Company Overview - Samsung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, Samsung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 5.728 billion yuan, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 18, Samsung Medical's stock price decreased by 2.02%, trading at 22.75 yuan per share, with a total market capitalization of 31.969 billion yuan. The stock has declined by 23.85% year-to-date [1]. - The stock's trading volume showed a net inflow of 4.8744 million yuan from main funds, with significant buying and selling activities recorded [1]. Shareholder Information - As of June 30, the number of shareholders increased to 29,000, up by 76.91%, while the average circulating shares per person decreased by 43.15% to 48,732 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The company's main business revenue composition includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses, with no revenue from financing leasing and consulting services [1]. - Samsung Medical is categorized under the electric equipment industry, specifically in the distribution equipment sector, and is associated with concepts such as private hospitals, mid-cap stocks, electric IoT, industrial internet, and energy storage [1].

Company Overview - Samsung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, Samsung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 5.728 billion yuan, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 17, Samsung Medical's stock price was 22.98 yuan per share, with a market capitalization of 32.292 billion yuan. The stock has decreased by 23.08% year-to-date but has seen a slight increase of 1.01% over the last five trading days [1]. - The company experienced a net inflow of main funds amounting to 5.7457 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders for Samsung Medical reached 29,000, an increase of 76.91% from the previous period. The average circulating shares per person decreased by 43.15% to 48,732 shares [2]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The company's main business revenue composition includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses, with no revenue from financing leasing and consulting services [1]. - Samsung Medical operates within the electric equipment industry, specifically in the distribution equipment sector, and is associated with concepts such as private hospitals, mid-cap companies, industrial internet, electric power IoT, and charging piles [1].

证券代码：601567 证券简称：三星医疗 公告编号：临2025-077 宁波三星医疗电气股份有限公司 关于为子公司提供担保的进展公告 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法律责任。 重要内容提示： 担保对象及基本情况 担保对象 被担保人名称 宁波三星智能电气有限公司（以下简称 "三星智能"） 本次担保金额 20,000 万元 实际为其提供的担保余额 145,934.46 万元（含本次担保） 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 975,350.00 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 80.73% | | 100% 特别风险提示（如有请勾选） | □对外担保总额超过最近一期经审计净资产 | | | 担保金额超过上市公司最近一期经审计净 | | 资产 | ...

Group 1 - Samsung Medical stated on September 10 that there is currently no collaboration with Huawei Digital Energy [2]

Group 1 - Samsung Medical (601567.SH) currently has no cooperation with Huawei [1]

Core Viewpoint - Samsung Medical (601567.SH) currently has no collaboration with Huawei according to the company's statement on the interactive platform [1] Company Summary - Samsung Medical has clarified its position regarding any potential partnership with Huawei, stating that there are no existing collaborations at this time [1]

Group 1: Solid-State Battery Industry - The solid-state battery industrialization is progressing with support from policies, material advancements, and application developments. Key companies to watch include Xiamen Tungsten, Tianqi Lithium, and others in the supply chain [2][3] - Major developments include the mass production of semi-solid batteries by Zhuhai Guanyu and the upcoming solid-state battery projects by Yiyuan Lithium Energy and others [2] Group 2: Domestic Energy Storage Systems - The domestic energy storage system bidding capacity reached 47.2 GWh in August 2025, reflecting a year-on-year increase of 2158% and a month-on-month increase of 1142%. Cumulative bidding for the year reached 144.1 GWh, up approximately 216% year-on-year [3] - The high demand for energy storage systems indicates a strong need for new power systems in China, laying a foundation for stable market development in 2026-2027. Key companies include Sungrow Power, Yiyuan Lithium Energy, and others [3] Group 3: AIDC Power Equipment Sector - AIDC power equipment companies are expected to benefit from increased capital expenditures, with Alibaba reporting a capital expenditure of 38.7 billion yuan in Q2 2025, up 220% year-on-year [3][32] - The demand for data center construction remains strong, and companies like Jinpan Technology and New Special Electric are positioned to gain from this trend [3][32] Group 4: Power Grid Equipment Sector - Power grid equipment companies are experiencing steady growth, with major firms maintaining robust performance in the first half of 2025. A surge in high-voltage bidding is anticipated in the second half of the year [4][42] - Key companies to focus on include Guodian NARI, Siyi Electric, and others, as they expand their product offerings and international presence [4][42] Group 5: Wind Power Sector - Wind power companies are seeing simultaneous increases in volume and profit, with significant growth in both onshore and offshore projects expected in the latter half of 2025 [4][59] - Companies like Goldwind Technology and Dongfang Cable are recommended for investment as they are well-positioned to benefit from this growth [4][59] Group 6: Investment Recommendations - The report suggests monitoring the recovery of the power grid equipment sector, the progress of offshore wind projects, the advancement of solid-state battery industrialization, and the global demand for energy storage installations [4]

Group 1 - On September 9, Samsung Medical experienced a decline of 1.41% with a trading volume of 379 million yuan, and the net financing buy was -13.11 million yuan [1] - As of September 9, the total margin balance for Samsung Medical was 467 million yuan, with a financing balance of 464 million yuan, accounting for 1.43% of the circulating market value [1] - The company’s main business revenue composition includes 79.70% from the power sector, 19.15% from medical services, and 1.15% from other businesses [1] Group 2 - As of June 30, the number of shareholders for Samsung Medical increased to 29,000, a rise of 76.91%, while the average circulating shares per person decreased by 43.15% to 48,732 shares [2] - For the first half of 2025, Samsung Medical reported a revenue of 7.972 billion yuan, a year-on-year increase of 13.93%, and a net profit attributable to shareholders of 1.230 billion yuan, up 6.93% year-on-year [2] - Since its A-share listing, Samsung Medical has distributed a total of 5.728 billion yuan in dividends, with 2.650 billion yuan distributed in the last three years [3]

Core Viewpoint - Ningbo SANSING Medical Electric Co., Ltd. announced the repurchase and cancellation of restricted stock due to five incentive targets no longer meeting the conditions for the incentive plan after leaving the company [2][20]. Group 1: Repurchase and Cancellation Details - The repurchase involves 41,800 shares of restricted stock from the fourth and fifth phases of the incentive plan [21]. - The company plans to complete the repurchase and cancellation by September 12, 2025, and will handle the necessary registration changes [22]. - Following the cancellation, the total share capital will decrease from 1,405,251,200 shares to 1,405,209,400 shares [23]. Group 2: Incentive Plan Implementation - The fourth phase of the incentive plan was approved on November 17, 2021, with 1,446.35 million shares granted to 189 eligible targets [5][6]. - The fifth phase was approved on January 24, 2022, with 762.2 million shares granted to 159 eligible targets [12][13]. - The company has conducted multiple meetings to review and approve adjustments to the incentive plans and the repurchase of shares [4][5][6][12][13]. Group 3: Compliance and Legal Assurance - The board of directors confirmed that the decision-making process and information disclosure comply with relevant laws and regulations [23]. - The company has ensured that all involved parties have been informed about the repurchase and cancellation, with no objections raised [23].

（文章来源：证券日报） 证券日报网讯 9月9日晚间，三星医疗发布公告称，公司第四期及第五期限制性股票激励计划中5名激励 对象因离职已不符合激励条件，其已获授但尚未解除限售的限制性股票由本公司回购注销，注销股份数 量41，800股，注销日期：2025年9月12日。 ...