Investment Rating - The report maintains a "Recommended" investment rating for the healthcare industry [6] Core Insights - The healthcare sector has shown resilience, with the Shenwan Pharmaceutical and Biological Index rising by 1.20% from March 31 to April 3, 2025, outperforming the CSI 300 Index by 2.57 percentage points, ranking third among 31 Shenwan primary industry indices [1][11] - Year-to-date, the Shenwan Pharmaceutical and Biological Index has increased by 4.77%, surpassing the CSI 300 Index by 6.64 percentage points, ranking seventh among the 31 indices [1][13] - As of April 3, 2025, the valuation of the pharmaceutical sector stands at 26.69 times (TTM overall method, excluding negative values), with a valuation premium of 141.35% compared to the CSI 300 [1][14] Summary by Sections 1. Market Review - The pharmaceutical sector has outperformed the CSI 300 Index, with a notable increase in individual stock performances, particularly for companies like Duorui Pharmaceutical (+56.32%) and Oukang Pharmaceutical (+48.62%) [2][18] 2. Important Policies and Events - On March 31, the National Medical Products Administration (NMPA) solicited opinions on measures to optimize lifecycle regulation supporting high-end medical device innovation, proposing ten key initiatives to enhance the review and approval process [3][22] 3. Company Announcements - Yunnan Baiyao reported a revenue of 40.033 billion yuan for 2024, a year-on-year increase of 2.36%, with a net profit of 4.749 billion yuan, up 16.02% [24] 4. Industry Perspectives - The proposed measures by the NMPA aim to support high-end medical devices throughout their lifecycle, including optimizing review processes and enhancing post-market supervision, which is expected to accelerate innovation and commercialization of domestic high-end medical devices [4][25][26]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688580 证券简称：伟思医疗 公告编号：2025-003 南京伟思医疗科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： ●南京伟思医疗科技股份有限公司（以下简称"公司"）股票连续三个交易日内（2025年4月1日、4月2 日、4月3日）收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动。 ●经公司自查，并向公司控股股东、实际控制人进行书面询证，截至本公告披露日，确认不存在关于公 司的应披露而未披露的重大事项，公司目前生产经营正常，生产经营未发生重大变化。 ●公司股价短期波动幅度较大，公司特别提醒广大投资者，注意投资风险、理性决策、审慎投资。 一、股票交易异常波动的具体情况 公司股票连续三个交易日内（2025年4月1日、4月2日、4月3日）收盘价格涨幅偏离值累计超过30%，根 据《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 （二）重大 ...

本人在公司本次股票交易异常波动期间未买卖公司股票。 特此回函！ 控股股东/实际控制人：王志愚 贵公司 2025 年 4 月 3 日发出的《关于南京伟思科技股份有限公 司股票交易异常波动的询证函》已收悉，经过认真自查，现就有关情 况回复如下： 截至本函签署日，本人作为南京伟思医疗科技股份有限公司（以 下简称"上市公司"）的控股股东、实际控制人，不存在影响上市公 司股票交易异常波动的重大事项，不存在其他应披露而未披露的重大 信息，包括但不限于筹划并购重组、股份发行、债务重组、业务重组、 资产剥离和资产注入等对上市公司股票交易价格产生较大影响的重 大事项。 《关于南京伟思医疗科技股份有限公司 股票交易异常波动的询证函》的回函 致：南京伟思医疗科技股份有限公司 2025 年 4 月 3 日 ...

证券代码：688580 证券简称：伟思医疗 公告编号：2025-003 南京伟思医疗科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： ●南京伟思医疗科技股份有限公司（以下简称"公司"）股票连续三个交易 日内（2025年4月1日、4月2日、4月3日）收盘价格涨幅偏离值累计超过30%，属 于股票交易异常波动。 ●经公司自查，并向公司控股股东、实际控制人进行书面询证，截至本公告 披露日，确认不存在关于公司的应披露而未披露的重大事项，公司目前生产经营 正常，生产经营未发生重大变化。 ●公司股价短期波动幅度较大，公司特别提醒广大投资者，注意投资风险、 理性决策、审慎投资。 一、股票交易异常波动的具体情况 公司股票连续三个交易日内（2025 年 4 月 1 日、4 月 2 日、4 月 3 日）收盘 价格涨幅偏离值累计超过 30%，根据《上海证券交易所科创板股票异常交易实时 监控细则》的有关规定，属于股票交易异常波动的情形。 （二）重大事项情况 经公司自查，并向公司控股股东、实际控制 ...

Group 1 - The core focus of Weisi Medical is on product promotion and sales enhancement, with internal growth as the main driver by 2025 [1] - The company aims to increase market share in mental rehabilitation through the MagNeuro ONE product series [1] - The pelvic rehabilitation business will stabilize through business transformation and product iteration [1] - The neurological rehabilitation sector will expand product categories and marketing investments [1] - The aesthetic medicine business plans to enter the mainstream skin management market [1] - Weisi Medical has established a closed-loop neurological rehabilitation system in the brain-computer interface field, promoting precision and intelligent development in rehabilitation medicine [1] - The company will continue to focus on women's health, launching high-quality products and exploring commercialization opportunities in weight management clinics [1] - The rehabilitation robot product line has formed a matrix covering various rehabilitation needs, with ongoing product iteration and upgrades [1] - A rich product matrix related to the silver economy has been developed to meet the diverse health and wellness needs of the elderly [1] - The MagNeuro ONE series has been installed in multiple mental health specialty hospitals, with commercial progress meeting expectations [1] - The new generation of electrical stimulation products features a modular design, allowing for the free combination of various physical factor treatment modules [1] - The company adheres to a development strategy that balances internal growth and external expansion, actively seeking external opportunities [1] Group 2 - Secheng Investment, established in 2007, has a registered capital of 30 million yuan and is a member of the fund industry association [2] - The company specializes in equity investment, adhering to a "high-quality growth" investment philosophy [2] - Secheng Investment has received numerous industry awards and has long-term asset management cooperation with several large financial institutions [2]

截至2025年3月28日收盘，伟思医疗（688580）报收于33.99元，较上周的34.52元下跌1.54%。本周，伟 思医疗3月24日盘中最高价报34.79元。3月24日盘中最低价报32.7元。伟思医疗当前最新总市值32.55亿 元，在医疗器械板块市值排名93/124，在两市A股市值排名3919/5139。 本周关注点 机构调研要点 对于 2024年的强势板块—精神康复业务，将以导航经颅磁刺激仪 MagNeuro ONE系列产品为引 领，期待在 2025年进一步提高市场占有率，巩固无创神经调控领域领先地位。 对于盆底康复业务，期待 2025年通过业务转型与产品迭代实现止跌回稳，例如，高频电灼仪（射 频）逐渐成为盆底康复的一个新的增长点，这个产品是"设备+耗材"的模式，随装机量增长，带动 耗材收入形成长期稳定现金流。 对于神经康复业务，康复行业整体目前依然呈现中小企业林立、市场集中度较低的局面，作为该 领域较早上市的企业，完全有机会通过增加产品品类和营销投入提高该领域业务规模，后续 1-2 年内公司也将有更多主流康复核心单品也会持续推出，进一步强化公司在康复器械领域的综合竞 争力。 最后医美业务方面：伴随皮秒 ...

Core Viewpoint - The company is focusing on enhancing its core business segments, particularly in the fields of mental rehabilitation, pelvic floor rehabilitation, neurological rehabilitation, and medical aesthetics, aiming for growth and market share expansion in 2025 [2][3][4][5]. Business Segment Overview - **Mental Rehabilitation**: The company plans to leverage the MagNeuro ONE series products to increase market share and solidify its leading position in non-invasive neuroregulation [2]. - **Pelvic Floor Rehabilitation**: The company anticipates a stabilization in this segment through product iteration and transformation, with the high-frequency electrosurgical device becoming a new growth point [2]. - **Neurological Rehabilitation**: The company sees potential for growth due to low market share and plans to expand product categories and marketing efforts to enhance business scale [2]. - **Medical Aesthetics**: The company aims to enter the mainstream skin management market in 2025, focusing on a product matrix that includes skin, body, and intimate health solutions [2][4]. Policy Impact - The recent issuance of guidelines by the National Medical Insurance Administration for pricing in the neurotechnology sector is expected to support the company's investments in brain-computer interface technologies [3]. Women's Health Initiatives - The company is committed to expanding its product offerings in women's health, particularly in pelvic floor recovery, and aims to meet diverse health management needs throughout women's life cycles [4]. AI Integration - The company is actively integrating AI technologies into its product designs to enhance automation and intelligence, with applications in various therapeutic devices [7]. Rehabilitation Robotics - The company has developed a comprehensive range of rehabilitation robots that cater to various rehabilitation needs, focusing on intelligent and standardized solutions to improve recovery efficiency [8]. Silver Economy Strategy - The company is strategically positioned to benefit from the growing demand for rehabilitation services due to an aging population, with a diverse product matrix aimed at addressing the needs of elderly patients [9]. Financial Performance - The company reported a main revenue of 292 million yuan in Q3 2024, a year-on-year decrease of 12.06%, with a net profit of 78.17 million yuan, down 23.13% [14]. Market Ratings - Recent ratings from three institutions indicate a positive outlook, with two buy ratings and one hold rating, and a target price of 33.00 yuan [15]. Investment and M&A Plans - The company is exploring opportunities for external growth through mergers and acquisitions, particularly in related industry sectors, while maintaining a focus on internal growth [13].

Financial Performance - Total revenue for 2024 was CNY 400.06 million, a decrease of 13.45% compared to the previous year[3] - Operating profit decreased by 26.48% to CNY 109.13 million, while total profit fell by 26.02% to CNY 111.00 million[3] - Net profit attributable to shareholders was CNY 100.01 million, down 26.61% year-on-year, with a net profit excluding non-recurring gains and losses of CNY 83.80 million, a decline of 31.15%[3] - Basic earnings per share decreased by 26.30% to CNY 1.0509, and the weighted average return on equity dropped by 2.49 percentage points to 6.14%[3] Assets and Equity - Total assets at the end of the reporting period were CNY 1,818.52 million, an increase of 0.69% year-on-year, while equity attributable to shareholders decreased by 0.08% to CNY 1,625.50 million[5] - The company's share capital increased by 39.56% due to a capital reserve conversion plan, resulting in a significant increase in the number of shares[7] Product and Market Strategy - The company achieved good sales results for its aesthetic medical products, including the shaping magnetic stimulation device and high-frequency electrosurgical device[6] - The company is focused on optimizing its marketing system to enhance market share in rehabilitation and expand sales of aesthetic medical products[6] - The company continues to promote technological innovation and product upgrades, successfully obtaining certifications for new devices[6] Investor Advisory - Investors are advised to be cautious as the financial data is preliminary and unaudited, with final figures to be disclosed in the annual report[9]

证券代码：688580 证券简称：伟思医疗 公告编号：2025-001 南京伟思医疗科技股份有限公司 2023 年限制性股票激励计划预留授予部分第一个 归属期归属结果公告 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。 重要内容提示： 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，南京伟思医疗科技股份有限公司（以下 简称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《过 户登记确认书》，公司已完成公司2023年限制性股票激励计划（以下简称"本激 励计划"）预留授予部分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序和信息披露情况 （1）2023 年 4 月 25 日，公司召开第三届董事会第十二次会议，会议审议 通过《关于<公司 2023 年限制性股票激励计划（草案）>及其摘要的议案》《关 于<公司 2023 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提 请股东大会授权董事会办理股权激励相关事宜的议案 ...

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（不含税），募集资金净额为1,062,986,960.68元。上 述募集资金到位情况已经天衡会计师事务所（特殊普通合伙）审验，并于2020 年7月15日出具了《验资报告》（天衡验字[2020]00075号）。募集资金到账后， 已全部存放于募集资金专项账户内，公司已与保荐机构长江证券承销保荐有限 公司及专户存储募集资金的商业银行签订了《募集资金三方监管协议》。 长江证券承销保荐有限公司 关于南京伟思医疗科技股份有限公司 部分募投项目延期的核查意见 上海证券交易所： 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上 市规则》《上市公司监管指引第2号——上市公司募集资金管理和使用的监管要 求》和《上海证券交易所科创板上市公司自律监管指引第1号—— ...