，康拓医疗十大流通股东中，富国兴远优选12个月持有期混合A （011164）、富国文体健康股票A（001186）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，康拓医疗当日融资买入1649.82万元。当前融资余额1.33亿元，占流通市值的4.10%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，康拓医疗8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元 ...