截至2024年年报，微创医疗营业总收入74.12亿元、净利润-15.39亿元。 本文源自：金融界 作者：行情君 8月5日，微创医疗(00853)盘中下跌2.94%，截至10:06，报12.86元/股，成交3.01亿元。 微创医疗科学有限公司是一家跨国企业集团，专注于心血管、脑血管、神经系统、骨科学等多个领域的 创新医疗技术，致力于提供普惠化的医疗解决方案。公司在全球多个地区设有创新中心和生产基地，产 品已进入全球超过100个国家和地区，帮助挽救和延长生命。 ...

Group 1 - The core viewpoint of the articles highlights the increasing trend of state-owned enterprises (SOEs) in the Yangtze River Delta region engaging in mergers and acquisitions (M&A) to promote local industrial integration and development, shifting from financial investments to deep industrial integration [1][2][3] - In 2025, there have been 17 cases of SOEs directly or indirectly participating in the acquisition of A-share listed companies, with over half of the targets in the machinery, electronics, petrochemicals, and computer sectors, indicating a focus on regional resource optimization and industrial collaboration [1][2] - The current wave of M&A is driven by local governments' strategies to enhance industrial clusters, aiming to strengthen, supplement, and extend the industrial chains [1][2][3] Group 2 - SOEs are utilizing specialized M&A funds to strategically invest in or take control of "chain leader" companies, thereby enhancing local industries and releasing synergistic effects [2][3] - A notable example is the strategic investment by a Shanghai biomedical M&A fund in MicroPort Medical, which aims to support the development of the biomedical sector and attract talent and technological breakthroughs [2][3] - The trend of cross-provincial acquisitions is evident, with SOEs from Jiangsu, Anhui, and Zhejiang acquiring companies in Guangdong and Chongqing, showcasing an upgraded model of "capital attraction + industrial attraction" [5][6] Group 3 - The integration of high-quality scientific and technological assets into SOEs through M&A not only facilitates strategic upgrades for these companies but also optimizes the industrial layout for local SOEs [6] - Data indicates that most of the listed companies acquired by SOEs in the Yangtze River Delta this year have market values below 10 billion yuan, with 10 companies valued under 5 billion yuan and 7 between 5 billion and 10 billion yuan [5][7] - The approach of using M&A as a tool for local industrial development serves as a model for other regions, promoting resource integration and enhancing local industrial chains [3][5]

因此，于2025年8月4日，4355万股换股股份(占紧接发行换股股份前全部已发行股份约2.34%及占经发行 换股股份扩大后全部已发行股份约2.29%)已根据可换股贷款的条款及条件配发予相关贷款人。 微创医疗(00853)发布公告，本公司近期接获贷款人发出的若干换股通知，要求行使可换股贷款附带的 换股权，以按每股换股股份7.46港元的换股价将本金总额4150万美元(相当于3.25亿港元)的部分贷款转 换为4355万股换股股份。 ...

因此，于2025年8月4日，4355万股换股股份(占紧接发行换股股份前全部已发行股份约 2.34%及占经发 行换股股份扩大后全部已发行股份约2.29%)已根据可换股贷款的条款及条件配发予相关贷款人。 智通财经APP讯，微创医疗(00853)发布公告，本公司近期接获贷款人发出的若干换股通知，要求行使可 换股贷款附带的换股权，以按每股换股股份7.46港元的换股价将本金总额4150万美元(相当于3.25亿港 元)的部分贷款转换为 4355万股换股股份。 ...

因此，于2025年8月4日，43,549,965股换股股份（占紧接发行换股股份前全部已发行股份约2.34%及占 经发行换股股份扩大后全部已发行股份约2.29%）已根据可换股贷款的条款及条件配发予相关贷款人。 格隆汇8月4日丨微创医疗(00853.HK)公告，公司近期接获贷款人发出的若干换股通知，要求行使可换股 贷款附带的换股权，以按每股换股股份7.46港元的换股价将本金总额41,500,000美元的部分贷款转换为 43,549,965股换股股份。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內 容而引致的任何損失承擔任何責任。 微創醫療科學有限公司* （於開曼群島註冊成立的有限公司） （股份代號：00853） 部分轉換可換股貸款 茲提述微創醫療科學有限公司（「本公司」）日期為二零二四年四月五日及二零二四年五月六日的公告 （「該公告」）及通函（「該通函」），內容有關可換股融資協議及其項下擬進行的交易。除文義另有所指 外，本公告所用詞彙與該公告及該通函所界定者具有相同涵義。 本公司近期接獲貸款人發出的若干換股通知，要求行使可換股貸款附帶的換股權，以按每股換 股股份7.46港元的換股價將本金總額41,500,000美元（相當於324,882,750港元）的部分貸款轉換為 43,549,965股換股股份。 承董事會命 微創醫療科學有限公司* 主席 常兆華博士 中華人民共和國上海，二零二五年八月四日 於本公告日期，執行董事為常兆華博士；非執行董事為白藤泰司先生、蘆田典裕先生及孫維琴女 士；以及獨立非執行董事為周嘉鴻先生、劉國恩博士及邵春 ...

本文源自：金融界 8月4日，微创医疗(00853)盘中下跌5.09%，截至09:57，报13.06元/股，成交2.7亿元。 作者：行情君 微创医疗科学有限公司是一家跨国企业集团，专注于心血管、脑血管、神经系统、骨科学等多个领域的 创新医疗技术，致力于提供普惠化的医疗解决方案。公司在全球多个地区设有创新中心和生产基地，产 品已进入全球超过100个国家和地区，帮助挽救和延长生命。 截至2024年年报，微创医疗营业总收入74.12亿元、净利润-15.39亿元。 ...

港股医药股震荡走低，华润医疗跌超13%，石药集团、复星医药、微创医疗、药明康德、药明生物等跟 跌。 ...

Core Viewpoint - The major shareholder of MicroPort Medical (0853.HK), Otsuka Medical Devices Co., Ltd. ("Otsuka"), plans to sell approximately 291 million shares, reducing its stake from 20.7% to 4.99%, with We'Tron becoming the largest shareholder post-transaction [3][5][6]. Group 1: Shareholder Changes - Otsuka has been the largest shareholder of MicroPort since 2013 and has decided to divest part of its stake to enhance long-term sustainable growth and company value [3][4]. - The transaction involves multiple buyers, including Shanghai Shanshi Capital Management Co., Ltd. and We'Tron, with Otsuka selling approximately 135 million shares to each [5][6]. - After the completion of the transaction, We'Tron's stake will increase from approximately 18.7% to an estimated 26%, making it the largest shareholder [6][8]. Group 2: Financial Performance - MicroPort reported a revenue of approximately $1.031 billion in 2024, a year-on-year increase of 9.6%, but incurred a loss of about $269 million [8]. - The company has faced five consecutive years of losses, with a net cash outflow of approximately $49.67 million in operating cash flow [8][10]. - As of the end of 2024, MicroPort's cash and cash equivalents were approximately $713 million, down by about $300 million from the end of 2023, with total borrowings around $1.597 billion [8][10]. Group 3: Financing and Debt Obligations - MicroPort is under pressure from a financing agreement that requires it to meet specific performance targets from 2024 to 2026, including limiting losses to $275 million in 2024 and achieving a net profit of at least $4.5 million in the first half of 2026 [9][10]. - The company has also faced challenges related to its subsidiaries, including a potential redemption risk for MicroPort Heart Management if it fails to go public by July 17, 2025 [11]. Group 4: Business Operations and Market Challenges - MicroPort's main business segments include cardiovascular intervention, orthopedic medical devices, and surgical robots, among others [10][11]. - The company has experienced losses in most of its business segments, with the surgical robot segment reporting a loss of approximately $90.93 million, although this was a 37.3% improvement compared to the previous year [11]. - Revenue declines have been attributed to geopolitical tensions, intense industry competition, and adjustments in product pricing due to healthcare policy changes [11].

Core Viewpoint - MicroPort Medical is experiencing a decline in stock price, reflecting potential challenges in its financial performance and market perception [1]. Financial Performance - As of the 2024 annual report, MicroPort Medical reported total revenue of 7.412 billion yuan and a net loss of 1.539 billion yuan [2]. Market Activity - On August 1, MicroPort Medical's stock price fell by 2.11%, reaching 13.92 yuan per share, with a trading volume of 604 million yuan [1]. Company Overview - MicroPort Medical is a multinational enterprise focused on innovative medical technologies across various fields, including cardiovascular, neurovascular, and orthopedic sectors [1]. - The company aims to provide accessible medical solutions and has established innovation centers and production bases in multiple regions globally, with products available in over 100 countries [1].