Core Viewpoint - The medical device industry experienced a slight increase of 0.47% on July 28, with a net outflow of funds amounting to 295 million [1] Group 1: Market Performance - A total of 52 stocks in the sector rose, while 68 stocks declined [1] - The top-performing stocks included: - Aidi Te (16.88%) - Kehua Bio (10.01%) - Rejing Bio (6.88%) - Zhengchuan Co. (6.68%) - David Medical (6.55%) [1][1][1] Group 2: Fund Flow - The net capital flow for the top gainers was as follows: - Aidi Te: 106 million - Kehua Bio: 12 million - Rejing Bio: 21 million - Zhengchuan Co.: -14 million (outflow) [1][1][1] - Other notable stocks with positive fund flow included: - David Medical: -6 million (outflow) - Sainuo Medical: 6 million [1][1] Group 3: Declining Stocks - The stocks with the largest declines included: - Aohua Endoscopy (-4.09%) - Tianyi Medical (-2.73%) - Mountain Outside Mountain (-2.53%) - Ruimaite (-2.42%) - Jianfan Bio (-2.32%) [1][1][1] - Additional stocks that saw declines were: - Lude Medical (-2.22%) - Nanwei Medical (-2.14%) - San Nuo Bio (-2.13%) [1][1]

Group 1: Overview of Chikungunya Fever - Chikungunya virus is spreading globally, with 119 countries reporting cases and approximately 5.5 million people at risk of infection [1] - In Foshan, Guangdong Province, over 4,000 confirmed cases have been reported, primarily mild cases [1] Group 2: Symptoms and Treatment - Chikungunya fever is characterized by high fever and severe joint pain, particularly affecting small joints [2] - There is currently no specific treatment or widely used vaccine; management is primarily supportive, focusing on symptom relief [3] Group 3: Market Response and Company Involvement - Investors are inquiring about companies with products related to Chikungunya fever, focusing on mosquito repellent products, testing kits, and antipyretic and analgesic medications [4] - Companies like Rainbow Group, Runben Co., and Weigao Medical have reported an increase in sales of mosquito repellent products [5][6] - Pharmaceutical companies such as Renhe Pharmaceutical and Xinhua Pharmaceutical have indicated they offer products for fever and pain relief [7] Group 4: Testing Products - Companies like Kehua Bio, YHLO Biotech, and Shuoshi Bio have developed testing kits for Chikungunya virus [8] - YHLO Biotech has a rapid screening kit for Chikungunya, currently used for research purposes [8] - The market interest in these companies has led to notable stock price increases since the news of the outbreak [8]

| 证券代码：002022 | 证券简称：科华生物 | | --- | --- | | 债券代码：128124 | 公告编号：2025-035 债券简称：科华转债 | 上海科华生物工程股份有限公司 关于产品获得医疗器械注册证的公告 上海科华生物工程股份有限公司董事会 2025年7月26日 近日，上海科华生物工程股份有限公司（以下简称"公司"）收到国家药品 监督管理局颁发的医疗器械注册证（体外诊断试剂）。具体情况如下： | 序号 | 产品名称 | 注册证编号 | 注册证有效期 | 适用范围/预期用途 | | --- | --- | --- | --- | --- | | | 丙型肝炎病 | | 2025年07月24日 | 本质控品配套本公司丙型 肝炎病毒抗体（Anti-HCV） | | 1 | 毒抗体质控 | 国械注准 20253401473 | 至 | 检测试剂盒（化学发光法） | | | 品 | | 2030年07月23日 | 使用，用于丙型肝炎病毒抗 | | | | | | 体检测项目的质量控制。 | 以上新产品医疗器械注册证的取得，丰富了公司产品线，将对公司业务发展 具有正面影响。公司目前尚无法预测上述 ...

科华生物：公司产品丙型肝炎病毒抗体质控品获得医疗器械注册证 智通财经7月25日电，科华生物(002022.SZ)公告称，公司收到国家药品监督管理局颁发的医疗器械注册 证，产品为丙型肝炎病毒抗体质控品，注册证编号为国械注准20253401473，有效期至2030年07月23 日。该产品本质控品配套公司丙型肝炎病毒抗体（Anti-HCV）检测试剂盒（化学发光法）使用，用于 丙型肝炎病毒抗体检测项目的质量控制。新产品的取得将丰富公司产品线，对业务发展具有正面影响。 但公司目前无法预测该产品对未来营业收入的影响，提醒投资者注意投资风险。 ...

Policy Developments - The National Health Commission issued a work plan for the integration of medical and elderly care services, promoting the establishment of national demonstration counties and institutions [2] - The criteria for creating demonstration institutions include operating for over 5 years, a bed occupancy rate of at least 65% in the last 2 years, and over 65% of residents being elderly individuals with disabilities or dementia [2] - The plan emphasizes comprehensive health assessments for the elderly, early intervention for age-related diseases, and the use of traditional Chinese medicine and information technology to enhance service quality [2] Drug and Device Approvals - Humanwell Healthcare announced that its subsidiary received a drug registration certificate for the transdermal patch for treating mild to moderate Alzheimer's disease, with a total R&D investment of approximately RMB 19 million [4] - Kehua Bio received medical device registration certificates for two nucleic acid testing kits, valid until July 16, 2030 [5] Financial Reports - Wohua Pharmaceutical reported a 303.16% year-on-year increase in net profit for the first half of the year, with revenue of RMB 425 million, a 7.64% increase [7] Capital Market Activities - Xiangsheng Medical signed an agreement with the Gates Foundation for the joint development and promotion of innovative obstetric and breast ultrasound screening devices, receiving project funding of USD 2.1 million [9] - Sanofi announced a deal to acquire Vicebio for up to USD 1.6 billion, including an upfront payment of USD 1.15 billion and milestone payments of USD 450 million [11] Industry Developments - The National Medical Insurance Administration reported that from January to June 2025, there were 200 million instances of personal account pooling in employee medical insurance, amounting to RMB 26.177 billion [13]

近日，上海科华生物工程股份有限公司（以下简称"公司"）控股子公司苏 州天隆生物科技有限公司收到国家药品监督管理局颁发的医疗器械注册证（体外 诊断试剂）。具体情况如下： | 证券代码：002022 | 证券简称：科华生物 | | | --- | --- | --- | | 债券代码：128124 | 债券简称：科华转债 | 公告编号：2025-034 | 上海科华生物工程股份有限公司 关于产品获得医疗器械注册证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 序号 | 产品名称 | 注册证编号 | 注册证有效期 | 适用范围/预期用途 | | --- | --- | --- | --- | --- | | 1 | 呼吸道合胞病毒 核酸检测试剂盒 | 国械注准 | 2025年07月17日 至 | 本试剂盒适用于体 外定性检测人口咽 | | | | 20253401379 | | 拭子样本中呼吸道 | | | （荧光PCR法） | | 2030年07月16日 | 合胞病毒核酸。 | | 2 | 呼吸道腺病毒 | 国械注准 | 2025年07月17日 | 本 ...

Core Viewpoint - The company announces the payment of the fifth-year interest for its convertible bonds, "Kehua Convertible Bonds," scheduled for July 28, 2025, with a face value interest payment of 15.00 RMB per 10 bonds [1][2][4]. Summary by Sections Basic Information of "Kehua Convertible Bonds" - The fifth-year interest payment period is from July 28, 2024, to July 27, 2025, with a coupon rate of 1.50% [2][4]. - The total number of convertible bonds issued is 7.38 million, with a face value of 1,000 RMB each [1][2]. Interest Payment Calculation - The annual interest is calculated using the formula: I = B × i, where I is the annual interest amount, B is the total face value of the bonds held, and i is the coupon rate for the year [2][3]. - The interest payment method is annual, with the first interest payment starting from the bond issuance date [2][3]. Payment Dates and Taxation - The bondholder registration date for interest payment is July 25, 2025, and the interest will be paid within five trading days after the payment date [3][4]. - Individual bondholders are subject to a 20% withholding tax on interest income, which will be deducted by the payment agency [4][5]. Payment Method - The company will entrust China Securities Depository and Clearing Corporation Limited (Shenzhen Branch) to handle the interest payment, which will be distributed to the designated securities firms or recognized institutions [5][6]. Tax Exemption for Non-Resident Enterprises - Non-resident enterprises (including QFII and RQFII) are temporarily exempt from corporate income tax on the interest earned from these bonds, effective from November 7, 2021, until 2025 [6].

| 证券代码：002022 | 证券简称：科华生物 | | | --- | --- | --- | | 债券代码：128124 | 债券简称：科华转债 | 公告编号：2025-033 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、"科华转债"将于 2025 年 7 月 28 日按面值支付第五年利息，每 10 张"科 华转债"（面值 1,000 元）利息为 15.00 元（含税）； 2、债权登记日：2025 年 7 月 25 日； 上海科华生物工程股份有限公司 关于可转换公司债券 2025 年付息公告 3、除息日：2025 年 7 月 28 日； 4、付息日：2025 年 7 月 28 日； 5、"科华转债"票面利率：第一年 0.30%、第二年 0.50%、第三年 0.80%、 第四年 1.20%、第五年 1.50%、第六年 2.00%。 6、"科华转债"本次付息的债权登记日为 2025 年 7 月 25 日，凡在 2025 年 7 月 25 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 7 月 25 日卖出本期债券 ...

[Estimated Performance for the Current Period](index=1&type=section&id=Estimated%20Performance%20for%20the%20Current%20Period) The company projects a net loss for H1 2025, ranging from CNY 120 million to CNY 170 million, significantly wider than the prior year, with basic EPS also in deficit Estimated Financial Performance | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: CNY 120 million – CNY 170 million | Loss: CNY 52.4641 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: CNY 130 million – CNY 180 million | Loss: CNY 74.5405 million | | **Basic Earnings Per Share** | Loss: CNY 0.2333/share – CNY 0.3305/share | Loss: CNY 0.1035/share | [Communication with Accounting Firm](index=1&type=section&id=Communication%20with%20Accounting%20Firm) This performance forecast has not been audited by a certified public accountant - This performance forecast represents preliminary estimates by the company's finance department and has not been audited by a certified public accountant[2](index=2&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Explanation%20of%20Performance%20Changes) The company's year-on-year performance decline is primarily due to intensified market competition from policy changes impacting revenue and gross profit, and asset impairment provisions made under prudence principles, despite maintaining R&D and marketing investments [Market Competition and Operational Impact](index=1&type=section&id=Market%20Competition%20and%20Operational%20Impact) Intensified market competition from industry-wide procurement, DRG implementation, and testing price adjustments led to declines in product demand, pricing, revenue, and gross profit, yet the company maintained R&D and marketing investments - Policy reforms including centralized procurement, DRG implementation, mutual recognition of test results, and price adjustments intensified market competition, leading to a year-on-year decline in the company's operating revenue and product gross profit[3](index=3&type=chunk) - Despite revenue decline, the company maintained R&D expense ratios and marketing resource investments at the same level as the prior year to solidify its development foundation[3](index=3&type=chunk) [Impact of Asset Impairment Provisions](index=1&type=section&id=Impact%20of%20Asset%20Impairment%20Provisions) Under the principle of prudence and considering industry and company specifics, the company recognized impairment provisions for accounts receivable, inventory, and fixed assets with potential impairment risks, negatively impacting current period profit - Based on the principle of prudence, the company recognized impairment provisions for accounts receivable, inventory, and fixed assets with potential impairment risks, adversely affecting profit[3](index=3&type=chunk) [Future Outlook and Response Strategies](index=2&type=section&id=Future%20Outlook%20and%20Response%20Strategies) Facing challenges, the company will pursue a 'comprehensive and refined' and 'integrated innovation' strategy, focusing on R&D, market expansion, lean management, and AI-driven digital transformation to foster new growth and enhance competitiveness - The company's strategic positioning is “comprehensive and refined” and “integrated innovation”, focusing on continuous R&D and marketing efforts to establish comprehensive multi-methodology solutions[4](index=4&type=chunk) - The company plans to accelerate its overseas market expansion and improve domestic and international sales and service channels to enhance product international competitiveness[4](index=4&type=chunk) - The company will enhance operational efficiency through lean management, cost reduction, efficiency improvement, and AI-driven digital transformation[4](index=4&type=chunk) [Other Relevant Information](index=2&type=section&id=Other%20Relevant%20Information) The company emphasizes that this performance forecast is a preliminary estimate, with final financial data to be disclosed in the 2025 semi-annual report, urging investors to exercise caution - This performance forecast is a preliminary estimate, and specific financial data will be subject to the 2025 semi-annual report[5](index=5&type=chunk) - The company advises investors to make cautious decisions and be aware of investment risks[5](index=5&type=chunk)

| 证券代码：002022 | 证券简称：科华生物 | | | --- | --- | --- | | | | 公告编号：2025-031 | | 债券代码：128124 | 债券简称：科华转债 | | 上海科华生物工程股份有限公司 关于2025年第二季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： | 证券代码：002022 | 证券简称：科华生物 | | --- | --- | | 债券代码：128124 | 债券简称：科华转债 | | 转股价格：人民币20.64元/股 | | | 转股期限：2021年2月3日至2026年7月27日 | | 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管 指引第15号——可转换公司债券》的有关规定，上海科华生物工程股份有限公司 （以下简称"公司"）现将2025年第二季度可转换公司债券（以下简称"可转债"） 转股及公司股份变动情况公告如下： 一、可转债发行上市基本情况 1、 可转债发行情况 经中国证监会"证监许可[2020]970号文"批准，公司于2020年7月28日 ...