每经AI快讯，9月11日，山外山(688410.SH)公告称，公司大股东湖南湘江大健康创业投资合伙企业(有 限合伙)(大健康)因自身资金需求，拟通过集中竞价交易或大宗交易的方式减持其所持有的公司股份不超 过12,852,625股，本次减持比例不超过公司总股本4.00%。董事、副总经理、核心技术人员任应祥因自 身资金需求，拟通过集中竞价交易的方式减持其直接持有的公司股份不超过249,539股，本次减持比例 不超过公司总股本0.08%。 ...

Core Viewpoint - The company announced that it will repurchase and cancel 1,715,024 shares due to the failure to meet performance assessment criteria for the 2024 employee stock ownership plan [1] Group 1 - The total share capital of the company will decrease from 321,315,646 shares to 319,600,622 shares following the repurchase and cancellation [1] - The registered capital will also be reduced from 321,315,646 yuan to 319,600,622 yuan as a result of this action [1]

广东华商（重庆）律师事务所 广东华商（重庆）律师事务所 广东华商（重庆）律师事务所 关于重庆山外山血液净化技术股份有限公司 关于重庆山外山血液净化技术股份有限公司 法律意见书 二〇二五年九月四日 （一）本次股东大会召集人的资格 重庆山外山血液净化技术股份有限公司（以下简称"公司"）2025 年第二次临 时股东大会定于 2025 年 9 月 4 日于两江新区慈济路 1 号 8 楼会议室召开，广东华商 （重庆）律师事务所（以下简称"本所"）接受公司的委托，指派孟显慧律师、代星 宇律师（以下简称"本所律师"）通过现场参会方式对本次股东大会进行见证并出具本见 证意见。 本所律师依据本法律意见书出具前已经发生或者存在的事实和《中华人民共和国公司 法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司股东会规则》（以下简称《股东会规则》）及其他现行有效的法律、法规及规范性 文件规定及《重庆山外山血液净化技术股份有限公司章程》（以下简称《公司章程》） 的有关规定出具本法律意见书。 为出具本法律意见书，本所律师已经对公司提供的与本次股东大会有关的法律文件及 其他文件、资料予以了核查、验证。在 ...

Meeting Overview - The shareholders' meeting of Chongqing Shanwaishan Blood Purification Technology Co., Ltd. was held on September 4, 2025, at the company's conference room in Chongqing [1] - A total of 93 ordinary shareholders attended the meeting, holding 109,472,124 voting rights, which accounts for 34.25% of the company's total voting rights [1] Voting Results - All non-cumulative voting proposals were approved, with 99.93% of ordinary shareholders voting in favor of the first proposal [1] - The second proposal regarding the company's share repurchase plan was also approved, with 99.36% of ordinary shareholders voting in favor [2] Legal Compliance - The meeting was convened and conducted in accordance with the Company Law and the company's articles of association, with the presence of legal representatives confirming the legality of the proceedings [2]

广东华商（重庆）律师事务所 关于重庆山外山血液净化技术股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年九月四日 广东华商（重庆）律师事务所 广东华商（重庆）律师事务所 关于重庆山外山血液净化技术股份有限公司 2025 年第二次临时股东大会的 法律意见书 重庆山外山血液净化技术股份有限公司（以下简称"公司"）2025 年第二次临 时股东大会定于 2025 年 9 月 4 日于两江新区慈济路 1 号 8 楼会议室召开，广东华商 （重庆）律师事务所（以下简称"本所"）接受公司的委托，指派孟显慧律师、代星 宇律师（以下简称"本所律师"）通过现场参会方式对本次股东大会进行见证并出具本见 证意见。 本所律师依据本法律意见书出具前已经发生或者存在的事实和《中华人民共和国公司 法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司股东会规则》（以下简称《股东会规则》）及其他现行有效的法律、法规及规范性 文件规定及《重庆山外山血液净化技术股份有限公司章程》（以下简称《公司章程》） 的有关规定出具本法律意见书。 为出具本法律意见书，本所律师已经对公司提供的与本次股东大会有关 ...

证券代码：688410 证券简称：山外山 公告编号：2025-047 重庆山外山血液净化技术股份有限公司 2025年第二次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 4 日 | 1、出席会议的股东和代理人人数 | 93 | | --- | --- | | 普通股股东人数 | 93 | | 2、出席会议的股东所持有的表决权数量 | 109,472,124 | | 普通股股东所持有表决权数量 | 109,472,124 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 34.2476 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 34.2476 | 注：截至本次股东大会股权登记日公司总股本为 321,315,646 股，其中公司回购专用证券账 户中股份数为 1,666,341 股，不享有股东大会表决权；本次会议公司有表决权 ...

证券代码：688410 证券简称：山外山 公告编号：2025-048 重庆山外山血液净化技术股份有限公司 关于回购注销公司 2024 年员工持股计划股份 减少注册资本暨通知债权人的公告 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。 一、通知债权人原由 重庆山外山血液净化技术股份有限公司（以下简称"公司"）于2025年8月 19日和2025年9月4日分别召开第三届董事会第二十次会议和2025年第二次临时 股东大会，审议通过了《关于公司2024年员工持股计划股份回购注销暨提前终止 的议案》。鉴于公司2024年员工持股计划公司层面业绩考核未达标即解锁条件未 成就，公司同意对未能解锁的股份1,715,024股进行回购注销。具体内容详见公 司 分 别 于 2025 年 8 月 20 日 、 2025 年 9 月 5 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）上披露的《关于公司2024年员工持股计划股份回购注销暨提 前终止的提示性公告》（公告编号：2025-041）和《2025年第二次临时股东大会 决议 ...

Group 1: Mona Lisa (002918) - The company's revenue from distribution channels decreased by 10% year-on-year in the first half of 2025, while the engineering channel saw a decline of 42.68% [1] - The distribution channel accounted for 82.98% of revenue in Q2, with ongoing declines in engineering [1] - The company is facing intense industry competition with no positive price changes, and is focusing on cost reduction and efficiency improvements [1] - The strategic customer business proportion has dropped to 17%, with 83% of demand coming from non-real estate sectors [1] - The company maintains a "large tiles, large building materials, large home" strategy, with low financial investment proportion [1] Group 2: Mountain Outside Mountain - The domestic market for blood purification equipment generated revenue of 152 million yuan, a year-on-year increase of 14.60% [2] - Blood purification consumables revenue reached 85.34 million yuan, up 46.17%, with self-produced consumables growing by 91.90% [2] - R&D investment increased by 37.12% to 36.51 million yuan, while sales expenses rose by 26.64% to 62.80 million yuan [2] - The overseas market revenue was 86.82 million yuan, reflecting a growth of 41.30%, with significant increases in North America and Africa [2] - The company is a drafting unit for national standards and is enhancing its international competitiveness through core technology [2] Group 3: Leyard (300296) - The smart display segment experienced a 20% quarter-on-quarter growth, driven by high demand in overseas markets, particularly North America [3] - Business growth is supported by demand from cinemas, virtual shooting, and large events [3] - The company is optimizing production capacity across its factories in Slovakia, Shenzhen, and Wuxi to mitigate tariff impacts [3] - The AR glasses are expected to launch in October, targeting B-end customers [3] - The AI and spatial computing segments saw a year-on-year decline due to price reductions and increased R&D investment [3]

Stock Recommendations - Keg Precision Machinery (301338.SZ) shows a historical high performance with EPS expected to rise from 0.66 in 2024 to 1.44 in 2025, indicating a strong growth trajectory[4] - Kingsoft Office (688111.SH) is expected to improve its EPS from 3.56 in 2024 to 4.10 in 2025, with a focus on enhancing B-end business strategies[4] - Shuanghuan Transmission (002472.SZ) anticipates a core business growth of 11.55% year-on-year, despite a 2% decline in overall revenue due to the cessation of steel trading operations[5] Market Performance - The August 2025 stock portfolio achieved a weighted return of 24.73%, outperforming the Shanghai Composite Index which rose by 7.97%[14] - The top-performing stocks included Jibite (35.13%) and Yuanjie Technology (24.69%), indicating strong market interest in these sectors[15] - The market volatility for the recommended stocks was significant, with the highest being Xindong Company at 93.73%[21] Industry Insights - The blood dialysis industry, led by Shanwaishan (688410.SH), is expected to see substantial growth due to a recovering market post-2024 anti-corruption impacts[6] - AVIC Shenyang Aircraft (600760.SH) is positioned to benefit from the anticipated demand for advanced military aircraft, with a projected market for 9,284 new civil aircraft in China from 2022 to 2041[10] - Xindong Company (2400.HK) reported a remarkable 268% increase in net profit, driven by strong revenue growth of 38.8% in the first half of the year[29]

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]