Core Viewpoint - The controlling shareholder, Haiyingkang (Qingdao) Medical Technology Co., Ltd., is actively increasing its stake in Shanghai Laishi Blood Products Co., Ltd. to enhance investor confidence and demonstrate long-term investment value [1][2]. Group 1: Shareholding Increase Plan - Haiyingkang plans to increase its shareholding in Shanghai Laishi by investing between RMB 250 million and RMB 500 million within a six-month period through centralized bidding [1][2]. - As of August 21, 2025, Haiyingkang has acquired 26,440,800 shares, representing 0.40% of the total share capital of 6,637,984,837 shares, with an investment amount of RMB 180.5459 million (excluding transaction fees) [2][3]. Group 2: Current Shareholding Status - As of August 21, 2025, Haiyingkang holds 1,501,018,852 shares, accounting for 22.61% of the total share capital [3]. - Including the voting rights delegated from Grifols, S.A., Haiyingkang controls a total of 1,938,088,508 shares, which is 29.20% of the total voting rights [3].

关于控股股东增持公司股份计划实施期限过半的进展公告 公司控股股东海盈康（青岛）医疗科技有限公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 特别提示： 证券代码：002252 证券简称：上海莱士 公告编号：2025-057 上海莱士血液制品股份有限公司 三、其他相关说明 1、本次增持计划实施符合《中华人民共和国证券法》《上市公司收购管理 办法》及《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》 等法律法规、部门规章及规范性文件的规定。 1、增持计划：上海莱士血液制品股份有限公司（"上海莱士"、"公司"） 于2025年5月22日披露了《关于控股股东增持股份计划的公告》（公告编号： 2025-043），公司控股股东海盈康（青岛）医疗科技有限公司（"海盈康"）计 划自本次增持计划公告披露之日起6个月内（除法律、法规及深圳证券交易所业 务规则等有关规定不准增持公司股票的期间之外），通过集中竞价方式增持公司 股份，拟增持金额不低于人民币25,000万元，且不超过人民币50,000万元（均含 本 ...

Financing Activities - On August 14, Shanghai Laishi (002252) had a financing buy of 32.32 million yuan and a financing repayment of 28.14 million yuan, resulting in a net financing buy of 4.18 million yuan, with a financing balance of 1.10 billion yuan [1] - Over the past three trading days, the cumulative net financing buy reached 21.01 million yuan, with 14 out of the last 20 trading days showing net financing buys [1] Margin Trading - On the same day, the margin trading saw a short selling of 11,500 shares, with a repayment of 1,200 shares, leading to a net short selling of 10,300 shares and a remaining short selling volume of 498,000 shares [2] - In the last 20 trading days, there were 11 days with net short selling [2] Margin Balance - The total margin balance reached 1.11 billion yuan on August 14, reflecting an increase of 4.23 million yuan or 0.38% from the previous day [4] - The margin balance has shown a consistent upward trend over the past few days, with notable increases on August 13 and August 12 as well [4]

Group 1 - The core stock price of Shanghai Laishi (002252) closed at 6.94 yuan, with a slight increase of 0.14% and a turnover rate of 0.69% as of August 13, 2025 [1] - The company experienced a net outflow of main funds amounting to 36.62 million yuan, accounting for 11.54% of the total transaction amount, with significant outflows from large orders [1] - The latest financial report indicates that the total operating revenue for the first quarter of 2025 was 2.006 billion yuan, a year-on-year decrease of 2.45%, while the net profit attributable to shareholders was 566 million yuan, down 25.20% year-on-year [1] Group 2 - Shanghai Laishi Blood Products Co., Ltd. was established in 1988 and is primarily engaged in the pharmaceutical manufacturing industry, with a registered capital of approximately 663.80 million yuan [1] - The company has made investments in 25 enterprises and participated in 690 bidding projects, holding 40 trademark registrations and 38 patents, along with 362 administrative licenses [2]

Company Overview - The company, Shanghai Laishi, was established in 1988 and listed on the Shenzhen Stock Exchange in 2008. In 2024, Haier Group acquired a 20% stake in the company, changing the controlling shareholder to Haier Group's subsidiary, Haiyingkang [2] Industry Situation - The blood products industry is a sub-sector of the biopharmaceutical industry, characterized by high technical barriers and strict regulatory requirements. Since 2001, no new blood product manufacturing enterprises have been approved in China, resulting in fewer than 30 operational companies in the domestic market [3] - In 2024, there were over 300 plasma collection stations in China, with a total plasma collection volume exceeding 13,000 tons, showing significant growth compared to 2023, although there remains a gap between supply and actual demand [3] - Blood products mainly include albumin, immunoglobulin, and coagulation factor products, with human albumin having a relatively high market share. The domestic market includes both domestic and imported human albumin, with a significant proportion being imported [3] Company Financials - In Q1 2025, the company reported a main revenue of 2.006 billion yuan, a year-on-year decrease of 2.45%. The net profit attributable to shareholders was 566 million yuan, down 25.2% year-on-year, and the net profit after deducting non-recurring gains and losses was 570 million yuan, a decrease of 3.52% [10] - The company's debt ratio stands at 6.25%, with investment income of 90.35 million yuan and financial expenses of -25.88 million yuan. The gross profit margin is reported at 38.75% [10] Product Sales and Market Dynamics - The sales of human albumin in China have slightly slowed due to medical insurance policies and supply-demand dynamics. However, there is a rigid demand for human albumin, which is used in various medical conditions [5] - The blood products market has seen some price adjustments since the second half of the previous year, influenced by policy factors and supply-demand relationships [7] Innovation and R&D - The company is advancing its "plasma expansion" and "plasma extraction" strategies, focusing on safety, quality, and efficiency. It is increasing investments in basic research, clinical translation, and industrial upgrades [9] - The company is conducting clinical research on SR604 injection, which is in Phase IIb trials. This product is a monoclonal antibody intended for the prevention and treatment of hemophilia and coagulation factor deficiencies [9][10]

Group 1 - The company Shanghai Laishi (SZ 002252) announced a research meeting scheduled for August 7, 2025, from 10:00 to 11:00, where the Deputy General Manager and Board Secretary Liu Zheng will participate and answer investor questions [2] - For the year 2024, the revenue composition of Shanghai Laishi is as follows: blood products production and sales account for 98.48%, testing equipment and reagents account for 1.48%, and other businesses account for 0.03% [2]

Company Overview - Shanghai Raist Blood Products Co., Ltd. was established in 1988 and listed on the Shenzhen Stock Exchange in 2008. In December 2023, Haier Group signed a strategic cooperation and share purchase agreement with Kilibof, acquiring 20% of the company’s shares through its subsidiary, Haiyingkang. The transaction was completed in June 2024, resulting in a change of controlling shareholder to Haiyingkang and actual controller to Haier Group [2][3]. Industry Situation - The blood products industry is a sub-sector of the biopharmaceutical industry, characterized by high technical barriers and strict regulatory requirements. Since 2001, no new blood product manufacturing enterprises have been approved in China, with fewer than 30 companies currently operating [3]. - In 2024, there were over 300 plasma collection stations in China, with a total plasma collection exceeding 13,000 tons, showing significant growth compared to 2023, although there remains a gap between supply and actual demand [3]. - Human albumin is the most significant product in terms of domestic sales, with a high proportion of imports. Imported human albumin is currently the only permitted human-derived blood product in China [3]. Company Goodwill - The company's goodwill primarily arises from the acquisition of other stable and well-performing enterprises in the same industry. The company conducts annual impairment testing of goodwill in compliance with regulatory requirements [4]. Sales and Market Dynamics - Domestic sales of human albumin have slightly slowed due to medical insurance policies and supply-demand dynamics. However, there remains a rigid demand for human albumin, which is used in various medical conditions [5]. - The blood products industry currently has some inventory among companies and distributors, with production and inspection cycles being relatively long [6]. - Prices of blood products have been affected by policy factors and supply-demand relationships, leading to some price reductions since the second half of last year [7]. Innovation and R&D - The company is advancing its "plasma expansion" and "plasma reduction" strategies, focusing on safety, quality, and efficiency, while increasing investment in basic research, clinical translation, and industrial upgrades [8]. - The company is conducting clinical research on SR604 injection, which is in Phase IIb trials. This product aims to prevent and treat hemophilia A and B, as well as factor VII deficiency [8][9]. Conclusion - The report highlights the strategic developments, market conditions, and innovation efforts of Shanghai Raist Blood Products Co., Ltd., emphasizing the company's position in a highly regulated and competitive industry.

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 陈乐奇的履历成为焦点：中国国籍，无境外永久居留权，1987年8月出生，现年38岁，硕士学历，注册 会计师。2009年本科毕业于复旦大学管理学院财务管理专业，2019年硕士研究生毕业于中欧国际工商学 院金融工商管理专业（FMBA）。 职业经历包括普华永道中天会计师事务所资深审计师、巴德医疗科技（上海）有限公司高级财务经理、 基立福医药科技（上海）有限公司财务总监。现任郑州莱士董事、GrifolsDiagnosticSolutionsInc．董 事、同路生物董事、同方莱士医药产业投资（广东）有限公司董事、广西莱士董事、上海莱士医药有限 公司财务负责人，并于2021年10月26日起担任上海莱士财务负责人。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，新浪财经《2024年度A股CFO数据报告》正式发布，全面梳理了上市公司财务总监（CFO）的薪 酬情况。数据显示，2024年A股上市公司CFO薪酬总额达42.70亿元，平均年薪为81.48万元。 报告进一步指出，医药生物行业（申万一级）CFO薪酬 ...

Core Insights - The healthcare ETF, Taikang (159760), has shown a slight increase of 0.46%, tracking the National Public Health and Healthcare Index (980016), which rose by 0.48% [1] - A new pricing mechanism for newly launched drugs has been established by the National Healthcare Security Administration, allowing high-level innovative drugs a five-year price stability period, which is expected to reverse the trend of price drops upon market entry [1] - Innovative drugs like Zebutinib from BeiGene and the dual-antibody drug from Baillie Tianheng are anticipated to drive significant revenue growth in the coming years [1][2] Industry Developments - The index constituents are experiencing a technological breakthrough, with companies like Kangfang Bio and Eli Lilly making significant advancements in drug development [2] - The AI+mRNA platform developed by CloudTop has achieved full-chain coverage from antigen design to industrial production, indicating a shift in innovative drug development paradigms [3] - The index includes companies that are directly benefiting from healthcare payment reforms and supportive policies for innovative drugs, with over 80% of the constituents poised to gain from these changes [4] Financial Performance - As of June 30, 2025, the top ten weighted stocks in the National Public Health and Healthcare Index accounted for 51.67% of the index, with companies like WuXi AppTec and Hengrui Medicine leading the way [5] - Hengrui Medicine's R&D investment ratio reached 28% in the first half of 2025, with a 50% year-on-year increase in the number of new drug approvals, indicating strong growth potential [4] Market Outlook - The healthcare ETF is expected to continue leading in the structural market of the healthcare industry, driven by the expansion of commercial insurance innovative drug catalogs and accelerated approvals for AI medical devices [4] - The index reflects the performance of listed companies in the public health and healthcare sector, focusing on prevention, testing, and treatment areas with significant potential for AI technology applications [4]

Core Viewpoint - Shanghai Laishi Blood Products Co., Ltd. has approved a share repurchase plan to enhance employee stock ownership and equity incentives, with a total repurchase amount ranging from RMB 250 million to RMB 500 million, at a maximum price of RMB 9.55 per share [1] Group 1: Share Repurchase Plan - The company plans to repurchase shares using self-owned or raised funds through centralized bidding in the secondary market [1] - The repurchase period is set for 12 months from the date of shareholder approval, with the possibility of early termination if certain conditions are met [1] Group 2: Progress of Share Repurchase - As of July 31, 2025, the company has repurchased a total of 65,321,952 shares, accounting for 0.98% of the total share capital, with a total transaction amount of approximately RMB 448.67 million [2] - The highest transaction price during the repurchase was RMB 7.09 per share, while the lowest was RMB 6.62 per share [2] Group 3: Compliance and Future Plans - The company's share repurchase activities comply with relevant regulations and guidelines set by the Shenzhen Stock Exchange and the China Securities Regulatory Commission [2][3] - The company will continue to implement the repurchase plan based on market conditions and will fulfill information disclosure obligations as required by law [3]