证券代码：002044 证券简称：美年健康 公告编号：2026-009 美年大健康产业控股股份有限公司 关于拟参与浙江棒杰控股集团股份有限公司预重整的公告 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： 1.美年大健康产业控股股份有限公司（以下简称"公司"或"美年健康"）拟报 名参与浙江棒杰控股集团股份有限公司（以下简称"棒杰股份"，证券代码：002634） 重整投资人的公开招募，是否具有参与资格以及最终能否成为重整投资人尚存在 不确定性。 2.重整投资方案能否获得债权人会议表决通过或浙江省金华市中级人民法 院（以下简称"金华中院"）批准尚存在不确定性。 3.如重整计划实施阶段还需公司履行其他审批程序的，该等审批程序能否获 得通过尚存在不确定性。敬请广大投资者注意投资风险。 一、预重整情况概述 为助力公司整合产业链资源，拓展业务布局，基于公司自身发展战略考量， 拟报名参与棒杰股份的预重整，并指定下属全资子公司美年大健康产业（集团） 有限公司（以下简称"美年大健康"）为重整受让主体取得棒杰股份的控制权，成 为棒杰股份重整完成后的控股股东。 根据棒杰股 ...

表决结果：赞成 9 票，反对 0 票，弃权 0 票。 公司作为意向投资者参与浙江棒杰控股集团股份有限公司（以下简称"棒杰股 份"）重整投资人的公开招募，并指定下属全资子公司美年大健康产业（集团）有 限公司为重整受让主体取得棒杰股份的控制权，成为棒杰股份重整完成后的控股 股东。同时，同意授权公司管理层代表公司组织参与本次交易相关的投资人遴选、 尽职调查、编制预重整投资方案等工作。 《关于拟参与浙江棒杰控股集团股份有限公司预重整的公告》详见公司指定 信息披露媒体《中国证券报》、《上海证券报》、《证券时报》、《证券日报》 及巨潮资讯网（www.cninfo.com.cn）。 证券代码：002044 证券简称：美年健康 公告编号：2026-008 美年大健康产业控股股份有限公司 第九届董事会第十七次（临时）会议决议公告 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。 一、董事会会议召开情况 美年大健康产业控股股份有限公司（以下简称"公司"）第九届董事会第十七 次（临时）会议于 2026 年 1 月 23 日以电子发送等形式发出会议通知，会议于 2026 年 1 月 2 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002524 | 光正眼科 | 4.71 | -7.28% | 82.28万 | 3.91亿 | | 688131 | 皓元医药 | 74.09 | -5.68% | 7.78万 | 5.88亿 | | 688621 | 阳光诺和 | 66.17 | -4.79% | 3.63万 | 2.43 Z | | 688073 | 毕得医药 | 65.81 | -3.43% | 7540.76 | 5063.48万 | | 688796 | 百奧賽图 | 66.58 | -3.37% | 1.58万 | 1.07亿 | | 301201 | 诚达药业 | 39.92 | -3.34% | 3.62万 | 1.46亿 | | 600721 | 自化医药 | 9.19 | -2.44% | 18.18万 | 1.68亿 | | 301096 | 百诚医药 | 51.86 | -2.11% | 2.24万 | 1.17亿 | | 300683 | 海特生物 | ...

| | | "2025年度医疗美容业十大杰出人物"榜单围绕专业能力、业绩表现、行业影响力等维度综合评选得出。 俞熔，1971年12月出生，毕业于上海交通大学电子工程系，上海财经大学金融学硕士、中国中医科学院 博士、中欧国际工商管理学院EMBA。俞熔是美年健康创始人及实际控制人，现任公司董事长、上海天 亿实业控股集团有限公司董事长、中国上市公司协会副会长、中国上市公司协会医疗健康行业委员会主 任委员、国家卫生计生委健康促进与教育专家指导委员会委员、中华中医药学会健康服务工作委员会顾 问、南京医科大学校董、中国老年保健协会数智健康保障分会副主任委员、中国非公立医疗机构协会常 务理事、中国非公立医疗机构协会健康体检分会会长。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 简军 | 爱美客董事长 | | 2 | 赵燕 | 华熙生物青事长 | | 3 | 严建亚 | 巨子生物毒事长 | | 4 | 关晓晖 | 复星医药联席董事长 | | 5 | 刘涛 | 奥园美谷董事长 | | 6 | 申东日 | 朗姿股份董事长 | | 7 | 杨霞 | 锦波生物青事长 | | 8 | 前熔 | ...

Market Overview - The medical services sector experienced a decline of 1.41% on January 26, with Meidisi leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the medical services sector included: - Guangzheng Eye Hospital (002524) with a closing price of 5.05, up 10.02% on a trading volume of 266,400 shares and a transaction value of 132 million [1] - Lanwei Medical (301060) closed at 12.28, up 3.98% with a trading volume of 325,000 shares and a transaction value of 392 million [1] - Major decliners included: - Meidisi (688202) closed at 60.88, down 7.28% with a trading volume of 71,600 shares and a transaction value of 444 million [2] - Meinian Health (002044) closed at 7.26, down 6.08% with a trading volume of 3.7675 million shares and a transaction value of 2.776 billion [2] Capital Flow - The medical services sector saw a net outflow of 1.318 billion from institutional investors, while retail investors had a net inflow of 1.011 billion [2] - The capital flow for specific stocks showed: - Boteng Co. (300363) had a net outflow of 39.83 million from institutional investors [3] - Guangzheng Eye Hospital (002524) had a net inflow of 39.29 million from institutional investors [3] - Lanwei Medical (301060) had a net inflow of 24.71 million from institutional investors [3]

Core Viewpoint - The medical services sector experienced a rise of 1.19% on January 23, with notable gains from companies like Nuohua Zhiyuan, which led the sector's performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. - The medical services sector saw significant individual stock movements, with Nuohua Zhiyuan (688315) closing at 17.00, up 13.26%, and Hai Te Biological (300683) closing at 33.31, up 7.66% [1]. Group 2: Trading Volume and Value - Nuohua Zhiyuan had a trading volume of 219,500 shares and a transaction value of 365 million yuan [1]. - Hai Te Biological recorded a trading volume of 190,900 shares with a transaction value of 632 million yuan [1]. Group 3: Capital Flow - The medical services sector saw a net inflow of 999.1 million yuan from institutional investors, while retail investors experienced a net outflow of 1.069 billion yuan [2]. - The capital flow data indicates that major stocks like Diyan Diagnosis (300244) had a net inflow of 288 million yuan from institutional investors [3].

Group 1 - The core viewpoint of the article highlights the strategic adjustments made by prominent fund managers at E Fund in their investment portfolios for Q4 2025, focusing on sectors like AI, healthcare, consumer goods, and technology [2][4][6][10] Group 2 - Zhang Kun adjusted the structure of investments in the healthcare, consumer, and technology sectors while maintaining a stable position in top holdings, which include Tencent Holdings, Kweichow Moutai, and Alibaba-W [4][5] - Zhang Kun expressed confidence in the improvement of living standards and social security in China over the next decade, suggesting a narrowing gap with developed countries [4] - The AI wave is seen as a significant driver for innovation, with strong domestic demand expected to attract global resources and talent [4][5] Group 3 - Chen Hao focused heavily on AI-related sectors, increasing allocations in power equipment, new energy, non-bank financials, and chemicals, which yielded positive returns [7][8] - Chen Hao anticipates a transition of the AI industry from an acceleration phase in 2025 to a stable growth phase in 2026, emphasizing the importance of structural opportunities and the integration of AI with local applications [7][8] Group 4 - Xiao Nan reduced allocations in high-end and sub-high-end liquor sectors while increasing investments in the livestock industry, anticipating inflation-driven cost increases over the next two years [10] - The top holdings in Xiao Nan's consumer sector fund remained unchanged, including Kweichow Moutai and Midea Group [10]

Core Viewpoint - The National Healthcare Security Administration (NHSA) is promoting the transformation of precision medicine, leading to a strong performance in the medical sector of both A-shares and Hong Kong stocks on January 21 [1][7]. Group 1: Market Performance - In the Hong Kong market, MicroPort Scientific Corporation (MicroPort) surged over 12%, leading the gains, while Alibaba Health increased by over 3% [1][7]. - The Hong Kong medical ETF, Huabao (159137), reached a peak of 1.78% during trading [1][7]. - A-shares also saw a recovery, with Meiyuan Health and Kingmed Diagnostics rising over 3%, and Yuyue Medical and Yingke Medical both increasing over 2% [3][9]. Group 2: ETF Insights - The largest medical ETF in the market (512170) rose over 1.3%, recovering its six-month moving average, with significant capital inflow of over 270 million yuan in net subscriptions [3][9]. - As of January 20, 2026, the medical ETF fund size is 26 billion yuan, making it the largest among medical ETFs in the market [5][11]. Group 3: Policy Developments - The NHSA issued the "Guidelines for the Pricing of Surgical and Treatment Auxiliary Medical Services (Trial)," standardizing pricing for robotic surgeries and remote surgical assistance [5][11]. - The guidelines include 37 pricing items, 5 additional charges, and 1 expansion item, covering various fields such as 3D reconstruction and remote surgery [5][11]. - Notable highlights in pathology services include the establishment of a separate pricing item for pathology diagnosis and the inclusion of digital pathology slice storage in the pricing structure [5][11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002044 证券简称：美年健康 公告编号：2026-007 美年大健康产业控股股份有限公司关于股东部分股份解除质押及再质押的公告 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。 美年大健康产业控股股份有限公司（以下简称"公司"、"本公司"）于近日收到公司股东上海维途企业发 展中心（有限合伙）（以下简称"上海维途"）的通知，获悉其所持有本公司的部分股份办理了解除质押 及再质押的手续，具体事项如下： ■ 三、股东股份累计质押情况 截至本公告披露日，公司实际控制人俞熔先生及其一致行动人合计持有公司股份681,931,590股，累计质 押股份为515,004,989股，累计质押占其所持股份比例为75.52%。具体情况如下： ■■ 四、其他说明 1.公司股东上海维途本次股份质押融资金额用于其自身生产经营，上海维途资信状况良好，具备相应的 资金偿还能力，还款资金来源为其自有或自筹资金。与公司主营业务、持续经营能力无关，不会对公司 日常经营、公司治理等方面产生不利影响，不涉及业绩补偿义务。 2.实际控制人及其一致 ...

Quantitative Factors and Construction Methods 1. Factor Name: Large Order Transaction Amount Ratio - **Factor Construction Idea**: This factor captures the buying behavior of large funds by analyzing the proportion of large order transaction amounts relative to the total daily transaction amount[7] - **Factor Construction Process**: 1. Use tick-by-tick transaction data to identify buy and sell orders based on bid and ask sequence numbers 2. Filter transactions by order size to identify large orders 3. Calculate the proportion of large buy order transaction amounts to the total daily transaction amount Formula: $ \text{Large Order Transaction Amount Ratio} = \frac{\text{Large Buy Order Transaction Amount}}{\text{Total Daily Transaction Amount}} $ - **Factor Evaluation**: This factor effectively reflects the buying behavior of large funds[7] 2. Factor Name: Net Active Buy Amount Ratio - **Factor Construction Idea**: This factor measures the active buying behavior of investors by calculating the net active buy amount as a proportion of the total daily transaction amount[7] - **Factor Construction Process**: 1. Use tick-by-tick transaction data to classify each transaction as either active buy or active sell based on trade direction 2. Subtract the active sell transaction amount from the active buy transaction amount to obtain the net active buy amount 3. Calculate the proportion of the net active buy amount to the total daily transaction amount Formula: $ \text{Net Active Buy Amount Ratio} = \frac{\text{Active Buy Amount} - \text{Active Sell Amount}}{\text{Total Daily Transaction Amount}} $ - **Factor Evaluation**: This factor provides insights into the active buying behavior of investors[7] --- Factor Backtesting Results 1. Large Order Transaction Amount Ratio - **Top 5 Stocks by 5-Day Average**: 1. 惠博普 (92.6%, 99.6% percentile)[9] 2. 美年健康 (89.6%, 99.2% percentile)[9] 3. 志特新材 (89.2%, 99.2% percentile)[9] 4. 津滨发展 (88.4%, 99.6% percentile)[9] 5. 江南高纤 (87.7%, 98.8% percentile)[9] 2. Net Active Buy Amount Ratio - **Top 5 Stocks by 5-Day Average**: 1. 杭萧钢构 (16.7%, 99.8% percentile)[10] 2. 纬德信息 (15.4%, 100.0% percentile)[10] 3. 中科微至 (15.0%, 99.6% percentile)[10] 4. 新风光 (13.8%, 100.0% percentile)[10] 5. 联合水务 (13.3%, 97.5% percentile)[10] 3. Broad-Based Indices - **Large Order Transaction Amount Ratio (5-Day Average)**: - 上证指数: 73.8% (12.8% percentile)[12] - 上证50: 70.6% (64.2% percentile)[12] - 沪深300: 73.1% (64.2% percentile)[12] - 中证500: 73.0% (6.6% percentile)[12] - 创业板指: 71.6% (90.1% percentile)[12] - **Net Active Buy Amount Ratio (5-Day Average)**: - 上证指数: -5.8% (86.8% percentile)[12] - 上证50: -12.9% (90.5% percentile)[12] - 沪深300: -8.8% (89.3% percentile)[12] - 中证500: -3.4% (86.0% percentile)[12] - 创业板指: -4.4% (84.8% percentile)[12] 4. Industry-Level Results - **Top 5 Industries by Large Order Transaction Amount Ratio (5-Day Average)**: 1. 房地产: 79.8% (90.1% percentile)[13] 2. 煤炭: 78.5% (66.3% percentile)[13] 3. 钢铁: 78.2% (42.8% percentile)[13] 4. 建筑: 77.9% (24.3% percentile)[13] 5. 综合: 77.8% (50.6% percentile)[13] - **Top 5 Industries by Net Active Buy Amount Ratio (5-Day Average)**: 1. 房地产: -9.5% (95.1% percentile)[13] 2. 电子: 2.2% (78.6% percentile)[13] 3. 汽车: 0.9% (60.9% percentile)[13] 4. 家电: 0.1% (84.4% percentile)[13] 5. 通信: -4.7% (89.7% percentile)[13] 5. ETFs - **Top 5 ETFs by Large Order Transaction Amount Ratio (5-Day Average)**: 1. 华泰柏瑞中证A500ETF (92.9%, 96.3% percentile)[15] 2. 易方达中证A500ETF (91.6%, 100.0% percentile)[15] 3. 国泰中证A500ETF (91.5%, 15.6% percentile)[15] 4. 华泰柏瑞沪深300ETF (91.0%, 99.2% percentile)[15] 5. 易方达沪深300ETF (91.0%, 99.6% percentile)[15] - **Top 5 ETFs by Net Active Buy Amount Ratio (5-Day Average)**: 1. 东财上证科创板50成份ETF (23.4%, 100.0% percentile)[16] 2. 海富通上证城投债ETF (20.9%, 88.5% percentile)[16] 3. 国泰上证10年期国债ETF (15.6%, 61.3% percentile)[16] 4. 富国创业板人工智能ETF (14.3%, 65.9% percentile)[16] 5. 嘉实中证稀土产业ETF (14.1%, 92.6% percentile)[16]