南京伟思医疗科技股份有限公司 股东减持股份计划公告 证券代码：688580 证券简称：伟思医疗 公告编号：2025-27 | 股东名称 | 南京志达创业投资中心（有限合伙） | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 | □否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：无 | | | | 持股数量 | 7,935,120股 | | | | 持股比例 | 8.29% | | | | 当前持股股份来源 | IPO 前取得：7,935,120股 | | | 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持有的基本情况 截止本公告披露日，南京伟思医疗科技股份有限公司（以下简称"公司"） 相关股东持股情况如下： 南京志达创业投资中心（有限合伙）（以下简称"志达创投"）作为南京伟思 医疗科技股份有限公司（以下简称"公司"）的股东，持有公 ...

伟思医疗公告，公司股东南京志达创业投资中心(有限合伙)计划通过集中竞价和大宗交易方式减持公司 股份，合计减持数量不超过287.31万股，占公司总股本的3%。其中，通过集中竞价交易方式减持不超 过95.77万股，自公告披露日起15个交易日后的3个月内进行；通过大宗交易方式减持不超过191.54万 股，自公告披露日起15个交易日后的3个月内进行。减持原因为自身资金需求。 ...

Core Viewpoint - The postpartum care and recovery market in China is experiencing significant growth, driven by increasing consumer spending and awareness of health and wellness among modern women, with the market expected to exceed 200 billion yuan by 2030 [1][20]. Group 1: Industry Overview - Postpartum care and recovery refers to the recovery and maintenance that women require after childbirth due to physical weakness, which is gaining attention as women invest more in their health and wellness [1][2]. - The market size for postpartum care and recovery in China is projected to reach 67.5 billion yuan in 2024, representing a year-on-year growth of 13.6%, with postpartum recovery and care markets at 22.7 billion yuan and 44.8 billion yuan respectively [1][8]. Group 2: Market Segmentation - Postpartum care services can be categorized into confinement centers and postpartum doulas, with confinement centers gaining popularity due to their professional services and management, leading to a market size increase from 11.3 billion yuan in 2020 to 29.6 billion yuan in 2024, a compound annual growth rate of 27.2% [1][10][12]. - The postpartum doula market is also growing, with a projected market size of 15.1 billion yuan in 2024, reflecting a year-on-year growth of 4.1% [1][16]. Group 3: Consumer Trends - The increasing living standards and changing consumption concepts are driving more families to hire postpartum doulas for maternal and newborn care, while the rising wages of doulas due to supply-demand imbalances are further expanding the market [1][16]. - The consumer spending on healthcare has risen significantly, with per capita healthcare expenditure increasing from 1,165 yuan in 2015 to 2,547 yuan in 2024, indicating a growing willingness to invest in postpartum care [1][6]. Group 4: Competitive Landscape - The postpartum care and recovery market in China is highly fragmented, with approximately 6,300 confinement centers and 2,600 postpartum doula service providers, leading to intense competition [1][18]. - The top five companies in the industry hold only 3.7% of the market share, indicating a diverse range of players, with brands like Saint Bella and Aidi Palace being well-known [1][18]. Group 5: Future Trends - The industry is expected to continue expanding, with a forecasted market size exceeding 200 billion yuan by 2030, driven by increased awareness of postpartum recovery among women [1][20]. - The industry is moving towards standardization and regulation, with ongoing efforts to improve oversight and quality standards [1][21]. - There is a trend towards more diverse and professional services, with companies enhancing employee training and exploring varied service offerings to meet consumer demands [1][23]. - The industry is also accelerating its digital transformation, utilizing information technology to improve service efficiency and quality [1][24].

Group 1 - The stock price of Weisi Medical (688580) closed at 46.98 yuan on July 16, 2025, with an increase of 2.26% and a trading volume of 22,900 hands, resulting in a transaction amount of 106 million yuan [1] - On July 16, the net inflow of main funds was 9.67 million yuan, accounting for 9.09% of the total transaction amount, while retail investors had a net outflow of 4.53 million yuan, accounting for 4.25% [1][2] - The financing data shows that on July 16, the financing balance was 176 million yuan, with a net repayment of 5.61 million yuan [2][3] Group 2 - Weisi Medical's Q1 2025 report indicates a main revenue of 95.91 million yuan, a year-on-year increase of 9.4%, and a net profit of 33.22 million yuan, a year-on-year increase of 52.71% [5] - The company has a total market value of 4.499 billion yuan, with a net asset of 1.662 billion yuan and a net profit of 33.22 million yuan, ranking 75th, 82nd, and 51st respectively in the medical device industry [5] - The company aims to become a global leader in the magnetic stimulation field and a leading supplier in the rehabilitation and medical aesthetics sectors in China, while exploring overseas markets [5] Group 3 - Over the past 90 days, 9 institutions have rated the stock, with 6 buy ratings and 3 hold ratings, and the average target price set at 55.12 yuan [6] - The company maintains a gross profit margin of 66.65%, significantly higher than the industry average of 51.08%, and a net profit margin of 34.64%, compared to the industry average of 10.86% [5] - The company is focused on R&D in advanced technologies such as electrical stimulation, magnetic stimulation, electrophysiology, rehabilitation robots, and medical energy sources [5]

Core Viewpoint - Nanjing Weisi Medical Technology Co., Ltd. has announced the completion of the "Research and Development Center Construction Project," which has reached the predetermined usable status, allowing the company to conclude this fundraising project [1][8]. Fundraising Overview - The company raised a total of RMB 1,154,716,955.86 through the public offering of 17,086,667 shares at a price of RMB 67.58 per share, with a net amount of RMB 1,062,986,960.68 after deducting issuance costs [1][2]. Investment Project Status - The "Research and Development Center Construction Project" has been completed, and the company has decided to conclude this project as it meets the completion criteria. The total investment amount for this project has been fully utilized [7][8]. - The project has experienced delays in the investment pace due to external environmental changes, leading to a postponement of the expected usable status date from September 2023 to December 2025 for both the "Research and Development Center Construction Project" and the "Information Technology Construction Project" [4][5]. Financial Details - The total investment amount for the "Research and Development Center Construction Project" is approximately RMB 1.25 billion, with a total area of nearly 24,000 square meters and a planned total investment of about RMB 500 million [4][5]. - The project has generated interest income, resulting in a cumulative investment amount exceeding 100% of the committed fundraising [7][8]. Approval Process - The conclusion of the fundraising project does not require board approval or consent from the supervisory board, as the remaining funds (including interest income) are below RMB 10 million [7][8].

证券代码：688580 证券简称：伟思医疗 公告编号：2025-026 南京伟思医疗科技股份有限公司 关于部分募投项目结项的公告 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、准确性和完整性依法承担法律责任。 南京伟思医疗科技股份有限公司（以下简称"公司"或"伟思医疗"）首次 公开发行股票募投项目中"研发中心建设项目"已达到预定可使用状态，公司决 定将其予以结项，根据《上海证券交易所科创板上市公司自律监管指引第 1 号 ——规范运作》等相关规定，该事项可以免于履行董事会审议程序，无需监事会、 保荐机构或者独立财务顾问发表明确同意意见。现将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意南京伟思医疗科技股份有限公司首 次公开发行股票注册的批复》（证监许可〔2020〕1213 号）文核准，公司向社会 公众公开发行人民币普通股（A 股）17,086,667 股，每股面值 1.00 元，每股发 行价格为 67.58 元。本次公开发行募集资金总额为 1,154,716,955.86 元，扣除 总发行费用 91,729,995.18 元 ...

Company Overview - Weisi Medical's closing price on July 9 was 45.03 yuan, down 1.27%, with a rolling PE ratio of 38.02 times and a total market value of 4.313 billion yuan [1] - The company ranks 80th in the medical device industry, which has an average PE ratio of 51.36 times and a median of 37.22 times [1] Financial Performance - For the first quarter of 2025, Weisi Medical reported revenue of 95.9127 million yuan, a year-on-year increase of 9.40% [1] - The net profit for the same period was 33.2201 million yuan, reflecting a year-on-year growth of 52.71% [1] - The sales gross margin stood at 66.65% [1] Shareholding Structure - As of the first quarter of 2025, five institutions held shares in Weisi Medical, including three other entities and two funds, with a total holding of 10.7452 million shares valued at 364 million yuan [1]

Core Viewpoint - Weisi Medical is a technology-driven medical device company focusing on rehabilitation solutions, experiencing significant growth in revenue and net profit in Q1 2025 due to market recovery and business expansion [1][2]. Group 1: Company Overview - Weisi Medical specializes in high-quality rehabilitation products and solutions, particularly in areas such as pelvic and postpartum rehabilitation, mental health rehabilitation, neurological rehabilitation, and pediatric rehabilitation [1]. - The company serves various medical institutions in China, including general hospitals, obstetrics and gynecology hospitals, psychiatric hospitals, children's hospitals, and rehabilitation hospitals [1]. Group 2: Financial Performance - In Q1 2025, the company's revenue increased by 9.4% year-on-year, reaching 96 million yuan, while the net profit attributable to shareholders grew by 52.71% to 33 million yuan [1]. Group 3: International Expansion - Weisi Medical participated in the Clinical TMS Society Annual Meeting in San Diego, showcasing its transcranial magnetic stimulation products, aiming to enhance its global influence in rehabilitation and mental health [2]. - The company is establishing an overseas marketing team in 2024, focusing on product registration, participation in international exhibitions, and developing partnerships, with initial sales efforts targeting Asia and South America [2]. Group 4: Product Development and Market Strategy - Weisi Medical has developed a comprehensive product matrix for rehabilitation robots, integrating various rehabilitation therapies to meet market demands [3]. - The company aims to provide intelligent, standardized, and assessable rehabilitation solutions, focusing on product quality, iterative upgrades, and cost optimization to strengthen its competitive position in the high-end rehabilitation market [3].

Company Overview - Weisi Medical's closing price on July 1 was 47.9 yuan, reflecting a 3.03% increase, with a rolling PE ratio of 40.44, marking a 16-day low, and a total market capitalization of 4.587 billion yuan [1] - The company specializes in the research, production, and sales of medical devices, with key products including magnetic stimulation, electrical stimulation, electrophysiology, consumables and accessories, and laser radiofrequency [1] Financial Performance - In the first quarter of 2025, Weisi Medical reported revenue of 95.9127 million yuan, representing a year-on-year increase of 9.40%, and a net profit of 33.2201 million yuan, up 52.71%, with a gross profit margin of 66.65% [1] Shareholder Information - As of March 31, 2025, Weisi Medical had 5,933 shareholders, an increase of 637 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Industry Comparison - The average PE ratio for the medical device industry is 51.70, with a median of 37.36, placing Weisi Medical at the 81st position within the industry [1][2] - The static PE ratio for Weisi Medical is 44.99, and the price-to-book ratio is 2.76 [2]

Meeting Overview - The fourth meeting of the fourth Supervisory Board of Nanjing Weisi Medical Technology Co., Ltd. was held on June 27, 2025, in a combined onsite and communication format [1][2] - All three supervisors attended the meeting, which complied with relevant laws and regulations [1][2] Resolutions Passed Adjustment of Stock Incentive Plan - The Supervisory Board approved the adjustment of the list of initial grant recipients and the number of shares for the 2025 Restricted Stock Incentive Plan, reducing the number of recipients from 74 to 71 and the number of shares from 904,000 to 872,000 [2][3] - The total number of restricted shares to be granted was adjusted from 1,000,000 to 968,000, with a reserve of 96,000 shares remaining unchanged [2][3] Granting of Restricted Stock - The Supervisory Board confirmed that the conditions for granting restricted stock to the incentive recipients had been met, approving the grant of 872,000 shares at a price of 22 yuan per share to 71 recipients on June 27, 2025 [4][5] Use of Own Funds for Project Financing - The Supervisory Board approved the use of the company's own funds to pay for personnel costs related to fundraising projects, with plans to replace these funds with equivalent amounts from raised funds later [5]