格隆汇1月7日丨心玮医疗-B(06609.HK)发布公告，2026年1月7日耗资220.01万港元回购3.82万股，回购 价格每股56.6-58.75港元。 ...

智通财经APP讯，心玮医疗-B(06609)发布公告，该公司于2026年1月7日斥资220.01万港元回购3.82万股 股份，每股回购价格为56.6-58.75港元。 ...

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： 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： 2026年1月7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) | 06609 | 說明 H股 | | | | | | 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 ...

Summary of the Conference Call for Xinwei Medical Company Overview - **Company**: Xinwei Medical - **Industry**: Brain-Computer Interface (BCI) and Medical Devices Key Points and Arguments Industry and Product Development - Xinwei Medical's BCI technology utilizes an interventional approach, collecting motor cortex signals via internal jugular vein puncture, offering advantages such as minimally invasive procedures, high safety, and strong signal strength comparable to semi-invasive methods [2][3][4] - The BCI product is nearing finalization, with plans for human trials to begin in the second half of 2026, in collaboration with leading hospitals [2][4] - Initial indications for the BCI target patients with upper limb function loss post-stroke, with future plans to expand to ALS and paralysis patients [2][15] Financial Projections - Xinwei Medical anticipates over 400 million CNY in revenue for 2025, with profits between 70 million to 80 million CNY, and a projected revenue growth rate of approximately 35% for 2026 [2][19] - The company expects significant growth in its ischemic thrombectomy balloon catheter segment, with a doubling in revenue, and over 60 million CNY from hemorrhagic aneurysm assist stents [19] Clinical and Regulatory Insights - The company plans to complete preclinical testing and additional animal studies by mid-2026, aiming for human trials by late 2026 [4][6] - Xinwei Medical has received certification for its AI BCI project from the Ministry of Industry and Information Technology, with plans to complete registration by 2028 [4][14] Competitive Landscape - The company’s interventional BCI surgery is similar to traditional stroke surgeries, allowing for a quick learning curve for physicians, with an estimated procedure time of about 30 minutes [16] - Compared to competitors like Neuralink, Xinwei Medical's approach is less invasive and offers a more straightforward operational pathway [5][17] Market Position and Future Outlook - Xinwei Medical is preparing for an IPO application on the A-share Sci-Tech Innovation Board by March 2025, with expectations to complete the review within 6-12 months [3][23] - The company aims to maintain a gross margin of 65%-70% in 2026, with a gradual increase in net profit margin from 15% in 2025 to 25% in the future [19][26] Research and Development Focus - The company is focused on developing a complete product chain in the cerebrovascular field, emphasizing preventive, therapeutic, and rehabilitative products [8] - Xinwei Medical plans to establish a dedicated company for BCI projects to enhance development in this promising field [27] Cost Management - Sales expenses are projected to decrease from 28% to 21%-22% in 2025, with R&D expenses maintained at 9%-10% of revenue [26] Regulatory Environment - The approval process for BCIs is currently evolving, with an expected review period of 9-10 months under the fast-track system [13] Conclusion - Xinwei Medical is positioned to become a leader in the BCI market with a strong focus on innovation, regulatory compliance, and strategic partnerships, aiming for significant growth in the coming years [27]

Core Viewpoints - The company is a leading player in the domestic neurointervention sector and is actively expanding into brain-computer interface (BCI) business. By 2026, the company expects rapid revenue growth driven by the commercialization of newly approved innovative products such as the spring coil embolization assist stent and large-caliber suction catheters, along with a self-expanding intracranial drug stent expected to be approved by late 2026 or early 2027. Profit growth is anticipated to outpace revenue growth due to improved operational efficiency [1][4][5] Group 1: Company Developments - The company announced a plan to issue 1 million domestic shares at a 1.10% discount to raise approximately HKD 43.25 million, with the subscription price set at HKD 45.00 per share [1] - The company's vice president and CFO, Zhang Han, will increase his shareholding to 2.54% post-transaction, which is expected to enhance the company's cash reserves for investments and acquisitions in the medical device sector [2] - The company has initiated its A-share IPO plan, which is expected to improve liquidity in the capital market and accelerate its global commercialization efforts [2] Group 2: Product and R&D Progress - The company's BCI project has been selected for the national "reveal the list" initiative, which is expected to expedite clinical trials and development processes, helping to close the gap with leading global products in the BCI field [3] - The company has made significant progress in product development, with the blood flow-directed mesh stent approved for market launch in the first half of 2025, and a self-expanding drug stent for intracranial stenosis expected to complete clinical trials by mid-2026 [4][5] - The company reported a revenue of CNY 186 million in the first half of 2025, a year-on-year increase of 44.4%, and achieved a net profit of CNY 50.94 million, marking a turnaround from losses [5] Group 3: Financial Performance and Projections - The company expects revenues of CNY 402 million, CNY 538 million, and CNY 717 million for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 44.68%, 33.83%, and 33.29% [6] - Projected net profits for the same years are CNY 70 million, CNY 102 million, and CNY 155 million, with growth rates of 617.17%, 44.80%, and 52.39% [6]

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: 2026年1月5日 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12月31日 狀態: 新提交 致：香港交易及結算所有限公司 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 | | 31,565,804 | | 2. 股份分 ...

Group 1: Neuralink and Brain-Computer Interface Stocks - Neuralink, founded by Elon Musk, plans to start large-scale production of brain-computer interface devices in 2026, leading to a significant surge in related stocks [1] - Nanjing Panda Electronics (00553) saw a rise of over 44%, while other companies like Xinwei Medical-B (06609), Micron Brain Science (02172), and Brainhole Laser-B (06681) increased by 11.90%, 17%, and 19.8% respectively [1] Group 2: Pharmaceutical Sector Performance - The pharmaceutical sector showed strong performance, with China's innovative drug licensing exceeding $100 billion last year [1] - Companies such as Gilead Sciences-B (01672), Cloudtop New Medicine (01952), and Innovent Biologics (01801) experienced stock increases of 8.85%, 5.65%, and 6.28% respectively [1] Group 3: Robotics and Technology Stocks - Woan Robotics (06600) saw its stock rise by over 27%, with a midday increase of 19.57% as it prepares to launch its first humanoid household robot [1] - The company reported a compound annual growth rate of 49% in revenue over the past three years [1] Group 4: Other Notable Stock Movements - Kuaishou-W (01024) increased by over 9%, with foreign investors optimistic about its revenue outlook for next year [1] - Fuhong Hanlin (02696) rose by 7% after three of its innovative cancer drugs received IND acceptance [1] - Kelun-Biotech (06990) gained over 7% following the approval of its clinical trial application for the new drug ITGB6 ADC SKB105 [2] - The Golden Group (03939) increased by 3.94% due to the successful implementation of key projects at the Solomon Gold Mine [3]

Core Viewpoint - Neuralink, founded by Elon Musk, is set to begin large-scale production of its brain-machine interface technology this year, marking a significant advancement in automated surgical procedures and bringing previously speculative technology into mass production [1][4]. Company Developments - Neuralink has announced that it will automate surgical processes, reducing the insertion time for its devices to 1.5 seconds and cutting manufacturing costs by 95% [4]. - As of September 2025, 12 patients with severe paralysis have successfully implanted Neuralink devices, enabling them to perform tasks such as gaming and social media interaction [5]. - The company raised $650 million (approximately 4.55 billion RMB) in a funding round completed in June [5]. Industry Trends - The brain-machine interface sector is experiencing a surge in interest and investment, with companies like阶梯医疗, 博睿康, and 芯智达 entering clinical validation stages [9]. - The Chinese government has included brain science and related research in its "14th Five-Year Plan," aiming for significant technological breakthroughs by 2027 [10]. - The market for brain-machine interfaces in China is projected to grow from 3.2 billion RMB in 2024 to over 5.5 billion RMB by 2027, with global market estimates reaching $40 billion by 2030 [11]. Market Response - Following Neuralink's announcement, stocks related to brain-machine interfaces surged, with notable increases in companies such as 南京熊猫电子股份 (up 43.69%) and 微创脑科学 (up 16.19%) [2][3]. - A-share market also saw significant gains, with multiple companies hitting the upper limit of their trading range [2]. Future Outlook - Neuralink's roadmap includes plans for motion decoding for patients with spinal injuries and visual encoding for those with vision impairments, potentially addressing mental health issues and enhancing cognitive abilities [6]. - The industry is expected to benefit from technological breakthroughs, policy support, and collaborative ecosystems, with a projected CAGR of 17% from 2025 to 2034 [11].

Core Viewpoint - The stock of Xinwei Medical-B (06609) has risen over 11%, currently trading at 60.7 HKD, with a transaction volume of 7.6481 million HKD, following the announcement of a discounted share placement to Zhang Han, raising 43.25 million HKD for the company [1] Group 1: Financial Actions - Xinwei Medical-B plans to issue 1 million domestic shares at a 1.10% discount, netting 43.25 million HKD [1] - The transaction is expected to enhance the company's cash reserves, which are projected to be fully utilized for investments or acquisitions in the medical device sector by the end of 2028 [1] Group 2: Management Confidence - The management's decision to increase their stake using personal funds reflects confidence in the company's A-share IPO progress and long-term strategic development [1] - The company announced the successful completion of its A-share IPO launch meeting on September 15, 2025, indicating potential for improved liquidity in the capital market [1] Group 3: Product Development - Xinwei Medical is actively advancing the registration process for its interventional brain-machine interface medical device, with the first human clinical enrollment expected to be completed by the end of 2026 [1]

Core Viewpoint - The stock of Xinwei Medical-B (06609) has seen a significant increase, with a rise of 9.98% to HKD 60.05, following an announcement regarding a share placement aimed at enhancing liquidity and supporting future growth initiatives [1][5]. Group 1: Financial Actions - Xinwei Medical-B plans to place 1 million domestic shares at a discount of 1.10%, raising a net amount of HKD 43.25 million [1][5]. - The funds raised are expected to be fully utilized by the end of 2028 for investments and acquisitions in the medical device sector, which may expand the company's product portfolio [1][5]. Group 2: Management Confidence - The management's decision to increase their stake in the company using personal funds reflects confidence in the progress of the A-share IPO and the company's long-term strategic development [1][5]. - The company successfully held its A-share IPO launch meeting on September 15, 2025, indicating potential for improved liquidity in the capital markets through the upcoming IPO [1][5]. Group 3: Product Development - Xinwei Medical is actively advancing the registration process for its interventional brain-machine interface medical device, with the first human clinical enrollment expected to be completed by the end of 2026 [1][5].