致：香港交易及結算所有限公司 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11月30日 狀態: 新提交 公司名稱: 上海心瑋醫療科技股份有限公司 (於中華人民共和國註冊成立的有限責任公司) 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06609 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31,565,804 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31 ...

内容概要：神经血管疾病介入治疗医用耗材是神经介入医生手中的"利器"，直接决定了手术的成败，是 医疗器械领域中技术壁垒最高、创新最活跃的板块之一，也是心脑血管高值耗材中增长最快的领域之 一。2024年我国神经血管疾病介入治疗医用耗材市场规模增长至132.56亿元，其中，出血类介入治疗医 用耗材规模71.36亿元，占53.83%；缺血类介入治疗医用耗材规模35.04亿元，占26.43%；通路类介入治 疗医用耗材规模26.16亿元，占19.73%。预计2025年我国神经血管疾病介入治疗医用耗材市场规模有望 达到197.22亿元。其中，出血类介入治疗医用耗材规模109.95亿元，占55.75%；缺血类介入治疗医用耗 材规模48.79亿元，占24.74%；通路类介入治疗医用耗材规模38.48亿元，占19.51%。 上市企业：波士顿科学[BSX]、强生[JNJ]、微创脑科学[02172.HK]、归创通桥[02190]、沛嘉医疗- B[09996]、心玮医疗-B[06609] 相关企业：上海建发致新医疗科技集团股份有限公司、北京华脉泰科医疗器械股份有限公司 关键词：神经血管疾病介入治疗医用耗材市场规模、神经血管疾病介入治疗 ...

Core Insights - The endovascular neurointervention for cerebral infarction has experienced explosive growth in China, driven by an aging population and lifestyle changes, leading to a continuous rise in the incidence of cerebral infarction [1][4][12] - The number of endovascular neurointervention procedures is projected to increase significantly, reaching 182,500 in 2024 and 266,600 in 2025 [1][5][4] Industry Definition and Barriers - Cerebral infarction, or acute ischemic stroke (AIS), accounts for approximately 80% of all strokes, primarily affecting individuals aged 45 to 70, with an increasing proportion of younger patients [2][4] - The industry has significant talent and brand barriers, as it requires specialized medical knowledge and substantial funding for product development and market entry [3][4] Current Industry Development - The endovascular neurointervention market has seen a rise from 24,100 procedures in 2017 to 182,500 in 2024, with expectations to reach 266,600 by 2025 [4][5] - The breakdown of procedures in 2024 includes intracranial stent retrieval (84,400 procedures, 46.25%), intracranial thrombectomy (66,500 procedures, 36.44%), and other procedures (31,600 procedures, 17.32%) [5] Industry Chain Structure - The industry chain includes upstream raw materials, production and diagnostic equipment, and professional support services, which influence the overall operation of the midstream device manufacturing and downstream clinical treatment [4][6] Major Companies - Key players in the market include Weikang Medical, Xinyi Medical, and Guichuang Tongqiao, among others, with increasing competition as demand grows [8][9] - Microinvasive Brain Science has established a comprehensive product line for stroke intervention, achieving significant revenue growth from 80 million yuan in 2019 to 402 million yuan in 2024 [9] - Guichuang Tongqiao reported a revenue of 780 million yuan in 2024, a 48.3% increase year-on-year, with a gross profit of 560 million yuan [9][10] Industry Development Trends - The market is expected to grow due to rising economic levels, lifestyle changes, and an aging population, with significant opportunities for domestic device manufacturers [12][13] - The industry is expanding its application range, moving beyond ischemic and hemorrhagic strokes to include complex lesions and combinations with other treatment methods [12][13]

Core Insights - The brain-computer interface (BCI) sector in China is experiencing significant advancements, with the first invasive BCI product entering the special review process by the National Medical Products Administration, marking a critical step towards market approval [1] - The Chinese government is actively promoting the BCI industry through various policies and standards, including the release of the first technical standard for BCI medical devices [1][2] - Clinical practices for BCIs in China are accelerating, with several hospitals initiating clinical applications and trials, positioning China as the second country globally to enter the clinical trial phase for invasive BCIs [3] Industry Developments - The BCI industry is expected to achieve key technological breakthroughs by 2027, establishing an advanced technical, industrial, and standard system, with a goal of nurturing globally influential companies by 2030 [2] - The BCI market is projected to grow significantly, with estimates indicating a market size of approximately $2.62 billion in 2024, reaching $2.94 billion by 2025, and potentially growing to $12.4 billion by 2034 [4] Clinical and Commercial Progress - Major hospitals in China are launching BCI clinical applications, with initiatives such as the first BCI outpatient clinic in Central China and the establishment of specialized clinical wards for BCI technology [3] - The development of BCI technology is seen as a beacon of hope for over 3 billion people suffering from neurological disorders globally [3] Investment Opportunities - Companies like MicroPort NeuroScience and Heartway Medical are actively involved in BCI projects, with MicroPort achieving a significant market share in neuro-interventional medical devices in China [5] - Nanjing Panda Electronics is also engaged in BCI technology development, focusing on multimodal human-computer interaction systems [5]

Core Insights - The brain-computer interface (BCI) sector in China is experiencing significant advancements, with the first invasive wireless BCI system entering the special review process by the National Medical Products Administration, marking a critical step towards market approval [1] - The Chinese government is actively promoting the BCI industry through various policies and standards, including the release of the first technical standard for BCI medical devices, which provides a unified framework for development and regulation [1][2] - By 2027, breakthroughs in key BCI technologies are expected to establish an advanced technical, industrial, and standard system, with the goal of nurturing globally influential companies by 2030 [2] Industry Developments - Clinical practices for invasive BCIs in China are accelerating, with the country becoming the second globally to enter clinical trial phases after the United States [3] - Major hospitals are launching BCI clinical applications, indicating a shift from research-driven to clinically-driven development in the BCI field [3] - The global BCI market is projected to grow from approximately $2.62 billion in 2024 to $2.94 billion in 2025, with expectations to reach $12.4 billion by 2034 [4] Investment Opportunities - Companies like MicroPort NeuroScience and Heartway Medical are actively involved in BCI projects, with MicroPort achieving a significant market share in neuro-interventional medical devices in China [5] - Heartway Medical is set to begin formal clinical trials for its invasive BCI project by the end of 2026, following successful animal testing [5] - Nanjing Panda Electronics is developing a multimodal human-computer interaction system based on BCI technology, indicating ongoing innovation in the sector [5]

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10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: 上海心瑋醫療科技股份有限公司 (於中華人民共和國註冊成立的有限責任公司) 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06609 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31,565,804 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31 ...

Core Viewpoint - Multiple companies in China conducted share buybacks on October 20, 2025, with notable activity from Mengniu Dairy, which had the largest buyback amount of 10.14 million yuan for 700,000 shares [1][2] Summary by Company - **Mengniu Dairy (02319)**: - Buyback of 700,000 shares - Total buyback amount of 10.14 million yuan - Year-to-date cumulative buyback of 1.92 million shares, representing 0.491% of total share capital [2] - **YunGongChang (N23027)**: - Buyback of 1.87 million shares - Total buyback amount of 7.53 million yuan - Year-to-date cumulative buyback of 2.45 million shares, representing 5.33% of total share capital [2] - **Lianyi Rong Technology (09959)**: - Buyback of 2.45 million shares - Total buyback amount of 7.44 million yuan - Year-to-date cumulative buyback of 6.54 million shares, representing 3.06% of total share capital [2] - **Guoshengtang (02273)**: - Buyback of 232,000 shares - Total buyback amount of 6.83 million yuan - Year-to-date cumulative buyback of 467,810 shares, representing 1.97% of total share capital [2] - **Antong Oilfield Services (03337)**: - Buyback of 4.42 million shares - Total buyback amount of 4.94 million yuan - Year-to-date cumulative buyback of 3.37 million shares, representing 1.14% of total share capital [2] - **Weishi Jiajie (00856)**: - Buyback of 500,000 shares - Total buyback amount of 4.53 million yuan - Year-to-date cumulative buyback of 663,800 shares, representing 0.462% of total share capital [2] - **Beisen Holdings (09669)**: - Buyback of 400,600 shares - Total buyback amount of 3.24 million yuan - Year-to-date cumulative buyback of 143,260 shares, representing 0.204% of total share capital [2] - **Zhongxu Future (09890)**: - Buyback of 228,200 shares - Total buyback amount of 3.13 million yuan - Year-to-date cumulative buyback of 598,580 shares, representing 1.12% of total share capital [2] - **Shoujia Technology (00103)**: - Buyback of 2.8 million shares - Total buyback amount of 2.21 million yuan - Year-to-date cumulative buyback of 5.75 million shares, representing 2.45% of total share capital [2] - **Meili Tianyuan Medical Health (02373)**: - Buyback of 70,000 shares - Total buyback amount of 2.21 million yuan - Year-to-date cumulative buyback of 30,050 shares, representing 0.127% of total share capital [2] - **Kangchen Pharmaceutical (01681)**: - Buyback of 100,000 shares - Total buyback amount of 1.54 million yuan - Year-to-date cumulative buyback of 623,200 shares, representing 7.32% of total share capital [2]

Core Viewpoint - The company, 心玮医疗-B (06609), has announced a share buyback of 3,000 shares at a total cost of HKD 166,100, with a buyback price of HKD 55.35 per share [1] Summary by Category - **Company Actions** - 心玮医疗-B has executed a buyback of 3,000 shares [1] - The total expenditure for the buyback amounts to HKD 166,100 [1] - The price per share for the buyback is set at HKD 55.35 [1]

Group 1 - The company, 心玮医疗-B (06609), announced a share buyback on October 20, 2025, spending HKD 166,100 to repurchase 3,000 shares at a price of HKD 55.35 per share [1]

Core Viewpoint - 心玮医疗-B (06609.HK) announced a share buyback of 3,000 shares at a cost of HKD 166,000 on October 20 [1] Group 1 - The company executed a buyback program, indicating a commitment to returning value to shareholders [1] - The total expenditure for the buyback was HKD 166,000, reflecting the company's strategy to manage its capital structure [1] - The number of shares repurchased was 3,000, which may suggest a targeted approach to enhancing shareholder value [1]