Group 1 - The core point of the article is that Aomei Medical announced a share buyback program, having repurchased a total of 1,987,400 shares as of August 31, 2025, which represents 0.3138% of the company's total share capital [1]

Group 1 - The company approved a share repurchase plan on January 20, 2025, allowing for the repurchase of shares using its own funds and a special loan for share repurchase, with a maximum price of RMB 11.00 per share and a total repurchase amount between RMB 50 million and RMB 100 million [1] - The implementation period for the share repurchase is set for 12 months from the date of board approval [1] - The company will disclose the details of the repurchase plan through designated information disclosure media [1] Group 2 - As of August 31, 2025, the company has repurchased a total of 1,987,400 shares, accounting for 0.3138% of the total share capital, with a maximum transaction price of RMB 9.26 per share and a minimum of RMB 8.33 per share, totaling RMB 18,001,207.00 spent [2] - The implementation of the repurchase plan is consistent with the initial proposal, and the company will continue to execute the plan based on market conditions [3]

Core Viewpoint - Aomei Medical (002950.SZ) has announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchasing shares in the market [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 1.9874 million shares, which represents 0.3138% of its total share capital [1] - The highest transaction price during the buyback was 9.26 yuan per share, while the lowest was 8.33 yuan per share [1] - The total amount spent on the buyback was 18.0012 million yuan, excluding transaction fees such as stamp duty and commissions [1]

Group 1 - The company, Aomei Medical (002950.SZ), announced a share buyback program, having repurchased a total of 1.9874 million shares as of August 31, 2025, which represents 0.3138% of its total share capital [1] - The highest transaction price during the buyback was 9.26 yuan per share, while the lowest was 8.33 yuan per share [1] - The total amount spent on the share buyback was 18.0012 million yuan, excluding stamp duty and transaction commissions [1]

证券代码：002950 证券简称：奥美医疗 公告编号：2025-045 奥美医疗用品股份有限公司 截至目前，本次回购实施情况与回购股份方案不存在差异。公司后续将根据市场情况 在回购期限内实施本次回购计划，并按照相关法律法规的规定及时履行信息披露义务。敬 请广大投资者关注后续公告，并注意投资风险。 特此公告。 关于股份回购进展的公告 奥美医疗用品股份有限公司 董事会 2025 年 9 月 4 日 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。 奥美医疗用品股份有限公司（以下简称"公司"）董事会于 2025 年 1 月 20 日召开第 三届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购公司股份方案的议 案》，同意公司以自有资金及股票回购专项贷款资金通过集中竞价交易方式回购公司股份， 用于股权激励或员工持股计划。本次回购价格不超过人民币 11.00 元/股（含），回购股份 的资金总额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含），具体回购 资金总额以实际使用的资金总额为准。回购股份的实施期限为自公司董事会审议通过本次 回购方 ...

Market Overview - On September 3, the medical device sector declined by 0.57%, with Huqiang Technology leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Top Performers - Sino Medical (688108) saw a significant increase of 12.67%, closing at 36.28 with a trading volume of 750,100 shares and a transaction value of 2.57 billion [1] - Other notable gainers included: - Sanyou Medical (688085) up 7.76% to 25.70 [1] - Kangtuo Medical (688314) up 5.59% to 38.36 [1] - Rejing Bio (688068) up 5.07% to 196.26 [1] - New Industry (300832) up 4.08% to 64.82 [1] Underperformers - Huqiang Technology (688151) experienced the largest decline of 8.44%, closing at 21.48 with a trading volume of 73,900 shares and a transaction value of 164 million [2] - Other significant decliners included: - Jimin Health (603222) down 8.16% to 10.47 [2] - Aomei Medical (002950) down 4.70% to 9.73 [2] - Boxin Bio (836504) down 4.53% to 28.68 [2] Capital Flow - The medical device sector saw a net outflow of 271 million from institutional investors and 266 million from speculative funds, while retail investors contributed a net inflow of 537 million [2][3] - Notable capital flows included: - Sino Medical with a net inflow of 215 million from institutional investors [3] - Huqiang Technology with a net outflow of 1.37 billion from speculative funds [3] - Huatai Medical (688617) had a net inflow of 107 million from institutional investors [3]

Market Performance - The medical device sector increased by 1.87% on September 1, with Yirui Biological leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Medical Device Sector - Yirui Biological (300942) closed at 13.82, up 13.56% with a trading volume of 263,400 shares and a transaction value of 350 million [1] - Jimin Health (603222) closed at 12.67, up 9.98% with a trading volume of 1,050,500 shares [1] - Hualan Biological (301093) closed at 37.16, up 9.55% with a trading volume of 123,900 shares [1] - Huatai Medical (688617) closed at 305.49, up 7.43% with a trading volume of 30,100 shares [1] - United Imaging Healthcare (688271) closed at 152.10, up 7.26% with a trading volume of 147,200 shares [1] Top Losers in Medical Device Sector - Toukeng Life (300642) closed at 28.50, down 7.71% with a trading volume of 234,300 shares [2] - Blue Sail Medical (002382) closed at 5.99, down 3.07% with a trading volume of 288,400 shares [2] - Wuzhou Medical (301234) closed at 43.30, down 2.48% with a trading volume of 20,800 shares [2] Capital Flow Analysis - The medical device sector saw a net inflow of 68.08 million from institutional investors, while retail investors contributed a net inflow of 14.9 million [2] - The sector experienced a net outflow of 217 million from speculative funds [2] Individual Stock Capital Flow - Mindray Medical (300760) had a net inflow of 90.24 million from institutional investors, while it faced a net outflow of 128 million from speculative funds [3] - United Imaging Healthcare (688271) saw a net inflow of 87.93 million from institutional investors, with a net outflow of 130 million from speculative funds [3] - Jimin Health (603222) experienced a net inflow of 79.82 million from institutional investors, but a net outflow of 49.23 million from speculative funds [3]

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]

Core Viewpoint - Aomei Medical (002950) reported a solid performance in its 2025 mid-year financial results, with revenue and net profit showing significant year-on-year growth, indicating improved profitability and operational efficiency [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 1.676 billion yuan, a year-on-year increase of 5.99% [1]. - Net profit attributable to shareholders was 200 million yuan, up 6.87% from the previous year [1]. - In Q2 2025, total revenue was 918 million yuan, reflecting a 9.87% increase year-on-year, while net profit for the quarter was 113 million yuan, a rise of 21.71% [1]. - Gross margin improved to 29.64%, an increase of 2.83% year-on-year, and net margin rose to 12.13%, up 2.46% [1]. - Total expenses (selling, administrative, and financial) amounted to 170 million yuan, accounting for 10.17% of revenue, a decrease of 14.6% year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) increased to 0.32 yuan, a growth of 6.33% [1]. - Cash flow from operating activities showed a 5.45% increase, attributed to higher revenue [5]. - The company’s cash and cash equivalents increased significantly by 123.29%, driven by revenue growth and the redemption of financial products [8]. Cost and Expense Analysis - Operating costs rose by 4.77%, primarily due to increased revenue [3]. - Selling expenses surged by 17.59%, linked to higher employee compensation and bonuses resulting from increased revenue [3]. - Administrative expenses decreased by 5.15% due to cost-cutting measures [4]. - Financial expenses saw a dramatic decline of 191.42%, attributed to foreign exchange gains from fluctuations in the RMB/USD exchange rate [4]. Investment and Return Metrics - The company’s return on invested capital (ROIC) was reported at 9.34%, indicating average capital returns [9]. - Historical data shows a median ROIC of 12.66% since the company’s listing, with the lowest ROIC recorded in 2023 at 3.23% [9]. - The company has emphasized its commitment to shareholder returns, with cumulative cash dividends amounting to approximately 1.099 billion yuan since 2018, exceeding the net raised funds by 2.29 times [9].

公司最新资产负债率为28.48%，在已披露的同业公司中排名第51。 2025年8月27日，奥美医疗(002950.SZ)发布2025年中报。 公司营业总收入为16.76亿元。归母净利润为2.00亿元。经营活动现金净流入为3.45亿元。 | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 崔雯海 | 23.0 | | 2 | 程宏 | 15.1 | | 3 | 陈浩华 | 11.5 | | 4 | 万小香 | 9.87 | | 5 | 崔星炜 | 2.36 | | റ | 崔辉 | 2.36 | | 7 | 香港中央结算有限公司 | 1.96 | | 8 | 刘君平 | 0.41 | | ਰੇ | 彭习云 | 0.16 | | 10 | 陈志伟 | 0.13 | 公司最新毛利率为29.64%，在已披露的同业公司中排名第64，较上季度毛利率减少0.88个百分点。最新ROE为5.58%，较去年同期ROE减少0.17个百分点。 公司摊薄每股收益为0.32元。 公司最新总资产周转率为0.33次。最新存货周转率为2.05次。 公司股东户数为3.75万户，前十大股东持股数量为4.24亿 ...