济民健康管理股份有限公司 2025 年第三季度报告 证券代码：603222 证券简称：济民健康 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 期末比上年 | | | | 减变动幅度 | | 同期增减变 | | | | (%) | | 动幅度(%) | | 营业收入 | 178,268,850.64 | -17.86 | 544,718,299.64 | -20.21 | | 利润总额 | -33,081,417.78 | -1,749.03 | -90,708,066.75 | -360.33 | | ...

Core Insights - The cell immunotherapy sector has seen a significant increase of 3.18%, ranking second among concept sectors, with 56 stocks rising, including Jimin Health reaching the daily limit, and notable gains from Shutai Shen, Hanyu Pharmaceutical, and Huahai Pharmaceutical at 12.50%, 7.87%, and 7.59% respectively [1][2] Market Performance - The cell immunotherapy concept attracted a net inflow of 1.191 billion yuan, with 47 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflows. Hanyu Pharmaceutical led with a net inflow of 172 million yuan, followed by Huahai Pharmaceutical, Jimin Health, and Shutai Shen with net inflows of 157 million yuan, 112 million yuan, and 103 million yuan respectively [2][3] Stock Performance - Jimin Health, Nanjing New百, and Kaineng Health had the highest net inflow ratios at 29.96%, 15.88%, and 14.04% respectively. The top stocks in the cell immunotherapy sector based on net inflow include Hanyu Pharmaceutical with a 7.87% increase and a turnover rate of 10.59%, Huahai Pharmaceutical with a 7.59% increase and a turnover rate of 5.47%, and Jimin Health with a 10.03% increase and a turnover rate of 6.73% [3][4]

Market Overview - The medical device sector increased by 0.72% on October 15, with TuoJing Life leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - TuoJing Life (300642) closed at 25.85, up 10.38% with a trading volume of 294,900 shares and a transaction value of 756 million [1] - JiMin Health (603222) closed at 10.97, up 10.03% with a trading volume of 353,400 shares [1] - MaiLanDe (688273) closed at 43.90, up 9.75% with a trading volume of 47,500 shares [1] - KeFu Medical (301087) closed at 43.10, up 7.86% with a trading volume of 72,700 shares [1] - Rejing Bio (688068) closed at 170.79, up 6.96% with a trading volume of 34,700 shares [1] Underperformers - JinHao Medical (920925) closed at 34.05, down 3.81% with a trading volume of 15,400 shares [2] - DaBo Medical (002901) closed at 55.52, down 2.94% with a trading volume of 29,400 shares [2] - HuaDa ZhiZao (688114) closed at 68.57, down 2.93% with a trading volume of 52,400 shares [2] Capital Flow - The medical device sector saw a net inflow of 500 million in main funds, while retail investors experienced a net outflow of 214 million [2][3] - Major stocks like SaiNuo Medical (688108) had a net inflow of 129 million from main funds, while JiMin Health (603222) saw a net outflow of 471 million from retail investors [3]

Core Insights - The A-share market has seen a significant rally in innovative drug concept stocks, with notable increases in share prices for several companies [1] Group 1: Stock Performance - Guangxi Shengtang (广生堂) experienced a rise of approximately 18% [2] - Shutaishen (舒泰神) increased by over 12% [2] - Jimin Health (济民健康) and Anglikang (昂利康) both hit the 10% daily limit up [2] - Huahai Pharmaceutical (华海药业) rose by over 9% [2] - Frontier Biologics (前沿生物) increased by over 8% [2] - Hanyu Pharmaceutical (翰宇药业) saw a rise of over 7% [2] - Saily Medical (塞力医疗) and Jiuzhou Pharmaceutical (九洲药业) both increased by over 6% [2] Group 2: Market Capitalization and Year-to-Date Performance - Guangxi Shengtang has a market capitalization of 19.2 billion with a year-to-date increase of 269.02% [2] - Shutaishen has a market capitalization of 17.3 billion with a year-to-date increase of 389.07% [2] - Jimin Health has a market capitalization of 5.76 billion with a year-to-date increase of 61.56% [2] - Anglikang has a market capitalization of 8.31 billion with a year-to-date increase of 213.50% [2] - Huahai Pharmaceutical has a market capitalization of 31.4 billion with a year-to-date increase of 18.92% [2] - Frontier Biologics has a market capitalization of 5.544 billion with a year-to-date increase of 51.64% [2] - Hanyu Pharmaceutical has a market capitalization of 19.2 billion with a year-to-date increase of 68.35% [2] - Saily Medical has a market capitalization of 5.628 billion with a year-to-date increase of 270.91% [2] - Jiuzhou Pharmaceutical has a market capitalization of 18.5 billion with a year-to-date increase of 56.50% [2]

Core Viewpoint - The innovative drug concept stocks experienced a significant surge in early trading on October 15, with several companies reaching their daily price limits and notable increases in stock prices [1]. Group 1: Stock Performance - Angli康 reached the daily limit up, indicating strong investor interest [1]. - Guangshengtang saw a rise of over 10%, with a notable increase of 14.41% in its stock price [2]. - Other companies such as Saili Medical, Shutaishen, Rongchang Bio, and Lianhuan Pharmaceutical also experienced substantial gains, contributing to the overall positive trend in the innovative drug sector [1]. Group 2: Notable Stock Increases - Guangshengtang (300436) reported a stock increase of 116.94%, with a rise of 14.41% [2]. - Pinlikang (002940) increased by 41.20%, with a rise of 10.01% [2]. - Saili Medical (603716) saw a 27.12% increase, with an 8.35% rise [2]. - Shutaishen (300204) experienced a 34.77% increase, with a 7.88% rise [2]. - Jimin Health (603222) rose by 10.64%, with a 6.72% increase [2]. - Lianhuan Pharmaceutical (600513) increased by 20.21%, with a 6.37% rise [2]. - Rongchang Bio (688331) saw a 97.06% increase, with a 6.31% rise [2]. - Zhendong Pharmaceutical (300158) increased by 6.95%, with a 5.95% rise [2]. - Kangchen Pharmaceutical (035500) rose by 48.68%, with a 4.91% increase [2]. - Maiwei Niwu-U (688062) saw a 46.58% increase, with a 4.86% rise [2].

Core Viewpoint - The company is actively engaged in regenerative medicine, focusing on various diseases through its research center and technology platforms [1] Group 1: Regenerative Medicine Focus - The company has established a Regenerative Medicine Research Center at its Boao International Hospital, which includes four core technology platforms: cell storage, international standard cell preparation, clinical research on cell therapy, and the translation of stem cell and regenerative medicine technologies [1] - The company is currently developing cell therapy drugs and their indications, with detailed information available in the "Discussion and Analysis of Operating Conditions" section of the company's 2025 semi-annual report [1]

证券日报网讯9月30日晚间，济民健康（603222）发布公告称，截至2025年9月30日，公司通过集中竞价 交易方式累计回购股份2，005，500股，占公司总股本的比例为0.3819%。 ...

Core Viewpoint - Jimin Health (603222.SH) announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchasing shares in the market [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 2.0055 million shares, which represents 0.3819% of its total share capital [1] - The highest purchase price was 6.13 CNY per share, while the lowest was 5.87 CNY per share [1] - The total amount spent on the buyback was 12.089 million CNY, excluding transaction fees [1]

证券代码：603222 证券简称：济民健康 公告编号：2025-049 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。 关于以集中竞价交易方式回购股份的进展公告 重要内容提示： | 回购方案首次披露日 | 2025/3/29 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 个月 12 | | 预计回购金额 | 10,000万元~20,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | 累计已回购股数 | 200.55万股 | | 累计已回购股数占总股本比例 | 0.38% | | 累计已回购金额 | 1,208.90万元 | | 实际回购价格区间 | 5.87元/股~6.13元/股 | 一、回购股份的基本情况 济民健康管理股份有限公司(以下简称"公司")于 2025 年 3 月 28 日召开第 五届董事会第十七次会议，审议通过了《关于以集中竞价交易方式回购股份方案 的议案》，同意公司使用自有资金及金融 ...

Core Points - The company approved a share repurchase plan with a maximum price of 10 CNY per share and a total fund amount of 100 million to 200 million CNY, valid for up to 12 months from the board's approval date [1] - As of September 30, 2025, the company has repurchased a total of 2.0055 million shares, accounting for 0.3819% of the total share capital, with a maximum purchase price of 6.13 CNY per share and a minimum price of 5.87 CNY per share, totaling 12.089 million CNY spent (excluding transaction fees) [1] - No repurchase was executed in September 2025, and the company will repurchase shares as per regulations and disclose information in a timely manner [1]