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一脉阳光(02522) - 内幕消息本公司拟实施H股全流通
2025-07-28 11:20
(股份代號:2522) 內幕消息 本公司擬實施H股全流通 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所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Jiangxi Rimag Group Co., Ltd. 江西一脈陽光集團股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 本公告乃江西一脈陽光集團股份有限公司(「本公司」)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(2)(a)條及香港法例第571章證券及期貨條 例第XIVA部項下的內幕消息條文(定義見上市規則)而刊發。 H股全流通及轉換及上市須遵守中國證監會、聯交所及其他境內外監管機構 要求的相關程序。本公司股東及有意投資者於買賣本公司證券時務請審慎行 事。 承董事會命 茲提述中國證券監督管理委員會(「中國證監會」)於2019年11月14日發佈並於 2023年8月10日進一步修訂的《H股公司境內未上市股份申請「全流通」業務指引》 (「該指引」)。 鑒於該指引,本公司董事(「董事」)會(「董事會」)已審議及批准 ...
港股概念追踪 | 利好来了!药监局十大举措支持高端医疗器械 这些赛道值得关注(附概念股)
智通财经网· 2025-07-03 23:27
Core Insights - The National Medical Products Administration (NMPA) has announced measures to optimize the lifecycle regulation of high-end medical devices, focusing on areas such as medical robots, high-end medical imaging equipment, AI medical devices, and new biological materials [1] - The global high-end medical device market is projected to exceed $1.8 trillion by 2030, with China's market expected to reach 2.8 trillion RMB [1] Industry Focus Areas - **Brain-Computer Interface (BCI)**: The BCI market in China is expected to reach 3.2 billion RMB in 2024, growing at 18.8%, and is projected to reach 5.58 billion RMB by 2027 with a growth rate of 20%. Challenges include technical bottlenecks and ethical controversies [2] - **High-End Medical Imaging Equipment**: The domestic market has seen rapid development, with increasing localization in mid-to-low-end products. However, high-end imaging equipment still faces challenges, particularly in the localization of key components [2] - **Surgical Robots**: The market for surgical robots is dominated by laparoscopic surgical robots, with the Da Vinci system currently leading. Domestic products are entering the market, which may disrupt the current landscape [3] - **High-Value Consumables**: These account for about 20% of the medical device market. While some segments have achieved domestic substitution, others, particularly in cardiac and neurological devices, still rely heavily on imports [3] - **In Vitro Diagnostics (IVD)**: The IVD industry has seen significant domestic advancement in low-end technologies, but high-end segments remain largely dominated by foreign brands [3] Market Trends - The medical device industry is characterized by a dual focus on technology-driven innovation and domestic substitution. Key components for high-end devices are being developed domestically, with some products nearing international standards [4] Related Companies - **MicroPort Scientific Corporation (微创机器人)**: Reported over 130 core product orders, with significant growth in laparoscopic surgical robots [5] - **Yimai Sunshine (一脉阳光)**: Engaged in building medical imaging centers and has launched an AI medical imaging model, marking a transition in the industry [6] - **Yongsheng Medical (永胜医疗)**: Focuses on rehabilitation robotics and has secured agreements for health care product procurement [6] - **Kangji Medical (康基医疗)**: Recently received regulatory approval for a four-arm laparoscopic surgical robot, expanding its clinical application range [7]
管理层真金白银力挺 一脉阳光(02522)并购+增持双轮驱动价值重估
智通财经网· 2025-06-25 02:12
Core Viewpoint - The recent acquisition of 70% stake in Gao Mai Health by Yimai Yangguang (02522) is seen as a strategic move to enhance its position in the nuclear medicine sector, indicating a potential for value re-evaluation in the company and the industry as a whole [1][3][10]. Group 1: Company Developments - Yimai Yangguang has seen a significant increase in trading activity, with an average daily trading volume of approximately HKD 280 million over the past 12 trading days, indicating strong market interest [1]. - The company's management collectively purchased 208,000 H-shares, signaling confidence in the company's future and suggesting that the stock is undervalued [1]. - Following the acquisition announcement, the company's stock price surged over 10%, reflecting market recognition of the potential value creation from the deal [12]. Group 2: Strategic Positioning - The acquisition of Gao Mai Health completes a critical piece of Yimai Yangguang's nuclear medicine strategy, creating a full industry chain that integrates imaging services, nuclear medicine, and AI [3][4]. - The company aims to establish a "drug-service-data-AI" integrated business model, enhancing its market leadership and operational capabilities [4][5]. - The "One County, One Nuclear Medicine" policy is expected to accelerate the company's growth, as it leverages its unique resources and data assets to drive performance [1][4]. Group 3: Industry Trends - The third-party medical imaging industry is undergoing a significant transformation, with mergers and acquisitions expected to increase from HKD 2.8 billion in 2021 to HKD 9.2 billion by 2024, reflecting a compound annual growth rate of 48% [8]. - The industry is shifting from being a "supporting role" in healthcare to becoming a "core node" in the health industry, driven by policy, capital, and technological advancements [8][9]. - Yimai Yangguang's strategic positioning is seen as a benchmark for value re-evaluation in the third-party medical imaging sector, as it integrates technology, data, and business models [10][12].
一脉阳光(02522) - 自愿公告若干董事购买本公司H股
2025-06-24 13:32
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所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Jiangxi Rimag Group Co., Ltd. 江西一脈陽光集團股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 本公司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 江西一脈陽光集團股份有限公司 (股份代號:2522) 自願公告 若干董事購買本公司H股 本公告由江西一脈陽光集團股份有限公司(「本公司」,連同其附屬公司統稱為「本 集團」)董事(「董事」)會(「董事會」)自願作出。 於2025年6月24日,董事會獲悉(i)本公司董事長、執行董事兼行政總裁陳朝陽先 生;(ii)本公司執行董事、副總裁、聯席公司秘書兼董事會秘書何英飛女士;及 (iii)本公司執行董事、副總裁兼本公司首席財務官馮勰先生(統稱「相關董事」)於 2025年6月23日及2025年6月24日以自有資金在公開市場購買總計208,000股本公 司H股(「H股」)(「增持」)。相關董事已告知董事會彼等對本集團 ...
一脉阳光收购高脉健康70%股权:卡位千亿核医学产业风口
Sou Hu Cai Jing· 2025-06-23 05:56
Group 1: Acquisition Overview - The company Yimai Sunshine (02522.HK) announced the acquisition of 70% equity in Guangzhou Gaomai Health Technology Co., Ltd. for a total consideration of 54 million yuan [1] - Following the acquisition, Gaomai Health will become a subsidiary of Yimai Sunshine, and its financial performance will be consolidated into Yimai Sunshine's financial statements [1] - This acquisition is expected to have a significant impact on the third-party medical imaging service industry and the overall healthcare market landscape [1] Group 2: Policy and Market Opportunities - The "One County, One Nuclear Medicine Department" policy aims to enhance the development of nuclear medicine in China, addressing long-standing issues such as insufficient supply of medical isotopes and lack of specialized talent [2] - The National Health Commission has set goals for comprehensive coverage of nuclear medicine departments in hospitals by 2025 and aims for self-supply of major medical isotopes by 2027 [2] - These policies provide strong support and development opportunities for related enterprises in the nuclear medicine sector [2] Group 3: Strategic Significance of the Acquisition - Gaomai Health specializes in nuclear medicine imaging technology and operational management services, which will enhance Yimai Sunshine's capabilities in nuclear medicine project development and management [4] - The acquisition allows Yimai Sunshine to accelerate the establishment of nuclear medicine projects in county-level areas, filling service gaps and improving grassroots healthcare levels [4] - The collaboration is expected to lead to innovative investment and operational models for hospital nuclear medicine projects [4] Group 4: Synergies and Innovations - The partnership will leverage both companies' strengths in radioactive drug development and medical imaging, promoting the application of new radioactive drugs in PET/CT services [5] - This collaboration aims to enhance diagnostic capabilities and provide reliable solutions for early screening and treatment of major diseases [5] - The companies will work together to promote third-party medical imaging services and expand their market presence both domestically and internationally [6] Group 5: Market Dynamics and Competition - The acquisition is seen as a "carrier-level" consolidation in the third-party medical imaging field, increasing market concentration and competitive pressure on smaller firms [7] - The competition will intensify in traditional medical imaging services, with key factors being service quality, pricing, and coverage [7] - Companies will need to innovate business models and enhance their overall strength to navigate the increasingly diverse competitive landscape [7] Group 6: Collaborative Innovation Trends - The acquisition is expected to drive a trend of collaborative innovation within the industry, as companies seek to enhance their competitive edge through partnerships [8] - There will be an increased focus on cooperation with research institutions to accelerate the development of new radioactive drugs [8] - The trend towards "Internet + medical imaging services" will further improve patient experience and service efficiency [8]
一脉阳光(02522) - 自愿公告 收购高脉健康股权
2025-06-22 10:13
自願公告 收購高脈健康股權 本公告由江西一脈陽光集團股份有限公司(「本公司」,連同其附屬公司統稱為「本 集團」)董事(「董事」)會(「董事會」)自願作出,以通知本公司股東(「股東」)及本 公司的潛在投資者有關本集團的最新業務發展。 董事會欣然宣佈,於2025年6月22日,本公司全資附屬公司江西贛江新區一脈陽 光健康管理有限公司(「一脈陽光健康管理」)(作為買方)、廣東高尚健康科技集團 有限公司(「賣方I」)、廈門高尚醫學影像診斷中心有限公司(「賣方II」)及合肥高 尚醫學影像診斷中心有限公司(「賣方III」)(作為賣方,統稱為「賣方」)與廣州高 脈健康科技有限公司(「高脈健康」)訂立股權轉讓協議(「股權轉讓協議」),據此, 一脈陽光健康管理將分別向賣方I、賣方II及賣方III收購高脈健康的30.0%、20.0% 及20.0%股權(「收購事項」),總代價為人民幣54,000,000元。 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所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Jiangxi R ...
35家港股公司回购 斥资9.38亿港元
Summary of Key Points Core Viewpoint - On June 18, 35 Hong Kong-listed companies conducted share buybacks, totaling 26.35 million shares and an aggregate amount of HKD 938 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 990,000 shares for HKD 501 million, with a highest price of HKD 510.00 and a lowest price of HKD 503.50, bringing its total buyback amount for the year to HKD 32.54 billion [1][2]. - AIA Group repurchased 5.21 million shares for HKD 354 million, with a highest price of HKD 68.65 and a lowest price of HKD 67.70, totaling HKD 13.64 billion in buybacks for the year [1][2]. - Techtronic Industries repurchased 250,000 shares for HKD 21.77 million, with a highest price of HKD 87.60 and a lowest price of HKD 86.60, totaling HKD 99.37 million in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on June 18 was from Tencent Holdings at HKD 501 million, followed by AIA Group at HKD 354 million [1][2]. - In terms of share quantity, the most shares repurchased on June 18 were by Pacific Basin Shipping at 6 million shares, followed by AIA Group and COSCO Shipping at 5.21 million and 5 million shares, respectively [1][2].
一脉阳光(02522) - 翌日披露报表
2025-06-18 12:23
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 江西一脈陽光集團股份有限公司 呈交日期: 2025年6月18日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02522 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份(不包括庫存股份)數 目 ...
一脉阳光(02522) - 翌日披露报表
2025-06-17 12:27
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 江西一脈陽光集團股份有限公司 呈交日期: 2025年6月17日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02522 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | 已發行股份總數 | | | 事件 | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 ...
一脉阳光(02522) - 翌日披露报表
2025-06-13 12:53
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 江西一脈陽光集團股份有限公司 呈交日期: 2025年6月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02522 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | 庫存股份變動 | | | | 事件 | | 已發行股份(不包括庫存股份)數 目 | 佔有關事件前的現有已發 行股份(不包括 ...