每经记者｜王佳飞 每经编辑｜魏官红 按照惯例，每年9月苹果会发布新款iPhone，每年年中便是iPhone新机的关键备货期，对代工巨头富士康科技集团（以下简称富士康）来说尤其如此。 8月20日，《每日经济新闻》记者实地探访富士康郑州经开区厂区，结合多个招工中介提供的信息来看：此次用工季在7月初启动时，初始时薪曾达30元，如 今因大规模用工接近收尾，时薪回落至26.5元，但可以叠加500元满月补助，今年待遇整体超往年。 值得一提的是，一名自称是富士康员工的人士表示："从我这里了解到的信息是，今年iPhone的初始订单没有减少。" 时薪从30元峰值降至26.5元 在富士康郑州经开区招募中心，记者看到，虽然没有大规模排队的情形，但仍有求职者拖着行李箱陆续前来，街边停满了共享自行车。 上文提到的自称是富士康员工的人士介绍，6月15日至今，自己已经为富士康经开区厂区招了800余人，他说："小时工大概每天工作10小时，每月7000多 元，干满3个月大概能挣2万多元。"据其透露，富士康工资每月分两次发放，7号发上个月基础部分的工资，15号发剩余金额。 该人士介绍，经开区厂区是中加工环节，港区厂区是后加工环节，前后衔接来做苹 ...

据顶端新闻报道，8月18日上午，在郑州航空港雍州路与始祖路交叉口东北角的富士康郑州综保园区招募中心外，前来求职的人群已经排起了数百米的长 队。这样的用工旺季，从7月份第四周延续至10月份，招募中心每天都要接待数千名求职人员。 图片来源：顶端新闻 另外，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。 8月20日，A股苹果概念走强，截至发稿，科森科技、朝阳科技、安洁科技等多股涨停，蓝思科技涨超6%。 | | 名称 | 涨幅 | | --- | --- | --- | | 1 | 斯迪克 | +12.58% | | ליו | 卓兆点胶 | +12.45% | | ﭨﯿ | 科森科技 | +10.03% | | 4 | 创新新材 | +10.02% | | 5 | 朝阳科技 | +10.01% | | F | 安洁科技 | +10.01% | | F | 三安光电 | +9.98% | | 8 | 金田股份 | +8.80% | | 9 | 汇成真空 | +8.34% | | 10 | 水晶光电 | +7.55% | | 11 | 蓝思科 ...

关于医疗器械行业，中信建投认为，过去四年医疗器械板块持续下跌，今年迎来反弹；器械集采政策优 化、设备招标数据持续改善、渠道库存逐步下降等趋势下，医疗器械细分板块有望在下半年到明年陆续 迎来业绩拐点。 8月19日，医疗器械板块震荡回调，医疗器械ETF（562600）下跌2.13%。该ETF持仓股透景生命、福瑞 股份20cm强势涨停，济民健康、蓝帆医疗10cm涨停。从资金上看，资金近5个交易日有4天净流入医疗 器械 ETF（562600），近5日累计"吸金"3679万元，近10个交易日有8天净流入，累计"吸金"5249万元。 8月15日，海南省发布《关于进一步支持生物医药产业高质量发展的若干政策措施》（以下简称《措 施》）。《措施》9月13日起施行，有效期三年。根据《措施》，海南省鼓励企业参与国家带量采购， 对参加国家药械集中带量采购中标品种，按照以中标单价完成实际销售额的3%给予最高300万元奖励。 医疗器械 ETF（562600）为投资者提供一键把握医疗器械行业成长机遇的便捷工具。该ETF追踪中证全 指医疗器械指数，精心选取 100 支覆盖医疗器械、医疗服务、医疗信息化等核心医疗领域的代表性上市 公司证券作为 ...

从资金流向上来看，当日医疗器械板块主力资金净流出4.08亿元，游资资金净流入1.11亿元，散户资金净 流入2.98亿元。医疗器械板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300642 | 透景生命 | 23.09 | 20.01% | 29.76万 | | 6.45亿 | | 300049 | 福瑞股份 | 72.23 | 20.00% | 15.94万 | | 11.27亿 | | 872925 | 锦好医疗 | 30.18 | 18.63% | 5.47万 | | 1.54亿 | | 836504 | 博迅生物 | 34.03 | 18.20% | 7.51万 | | 2.62亿 | | 603222 | 济民健康 | 10.78 | 10.00% | 45.53万 | | 4.87亿 | | 002382 | 蓝帆医疗 | 6.74 | 9.95% | 75.54万 | | 4.95亿 | | 301093 | 华兰股份 | 32.55 | ...

Group 1 - The China Securities Index for healthcare equipment and services has shown a positive trend, with notable stock increases such as 20.01% for Toujing Life and 20.00% for Furuijian [1] - The Ministry of Industry and Information Technology, along with six other departments, has issued implementation opinions to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [1] - The brain-computer interface technology is experiencing rapid changes, with expectations for significant market expansion as domestic companies move towards commercial applications [1] Group 2 - Recent performance forecasts in the medical consumables sector indicate that low-value consumables are affected by US-China tariff policies, while high-value consumables are gradually recovering from centralized procurement impacts [2] - The optimization of centralized procurement policies in the pharmaceutical sector is expected to restore market confidence in the entire consumables industry [2] - The China Construction Bank's ETF closely tracks the China Securities Index for healthcare equipment and services, reflecting the overall performance of listed companies in this sector [2]

Core Insights - On August 19, Bluefan Medical experienced a 9.95% increase in stock price, reaching 6.74 CNY per share, with a trading volume of 351 million CNY and a turnover rate of 5.41%, resulting in a total market capitalization of 6.788 billion CNY [1] Company Overview - Bluefan Medical Co., Ltd. is located in Zibo City, Shandong Province, and focuses on the research and production of high-value and mid-to-low-value medical consumables, covering four major business segments: cardiovascular, medical protection, minimally invasive surgery, and emergency care [1] - The company operates nine production bases globally and its products are distributed in over 130 countries, competing with top global enterprises, positioning itself among the leading companies in China's medical device industry [1] Financial Performance - As of April 18, Bluefan Medical had 80,800 shareholders, with an average of 12,400 circulating shares per person [2] - For the first quarter of 2025, Bluefan Medical achieved a revenue of 1.478 billion CNY, representing a year-on-year growth of 1.59%, while the net profit attributable to shareholders was 77.022 million CNY, showing a significant year-on-year increase of 177.86% [2]

从资金流向来看，8月18日主力资金净流出1284.35万元，近五个交易日累计净流出1101.65万元。当前股 价位于五日线和六十日均线之间，市场交投保持平稳态势。 风险提示：投资有风险，入市需谨慎。本文所载信息仅供参考，不构成任何投资建议。 来源：金融界 蓝帆医疗8月18日报收6.13元，较前一交易日下跌0.06元，跌幅0.97%。当日成交量为238594手，成交金 额达1.47亿元。 该公司属于医疗器械板块，主营业务涵盖健康防护手套、心脏介入器械等医疗产品的研发、生产和销 售。作为医疗防护领域的重要企业，其产品广泛应用于医疗检查和防护领域。 据公司最新公告披露，蓝帆医疗及其子公司目前无逾期对外担保情况，也未涉及因担保引发的诉讼纠 纷。这一信息披露有助于投资者了解公司的财务健康状况。 ...

Group 1 - The company announced progress regarding guarantees from its subsidiary, with plans to apply for a comprehensive credit limit not exceeding 1.71 billion yuan for 2025 [1] - The subsidiary, Shandong Lanfang New Materials, has applied for a credit limit of up to 100 million yuan from Zheshang Bank, secured by asset pool pledges and margin guarantees [1] - As of the announcement date, the subsidiary's debt-to-asset ratio stands at 63.12%, and after the new guarantee of 100 million yuan, the total guarantee balance will be 385 million yuan, leaving a remaining available limit of 949 million yuan [1] Group 2 - The financial data of the guaranteed party indicates poor performance in recent years, and the total guarantees from the company and its subsidiaries will account for 47.73% of the net assets for 2024 [1] - There are no indications of any bad guarantees associated with the company [1]

| 证券代码：002382 | 证券简称：蓝帆医疗 | 公告编号：2025-067 | | --- | --- | --- | | 债券代码：128108 | 债券简称：蓝帆转债 | | 蓝帆医疗股份有限公司 关于子公司向银行申请授信提供担保的进展公告 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、担保情况概述 截至本公告发布之日，公司在2024年第三次临时股东大会批准范围内担保额度及 使用情况如下： 蓝帆医疗股份有限公司（以下简称"公司"）于2024年12月6日召开了第六届董事 会第十六次会议、2024年12月23日召开了2024年第三次临时股东大会，审议并通过了 《关于2025年度公司及子公司申请授信及担保额度预计的议案》，公司及子公司2025 年度拟向银行等金融机构申请综合授信总额不超过人民币17.10亿元，授信品种包括但 不限于流动资金贷款、保函、银行承兑汇票、国内信用证、国内保理、融资租赁等综 合授信业务（具体业务品种以相关金融机构审批为准），具体融资金额将视公司及子 公司生产运营对资金的需求来确定。公司及子公司将根据金融机构的授信要求为上述 ...

Core Viewpoint - The company has decided to lower the conversion price of its convertible bonds, "蓝帆转债," from 12.00 RMB/share to 11.50 RMB/share, effective from August 15, 2025, due to the stock price performance and in accordance with relevant regulations [2][8][18]. Group 1: Board Meeting and Decision - The sixth board meeting of the company was held on August 14, 2025, where the proposal to adjust the conversion price was discussed and approved [1][2]. - The average trading price of the company's stock was 6.39 RMB/share over the twenty trading days prior to the meeting, and 6.32 RMB/share on the last trading day before the meeting [2][18]. - The board's decision to lower the conversion price was based on the company's future development prospects and stock price trends [2][18]. Group 2: Convertible Bond Details - The company issued 31.44 million convertible bonds with a total value of 314.404 million RMB, approved by the China Securities Regulatory Commission [8][9]. - The conversion period for these bonds started on December 3, 2020, and will end on May 27, 2026 [10]. - The conversion price has been adjusted multiple times in the past, with the most recent adjustment prior to this being to 12.00 RMB/share on July 8, 2025 [12][14]. Group 3: Shareholder Meeting - The third extraordinary general meeting of shareholders was held on August 14, 2025, where the proposal to adjust the conversion price was approved with over two-thirds of the voting rights in favor [21][33]. - A total of 605 shareholders participated in the meeting, representing 31.45% of the total shares [32]. - The voting results showed that 95.12% of the votes were in favor of the proposal, indicating strong support from shareholders [33].