| 信息披露义务人 | 陈浩华 | | | --- | --- | --- | | 住所 | 广东省深圳市南山区龙珠四路 X 号 | | | 权益变动时间 | 2025 日 陈浩华先生在2025年7月21日通过大宗交易方式减持 | 年 7 月 21 | | 权益变动过程 | 公司股份421.40万股，本次减持完成后，陈浩华先生持有 | | | | 公司股份68,836,321股，占公司总股本的10.87%。 | | | | 本次减持计划的实施符合《中华人民共和国证券法》 | | | | 《深圳证券交易所股票上市规则》《深圳证券交易所上市 | | | | 公司自律监管指引第1号——主板上市公司规范运作》《上 | | | | 市公司股东减持股份管理暂行办法》《深圳证券交易所上 | | | | 市公司自律监管指引第18号——股东及董事、高级管理人 | | | | 员减持股份》等相关法律法规、部门规章及规范性文件的 相关规定。 | | | | 本次减持不会导致公司控制权发生变更，也不会对公 | | | | 司治理结构及持续经营产生重大影响。 | | | 股票简称 | 奥美医疗 002950 | 股票代码 | | 变动 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on July 21, with a total transaction volume of 1.717 billion yuan across 75 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - A total of 75 stocks had block trades, with a total transaction value of 1.717 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.57 billion yuan), Tianwei Food (1.55 billion yuan), and Sifang Co., Ltd. (1.07 billion yuan) [1]. Group 2: Pricing Trends - Among the stocks traded, 10 stocks were sold at par value, 5 at a premium, and 60 at a discount [1]. - The stocks with the highest premium rates were Jiangsu Shentong (2.64%), Jindi Group (1.83%), and Minsheng Bank (1.11%) [1]. - The stocks with the highest discount rates were Langke Intelligent (27.09%), Energy Iron Han (25.78%), and Betta Pharmaceuticals (22.86%) [1]. Group 3: Institutional Trading - The top stocks by institutional buying were SAIC Motor Group (1.57 billion yuan), XCMG Machinery (1.04 billion yuan), and Milky Way (77.6 million yuan) [2]. - The top stocks by institutional selling included North Copper Industry (30.9 million yuan), Jindi Group (15.9 million yuan), and New Strong Link (3.5 million yuan) [2].

证券代码：002950 证券简称：奥美医疗 公告编号：2025-038 奥美医疗用品股份有限公司 关于股份回购进展的公告 二、其他说明 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。 奥美医疗用品股份有限公司 董事会 2025 年 7 月 2 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 ...

Company Overview - Aomei Medical specializes in the research, production, and sales of medical consumables, disposable medical devices, infection protection products, and home care products [2] - The main products include surgical and wound care, infection protection, advanced dressings, and hygiene care [2] Financial Performance - For Q1 2025, the company reported revenue of 759 million yuan, a year-on-year increase of 1.64%, and a net profit of 86.5 million yuan, reflecting a year-on-year decrease of 7.86% [3] - The gross profit margin for the same period was 30.52% [3] Market Position - As of June 30, the company's stock closed at 8.6 yuan, with a rolling PE ratio of 15.07 times and a total market capitalization of 5.446 billion yuan [1] - In comparison to the medical device industry, which has an average PE ratio of 50.61 times and a median of 37.15 times, Aomei Medical ranks 34th in terms of PE ratio [1] Industry Recognition - The company has received multiple accolades, including being listed among the top 100 private manufacturing enterprises in Hubei in 2022 and recognized for its intelligent manufacturing demonstration factory project in 2023 [2] - Aomei Medical was also awarded the "Outstanding Achievement in Industry-Academia-Research Cooperation Innovation" in 2023 [2]

Policy Changes - The National Healthcare Security Administration has released the "2025 Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory Adjustment Application Guidelines," marking the inclusion of commercial health insurance innovative drug directory in the adjustment plan, indicating a more significant role for commercial health insurance in the multi-level medical security system [1] Regulatory Developments - The National Medical Products Administration's Deputy Director Lei Ping conducted a survey in Hunan to understand the registration management and innovation of medical devices, emphasizing the need for safety and clinical demand-driven innovation [2] - The Guangdong Provincial Drug Administration has revoked the registration certificates of 15 pharmacists due to violations, while Inner Mongolia and Xinjiang are also investigating potential fraudulent practices related to pharmacists' registrations [3] Drug Approvals and Developments - Xuantai Pharmaceutical announced that its application for Enzalutamide tablets has received temporary approval from the FDA, targeting castration-resistant prostate cancer and metastatic castration-sensitive prostate cancer [3] - Shenji Changhua's gene therapy SNUG01 for ALS has received orphan drug designation from the FDA [4] - Laimei Pharmaceutical's generic drug Mabalosavir tablets have received ethical approval to enter the bioequivalence testing phase [5] - Keji Pharmaceutical has submitted a new drug application for its CAR-T cell product targeting Claudin18.2 for advanced gastric/esophageal junction adenocarcinoma [6] Market Activities - Yinuo Micro Pharmaceuticals has had its IPO application accepted by the Hong Kong Stock Exchange, focusing on new oncolytic virus therapies and exosome therapies [7] - Innovent Biologics raised approximately HKD 4.3098 billion through a share placement, with 90% of the proceeds allocated for global R&D of its innovative pipeline [8] Strategic Partnerships - Rongchang Biologics has licensed its drug Taitasip to Vor Biopharma for global development outside Greater China, receiving an upfront payment of USD 125 million and potential milestone payments totaling up to USD 4.105 billion [9] Company Operations - Boya Biological announced that its plasma collection station has obtained a business license from the local market supervision authority [10] Shareholder Actions - A major shareholder of Aomei Medical, Chen Haohua, plans to reduce his stake by up to 3% through block trades and centralized bidding over the next three months [10]

证券代码：002950 证券简称：奥美医疗 公告编号：2025-037 奥美医疗用品股份有限公司 2、持有本公司股份73,050,321股（占总股本比例11.81%）的5%以上股东陈浩华先生计 划在本公告披露之日起十五个交易日后的三个月内以大宗交易方式减持本公司股份 12,375,156股（占总股本比例2.00%），以集中竞价方式减持本公司股份6,187,578股（占总股 本比例1.00%），合计减持不超过18,562,734股（占总股本比例不超过3%）。 奥美医疗用品股份有限公司（以下简称"公司"）于近日收到5%以上股东陈浩华先生出具 的《股份减持计划告知函》，现将有关情况公告如下： | 序号 | 股东名称 | 总持股数量（股） | 持股占总股本比例（%） | | --- | --- | --- | --- | | 1 | 陈浩华 | 73,050,321 | 11.81 | 一、股东基本情况 二、本次减持计划的主要内容 1、本次拟减持原因：个人资金需求。 2、股份来源：公司首次公开发行股票前已发行的股份。 关于持股5%以上股东减持的预披露公告 陈浩华先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 ...

Group 1: Instant Retail Expansion - Meituan announced a comprehensive expansion of its instant retail business, with plans for the Xiaoxiang supermarket to cover all first and second-tier cities [1] - The flash purchase business will continue to expand its product categories and collaborate with retail brand partners to increase store and lightning warehouse coverage [1] - Meituan Youxuan will focus resources on advantageous areas, exploring "next-day delivery + self-pickup" models and new community retail formats [1] Group 2: Real Estate Market in Shanghai - A new batch of residential projects in Shanghai is set to enter the market, with all projects having a record average price below 100,000 yuan per square meter [3] - This batch includes 7 projects with a total of 961 units and a total area of 100,900 square meters [3] - Cumulatively, Shanghai has supplied 24 batches of new homes by 2025, totaling 19,560 units [3] Group 3: Pharmaceutical Development - Xiansheng Pharmaceutical has halted the development of its Alzheimer's disease drug, which was previously in collaboration with Vivoryon [4] - The partnership, established in June 2021, involved over 500 million USD for development and commercialization rights in Greater China [4] Group 4: Corporate Leadership Changes - Du Chao has joined XPeng Huitian as Chief Financial Officer and Vice President, bringing extensive experience from Deutsche Bank and a previous CFO role in an education technology group [5] Group 5: Robotaxi Business Development - Hello announced its entry into the Robotaxi sector, completing over 3 billion yuan in financing with strategic investments from Ant Group and CATL [9] - A new company, Shanghai Zaofu Intelligent Technology Co., Ltd., has been established to focus on L4 autonomous driving technology [9] Group 6: Housing Fund Policy in Hangzhou - Hangzhou's housing fund management center has introduced a policy allowing employees to use their housing fund for direct payment of home down payments, supporting online processing [10] Group 7: Retail Market Exit - Sa Sa International announced the closure of all its 18 remaining offline stores in mainland China by June 30, marking its exit from the mainland retail market [12] - The company reported a 9.7% year-on-year decline in annual revenue to 3.942 billion HKD and a significant 64.8% drop in net profit to 76.97 million HKD for the fiscal year ending March 31, 2025 [12]

Core Viewpoint - The company emphasizes its commitment to long-term shareholder value despite recent stock price declines, highlighting its strong market position and strategic initiatives to enhance market share both domestically and internationally [2][4]. Financial Performance - For the fiscal year 2024, the company reported overseas revenue of 2.76 billion yuan, a year-on-year increase of 23.43%, accounting for 82.87% of total revenue [3]. - Domestic revenue for 2024 was 569.79 million yuan, up 8.86%, representing 17.13% of total revenue [3]. - Cumulative cash dividends from 2018 to 2024 amounted to approximately 1.099 billion yuan, which is 2.29 times the net raised funds [2][4]. Market Strategy - The company has maintained its position as the leading exporter in China's medical dressing industry for 17 consecutive years since 2008 [3]. - The company is focusing on expanding its market share in both established and emerging markets, with a strategic emphasis on e-commerce, OTC markets, and hospital professional markets [3][5]. - Future product development will focus on four categories: surgical and wound care, infection protection, advanced dressings, and hygiene care products [6][7]. Product Development - The company is enhancing its product competitiveness and service levels to meet strong customer demand and expand its market share in overseas markets [3]. - Advanced dressing products launched in 2024 include soft silicone foam dressings, hydrocolloid dressings, transparent dressings, and silicone gel scar patches, aimed at chronic and acute wound care [6]. - The hygiene care product line, including sterilized sanitary pads, is in its early stages but has significant growth potential in the large Chinese market [7].

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - The company, as the leader in the overseas medical dressing market, has built a deep moat. It implements a dual - wheel drive strategy at home and abroad, aiming to increase its domestic market share in the future. The company also attaches great importance to shareholder returns [21][23]. 3. Summary According to the Directory 3.1. Research Basic Situation - The research object is Aomei Medical, belonging to the medical device industry. The reception time was on June 12, 2025, and the company's reception staff included the chairman and president Cui Jinhai, and the board secretary Zheng Xiaocheng [16]. 3.2. Detailed Research Institutions - The reception objects were investors who participated online in the "Improving Quality and Efficiency, Strengthening Confidence, Making Progress Steadily and Promoting Development" - 2025 Investor Collective Reception Day Activity for Listed Companies in Hubei Province and the 2024 Annual Performance Briefing [17]. 3.3. Research Institution Proportion No information provided. 3.4. Main Content Data - **Stock Price and Market Recognition**: The secondary - market price is affected by multiple factors. The fundamental way to safeguard the interests of listed - company shareholders is to operate the company well and achieve long - term shareholder value. The company has a deep moat as the overseas medical dressing market leader and is implementing a dual - wheel drive strategy [21][23]. - **Sales Revenue Distribution**: In 2024, the company's overseas operating income was 2.7565 billion yuan, a year - on - year increase of 23.43%, accounting for 82.87% of the operating income. The domestic income was 569.7916 million yuan, a year - on - year increase of 8.86%, accounting for 17.13% of the operating income. The company has been the number one in China's medical dressing export industry for 17 consecutive years since 2008 [22][23]. - **Dividend Policy**: The company meets the regulatory requirements for dividends. The cumulative cash dividends from 2018 - 2024 (including proposed dividends) are about 1.099 billion yuan, reaching 2.29 times the net amount of the company's raised funds. The reduction in cash dividends in the past two years is due to the company's strategic upgrade and future capital expenditure plans [24]. - **New Development Goals**: The company will focus on four types of products: surgical and wound care products to expand overseas market share; infection - prevention products to be promoted in both domestic and foreign markets; advanced dressing products with rich technical reserves and self - designed production lines; and health - care products in the family - care field, which are still in the initial stage [25][26].

Group 1: Financial Performance - The company has distributed a total cash dividend of approximately 1.099 billion yuan from 2018 to 2024, which is 2.29 times the net amount of funds raised [3][5] - In 2024, the company achieved overseas revenue of 2.756 billion yuan, a year-on-year increase of 23.43%, accounting for 82.87% of total revenue [3][4] - Domestic revenue reached 569.79 million yuan in 2024, up 8.86% year-on-year, representing 17.13% of total revenue [4] Group 2: Market Strategy - The company has implemented a dual-drive strategy focusing on both domestic and international markets to increase market share [5][6] - The company has maintained its position as the leading exporter in China's medical dressing industry for 17 consecutive years since 2008 [3][7] - Future focus areas include expanding product lines in surgical and wound care, infection prevention, advanced dressings, and hygiene care products [6][7] Group 3: Challenges and Outlook - The company acknowledges that stock price fluctuations are influenced by various factors, emphasizing the importance of long-term value creation for shareholders [5][6] - Recent reductions in cash dividends are attributed to strategic upgrades and planned investments in emerging markets and product development [6] - The company aims to enhance brand influence and market share in the domestic market through e-commerce and professional hospital channels [4][6]