长江商报消息 ●长江商报记者 徐佳 医疗器械上市公司康德莱（603987.SH）引入战略投资方。 9月2日晚间，康德莱披露股东权益变动，公司控股股东康德莱集团拟向长沙械字号医疗投资有限公司（以下简 称"长沙械字号"）转让所持公司股份2183.95万股，占公司总股本的5%。交易完成之后，长沙械字号的持股比例将 提升至6.45%。 长江商报记者注意到，长沙械字号是创业板医疗上市公司可孚医疗的控股股东。此次向长沙械字号转让康德莱股 权，康德莱集团意在通过战略协同完善医疗大健康产业布局，提升上市公司估值与整体竞争力，为后续资本运作 奠定基础。 数据显示，2024年和2025年上半年，长沙械字号的净利润分别为1.22亿元、8779.03万元。截至2025年6月末，长沙 械字号的资产总额7.49亿元、负债总额3.35亿元。 本次交易中，康德莱每股作价10.81元，较公告披露当日康德莱二级市场收盘价溢价16.24%，对应交易总价约为 2.36亿元。 上述消息发布之后，9月3日，康德莱股价盘中最高涨至10.23元/股，当日收涨1.51%，报9.44元/股。 作为国内少数拥有完整医用穿刺器械产业链的综合型企业之一，康德莱依托制 ...

Core Viewpoint - The strategic share transfer agreement between Shanghai Kangdelai and Changsha Medical Investment marks a significant step towards the company's transformation into a "medical + consumer" integration model, aiming to enhance market competitiveness and optimize governance structure [1][3]. Company Overview - Kangdelai is a leading enterprise in the domestic medical puncture instrument industry, with main products including medical puncture needles, infusion instruments, and interventional instruments [2]. - The company has faced challenges due to intensified competition and profit margin compression from centralized procurement policies in the medical device sector [2]. Financial Performance - Sales revenue for Kangdelai's core puncture care products is projected to decline, with expected revenues of 1.786 billion yuan and 1.607 billion yuan for 2023 and 2024, respectively, reflecting year-on-year decreases of 8.07% and 10.03% [2]. - In the first half of 2025, Kangdelai reported a slight revenue increase to 1.125 billion yuan, a year-on-year growth of 0.17%, with net profit reaching 125 million yuan, up 18.94% [2]. Strategic Initiatives - To explore new growth opportunities, Kangdelai is focusing on the consumer medical sector, planning to invest in new products and diverse business models [2]. - The company aims to integrate resources and identify promising new industry projects in the medical and consumer fields to drive future growth [2]. Strategic Partnership - The acquisition of a 5% stake by Changsha Medical Investment, a subsidiary of Kefu Medical Technology, is seen as a strategic move that will enhance Kangdelai's market position and governance [1][3]. - Kefu Medical is a prominent player in the consumer medical device market, which may provide Kangdelai with additional resources and synergies [2].

Group 1: 恒瑞医药 - Company received approval for clinical trials of HRS-7172 tablets, a new anti-tumor small molecule inhibitor [1] - Subsidiary received approval for SHR-A2009, an antibody-drug conjugate targeting HER3 [1] - Company was established in April 1997, focusing on drug research, production, and sales [1] Group 2: 康德莱 - Controlling shareholder plans to transfer 5% of shares to strategic investor at a price of 10.81 yuan per share, totaling 236 million yuan [1] - Post-transfer, controlling shareholder's stake will decrease from 39.58% to 34.58% [1] - Company was established in July 1998, specializing in medical devices [2] Group 3: 中钢洛耐 - Shareholder plans to reduce holdings by up to 1% of total shares due to fund exit needs [3] - Company was established in August 2006, focusing on high-end refractory materials [3] Group 4: 瑞玛精密 - Subsidiary completed acquisition of land in Mexico for production operations, covering 52,300 square meters at a price of 3.4064 million USD [4] - Company was established in March 2012, specializing in precision metal stamping and related products [4] Group 5: 鸿博股份 - Company confirmed normal operations despite stock price fluctuations exceeding 20% over three trading days [5] - Company was established in June 1999, focusing on lottery services and high-end packaging [6] Group 6: 东芯股份 - Company completed stock trading risk investigation and resumed trading [7] - Company was established in November 2014, specializing in storage chip design and sales [7] Group 7: 凯迪股份 - Company stated that its robot products are still in development and will not generate revenue in the short term [8] - Company was established in August 1992, focusing on linear drive systems [8] Group 8: 诺唯赞 - Major shareholder plans to reduce holdings by up to 3% due to funding needs [9] - Company was established in March 2012, focusing on functional proteins and organic materials [9] Group 9: 君实生物 - Company received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox [10] - Company was established in December 2012, focusing on new drug research and related services [10] Group 10: 赛力斯 - Company reported August sales of 45,818 vehicles, with a 19.57% increase in new energy vehicle sales [11] - Company was established in September 2012, focusing on automotive research and sales [11] Group 11: 燕东微 - Major shareholder plans to reduce holdings by up to 1% due to management needs [13] - Company was established in October 1987, focusing on semiconductor products and services [13] Group 12: 中百集团 - Company reported cumulative litigation and arbitration amounts of approximately 262 million yuan over the past 12 months [14] - Company was established in January 1990, focusing on retail business [14] Group 13: 金开新能 - Company received 939 million yuan in renewable energy subsidies, with a 341.67% increase year-on-year [15] - Company was established in March 1997, focusing on renewable energy development and operation [15] Group 14: *ST天茂 - Company plans to terminate stock listing and initiate cash option mechanism for shareholders [16] - Company was established in November 1993, focusing on various insurance services [16] Group 15: 宁德时代 - Company repurchased 8.69 million A-shares for a total of 2.131 billion yuan [17] - Company was established in December 2011, focusing on battery research and production [17] Group 16: 山西高速 - Controlling shareholder plans to increase holdings by 30 to 60 million yuan [18] - Company was established in February 1996, focusing on highway management [18] Group 17: 青岛银行 - Major shareholder plans to increase holdings by 233 to 291 million shares [19] - Company was established in November 1996, focusing on banking services [19] Group 18: 格力电器 - Major shareholder completed share increase of 46.38 million shares for 2.099 billion yuan [20] - Company was established in December 1989, focusing on air conditioning production and sales [20] Group 19: 中国石油 - Company plans to transfer 541 million A-shares to China Mobile Group to enhance strategic cooperation [21] - Company was established in November 1999, focusing on oil and gas exploration and production [21] Group 20: 镇洋发展 - Company announced a merger plan with Zhejiang Huhangyong Highway Co., with a share exchange ratio of 1:1.08 [22] - Company was established in December 2004, focusing on chemical products [22]

Core Viewpoint - The strategic share transfer between the controlling shareholder and Changsha Medical Investment Co., Ltd. aims to enhance the strategic layout of Kangdelai and achieve collaborative win-win goals in the medical health industry [1][2]. Group 1: Share Transfer Details - Kangdelai's controlling shareholder, Shanghai Kangdelai Holding Group, signed a share transfer agreement to sell 21.8395 million shares (5% of total shares) at a price of 10.81 yuan per share, totaling 236 million yuan [1]. - After the transfer, the controlling shareholder's stake will decrease from 39.58% to 34.58%, while Changsha Medical's stake will increase from 1.45% to 6.45% [1]. - Changsha Medical has committed not to reduce its holdings of the acquired shares for 12 months post-transfer [1]. Group 2: Strategic Intentions - The share transfer price reflects a 20% premium over the average closing price of the last 20 trading days prior to August 29, 2025, with Kangdelai's stock closing at 9.3 yuan per share on September 2, 2025, giving it a total market value of 4.062 billion yuan [2]. - The controlling shareholder stated that this equity change is aimed at deepening the company's strategic layout and enhancing its valuation and competitiveness in the medical health industry [2][3]. - Kangdelai specializes in the research, production, and sales of medical puncture instruments, being a leading manufacturer in China with a complete industrial chain for medical puncture devices [2]. Group 3: Financial Performance - In the first half of 2025, Kangdelai reported revenue of 1.125 billion yuan, a year-on-year increase of 0.17%, and a net profit of 125 million yuan, reflecting a year-on-year growth of 18.94% [3]. - The strategic implementation of the share transfer is expected to enhance the company's market competitiveness and optimize its equity structure [3].

Core Viewpoint - The announcement details the agreement for the transfer of shares from the controlling shareholder of Shanghai Kangdai Enterprise Development Group Co., Ltd. to Changsha Medical Investment Co., Ltd., aimed at enhancing strategic collaboration and optimizing the company's governance structure [1][3]. Summary by Sections 1. Overview of the Share Transfer - The controlling shareholder, Shanghai Kangdai Holding Group Co., Ltd., will transfer 21,839,544 shares (5% of total shares) at a price of 10.81 yuan per share, totaling approximately 236.09 million yuan [1][2]. - The buyer, Changsha Medical Investment Co., Ltd., commits to not reducing their holdings for 12 months post-transfer [1]. 2. Background and Purpose of the Transfer - The share transfer aims to deepen the strategic layout of Kangdai Group, promote collaborative synergies, and enhance market competitiveness in the consumer healthcare sector [3]. 3. Parties Involved - **Transferor**: Shanghai Kangdai Holding Group Co., Ltd. - Established: August 2, 2006 - Main business: Industrial investment, mergers, and asset management [4]. - **Transferee**: Changsha Medical Investment Co., Ltd. - Established: September 7, 2017 - Main business: Investment activities, management consulting, and wholesale/retail of various goods [4]. 4. Financial Data of the Transferee - Total assets: 612.19 million yuan - Total liabilities: 265.79 million yuan - Revenue: 1.83 million yuan - Net profit: 121.75 million yuan [4]. 5. Key Terms of the Share Transfer Agreement - The transfer price is based on a 20% premium over the average closing price of the last 20 trading days before August 29, 2025 [5]. - Payment terms include an initial 50% payment within 10 working days of signing the agreement, with the remaining 50% due within 3 working days after the share transfer [6]. 6. Conditions for Completion - The transfer is subject to compliance confirmation from the Shanghai Stock Exchange and registration with the China Securities Depository and Clearing Corporation [2][6]. - If conditions are not met within three months, either party may terminate the agreement without penalty [6]. 7. Additional Arrangements - Upon completion of the share transfer, the transferee has the right to nominate one director to the board of the target company [9].

Core Viewpoint - The report outlines a share transfer agreement where Changsha Medical Investment Co., Ltd. will acquire 21,839,544 shares of Shanghai Kangdelai Enterprise Development Group Co., Ltd., representing 5% of the total share capital, to enhance its strategic positioning in the healthcare industry [1][5][7]. Group 1: Share Transfer Details - The share transfer agreement was signed on September 2, 2025, with the transfer price set at RMB 10.81 per share, totaling RMB 236,085,470.64 [7][8]. - Following the transfer, Changsha Medical Investment Co., Ltd. will hold a total of 28,157,644 shares, increasing its ownership from 1.45% to 6.45% of the total shares [7][15]. - The transfer is subject to compliance confirmation from the Shanghai Stock Exchange and subsequent registration with the China Securities Depository and Clearing Corporation [2][11]. Group 2: Purpose and Future Plans - The purpose of this equity change is to deepen the strategic layout of the company and achieve a win-win situation through strategic collaboration in the healthcare sector [5][6]. - There are currently no plans for Changsha Medical Investment Co., Ltd. to increase or decrease its shareholding in the next 12 months, aside from this agreement [5][15]. Group 3: Company Information - Changsha Medical Investment Co., Ltd. is a limited liability company with a registered capital of RMB 100 million, primarily engaged in investment activities and various sales [4][5]. - The major shareholder of Changsha Medical Investment Co., Ltd. is Zhang Min, holding 90% of the shares [4][5].

Core Viewpoint - Shanghai Kangdelai Enterprise Development Group Co., Ltd. is undergoing a share transfer, reducing the stake held by Shanghai Kangdelai Holding Group Co., Ltd. from 39.58% to 34.58% through an agreement transfer of 21,839,544 shares to Changsha Medical Investment Co., Ltd. [1][6][12] Group 1: Share Transfer Details - The share transfer involves 21,839,544 shares, representing 5% of the total share capital of the company [6][7] - The transfer price is set at RMB 10.81 per share, totaling RMB 236,085,470.64 [7] - The payment structure includes an initial 50% payment of RMB 118,042,735.32 within 10 working days of signing the agreement, with the remaining amount due within 3 working days after the transfer is completed [7][8] Group 2: Purpose and Future Plans - The purpose of the share transfer is to enhance the strategic layout of the company and improve its valuation and competitiveness in the healthcare industry [6][12] - There are currently no plans for the information disclosure obligor to increase or decrease its stake in the company within the next 12 months, aside from this transfer [6][12] Group 3: Compliance and Legal Aspects - The share transfer is subject to compliance confirmation from the Shanghai Stock Exchange and must be registered with the China Securities Depository and Clearing Corporation [8][9] - The information disclosure obligor has committed to the accuracy and completeness of the report and assumes legal responsibility for any misrepresentation [2][10]

Group 1 - The core point of the article is that Kangdelai Group is enhancing its strategic layout by transferring approximately 21.84 million shares (5% of total share capital) to Changsha Medical Investment Co., Ltd. at a price of 10.81 yuan per share, totaling about 236 million yuan [1] - The share transfer is a strategic move aimed at achieving collaborative goals and will not change the controlling shareholder or actual controller of the company, ensuring stable operations [1] - The strategic implementation is expected to enhance the company's market competitiveness, optimize the equity structure, and improve corporate governance by gaining industrial and resource synergies in the consumer healthcare sector [1] Group 2 - As of the latest report, Kangdelai's market capitalization stands at 4.1 billion yuan [3] - In the fiscal year 2024, Kangdelai's revenue composition shows that 99.6% comes from the medical device manufacturing industry, while other businesses account for 0.4% [2]

Core Viewpoint - Kangdelai Group aims to deepen its strategic layout and promote collaborative win-win goals through a share transfer agreement with Changsha Medical Investment Co., Ltd. [1] Summary by Relevant Sections - **Share Transfer Agreement** - Kangdelai's controlling shareholder, Shanghai Kangdelai Holding Group Co., Ltd., signed a share transfer agreement on September 1, 2025, to transfer 21,839,544 shares (5% of total share capital) to Changsha Medical Investment at a price of 10.81 yuan per share, totaling 236,085,470.64 yuan [1] - **Commitment from the Buyer** - Changsha Medical Investment voluntarily commits not to reduce its holdings of the acquired shares for 12 months following the completion of the transfer [1] - **Impact on Company Control** - The share transfer does not involve a tender offer and will not lead to changes in the controlling shareholder or actual controller of the company, ensuring no adverse effects on the company's ongoing stable operations [1]

上海康德莱企业发展集团股份有限公司 简式权益变动报告书 上市公司名称：上海康德莱企业发展集团股份有限公司 股票上市地点：上海证券交易所 股票简称：康德莱 股票代码：603987 信息披露义务人：长沙械字号医疗投资有限公司 经营场所：长沙市雨花区振华路 199 号湖南环保科技产业园创业中 心 101（546）室 通讯地址：长沙市雨花区振华路 199 号湖南环保科技产业园创业中 心 101（546）室 权益变动性质：股份增加（协议转让） 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办 法》"）、《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变 动报告书》（以下简称"《准则 15 号》"）及其他相关的法律、法规和规范 性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购管理办法》《准则 15 号》的规定，本报告书 已全面披露信息披露义务人在上海康德莱企业发展集团股份有限公司中拥有 权益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外， ...