9月16日，天智航盘中上涨2.10%，截至13:18，报18.00元/股，成交7771.88万元，换手率0.97%，总市值 81.48亿元。 资金流向方面，主力资金净流出480.92万元，特大单买入106.11万元，占比1.37%，卖出132.78万元，占 比1.71%；大单买入1234.36万元，占比15.88%，卖出1688.61万元，占比21.73%。 天智航今年以来股价涨80.18%，近5个交易日涨1.24%，近20日跌8.49%，近60日涨29.03%。 今年以来天智航已经1次登上龙虎榜，最近一次登上龙虎榜为2月17日，当日龙虎榜净买入2626.62万 元；买入总计6864.20万元 ，占总成交额比11.74%；卖出总计4237.57万元 ，占总成交额比7.25%。 截至6月30日，天智航股东户数1.54万，较上期减少7.14%；人均流通股29308股，较上期增加8.48%。 2025年1月-6月，天智航实现营业收入1.25亿元，同比增长114.89%；归母净利润-5754.82万元，同比减 少23.80%。 资料显示，北京天智航医疗科技股份有限公司位于北京市海淀区建枫路(南延)中关村西三旗金隅科技 ...

Core Viewpoint - Tianzhihang is a leading enterprise in the orthopedic surgical robot industry in China, focusing on the research, production, sales, and service of orthopedic surgical navigation robots [1] Company Overview - Tianzhihang Medical Technology Co., Ltd. specializes in orthopedic surgical navigation robots and related equipment, consumables, technical services, and surgical center engineering [1] - The company is recognized as one of the top 10 robotics companies in China and serves as a key research center for national and local medical robotics [1] Financial Performance - For Q1 2025, the company reported revenue of 58.58 million yuan, a year-on-year increase of 102.40% [1] - The net profit for the same period was -13.20 million yuan, reflecting a year-on-year decrease of 31.22% [1] - The gross profit margin stood at 75.12% [1] Shareholder Information - As of March 31, 2025, the number of shareholders reached 16,633, an increase of 1,520 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1] Market Valuation - The latest closing price for Tianzhihang was 12.48 yuan, down 2.73%, with a price-to-book ratio of 4.32 and a total market capitalization of 5.649 billion yuan [1][2]

Group 1 - The core viewpoint of the articles highlights Tianzhihang's position as a leading company in the orthopedic surgical robot industry in China, with a focus on research, production, sales, and service of surgical navigation robots [1][2] - As of the first quarter of 2025, Tianzhihang reported a revenue of 58.58 million yuan, representing a year-on-year increase of 102.40%, while the net profit was -13.20 million yuan, a decrease of 31.22% year-on-year, with a gross margin of 75.12% [1] - The company's stock closed at 12.96 yuan, up 2.86%, with a latest price-to-book ratio of 4.49 and a total market capitalization of 5.867 billion yuan [1] Group 2 - Tianzhihang is among six institutions holding shares, with a total of 90.76 million shares valued at 1.126 billion yuan [1] - The average price-to-earnings (P/E) ratio for the industry is 48.90, while Tianzhihang's P/E (TTM) is -47.21, indicating a significant deviation from industry norms [2] - The company is recognized as a top 10 member of the robotics sector in China and serves as a research center for medical robots [1]

Core Viewpoint - The company Tianzhihang-U (688277.SH) is facing challenges in the surgical robot market, with a significant decline in revenue and ongoing losses, despite a slight improvement in loss reduction and a rebound in business volume in early 2024 [1][3]. Financial Performance - In 2023, the company reported a revenue of 1.79 billion yuan, a year-on-year decrease of 14.85%, and a net profit loss of 1.21 billion yuan, which is a 22.54% reduction in losses compared to the previous year [1]. - The first quarter of 2024 showed a significant recovery, with revenue reaching 585.84 million yuan, more than doubling year-on-year [4][6]. Revenue Breakdown - The company's revenue from surgical navigation robots, consumables, and technical services accounted for 1.72 billion yuan, with the surgical navigation robots generating 742.96 million yuan, a 47.39% decline year-on-year [3]. - Consumables and technical services saw a notable increase, with consumables sales reaching 548.55 million yuan (up 55.27%) and technical services generating 429.58 million yuan (up 103.71%) [3][4]. Market Dynamics - The surgical robot market is becoming increasingly competitive, with 64 companies and 115 products approved by the end of 2024, particularly in the orthopedic segment, which accounts for 47% of the total approved products [5]. - The company maintains the largest market share domestically, although it has seen a decline [6]. International Strategy and Risks - The company faces risks from increased competition and potential tariff fluctuations affecting the supply of critical components from international manufacturers [6][7]. - The international revenue dropped from 6.39 million yuan in 2023 to zero, indicating challenges in executing its internationalization strategy [7].

Company Overview - Tianzhihang Medical Technology Co., Ltd. is a leading enterprise in the orthopedic surgical robot industry in China, focusing on the research, production, sales, and service of orthopedic surgical navigation robots [1] - The company is recognized as one of the top 10 robotics companies in China and serves as a key unit for national and local joint engineering research centers for medical robots [1] Financial Performance - For the third quarter of 2024, the company reported a revenue of 92.12 million yuan, representing a year-on-year decrease of 31.08% [1] - The net profit for the same period was -76,172,852.88 yuan, showing a year-on-year decline of 5.68% [1] - The gross profit margin stood at 67.45% [1] Shareholder Information - As of September 30, 2024, Tianzhihang had 16,018 shareholders, an increase of 406 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1] Market Valuation - The company's latest closing price was 11.63 yuan, down by 2.19%, with a price-to-book ratio of 4.46 and a total market capitalization of 5.265 billion yuan [1] - Compared to industry averages, Tianzhihang's price-to-earnings (P/E) ratio (TTM) is -42.76, while the industry average is 46.75 [2]

4月21日，天智航今日收盘11.81元，上涨2.96%，最新市净率4.53，总市值53.46亿元。 截至2024年三季报，共有2家机构持仓天智航，其中基金2家，合计持股数478.81万股，持股市值0.59亿 元。 北京天智航医疗科技股份有限公司是国内骨科手术机器人行业的领军企业,始终专注于骨科手术导航定 位机器人的研发、生产、销售和服务。主要产品是骨科手术导航定位机器人、配套设备及耗材、技术服 务、手术中心专业工程。公司是中国骨科手术机器人行业的领军企业，是中国机器人TOP10成员企业、 医疗机器人国家、地方联合工程研究中心依托单位。 最新一期业绩显示，2024年三季报，公司实现营业收入9212.10万元，同比-31.08%；净利 润-76172852.88元，同比-5.68%，销售毛利率67.45%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13天智航-43.42-43.424.5353.46亿行业平均 47.6950.834.76102.51亿行业中值29.8830.502.3545.38亿1天益医疗-2712.97-2712.971.7020.18亿2硕世生 物-1868.25-1868. ...

Group 1 - The core viewpoint of the articles highlights Tianzhihang's current market performance, including a stock price drop and financial metrics indicating challenges in revenue and profit [1][2] - Tianzhihang's latest closing price is 11.5 yuan, reflecting a decrease of 3.93%, with a market-to-book ratio of 4.41 and a total market capitalization of 5.206 billion yuan [1] - As of September 30, 2024, Tianzhihang has 16,018 shareholders, an increase of 406 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - Tianzhihang is recognized as a leading enterprise in the orthopedic surgical robot industry in China, focusing on the research, production, sales, and service of orthopedic surgical navigation robots [1] - The company is part of the top 10 robotics firms in China and serves as a key unit for national and local joint engineering research centers in medical robotics [1] - The latest financial report for Q3 2024 shows a revenue of 92.121 million yuan, a year-on-year decrease of 31.08%, and a net loss of approximately 76.173 million yuan, with a gross profit margin of 67.45% [1]

Core Viewpoint - The article emphasizes the growth potential of the domestic robotics industry, particularly focusing on companies with a market capitalization below 50 billion yuan, as it anticipates 2025 to be a pivotal year for humanoid robot mass production [2] Group 1: Ranking Methodology - The ranking is based on three dimensions: R&D investment (40% weight), company growth (40% weight), and market attention (20% weight) [2][3][4][5] Group 2: Industry Coverage - The ranking encompasses various segments of the robotics industry, categorizing companies into three layers: brain layer (AI and algorithms), execution layer (mechanical components), and terminal layer (end applications) [6][10][12] Group 3: Brain Layer - AI is significantly impacting the robotics sector, with advancements like ChatGPT revitalizing interest and confidence in humanoid robots [8] - Companies in the brain layer focus on chips, algorithms, and sensors, which are essential for developing intelligent robots [9] Group 4: Execution Layer - The execution layer includes critical components such as joint modules, drive systems, and precision reducers, which determine the flexibility and reliability of robots [10] - China's advanced precision manufacturing capabilities, particularly in the 3C electronics and new energy vehicle sectors, provide a competitive edge in the robotics supply chain [10][11] Group 5: Terminal Layer - The terminal layer is rapidly expanding from single-function robots to multi-scenario applications, with the market for industrial robots reaching 130 billion yuan and service robots growing at a rate of 21% [12] - Companies in this layer are diversifying their applications across various fields, including industrial automation, service robots, and specialized robots for unique tasks [12][13] Group 6: Industry Trends - The Chinese robotics industry is characterized by significant technological concentration and industrial clustering, leading to improved competitiveness and collaboration among companies [13]