（编辑 袁冠琳） 证券日报网1月30日讯 ，维力医疗在接受调研者提问时表示，经初步测算，预计印尼工厂的单位生产成 本比国内高出约10%。目前，客户对于印尼出货产品的报价高于国内出货产品，客户所提价格基本能够 覆盖生产成本的增加。在印尼工厂正式投产后，公司将根据印尼工厂的实际生产成本，在维持原有产品 毛利率水平不变的前提下，与客户进一步协商，以确定印尼工厂出货产品的价格。预计将生产转移至印 尼不会对公司产品的毛利率产生显著影响。 ...

（文章来源：证券日报） 证券日报网1月28日讯 ，维力医疗在接受调研者提问时表示，报告期内，公司全资子公司江西狼和医疗 器械有限公司（以下简称"狼和医疗"）受产品市场需求增长放缓以及行业竞争激烈影响，经营业绩出现 大幅下滑。公司于2018年收购狼和医疗100%股权，形成商誉26936.70万元。基于狼和医疗当前经营状 况及对其未来经营情况的分析预测，公司管理层初步判断，收购该公司所形成的商誉已出现减值迹象。 为了更加客观、公正地反映公司财务状况和资产价值，根据《企业会计准则第8号-资产减值》等相关会 计政策规定，按照谨慎性原则，公司2025年度预计计提商誉减值14700万元。最终计提减值金额将由公 司聘请的评估机构及审计机构进行评估和审计后确定。 ...

证券日报网1月28日讯，维力医疗（603309）在接受调研者提问时表示，公司印尼工厂一期主要生产护 理类产品带吸引头的吸引连接管，设计年产能为4000万支，所有产品均计划供应美国大客户。二期产能 规划涉及麻醉类产品，如气管插管、喉罩等，以及导尿类产品，如硅胶导尿管等，主要计划供应美国大 客户。未来，公司还将依据印尼本土市场需求以及海外业务拓展状况，对其他麻醉、导尿、护理类产品 的产能进行规划和建设。 ...

证券日报网1月28日讯，维力医疗（603309）在接受调研者提问时表示，公司一直以来外汇管理都比较 稳健，对外币进行定期结算，并采取一些稳健的防范汇率风险措施，而且有部分海外大客户采用人民币 进行业务结算，汇率的波动对公司整体业绩的影响一般不会很大。 ...

Core Viewpoint - The medical device sector experienced a rise of 0.54% on January 21, with N Aisheren leading the gains, while the Shanghai Composite Index increased by 0.08% and the Shenzhen Component Index rose by 0.7% [1] Group 1: Stock Performance - N Aisheren (code: 920050) closed at 44.04, with a remarkable increase of 175.59% and a trading volume of 141,600 shares [1] - Tianzhihang (code: 688277) saw a rise of 12.38%, closing at 23.88 with a trading volume of 376,500 shares [1] - Xishan Technology (code: 688576) increased by 11.18%, closing at 76.80 with a trading volume of 34,000 shares [1] - Kangzhong Medical (code: 688607) rose by 10.91%, closing at 59.67 with a trading volume of 76,200 shares [1] - Shuoshi Biological (code: 6658889) increased by 9.74%, closing at 84.84 with a trading volume of 70,300 shares [1] Group 2: Capital Flow - The medical device sector saw a net inflow of 300 million yuan from institutional investors, while retail investors experienced a net outflow of 430 million yuan [2] - Major stocks like Sainuo Medical (code: 688108) had a net inflow of 69.18 million yuan from institutional investors, but a net outflow of 44.76 million yuan from retail investors [3] - LePu Medical (code: 300003) had a net inflow of 48.54 million yuan from institutional investors, with a slight net inflow of 0.52 million yuan from retail investors [3]

Core Viewpoint - The sixth batch of national organized high-value medical consumables centralized procurement results have been announced, including 12 types of medical consumables, with execution expected around May 2026. The long-term growth potential of the high-value consumables sector is viewed positively due to the continuous increase in surgical and diagnostic volumes driven by aging populations and gradual import substitution [1]. Group 1: Event Details - On January 13, the results of the sixth batch of national organized high-value medical consumables centralized procurement were announced in Tianjin, involving 12 types of medical consumables, with 496 products from 227 companies bidding and 440 products from 202 companies winning [1]. - The procurement includes drug-coated balloons and urological intervention consumables, with a high selection ratio for the bidding products [2]. Group 2: Selection Process Optimization - The selection rules have been optimized to ensure that clinically recognized and capable products are chosen, stabilizing clinical usage [3]. - For differentiated products with certain functional innovations, a pricing coefficient based on clinical value has been established to reflect price differences reasonably [3]. - The lowest price is not the sole criterion for selection; if the lowest price is excessively low, a control benchmark of 65% of the average entry price is applied [3]. Group 3: Related Listed Companies - Companies related to coronary drug balloons include Lepu Medical, Blue Sail Medical, and MicroPort Medical [4]. - For peripheral drug balloons, companies such as Xianruida Medical-B, Gree创通桥, Xinmai Medical, and Lepu Medical are involved [4]. - In the urological intervention category, companies like Weili Medical and Weigao Group have all won bids, with examples of winning prices showing moderate reductions compared to earlier procurements [4].

来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向维力医疗提问："请问公司近年是否存在向欧盟成员国出口或销售的相关业务？ 如有，欧盟地区业务收入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售主要 通过哪种方式实现：是以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进行销 售，或通过第三方贸易商、代理商转销至欧盟市场。" 针对上述提问，维力医疗回应称："尊敬的投资者，您好！公司一直以来都有出口欧洲业务，2024年出 口欧洲业务收入约占主营业务收入15%。公司对欧洲市场的销售以从境内直接向欧洲客户出口为主，少 量通过第三方贸易商或代理商转销。谢谢您的关注！" ...

证券日报网讯1月16日，维力医疗（603309）在互动平台回答投资者提问时表示，公司一直以来都有出 口欧洲业务，2024年出口欧洲业务收入约占主营业务收入15%。公司对欧洲市场的销售以从境内直接向 欧洲客户出口为主，少量通过第三方贸易商或代理商转销。 ...

Group 1 - The core viewpoint of the article highlights that the optimization of the national procurement rules for medical consumables signals a positive trend towards "anti-involution" and stabilizing expectations, with limited short-term disruption to the industry price system, while benefiting leading companies with strong product capabilities and nationwide supply capacity in the medium to long term [1] - The sixth batch of national centralized procurement for high-value medical consumables will take place on January 13, 2026, involving 12 types of medical consumables, with 496 products from 227 companies bidding, and 440 products from 202 companies selected [1] - The introduction of a "reference price" mechanism aims to rationalize price competition, with 8 out of 20 competitive groups triggering this rule, effectively curbing extreme low-price behaviors by some companies [2] Group 2 - The multi-layer selection rules significantly increased the selection rate, with an overall selection rate of 89% for both companies and products, supporting functional innovation products with reasonable pricing space [3] - The ongoing push for domestic substitution is particularly prominent in the urology intervention sector, with market share increasingly shifting towards domestic companies like Guichuang Tongqiao and Weili [4] - The distribution mechanism strengthens the revenue predictability for leading companies, with different rules corresponding to 70%-100% of demand allocation, which is expected to enhance industry concentration in the medium to long term [5]

Core Viewpoint - The centralized procurement of high-value medical consumables, specifically drug-coated balloons and urological intervention materials, is expected to standardize procurement and usage behaviors, improve industry ecology, and lead to short-term price declines impacting profit margins for some companies, while top domestic enterprises may gain market share through successful bids [1] Group 1: Event Overview - The national procurement office announced the results for centralized procurement of drug-coated balloons and urological intervention consumables, with implementation expected around May 2026 [1] Group 2: Selection Rate and Participation - A total of 227 companies submitted bids for 496 products, with 202 companies winning bids for 440 products, indicating a high overall selection rate which supports industry supply [2] - All 42 products from 32 companies in the drug-coated balloon category were selected, demonstrating a strong match with clinical usage [2] - In the urological intervention category, 170 out of 195 companies won bids for 398 products, including specialized products that meet specific clinical needs [2] Group 3: Performance of Listed Companies - Listed companies such as Lepu Medical, Bluestar Medical, and others achieved successful bids for various drug-coated balloons and urological intervention products, indicating a favorable selection outcome that may allow them to quickly expand their market share [3] Group 4: Procurement Rules and Principles - The procurement process reflects principles of "stabilizing clinical use, ensuring quality, countering internal competition, and preventing collusion," with a focus on maintaining clinical continuity and considering product functionality differences [4] - The selection rules are designed to prevent excessive price undercutting, with a mechanism in place to control price differences based on average bid prices, which has been effective in maintaining price stability [4] - The optimization of procurement rules indicates a maturing policy environment, with the "anti-involution" principle expected to be upheld in the long term [4]