本文源自：金融界AI电报 心通医疗-B(02160.HK)公布，该集团预期2025年上半年取得净亏损不高于人民币1000万元，同比减少不 低于83%。 ...

Core Viewpoint - The company expects a net loss of no more than RMB 10 million for the six months ending June 30, 2025, representing a decrease of at least 83% compared to the same period ending June 30, 2024 [1] Group 1 - The significant reduction in net loss is primarily attributed to the sales of the Vita Flow Liberty transcatheter aortic valve and its delivery system in over 20 countries, resulting in more than a twofold increase in overseas revenue compared to the six months ending June 30, 2024 [1] - The commercial progress of the Anchor Man left atrial appendage occluder system and its delivery system in China has been steady, achieving CE marking and commercialization in Europe during the reporting period, contributing to revenue growth [1] - The company has enhanced operational efficiency through continuous optimization of resource allocation and active cost management measures [1] - The joint venture 4C Medical Technologies, Inc completed a Series D financing round, leading to a decrease in the company's equity stake in 4C Medical, which is recognized as a gain from the partial sale of equity [1]

Core Viewpoint - The company expects to achieve a net loss of no more than RMB 10 million in the first half of 2025, representing a year-on-year reduction of not less than 83% [1] Group 1: Financial Performance - The reduction in net loss is primarily attributed to the sales of VitaFlow Liberty® transcatheter aortic valve and its delivery system in over 20 countries/regions, with overseas revenue increasing by more than two times year-on-year [1] - The commercial progress of the AnchorMan® left atrial appendage occluder system and its guiding system in China is steadily advancing, having obtained CE marking and commercialized in Europe during the reporting period, contributing to revenue growth [1] Group 2: Operational Efficiency - The company has enhanced operational efficiency through continuous optimization of resource allocation and active cost management measures [1] - The company's associate, 4C Medical Technologies, Inc, completed a Series D financing round, resulting in a decrease in the company's equity stake in 4C Medical, which generated income from the sale of part of its equity [1]

微創心通醫療科技有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） 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，概不就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。 MicroPort CardioFlow Medtech Corporation 股東及潛在投資者於買賣本公司股份時，務請審慎行事。 承董事會命 微創心通醫療科技有限公司 （股份代號：2160） 2025年上半年盈利預告 — 淨虧損大幅減少 本公告乃由微創心通醫療科技有限公司（「本公司」，連同其附屬公司統稱「本 集團」或「我們」）根據香港聯合交易所有限公司證券上市規則（「上市規則」）第 13.09條以及香港法例第571章證券及期貨條例第XIVA部的內幕消息條文（定義 見上市規則）發出。 本公司董事會（「董事會」）謹此通知本公司股東（「股東」）及潛在投資者，根據 對本集團截至2025年6月30日止六個月（「報告期」）未經審核管理賬目的初步審 閱及對董事會目前可得最新資料的評估，本集團預期報告期錄得淨虧損不高 於人民幣 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 微创心通医疗科技有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02160 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | 本月底法定/註冊股本總額： US ...

行业估值方面，医疗保健设备和服务行业市盈率（TTM）平均值为-2.24倍，行业中值1.4倍。心通医疗- B市盈率-61倍，行业排名第61位；其他京玖康疗（00648.HK）为0.38倍、巨星医疗控股（02393.HK） 为0.45倍、医汇集团（08161.HK）为2.35倍、瑞慈医疗（01526.HK）为5.3倍、环球医疗（02666.HK） 为5.62倍。 资料显示，微创心通医疗科技有限公司是中国领先的结构性心脏病领域创新医疗器械企业,起源于2009 年成立的瓣膜预研项目,于2021年2月在香港联交所上市(股份代码02160.HK)。目前,公司自主研发的经导 管主动脉瓣植入(TAVI)系列及其手术配套产品已成功登陆全球20余个国家和地区的700余家核心医院,救 治超过10,000位结构性心脏病患者,其中VitaFlow Liberty经导管主动脉瓣膜及可回收输送系统于2024年成 为国内首款自主研发并获欧盟CE认证的TAVI系统,将全面加速公司全球化战略布局。此外,公司亦通过自 主研发及与全球合作伙伴的共同研发,建立了涵盖经导管主动脉瓣、经导管二尖瓣、经导管三尖瓣和手 术配件,以及左心耳封堵器等产品的战略性 ...

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

Core Viewpoint - The stock of HeartLink Medical-B (02160) has increased by over 7%, currently trading at 1.45 HKD with a transaction volume of 19.13 million HKD, following the announcement of a potential restructuring with the CRM business of the parent company, MicroPort Medical [1] Group 1: Company Developments - On July 17, MicroPort Medical and HeartLink Medical announced plans to restructure HeartLink Medical with the CRM business to enhance resource integration and competitiveness [1] - The CRM business, in which MicroPort Medical holds a 50.13% stake, focuses on products for diagnosing, treating, and managing arrhythmias and heart failure, including pacemakers and defibrillators [1] Group 2: Financial Insights - In 2018, MicroPort Medical acquired LivaNova's cardiac rhythm management business for 190 million USD, which generated 250 million USD in revenue in 2016 [1] - The projected revenue for MicroPort's cardiac rhythm management in 2024 is 220 million USD, with a loss of 88.05 million USD [1] Group 3: Strategic Implications - The integration of HeartLink Medical is expected to create a platform company addressing structural heart diseases and rhythm management, leveraging shared international sales channels to enhance market presence and influence [1]

Core Viewpoint - HeartLink Medical-B (02160) has seen a significant increase of over 7%, currently trading at 1.45 HKD with a transaction volume of 19.13 million HKD, following the announcement of a potential restructuring with the group's CRM business to enhance competitiveness and resource integration [1]. Group 1: Company Developments - On July 17, MicroPort Medical and HeartLink Medical announced plans to restructure HeartLink Medical with the group's CRM business to improve internal resource integration and collaboration [1]. - The CRM business, in which the group holds a 50.13% stake, focuses on products for diagnosing, treating, and managing arrhythmias and heart failure, including pacemakers, defibrillators, and cardiac resynchronization therapy devices [1]. - In 2018, MicroPort Medical acquired LivaNova's arrhythmia management business for 190 million USD, which generated 250 million USD in revenue in 2016, while the projected revenue for MicroPort's arrhythmia management in 2024 is 220 million USD, with a loss of 88.05 million USD [1]. Group 2: Market Impact - The integration of HeartLink Medical is expected to create a platform company covering structural heart disease and arrhythmia management, leveraging shared international sales channels to generate synergies between the two business areas [1]. - This restructuring aims to establish a stronger sales network and market influence globally, enhancing the competitive position of the combined entity [1].