证券代码：603014 证券简称：威高血净 公告编号：2025-042 山东威高血液净化制品股份有限公司 股票交易异常波动公告 二、公司关注并核实的相关情况 针对公司股票交易异常波动，根据相关规定，公司进行了核查，现就有关情况说 明如下： （一）生产经营情况 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： ●山东威高血液净化制品股份有限公司（以下简称"公司"）股票于 2025 年 11 月 3 日、11 月 4 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海证 券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 ●经公司自查并向控股股东及其一致行动人、实际控制人等相关方核实，公司生 产经营一切正常，未发现存在对公司股票交易价格可能产生重大影响的媒体报道、市 场传闻等。公司正在推进以发行股份的方式购买山东威高普瑞医药包装有限公司（以 下简称"威高普瑞"）100%股权的重大资产重组事项，该事项已经公司董事会审议通过， 尚需经公司股东会审议，相关事项尚存在不确定性。除此之外，不存在其他应披露 ...

Core Viewpoint - Weigao Blood Products announced that its stock price experienced a significant fluctuation, with a cumulative increase of over 20% in the closing price over two consecutive trading days [1] Group 1: Stock Performance - The stock price fluctuation is classified as an abnormal trading situation according to the Shanghai Stock Exchange trading rules [1] - The company confirmed that its production and operations are normal and no significant media reports or market rumors have been found that could impact the stock price [1] Group 2: Major Asset Restructuring - The company is advancing a major asset restructuring plan to acquire 100% equity of Weigao Purui through a share issuance [1] - This restructuring plan has been approved by the company's board of directors but still requires approval from the shareholders' meeting, indicating some uncertainty regarding the matter [1] Group 3: Investor Advisory - The company advises investors to be cautious of secondary market trading risks and to make rational investment decisions [1]

Core Viewpoint - The company has experienced significant stock price fluctuations, with a cumulative increase of over 20% in closing prices over two consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The company's stock price increased by more than 20% over two trading days on November 3 and November 4, 2025, which is classified as abnormal stock trading behavior [1] - The company confirms that its current operating conditions are normal, with no significant fluctuations in costs or sales [1] Group 2: Business Operations - There have been no major changes in the operating environment, market conditions, or industry policies affecting the company [1] - The company is in the process of a significant asset restructuring by acquiring 100% equity of Weigao Purui through a share issuance, which has been approved by the board of directors but still requires shareholder approval [1] - The restructuring process carries uncertainties regarding its completion [1]

格隆汇11月4日｜威高血净公告，公司股票于2025年11月3日、11月4日连续两个交易日内收盘价格涨幅 偏离值累计超过20%，属于股票交易异常波动的情形。公司目前经营情况正常，近期成本和销售等情况 没有出现大幅波动，经营环境、市场环境或行业政策没有发生重大变化。公司正在推进以发行股份的方 式购买威高普瑞100%股权的重大资产重组事项，该事项已经公司董事会审议通过，尚需经公司股东会 审议，相关事项尚存在不确定性。 ...

人民财讯11月4日电，二连板威高血净（603014）11月4日发布股票交易异常波动公告称，经公司自查并 向控股股东及其一致行动人、实际控制人等相关方核实，公司生产经营一切正常。公司正在推进以发行 股份的方式购买威高普瑞100%股权的重大资产重组事项，该事项已经公司董事会审议通过，尚需经公 司股东会审议，相关事项尚存在不确定性。 ...

Core Insights - The medical device sector experienced a decline of 1.36% on November 4, with Danaher Biomedical leading the drop [1][2] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Medical Device Sector Performance - Notable gainers included: - Weigao Blood Purification (603014) with a closing price of 46.53, up 10.00% and a trading volume of 157,800 shares, totaling 727 million yuan [1] - Micron Technology (300341) closed at 18.88, up 7.27% with a trading volume of 282,100 shares, totaling 521 million yuan [1] - ZhenDe Medical (603301) closed at 94.69, up 5.60% with a trading volume of 233,600 shares, totaling 2.158 billion yuan [1] - Major decliners included: - Danaher Biomedical (60000ZG6) closed at 85.00, down 16.75% with a trading volume of 44,100 shares [2] - Hotgen Biotech (688068) closed at 140.65, down 10.24% with a trading volume of 51,900 shares, totaling 753 million yuan [2] - Tianzhihang (688277) closed at 17.42, down 6.60% with a trading volume of 139,000 shares [2] Capital Flow Analysis - The medical device sector saw a net outflow of 792 million yuan from institutional investors, while retail investors contributed a net inflow of 401 million yuan [2][3] - Key stocks with significant capital flow include: - Weigao Blood Purification (603014) had a net inflow of 111.4 million yuan from institutional investors, but a net outflow of 82.5 million yuan from retail investors [3] - Micron Technology (300341) experienced a net inflow of 55.9 million yuan from institutional investors, with a net outflow of 19.0 million yuan from retail investors [3] - ZhenDe Medical (603301) had a net inflow of 33.2 million yuan from institutional investors, but a net outflow of 53.4 million yuan from retail investors [3]

Core Viewpoint - The market reacted positively to Weigao Blood Purification's announcement of a major asset restructuring plan, which involves acquiring 100% of Weigao Purui Pharmaceutical Packaging Co., Ltd. to optimize internal resources in response to slowing growth in its main business [1][3]. Group 1: Asset Restructuring - Weigao Blood Purification's stock price surged by 10.01% to 42.30 yuan following the announcement of the acquisition [1]. - The acquisition is characterized as an internal integration within the "Weigao system," with Weigao Group's actual controller, Chen Xueli, maintaining control over the listed company [1][3]. - The transaction involves issuing shares at a price of 31.29 yuan per share, making Weigao Purui a wholly-owned subsidiary post-transaction [1]. Group 2: Business Performance and Challenges - In the third quarter of 2025, Weigao Blood Purification reported a net profit of 341 million yuan, a year-on-year increase of 7.92%, but growth concerns persist [3]. - The company's net profit growth rate has significantly declined from 40.32% in 2023 to 1.58% in 2024, indicating potential challenges ahead [3]. - The average ex-factory prices of key products, such as blood dialysis devices and dialysis tubing, are expected to drop by approximately 16% and 11% respectively due to centralized procurement policies, impacting profit margins [3][4]. Group 3: Strategic Benefits of the Acquisition - Weigao Purui is the first domestic company to obtain registration for pre-filled syringes, holding over 50% market share in the domestic market and ranking among the top five internationally [4]. - The acquisition is expected to enhance Weigao Blood Purification's capabilities in materials, sterilization, and packaging validation, reducing reliance on external procurement and mitigating cost pressures from centralized procurement [4][6]. - Post-acquisition, the company aims to expand its product line into pharmaceutical packaging and leverage synergies between its filtration technology and Weigao Purui's customer resources in the biopharmaceutical sector [6][7].

Core Viewpoint - Weigao Blood Purification announced a plan to acquire 100% equity of Weigao Purui through a share issuance at a price of 31.29 yuan per share, aiming to optimize internal resources and enhance its business portfolio [1] Group 1: Acquisition Details - The acquisition involves three parties: Weigao Co., Weihai Shengxi, and Weihai Ruiming, all under the control of Weigao Group and its actual controller Chen Xueli [1] - Post-acquisition, Weigao Purui will become a wholly-owned subsidiary of Weigao Blood Purification, adding pre-filled drug delivery systems and automatic safety drug delivery systems to its product line [1] - The integration is expected to create synergies and open a second growth curve for Weigao Blood Purification [1] Group 2: Market Impact - On the day of the announcement (November 3), Weigao Blood Purification's stock hit the daily limit, raising its total market value to 17.67 billion yuan [2] - Weigao Purui's core products include a full range of pre-filled syringes, cartridge bottles, and automatic injection pens, with over 50% market share in pre-filled products domestically [2] Group 3: Financial Performance - Weigao Purui's projected revenues for 2023 to the first half of 2025 are 1.426 billion yuan, 1.684 billion yuan, and 939 million yuan, with net profits of 490 million yuan, 585 million yuan, and 327 million yuan respectively [2] - As of June 30, 2025, Weigao Purui's total assets are expected to be 3.425 billion yuan [2] - Weigao Blood Purification reported total revenue of 2.736 billion yuan for the first three quarters of this year, a year-on-year increase of 3.45%, with a net profit of 341 million yuan, up 7.92% [2][3] - The company's total assets reached 8.468 billion yuan by the end of the third quarter of 2025, a year-on-year growth of 21.15% [3]

Core Insights - The stock market saw significant activity with 25 stocks having sealed orders exceeding 100 million yuan on November 3, indicating strong investor interest and potential bullish trends in certain sectors [1][3]. Group 1: Stock Performance - TBEA (特变电工) led with a sealed order amount of over 500 million yuan, reflecting strong market confidence [1]. - The top three stocks by sealed order volume were Yingxin Development, Pingtan Development, and Jishi Media, with sealed orders of 508,500 hands, 473,700 hands, and 406,700 hands respectively [1]. - ST Zhongdi achieved a remarkable 12 consecutive trading limit ups, while several other stocks also recorded multiple consecutive limit ups, indicating strong momentum [1]. Group 2: Financial Performance - TBEA reported a revenue of 72.99 billion yuan for the first three quarters, a year-on-year increase of 0.8%, and a net profit attributable to shareholders of 5.48 billion yuan, up 27.6% year-on-year [1]. - The company secured significant orders in the power transmission and transformation sector, with a total of 5.23 billion yuan in orders from the State Grid and a 41% year-on-year increase in bidding amounts [1][2]. Group 3: Industry Trends - The high-voltage equipment bidding is expected to accelerate, with TBEA positioned as a leading supplier likely to benefit from this trend [2]. - TBEA's international market expansion has been notable, with a reported 80% year-on-year increase in signed orders from international markets in the first half of the year [2]. Group 4: Sector Highlights - The thorium molten salt reactor sector saw multiple stocks, including TBEA and others, experiencing limit ups, driven by advancements in nuclear technology [3][4]. - Companies like Hailu Heavy Industry and Baose Co. are involved in the thorium molten salt reactor projects, indicating a growing focus on innovative energy solutions [4][5]. Group 5: Gaming Industry - The gaming sector is represented by companies like Sanqi Interactive Entertainment, which focuses on game development and operations, showing strong growth potential [7]. - Oriental Pearl is enhancing its AI technology applications in various fields, indicating a trend towards digital transformation in the entertainment sector [8]. Group 6: Investment Activity - Six stocks on the龙虎榜 (Longhu List) recorded net purchases exceeding 100 million yuan, highlighting strong institutional interest in these companies [9].

Core Points - The Shanghai Composite Index closed at 3956.72 points, slightly below the five-day moving average, with a change of 0.05% [1] - The total trading volume of A-shares reached 1,398.50 billion yuan [1] - A total of 737 A-shares have prices that surpassed the five-day moving average, indicating market activity [1] Summary of Stocks with Significant Deviation from the Five-Day Moving Average - Baose shares (300402) had the highest deviation at 14.65%, with a price increase of 19.99% and a turnover rate of 3.61% [2] - Guorui Technology (300600) followed with a deviation of 8.16%, a price increase of 12.10%, and a turnover rate of 12.34% [2] - Guoji General (600444) recorded a deviation of 7.91%, with a price increase of 10.02% and a turnover rate of 7.80% [2] - Other notable stocks include Intercontinental Oil & Gas (600759) with a 7.85% deviation and Donghua Technology (002140) with a 7.27% deviation [2] - The table lists various stocks with their respective price changes, turnover rates, five-day moving averages, latest prices, and deviation percentages [2]