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8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: 微創腦科學有限公司 呈交日期: 2025年9月4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) | 02172 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | USD | | 0.00002 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 2,500,000,000 | USD | | 0.00002 | USD | | 50,000 ...

Summary of MicroPort NeuroScience Conference Call Company Overview - **Company**: MicroPort NeuroScience - **Industry**: Neurointervention Key Financial Performance - **Revenue**: 383 million RMB in H1 2025, with overseas revenue of 47.07 million RMB, a year-on-year increase of 67.4%, accounting for 12% of total revenue [2][14] - **Product Contribution**: Hemorrhagic products contributed 61% of revenue, stenosis products 30%, and acute ischemia products 8% [2][14] - **Gross Margin**: 73.4%, an increase of 1.1 percentage points year-on-year [14] - **Adjusted Net Profit Margin**: 39%, consistent with the previous year [14] - **Operating Expenses**: Total operating expenses of 148 million RMB, an increase of 11.4% [14] Market Expansion and Product Development - **Domestic Market**: Coverage expanded to approximately 3,600 hospitals, including 2,000 tertiary hospitals and all top 100 stroke centers in China [2][6] - **International Market**: Eight products commercialized in 34 countries, with significant growth in Europe, the Middle East, and Africa [2][4] - **Product Pipeline**: 26 commercialized products, with four approved in H1 2025 and 13 in research [3][14] Strategic Initiatives - **Cost Optimization**: Continuous efforts in domestic production and cost reduction, with a focus on increasing the localization rate of key materials [9][10] - **Dividend and Share Buyback**: Three rounds of dividends totaling approximately 160 million HKD and a buyback of 3.218 million shares for about 32.11 million HKD [9] - **Innovation Focus**: Emphasis on R&D with 53.54 million RMB invested, accounting for 13.8% of revenue [14] Future Outlook - **Revenue Growth Expectation**: Anticipated overall revenue growth of about 5% for 2025, with overseas revenue expected to exceed 100 million RMB, a growth of over 60% [15][16] - **Product Growth Projections**: Stenosis products expected to grow by 10%, and thrombectomy products by 40% in 2025 [17] - **Profitability Strategy**: Maintaining a gross margin above 70% despite pricing pressures from centralized procurement [18] Competitive Landscape - **Market Position**: Company remains the only profitable and dividend-paying entity in the domestic neurointervention sector [2][9] - **Market Share**: Currently holds over 10% market share in the Jing-Jin-Ji region for spring coils, with expectations to maintain this level [23] - **Challenges**: Increased competition with over 50 brands in the neurointervention market, necessitating continuous innovation and market adaptation [35] International Strategy - **Market Penetration**: Focus on establishing a presence in high-potential markets such as the U.S., Brazil, and Japan, with a projected compound annual growth rate of 30% to 50% for overseas business [31][37] - **Sales Strategy**: Direct sales model with flexible pricing strategies tailored to local economic conditions [40] Additional Insights - **Regulatory Environment**: Adapting to stricter registration requirements for new products, which may impact timelines for product launches [22] - **Emerging Markets**: Successful entry into new markets like Turkey and Egypt, with ongoing efforts to expand product offerings [5][31] This summary encapsulates the key points from the conference call, highlighting the company's financial performance, market strategies, product development, and future outlook in the neurointervention industry.

Group 1 - The company, MicroPort Scientific Corporation (02172), announced a decision to grant stock options to 63 eligible participants under a share scheme adopted on July 12, 2023 [1] - The total number of stock options granted amounts to a maximum of 402,300 shares of the company's common stock, each with a par value of $0.00002 [1] - The grant of stock options is subject to acceptance by the grantees before it becomes effective [1]

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份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 MicroPort NeuroScientic Corporation 微創腦科學有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：2172） 授出購股權 本公告乃根據香港聯合交易所有限公司證券上市規則（「上市規則」）第17.06A條 而作出。 微創腦科學有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」） 會（「董事會」）謹此宣佈，於二零二五年八月二十八日，本公司已決議根據本公 司於二零二三年七月十二日採納之股份計劃（「股份計劃」）向63名合資格參與 者（「承授人」）授出購股權（「購股權」），以合共認購最多402,300股本公司股本 中每股面值0.00002美元之本公司普通股（「股份」），惟須待承授人接納後，方可 作實。 有關購股權之詳情載列如下： – 1 – 授出日期 二零二五年八月二十八日（「授出日期」） 承授人之數目 63名承授人（全部承授人均 ...

Core Viewpoint - Micron Brain Science (02172) experienced a decline of over 5%, with a current price of HKD 13.05 and a trading volume of HKD 77.84 million [1] Financial Performance - For the first half of 2025, the company reported revenue of approximately HKD 383 million, a year-on-year decrease of 6.2% [1] - The profit attributable to equity shareholders was HKD 92.923 million, reflecting a year-on-year decline of 35.25% [1] - The interim dividend was set at HKD 0.05 per share, down from HKD 0.08 per share in the same period last year [1] International Business Growth - The company's international business continued to show strong growth, with overseas revenue reaching HKD 47.1 million, an increase of 67.4% compared to the same period last year [1] - Profit from the international business segment experienced rapid growth [1] - Sales revenue in the Asia-Pacific, Europe, Middle East and Africa (EMEA), North America, and Latin America regions all achieved varying degrees of rapid growth [1]

Core Viewpoint - Micron Brain Science (02172) experienced a decline of over 5%, with a current price of HKD 13.05 and a trading volume of HKD 77.84 million [1] Financial Performance - For the first half of 2025, the company reported revenue of approximately HKD 383 million, a year-on-year decrease of 6.2% [1] - The profit attributable to equity shareholders was HKD 92.923 million, reflecting a year-on-year decrease of 35.25% [1] - The interim dividend was set at HKD 0.05 per share, down from HKD 0.08 per share in the same period last year [1] International Business Growth - The company's international business continued to show strong growth, with overseas revenue reaching HKD 47.1 million, a year-on-year increase of 67.4% [1] - Profit from the international business segment experienced rapid growth [1] - Sales revenue in the Asia-Pacific, Europe, Middle East and Africa (EMEA), North America, and Latin America regions all achieved varying degrees of rapid growth [1]

Core Insights - Micron Brain Science (02172) reported a mid-year performance for 2025, with revenue approximately 383 million yuan, a year-on-year decrease of 6.2% [1] - The company's profit attributable to equity shareholders was 92.923 million yuan, down 35.25% year-on-year, with earnings per share at 0.16 yuan [1] International Business Performance - The international business segment continued to show strong growth, with overseas revenue reaching 47.1 million yuan, an increase of 67.4% compared to the same period last year [1] - Profits from the international business division experienced rapid growth, indicating a successful expansion strategy [1] Product and Market Expansion - As of the end of the reporting period, the company had eight products launched internationally, achieving commercialization in 34 overseas countries or regions [1] - The products cover nine countries that rank among the top ten globally in terms of neurosurgical procedures, highlighting the company's competitive positioning [1] - The company secured nine product registration certificates in various overseas markets, laying a solid foundation for scaling up international revenue [1]

Core Viewpoint - MicroPort NeuroTech (02172.HK) reported a revenue of RMB 382.9 million for the six months ending June 30, 2025, a decrease of 6.2% compared to RMB 408.2 million for the same period in 2024, primarily due to various factors affecting product sales and market dynamics [1] Revenue Breakdown - The revenue is mainly derived from hemorrhagic stroke products, carotid artery atherosclerosis products, and acute ischemic stroke products [1] - The overseas business continued to show strong growth, with revenue increasing approximately 67.4% year-on-year, and sales in the Asia-Pacific, North America, Latin America, and Europe, Middle East, and Africa regions all experienced varying degrees of rapid growth [1] - Revenue from hemorrhagic stroke products, including the spring coil series and the globally unique WILLIS intracranial covered stent, maintained rapid growth, while the market share of spring coils increased [1] - Revenue from carotid artery atherosclerosis products declined mainly due to the cessation of cooperation with original agents and the impact of centralized procurement in certain regions [1] Profitability Metrics - The company's gross profit margin was 73.4%, an increase of 1.1 percentage points from 72.3% in the same period last year, attributed to improved production efficiency [1] - The net profit recorded during the reporting period was approximately RMB 92.7 million [1] Dividend Announcement - The board of directors proposed an interim dividend of HKD 0.05 per ordinary share for the six months ending June 30, 2025 [1]

Core Viewpoint - MicroPort NeuroTech (02172) reported a decline in revenue and profit for the first half of 2025, despite strong growth in international business [1] Financial Performance - Revenue for the period was approximately 383 million yuan, a year-on-year decrease of 6.2% [1] - Profit attributable to equity shareholders was 92.923 million yuan, down 35.25% year-on-year [1] - Earnings per share stood at 0.16 yuan [1] International Business Growth - The company's international business continued to show strong growth, with overseas revenue reaching 47.1 million yuan, an increase of 67.4% compared to the same period last year [1] - Profits from the international business segment experienced rapid growth [1] - Sales revenue in the Asia-Pacific, Europe, Middle East and Africa (EMEA), North America, and Latin America regions all saw varying degrees of rapid growth [1] Product Expansion - As of the end of the reporting period, the company had 8 products launched internationally, achieving commercialization in 34 overseas countries or regions [1] - The products cover 9 countries that rank among the top ten globally in terms of neuro-interventional procedures [1] - The company secured 9 product registrations in different overseas countries or regions, laying a solid foundation for scaling up overseas revenue [1]

EF001 發行人所發行上市權證/可轉換債券的相關信息 發行人所發行上市權證/可轉換債券 不適用 其他信息 其他信息 不適用 發行人董事 於本公告日期，執行董事為謝志永先生及王亦群先生；非執行董事為常兆華博士、孫慶蔚先生及吳夏女士；及獨立非執行董事為張 海曉博士、樊欣先生及李志勇先生。 第 2 頁 共 2 頁 v 1.1.1 EF001 免責聲明 | 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 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 微創腦科學有限公司 | | 股份代號 | 02172 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月的中期股息 | | 公告日期 | 2025年8月27日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普 ...