Group 1 - The core point of the announcement is that the controlling shareholder, Hangzhou Baoqun Industrial Group Co., Ltd., has extended the pledge of part of its shares in Tongce Medical Co., Ltd. [2][3] - Baoqun Industrial holds a total of 151,589,199 shares in Tongce Medical, accounting for 33.89% of the total share capital. The number of shares pledged in this extension is 8,267,990, which represents 5.45% of Baoqun's holdings and 1.85% of the total shares of the company [2][4] - The total number of pledged shares by Baoqun Industrial is 99,091,461, which is 65.37% of its holdings and 22.15% of the total shares of Tongce Medical [2][4] Group 2 - The controlling shareholder has 53,818,240 shares that will mature in the next six months, accounting for 35.50% of its holdings and 12.03% of the total share capital. In the next year, the number of shares maturing is 97,861,461, which is 64.56% of its holdings and 21.88% of the total share capital [4] - The financial condition of Baoqun Industrial is good, and it has the ability to repay, indicating that the pledge risk is controllable and will not affect the company's main business or its ability to continue operations. There will be no change in the actual control of the company [5]

通策医疗（SH 600763，收盘价：45.23元）8月5日晚间发布公告称，2025 年8月5日接到控股股东宝群 实业股票质押展期交易通知，宝群实业持有的公司股份826.799万股质押展期，质押起始日为2025年7月 27日，质押到期日为2026年7月27日，质权人为中信证券股份有限公司。 宝群实业持有公司股份总数1.52亿股（以下数据均为公司分红派息后的股数），占总股本的33.89%；本 次质押展期股份数为826.799万股，占宝群实业所持有本公司股份数5.45%，占本公司总股份数的 1.85%。宝群实业质押股份总数约为9909万股，占宝群实业所持有公司股份数的65.37%，占公司总股份 数的22.15%；宝群实业的一致行动人吕建明先生持股总数约209万股，占总股本的0.47%，并无质押； 宝群实业已质押股份数占宝群实业及其一致行动人所持有公司股份数的64.48%，占公司总股份数的 22.15%。 2024年1至12月份，通策医疗的营业收入构成为：医疗服务业占比95.07%，产品销售占比2.83%，建设 工程占比1.59%，其他业务占比0.51%。 （文章来源：每日经济新闻） ...

证券简称：通策医疗 证券代码：600763 编号：临 2025-019 通策医疗股份有限公司 关于控股股东部分股票继续质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 杭州宝群实业集团有限公司（以下简称"宝群实业"）持有通策医疗股份有限 公司（以下简称"公司"）股份总数 151,589,199 股（以下数据均为公司分红派息后 的股数），占总股本的 33.89%；本次质押展期股份数为 8,267,990 股，占宝群实业所 持有本公司股份数 5.45%，占本公司总股份数的 1.85%。宝群实业质押股份总数为 99,091,461 股，占宝群实业所持有本公司股份数的 65.37%，占本公司总股份数的 22.15%；宝群实业的一致行动人吕建明先生持股总数 2,091,088 股，占总股本的 0.47%， 并无质押；宝群实业已质押股份数占宝群实业及其一致行动人所持有本公司股份数的 64.48%，占本公司总股份数的 22.15%。 一、上市公司股份质押情况 2025 年 8 月 5 日接到控股股东宝群实业股 ...

融券方面，当日融券卖出1.46万股，净卖出0.80万股。 最近三个交易日，31日-4日，通策医疗分别获融资买入1.18亿元、0.82亿元、0.94亿元。 8月4日，沪深两融数据显示，通策医疗获融资买入额0.94亿元，居两市第158位，当日融资偿还额0.90亿 元，净买入485.47万元。 来源：金融界 ...

通策医疗股份有限公司的主营业务是口腔医疗服务的提供、研发。公司的主要产品是医疗服务、产品销 售、建筑工程、综合服务费。 最新一期业绩显示，2025年一季报，公司实现营业收入7.45亿元，同比5.11%；净利润1.84亿元，同比 6.22%，销售毛利率44.21%。 8月4日，通策医疗今日收盘45.33元，下跌1.71%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到39.59倍，总市值202.76亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均47.79倍，行业中值59.03倍，通策医疗排 名第24位。 股东方面，截至2025年5月28日，通策医疗股东户数83145户，较上次减少1346户，户均持股市值35.28 万元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)8通策医疗39.5940.444.82202.76亿行业平均 47.7959.864.17195.49亿行业中值59.0364.343.1867.01亿1药明康德19.1627.924.402638.13亿2康龙化成 28.3729.563.77530.08亿3爱尔眼科32.4133. ...

证券之星消息，8月4日医疗服务板块较上一交易日下跌0.26%，昭衍新药领跌。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 688265 | 南模生物 | 43.73 | 20.01% | | 4.08万 | 1.66亿 | | 688621 | 阳光诺和 | 66.54 | 14.84% | | 12.60万 | 8.15亿 | | 301201 | 诚达药业 | 28.10 | 4.04% | | 10.58万 | 2.93亿 | | 688222 | 成都先导 | 24.74 | 3.82% | | 33.55万 | 7.91亿 | | 002172 | 澳洋健康 | 4.25 | 3.41% | | 70.07万 | 2.93亿 | | 688046 | 药康生物 | 16.41 | 3.01% | | 4.55万 | 7293.23万 | | ...

Group 1 - The core point of the news is that Tongce Medical has experienced significant trading activity in the margin financing market, with a net sell-off observed recently [1] - On August 1, Tongce Medical had a financing buy-in amount of 0.82 billion yuan, ranking 205th in the two markets, while the financing repayment amount was 0.98 billion yuan, resulting in a net sell-off of 16.37 million yuan [1] - Over the last three trading days, from July 30 to August 1, Tongce Medical received financing buy-ins of 1.35 billion yuan, 1.18 billion yuan, and 0.82 billion yuan respectively [1] Group 2 - In terms of securities lending, on the same day, there were 0.38 thousand shares sold short, with a net buy of 0.19 thousand shares [2]

融券方面，当日融券卖出0.17万股，净买入0.78万股。 来源：金融界 7月31日，沪深两融数据显示，通策医疗获融资买入额1.18亿元，居两市第174位，当日融资偿还额1.15 亿元，净买入240.43万元。 最近三个交易日，29日-31日，通策医疗分别获融资买入1.42亿元、1.35亿元、1.18亿元。 ...

Group 1 - Goldman Sachs highlights certain healthcare services and treatments, such as high-end dental implants, cataract surgeries, and specific vaccines, which are not covered by national health insurance or affected by centralized drug procurement, indicating strong potential for continued growth in out-of-pocket medical spending among the "silver-haired" population (aged 50 and above) [1] - Goldman Sachs has upgraded ratings for several stocks expected to benefit from the growth in high-end out-of-pocket treatment projects, including Eye Care (300015.SZ) and Zhifei Biological (300122.SZ) to "Buy," while also rating Purui Eye Care (301239.SZ) and Straumann (SAUHY.US) as "Buy," and upgrading Shengtong Medical (600763.SH) to "Neutral" [1] Group 2 - Goldman Sachs focuses on the "silver-haired" demographic, which possesses strong consumption capability with net assets exceeding 3 million RMB, estimating a total addressable market (TAM) that will grow from 221 billion RMB (31 billion USD) in 2024 to 963 billion RMB (135 billion USD) by 2035, with a compound annual growth rate (CAGR) of 14.3% [2] - The report indicates that in 2024, this demographic will account for only 3% of the total population aged 50 and above but will contribute 5% of the healthcare spending for this group, with expectations that this contribution will rise to 13% by 2035 [2] - Goldman Sachs projects the CAGR for healthcare spending among individuals aged 50 and above with net assets over 3 million RMB during 2024-2035 under baseline, optimistic, and pessimistic scenarios to be 14%, 19%, and 9% respectively [2]

融券方面，当日融券卖出0.91万股，净卖出0.81万股。 来源：金融界 7月30日，沪深两融数据显示，通策医疗获融资买入额1.35亿元，居两市第141位，当日融资偿还额1.46 亿元，净卖出1066.35万元。 最近三个交易日，28日-30日，通策医疗分别获融资买入1.05亿元、1.42亿元、1.35亿元。 ...