5月9日，天智航今日收盘12.48元，下跌2.73%，最新市净率4.32，总市值56.49亿元。 股东方面，截至2025年3月31日，天智航股东户数16633户，较上次增加1520户，户均持股市值35.28万 元，户均持股数量2.76万股。 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，2025年一季报，公司实现营业收入5858.38万元，同比102.40%；净利 润-13204889.44元，同比-31.22%，销售毛利率75.12%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13天智航-45.46-46.644.3256.49亿行业平均 48.9847.404.56104.17亿行业中值36.1637.662.3446.18亿1天益医疗-1712.92-2934.031.8321.83亿2澳华内 ...

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].

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. ...

4月16日，天智航今日收盘11.5元，下跌3.93%，最新市净率4.41，总市值52.06亿元。 股东方面，截至2024年9月30日，天智航股东户数16018户，较上次增加406户，户均持股市值35.28万 元，户均持股数量2.76万股。 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)12天智航-42.28-42.284.4152.06亿行业平均 45.9448.384.71101.41亿行业中值29.6428.792.3545.52亿1天益医疗-2672.56-2672.561.6719.88亿2硕世生 物- ...

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]