消息面上，医药板块再迎政策利好。4月24日，工业和信息化部等七部门关于印发《医药工业数智化转 型实施方案（2025—2030年）》的通知，方案提出两个阶段的发展目标：到2027年，医药工业数智化转 型取得重要进展，包括突破一批医药工业数智化关键技术，在智能制药设备、检测仪器和制药工业软件 等领域研发推广100款以上高性能产品，建成100个以上数智药械工厂，建设10个以上医药大模型创新平 台、数智技术应用验证与中试平台等。到2030年，规上医药工业企业基本实现数智化转型全覆盖，数智 技术融合创新能力大幅提升，医药工业全链条数据体系进一步完善，医药工业数智化转型生态体系进一 步健全。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 4月25日，港股早盘集体走强，恒生医疗保健指数开盘冲高后回落，相关ETF方面，恒生医疗指数 ETF(159557)截至发稿涨超1%，涨幅暂居同标的首位，溢折率0.61%，盘中溢价交易明显。成分股中， 心泰医疗上涨超6%，晶泰控股上涨超5%，讯飞医疗科技上涨超4%。 国联民生证券认为，2025年医药关注两条核心投资主线：1）高质量创新药 ...

港股开盘，恒生指数开涨2.4%，恒生科技指数开涨3.5%；心泰医疗(02291.HK)复牌后开涨8.28%；泡泡 玛特(09992.HK)开涨4.6%，日前公告称公司2025年一季度收益同比增长165%-170%。 ...

Financial Performance - The company reported a consolidated revenue of HK$1.2 billion for the fiscal year 2024, representing a year-on-year increase of 15%[1]. - Lepu Medical Technology reported a revenue increase of 15% year-over-year for the last fiscal year, reaching RMB 1.2 billion[10]. - For the year ended December 31, 2024, the Company achieved revenue of RMB471.6 million, representing a year-on-year increase of 44.4% from 2023[57]. - Revenue from CHD occluder products grew by 6.8% from RMB230.2 million in 2023 to RMB245.9 million in 2024, representing 70.4% and 52.2% of total revenue, respectively[106]. - Revenue from pathway products increased by 22.1% from RMB66.5 million in 2023 to RMB81.3 million in 2024, accounting for 20.4% and 17.2% of total revenue, respectively[107]. - Revenue from PFO and LAA occluder products surged by 396.6% from RMB29.0 million in 2023 to RMB143.9 million in 2024, representing 8.9% and 30.5% of total revenue, respectively[110]. - Net profit attributable to shareholders of the parent company increased by 62.2% from RMB151.4 million for the year ended December 31, 2023, to RMB245.6 million for the year ended December 31, 2024[26]. - The company achieved a net profit margin of 20%, reflecting strong operational efficiency and cost management[10]. User Growth and Market Expansion - User data showed a growth in active users by 25%, reaching a total of 500,000 users by the end of the fiscal year[1]. - User data indicated a 25% growth in the number of active users of Lepu's medical devices, totaling 500,000 users[10]. - The company plans to expand its market presence in Southeast Asia, targeting a 10% market share within the next two years[1]. - Lepu Medical plans to expand its market presence in Southeast Asia, targeting a 30% increase in market share by 2025[10]. Research and Development - Investment in R&D increased by 30%, focusing on innovative medical technologies and product enhancements[1]. - The company is investing RMB 200 million in R&D for new medical technologies, including advancements in transcatheter valve replacement systems[10]. - The company launched seven new products in the past year, enhancing its product pipeline in the structural heart disease sector[35]. - The company is actively working on new product development, including biodegradable LAA delivery systems, which are in the preparation stage for registration materials[53]. Product Development and Innovation - The company introduced two new products in the cardiovascular segment, which are anticipated to contribute an additional HK$200 million in revenue next year[1]. - Lepu Medical's new product line, including the TMVR system, is expected to launch in Q3 2024, aiming to capture a significant share of the minimally invasive surgery market[10]. - The company has successfully commercialized multiple occluder products, including MemoPart® ASD occluder (double-rivet), MemoPart® VSD occluder (double-rivet), and MemoPart® PDA occluder (double-rivet)[47]. - The company is preparing for the initiation of overseas clinical trials for MemoSorb® fully-degradable occluder systems[47]. Sustainability Initiatives - Future guidance includes a commitment to sustainability initiatives, with a target of reducing carbon emissions by 25% over the next five years[1]. - Lepu Medical is committed to sustainability initiatives, aiming to reduce its carbon footprint by 15% over the next three years[10]. Financial Management and Cost Control - The gross profit margin improved to 60%, up from 55% in the previous year, due to cost optimization measures[1]. - The company aims to reduce operational costs by 15% through efficiency improvements and automation[1]. - Operating costs rose by 26.9% from RMB37.5 million in 2023 to RMB47.6 million in 2024[115]. - Labor costs rose by 39.7% from RMB10.9 million in 2023 to RMB15.2 million in 2024, driven by increased output and sales volume[120]. Leadership and Management - Ms. Chen has been serving as the Executive Director and General Manager since January 29, 2021, and has been with the Group since December 2011[182]. - Ms. Zhang has been a Director since January 29, 2021, and was appointed as Deputy General Manager and Chief Technology Officer on May 28, 2021[184]. - The Group's management team has a diverse background in both engineering and business, enhancing its strategic decision-making[190]. - The leadership team has a strong track record in both domestic and international markets, positioning the company for future growth[190].

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。 LEPU SCIENTECH MEDICAL TECHNOLOGY (SHANGHAI) CO., LTD.* 樂普心泰醫療科技（上海）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 1 － 收入由截至2023年12月31日止年度的人民幣326.6百萬元增長44.4%至截至 2024年12月31日止年度的人民幣471.6百萬元。 － 毛利由截至2023年12月31日止年度的人民幣289.1百萬元增長46.7%至截至 2024年12月31日止年度的人民幣424.0百萬元。 － 研發費用由截至2023年12月31日止年度的人民幣62.1百萬元下降6.6%至截至 2024年12月31日止年度的人民幣58.0百萬元。 － 歸屬於母公司股東的淨利潤由截至2023年12月31日止年度的人民幣151.4百 萬元增長62.2%至截至2024年12月31日止年度的人民幣245.6百萬元。 － 董事會建議派發截至 ...

ocienlech Stock Code 股份代號 : 2291 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------|-------|-------|-------|-------|-------|-------|-------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | * For identification purposes only * 僅供識別 | | | | | | | Interim Report 中期報告 | | 2024 | Contents 目錄 | --- | --- | --- | --- | |----------------- ...

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之內容概不負責，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倚賴 該等內容而引致的任何損失承擔任何責任。 LEPU SCIENTECH MEDICAL TECHNOLOGY (SHANGHAI) CO., LTD.* 樂普心泰醫療科技（上海）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2291） 截至2024年6月30日止六個月的中期業績公告 董事會欣然宣佈本集團截至2024年6月30日止六個月的未經審計綜合財務業績， 連同截至2023年6月30日止六個月的比較數字如下。 本集團截至2024年6月30日止六個月的中期業績已由審計委員會及本公司獨立核 數師立信會計師事務所（特殊普通合夥）根據中國註冊會計師協會頒佈的中國註冊 會計師審閱準則第2101號「由實體的獨立核數師執行中期財務資料審閱」審閱。 財務摘要 － 收入由截至2023年6月30日止六個月的人民幣166.4百萬元增長49.7%至截至 2024年6月30日止六個月的人民幣249.1百萬元。 － 毛利由截至2023年6月30日止 ...

Financial Performance - The company reported a significant increase in revenue, achieving a total of $500 million, representing a 25% growth year-over-year[2]. - Lepu Medical reported a revenue increase of 15% year-over-year for the fiscal year ending December 31, 2023, reaching RMB 1.2 billion[11]. - Revenue increased by 31.6% from RMB 247.7 million for the year ended December 31, 2022, to RMB 325.9 million for the year ended December 31, 2023[25]. - Profit attributable to owners of the Company was RMB 151.5 million for the year ended December 31, 2023, compared to a loss of RMB 19.8 million for the year ended December 31, 2022[25]. - Non-IFRS adjusted net profit increased by 55.4% from RMB 111.1 million for the year ended December 31, 2022, to RMB 172.6 million for the year ended December 31, 2023[25]. - The company recorded a net profit of RMB 151.5 million for the year ended December 31, 2023, compared to a net loss of RMB 19.8 million for the year ended December 31, 2022[151]. - The company experienced a significant improvement in financial performance, with total revenue growth and effective cost management strategies implemented throughout the year[148]. User Growth and Market Expansion - User data showed a 30% increase in active users, reaching 1.2 million by the end of the fiscal year[2]. - The user base for Lepu Medical's vascular solutions expanded by 20%, with over 500,000 new patients treated in 2023[11]. - The company is expanding its market presence in Southeast Asia, targeting a 10% increase in market penetration by the end of the next fiscal year[2]. - Lepu Medical plans to enter two new international markets in 2024, aiming for a 5% market share within the first year of operation[11]. - Lepu ScienTech plans to enter new international markets, targeting a 10% increase in overseas sales by the end of the next fiscal year[24]. - The company aims to expand its market reach through ongoing research and development efforts, as well as potential acquisitions and partnerships[52]. Product Development and Innovation - New product launches included a cutting-edge medical device that is expected to capture a 15% market share within the first year[2]. - Research and development expenses increased by 40%, totaling $50 million, to support innovation in medical technology[2]. - Lepu Medical is investing RMB 200 million in R&D for innovative medical technologies, focusing on minimally invasive procedures[11]. - The company is investing heavily in R&D, allocating approximately 15% of its revenue to develop new technologies, including the transcatheter mitral valve repair (TMVR) systems[24]. - The company aims to maximize the application of biodegradable materials in structural heart disease medical devices to enhance product quality and effectiveness[35]. - The company is committed to providing safe, effective, and innovative medical solutions while exploring new frontiers in medical device technology[48]. Strategic Partnerships and Acquisitions - The company is exploring strategic acquisitions to enhance its product portfolio, with a budget of $100 million allocated for potential deals[2]. - A new partnership with a leading healthcare provider is expected to drive sales growth by 15% in the upcoming year[2]. - Lepu Medical has completed the acquisition of a local competitor, enhancing its product portfolio and increasing market presence by 15%[11]. - The company has established partnerships with leading hospitals, increasing its distribution network by 25% in the last year[24]. Financial Health and Efficiency - The company reported a net profit margin of 12%, up from 10% in the previous year, indicating improved operational efficiency[2]. - The gross margin improved to 60%, up from 55% in the previous year, due to cost optimization and increased operational efficiency[11]. - The company aims to reduce production costs by 8% through operational efficiencies and supply chain optimizations in the upcoming year[24]. - The company recorded a net cash flow generated from operating activities increased by 150.7% to RMB 164.3 million for the year ended December 31, 2023, compared to the previous year[31]. - Total assets of the Group were RMB 1,986.5 million as of December 31, 2023, representing a 9.8% increase from the beginning of the year[31]. Market Trends and Future Outlook - The global market for mechanical circulatory support (MCS) devices is expected to grow at a compound annual growth rate (CAGR) of over 10% from 2021 to 2028, reaching a market value of USD 3.4 billion by 2025[94]. - Approximately 13.7 million patients in China and over 64 million globally suffer from cardiac underpower, with about 50% expected to die within five years of diagnosis[94]. - The company aims to differentiate its products in the structural heart disease market, potentially altering the competitive landscape significantly[70]. - The company plans to enhance its marketing team and expand its sales network in China to improve brand awareness and reputation among doctors and patients[100].

智通财经APP讯，心泰医疗(02291)公布2023年业绩，收入约3.26亿元，同比增加31.6%。研发费用同比 增加14.3%至6160万元，公司拥有人应占利润1.515亿元，同比扭亏为盈。经调整纯利同比增加55.4%至 1.73亿元，每股盈利0.44元，末期股息每股0.57元(含税)。 截至本公告日期，该集团共计拥有22款已上市封堵器及配件产品，9款注册审评及注册准备中产品，另 有24款处于不同研发阶段的封堵器、心脏瓣膜及手术配件、机械循环辅助等在研产品。 ...

Financial Performance - Revenue increased by 31.6% from RMB 247.7 million for the year ended December 31, 2022, to RMB 325.9 million for the year ended December 31, 2023[1]. - Gross profit rose by 31.5% from RMB 219.7 million for the year ended December 31, 2022, to RMB 288.8 million for the year ended December 31, 2023[1]. - Profit attributable to owners of the company was RMB 151.5 million for the year ended December 31, 2023, compared to a loss of RMB 19.8 million for the year ended December 31, 2022[1]. - Adjusted net profit increased by 55.4% from RMB 111.1 million for the year ended December 31, 2022, to RMB 172.6 million for the year ended December 31, 2023[1]. - The company recorded a net profit of RMB 151.5 million for the year ended December 31, 2023, compared to a net loss of RMB 19.8 million for the year ended December 31, 2022[40]. - Basic and diluted earnings per share for 2023 were RMB 0.44, compared to a loss per share of RMB 0.06 in 2022, indicating a strong recovery in profitability[52]. Research and Development - R&D expenses increased by 14.3% from RMB 53.9 million for the year ended December 31, 2022, to RMB 61.6 million for the year ended December 31, 2023[1]. - The company is exploring advanced fields including interventional devices for structural heart diseases and has 24 products in various stages of development[3]. - The company aims to accelerate the development of innovative products in congenital heart disease intervention devices to drive rapid business growth[19]. - The company plans to advance the development of the TMVr-F system and TMVR system for mitral valve regurgitation treatment, addressing a significant clinical need[20]. - The company continues to focus on the development and sales of medical devices for congenital heart disease, with ongoing investments in research and development[57]. Product Development and Market Expansion - The company has 22 products commercially available and 9 products under registration review or preparation as of the announcement date[3]. - The company has commercialized 10 congenital heart disease occluder products, with the third-generation MemoCarna® series becoming a key player in the market since its approval in 2020[9]. - The fourth-generation MemoSorb® fully biodegradable occluder system was approved for commercialization in 2022 and has quickly gained market traction[9]. - The company submitted a registration application for the fourth-generation MemoSorb® biodegradable septal occluder in June 2023, expecting approval and commercialization in Q2 2024[10]. - The company is advancing its transcatheter mitral valve clip system, with clinical trial enrollment expected to be submitted to the regulatory authority in the first half of 2024[13]. - The company is developing a series of products in the MCS and protective PCI markets, projected to reach a global market size of USD 3.4 billion by 2025[21]. - The company is focusing on international expansion and enhancing the market penetration of existing products[22]. Financial Health and Assets - The total assets of the group as of December 31, 2023, amounted to RMB 1,986.5 million, an increase of 9.8% from the beginning of the year[8]. - Cash and cash equivalents increased by 28.3% to RMB 1,212.0 million as of December 31, 2023, from RMB 944.5 million as of December 31, 2022, primarily due to an increase in cash generated from operating activities by RMB 98.7 million[42]. - The company’s total equity increased to RMB 1,926,674 thousand in 2023 from RMB 1,744,527 thousand in 2022, reflecting improved financial health[55]. - The current ratio increased to 24.1 times in 2023 from 20.9 times in 2022, driven by an increase in current assets and a decrease in current liabilities[51]. Expenses and Cost Management - Total sales cost rose by 32.5% from RMB 28.0 million in 2022 to RMB 37.1 million in 2023, with raw materials and consumables accounting for 39.4% of total sales cost in 2023[29]. - Distribution expenses grew by 29.6% from RMB 38.7 million in 2022 to RMB 50.1 million in 2023, primarily due to increased marketing and travel expenses as COVID-19 restrictions eased[33]. - General and administrative expenses decreased by 20.2% from RMB 53.7 million in 2022 to RMB 42.8 million in 2023, mainly due to a reduction in listing expenses[34]. Dividend and Shareholder Information - The board proposed a final dividend of RMB 0.57 per share (tax included) for the year ended December 31, 2023[1]. - The company proposed a final dividend of RMB 0.57 per share for the year ended December 31, 2023, totaling approximately RMB 197.6 million, compared to no dividend in 2022[73]. - The annual general meeting is scheduled for May 23, 2024, with relevant notices to be published on the company's and the stock exchange's websites[86]. Compliance and Governance - The company has adopted the Corporate Governance Code and has complied with its provisions during the reporting period, with some deviations noted[81]. - The audit committee, consisting of two independent non-executive directors and one non-executive director, has reviewed the consolidated financial statements for the year ending December 31, 2023[84]. - The company has confirmed compliance with the Standard Code for securities transactions by directors and supervisors during the reporting period[82].

智通财经APP讯，心泰医疗(02291)发布公告，集团预期截至2023年12月31日止年度将取得公司拥有人应 占纯利约人民币1.4亿元至约人民币1.6亿元，而截至2022年12月31日止年度则取得公司拥有人应占亏损 人民币1980万元。估计非国际财务报告准则利润约人民币1.6亿元至约人民币1.8亿元，而截至2022年12 月31日止年度则约为人民币1.11亿元。 公告称，股东应占纯利之预期增加主要是由于以下原因： (1) 集团之新一代镍钛合金封堵器产品于报告 期内的销量较截至2022年12月31 日止年度大幅增加。此增长乃受集团前瞻性研发策略思维、强大营销 能力、有效学术推广及广泛经销商网络所推动，从而令该等产品之市场销量进一步提高;及 (2) 鉴于集团 一直贯彻的研发创新策略，(i)于2022年2月取得中国国家药品监督管理局药品审评中心注册证书的 MemoSorb®全降解封堵器系统及 (ii)于2023年9月获得CDE注册证书的MemoSorb®生物可降解卵圆孔未 闭封堵器，上述两款产品作为集团之创新产品，于报告期内取得了较截至2022年12月31日止年度而言更 好的销售业绩。 公司相信，集团会维持和扩大其 ...