编号：201901 证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------------|--------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | | 国泰君安：于嘉轩、邱苗 | | | | 交银施罗德基金：刘牧 | | | 参与单位名称及 | 泰康资产：陈璟 | | | 人员姓名 | 中庚基金：郑宁 | | | | 永安国富：张文平 | | | | 翱赟咨询：毕成 | | | 时间 | 2019 年 5 月 15 | 日 15：30-16 ： 30 | | 地点 | 公司第二会议室 | | | 上市公司接待人 | 投资者关系总监 许维 | | | 员姓名 | 证券管理员 许珂 证券管理员 王 ...

编号：201803 证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------|----------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 青岛格菲股票投资 | 李阳、于凯 | | 人员姓名 | 东方证券 刘恩阳 | | | | 建信基金 师成平 | | | | 太平洋证券 彭波 | | | | 交银施罗德基金 | 张胤 | | | 古槐资本 任嘉 | | | | 中银国际 余自然 | | | | 中建投信托 祖国梁 | | | | 西南证券 周平 | | | | 华夏久盈 胡攸乔 | | | | 国寿安保基金 | 王雪莹 | 1 | --- | --- | |----------------|----- ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：202103 | --- | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------------------|--------------------------------------------|---------------------------------------------------------------------------------------------------------| | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | | □ 媒体采访 □ | 业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □ | 路演活动 | | | 类别 | □ 现场参观 | | | | 参与单位名称及 人员姓名 | ■ 其他 （投资者沟通会） 中国证券报： ...

1 证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：202101 | --- | --- | --- | |-----------------------|--------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 □ □ 媒体采访 □ | 分析师会议 业绩说明会 | | 投资者关系活动 类别 | □ 新闻发布会 □ □ 现场参观 ■ 其他 （电话会议） | 路演活动 | | | 中泰证券谢木青 & 李 | 建、广发证券漆经纬、建信理财、天弘基金、 | | | | 国泰基金、上海慈阳资管、上海河清资管、丹羿投资、顶天投资、 | | 参与单位名称及 | 阳光资产、中金资管、 | Panview Capital 、建信理财、中银基金、诺 ...

Financial Performance - The company reported a loss in Q3 2021, but this does not indicate future performance trends [1] - The profit margin in the glove industry is gradually recovering to pre-pandemic levels [2] - The health protection gloves business contributes 92% to the company's profits, while the cardiovascular business only accounts for about 7% [2] Product Development - The company launched the BioFreedom™ stent in June 2021, which is the first drug-coated stent specifically for high bleeding risk patients approved in China [2][6] - New products in development include a drug-coated balloon and various solutions for coronary artery disease [3][6] - The company plans to conduct clinical trials for a new generation of TAVR products in 2022 [3] Market Strategy - The company aims to expand its overseas market presence as a key factor for sustainable development in the high-value consumables sector [2] - The strategy includes promoting innovative products to mitigate risks associated with price competition in homogeneous products [8] - The company is actively working on market access for its products across various provinces in China [3][6] Production Capacity - The company has a production capacity of 75 billion nitrile gloves, with plans for a second phase to reach 200 billion [7] - The delivery cycle for glove orders is approximately 45-60 days, and current orders are fully booked for November and December 2021 [7] Financial Management - The company has not yet determined whether it will recognize goodwill for 2021, pending an evaluation by auditors [3] - Management has increased their shareholding to boost investor confidence and stabilize the capital market [5] Challenges and Risks - The company faces challenges from price fluctuations in raw materials, which constitute about 60% of total costs [4] - The impact of government procurement policies on the cardiovascular business is a concern, but the company remains committed to innovation [5][8]

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：202201 | --- | --- | --- | --- | --- | --- | |-----------------------------|-----------------------------------------------------|------------|------------------------------------|--------------------------------|-------| | | | | | | | | | □ 特定对象调研 | 分析师会议 | □ | | | | | □ 媒体采访 | 业绩说明会 | ■ | | | | 投资者关系活动 | □ 新闻发布会 | 路演活动 | □ | | | | 类别 | □ 现场参观 | | | | | | | □ 其他 | | | | | | 参与单位名称及 | 参与公司 2021 | | 年度网上业绩说明会的投资者 | | | | 人员姓名 时间 | 2022 年 5 月 6 日 15 | ： 00 | 00-17 ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：202206 | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------|---------------------------|---------------------------------------------------------|----------------------------| | | | | | | | | □ 特定对象调研 | 分析师会议 | □ | | | 投资者关系活动 | □ 媒体采访 □ | 业绩说明会 | | | | 类别 | □ 新闻发布会 | 路演活动 | □ | | | | □ 现场参观 | | | | | | ■ 其他（山东辖区上市公司 | 2022 | | 年度投资者网上集体接待日） | | 参与单位名称及 | | | 通过全景网"投资者关系互动平台"远程参与"山东辖区上市公司 | | | 人员姓名 | 2 ...

证券代码：002382 证券简称：蓝帆医疗 公告编号：2022-082 债券代码：128108 债券简称：蓝帆转债 蓝帆医疗股份有限公司 关于参加山东辖区上市公司2022年度投资者 网上集体接待日活动的公告 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。 为进一步加强与广大投资者的互动交流，蓝帆医疗股份有限公司（以下简称"公 司"）将参加由中国证券监督管理委员会山东监管局及山东上市公司协会联合举办， 深圳市全景网络有限公司（以下简称"全景网"）承办的 "山东辖区上市公司 2022 年 度投资者网上集体接待日"活动，现将有关事项公告如下： 本次投资者网上集体接待日活动将全景网提供的网上平台采取网络远程的方式举 行，投资者可以登陆全景网"投资者关系互动平台"（http://ir.p5w.net）参与本次投资者 集体接待日活动，活动时间为 2022 年 11 月 16 日（星期三）下午 14:00-16:00。 届时公司董事长刘文静女士，董事、总裁钟舒乔先生，副总裁、首席财务官崔运 涛先生，副总裁、董事会秘书兼首席法务官黄婕女士将通过网络在线形式与投资者进 行沟通交 ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：202203 | --- | --- | --- | --- | |------------------------------|------------------------------------------------------|--------------------|-----------------------------------------------------------------------------------------------------------------------| | | □ 特定对象调研 □ | 分析师会议 | | | | □ 媒体采访 □ | 业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □ | 路演活动 | | | 类别 | □ 现场参观 ■ 其他 （研发开放日） | | | | | | | 西南证券、前海鸿富基金、高毅资产、兴业基金、信达证券、东方 | | 参与单位名称及 人员姓名 时间 | 国海证券等 17 家机构 2022 年 9 月 9 ...

Financial Performance - In the first half of 2022, the total revenue of Blue Sail Medical was 2.574 billion CNY, with a loss of 180 million CNY, primarily due to significant price drops in cardiovascular products affected by centralized procurement [1] - The cardiovascular division incurred a loss of 157 million CNY, largely due to the decline in prices of heart and brain vascular products [1] - The company reported an investment loss of 16.28 million CNY from its associate, Weisi Medical, due to stock price declines [1] - R&D expenses for the first half of 2022 totaled 106 million CNY [1] Market Dynamics - The previous round of centralized procurement for cardiac stents lasted from January 1, 2021, to December 31, 2022, with significant changes expected in the pricing mechanism for the upcoming round [2] - The company has expanded its sales channels to over 2,300 domestic hospitals, significantly enhancing its market presence post-centralized procurement [3] - The annual sales volume of cardiac stents increased from approximately 280,000 units before centralized procurement to over 400,000 units in the first year after [3] Product Development and Innovation - The company is set to launch its self-developed coronary drug-coated balloon (DCB), which is expected to be the first rapamycin DCB on the market, targeting small vessel indications [2] - Ongoing R&D includes a second-generation DCB and various products for treating chronic occlusions and calcified lesions, with approvals expected within two years [2] - The Allegra™ heart valve has seen over 400 implants in the first half of 2022, marking a growth of over 110% compared to the same period last year [3] Competitive Landscape - The company’s heart and brain vascular business has emerged from the lows of the past two years, with new products and a favorable competitive landscape expected to drive growth [3] - The company holds a significant market share in the PVC glove export market, approximately 18%, and has seen a rapid increase in nitrile glove market share from under 5% to over 20% in the first half of 2022 [4] - The pricing for cardiac stents in the procurement process ranges from 500 to 700 CNY, while the market price for non-procurement products is around 7,000 CNY [6] Strategic Focus - The company aims to continue expanding its market share in the post-pandemic era, focusing on cost management and operational efficiency [5] - R&D investments will remain robust, particularly in the heart valve and full calcification treatment areas, with plans to maintain current spending levels [5] - The company emphasizes its global sales network as a key competitive advantage, with significant market shares in Europe and Southeast Asia [6][8]