人民财讯9月22日电，乐普医疗（300003）9月22日公告，近日，公司与汉海信息技术(上海)有限公司(简 称"汉海信息")签署战略合作协议，拟结成长期、全面的战略伙伴关系，实现资源共享、共同发展。此 次合作将为公司医美板块销售新增线上合作渠道，与现有线下销售渠道形成互补，构建全渠道销售网 络。 ...

每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ （记者 王晓波） 每经AI快讯，乐普医疗（SZ 300003，收盘价：18.04元）9月22日晚间发布公告称，近日，乐普医疗器 械股份有限公司与汉海信息技术（上海）有限公司签署《战略合作协议》，拟本着平等互利、优势互补 的原则，结成长期、全面的战略伙伴关系，实现资源共享、共同发展。根据《深圳证券交易所股票上市 规则》及《公司章程》的规定，本次战略合作协议的签署不涉及具体交易金额和交易事项，不构成关联 交易，也不构成重大资产重组，无需提交公司董事会和股东大会审议。公司将根据后续合作的进展情况 依规履行必要的审批程序和信息披露义务。 2025年1至6月份，乐普医疗的营业收入构成为：医疗器械占比52.72%，药品占比33.16%，医疗服务及 健康管理占比14.11%。 截至发稿，乐普医疗市值为339亿元。 ...

Core Viewpoint - The company has signed a strategic cooperation agreement with Hanhai Information Technology (Shanghai) Co., Ltd. to enhance its medical aesthetics segment through market promotion and operations [1] Group 1: Strategic Partnership - Hanhai Information will have the rights to market and operate the company's medical aesthetics brands [1] - Hanhai Information will act as the distributor for the authorized products Yuyayan and Flora in mainland China [1] - The partnership aims to provide both online and offline operational solutions for the brands [1] Group 2: Marketing and Sales Strategy - Both parties will collaborate on the full-chain marketing of Yuyayan and Flora products [1] - The cooperation may extend to other products under the company's portfolio [1] - This collaboration is expected to create new online sales channels for the medical aesthetics segment, complementing existing offline sales channels [1]

证券代码：300003 证券简称：乐普医疗 公告编号：2025-092 乐普（北京）医疗器械股份有限公司 关于公司签署战略合作框架协议的公告 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。 一、签订战略合作协议概况 近日，乐普（北京）医疗器械股份有限公司（以下简称"公司"）与汉海信 息技术（上海）有限公司（以下简称"汉海信息"）签署《战略合作协议》，拟本 着平等互利、优势互补的原则，结成长期、全面的战略伙伴关系，实现资源共享、 共同发展。根据《深圳证券交易所股票上市规则》及《公司章程》的规定，本次 战略合作协议的签署不涉及具体交易金额和交易事项，不构成关联交易，也不构 成重大资产重组，无需提交公司董事会和股东大会审议。公司将根据后续合作的 进展情况依规履行必要的审批程序和信息披露义务。 二、合作方介绍 公司名称：汉海信息技术（上海）有限公司 成立时间：2006 年 3 月 16 日 法定代表人：张晶 注册资本：49,500 万美元 注册地址：上海市杨浦区黄兴路 221 号 D2 座（8 幢）102 室 经营范围：技术服务、技术开发、技术咨询、技术交流、技术转让 ...

证券代码：300003 证券简称：乐普医疗 公告编号：2025-091 债券代码：123108 债券简称：乐普转 2 乐普（北京）医疗器械股份有限公司 关于乐普转 2 恢复转股的提示性公告 暂停转股日期：2025 年 9 月 15 日至 2025 年半年度权益分派股权登记日 （2025 年 9 月 22 日） 恢复转股时间：自 2025 年 9 月 23 日起恢复转股 乐普（北京）医疗器械股份有限公司（以下简称：公司）于 2025 年 9 月 10 日披露了《关于权益分派期间乐普转 2 暂停转股的提示性公告》（公告编号： 2025-086），因公司实施 2025 年半年度权益分派，根据《乐普（北京）医疗器 械股份有限公司创业板向不特定对象发行可转换公司债券募集说明书》中"转股 价格的调整方式"条款，公司可转换公司债券乐普转 2 自 2025 年 9 月 15 日至 本次权益分派股权登记日 2025 年 9 月 22 日期间暂停转股。 根据规定，乐普转 2 将在本次权益分派股权登记日后的第一个交易日即 2025 年 9 月 23 日起恢复转股。敬请公司的可转换公司债券持有人留意。 特此公告。 乐普（北京）医疗器 ...

Group 1: Company Overview - Lepu Medical - Lepu Medical is a leading cardiovascular company in China, with a diverse product matrix. In H1 2025, the company achieved revenue of 3.369 billion yuan, a year-on-year decrease of 0.43%, and a net profit of 691 million yuan, down 0.91% year-on-year [3] - The company is strategically expanding into innovative drugs for cardiovascular and metabolic diseases through its subsidiary, Minwei Biotech, which focuses on obesity and type 2 diabetes treatments. As of August 2025, several products are in various clinical trial phases [3] - Lepu Medical is also actively developing its aesthetic medicine segment, with new products like dermal fillers and hyaluronic acid injections receiving approval, indicating strong growth potential in the non-medical insurance market [3] Group 2: Company Overview - Superwin International Holdings - Superwin International Holdings has over 20 years of experience in elastic fabric, with a stable management team. The company generates 55.4% of its revenue from sports fabrics and is well-positioned to capture more orders due to its mature overseas production capacity [6][7] - The company is expected to see net profits of 590 million, 640 million, and 700 million HKD from 2025 to 2027, benefiting from a rebalancing of supply and demand and moderate raw material prices [5][6] - Superwin has maintained a stable dividend payout ratio of around 50%, with a dividend yield exceeding 9% for the past four years, making it an attractive investment opportunity [8] Group 3: Industry Insights - Biopharmaceuticals - The biopharmaceutical industry is witnessing a shift towards innovative drug development, particularly in cardiovascular and metabolic diseases, driven by companies like Lepu Medical [3] - The market for aesthetic medicine is expanding, with increasing regulatory approvals for new products, indicating a growing consumer demand for non-traditional medical treatments [3] Group 4: Industry Insights - Textile and Apparel - The sportswear segment is outpacing other apparel categories, with rising demand for elastic, breathable, and antibacterial fabrics benefiting suppliers like Superwin International [8] - The company is positioned to leverage its established relationships with major sports brands, which have been in collaboration for over five years, ensuring a steady flow of orders [8]

Investment Rating - The report assigns an "Accumulate" rating to the company with a target price of 22.62 CNY [5][13]. Core Viewpoints - Lepu Medical, as a leading player in the cardiovascular sector, is expanding into aesthetic medicine and innovative drugs, which are expected to significantly enhance profits over the next 1-5 years and beyond [2][13]. - The company has a robust product matrix and is focusing on innovative drug development, particularly in the cardiovascular and metabolic disease sectors [29][34]. - The aesthetic medicine segment is anticipated to grow rapidly, with several key products recently approved, indicating a high ceiling for market expansion [31][33]. Summary by Sections 1. Company Overview - Lepu Medical is a comprehensive solution provider for cardiovascular diseases, with a focus on medical devices, pharmaceuticals, medical services, and health management [17]. - The company has developed several "firsts" in China, including various types of stents and other cardiovascular devices [17]. 2. Financial Performance - In 2024, the company reported total revenue of 6.103 billion CNY, a decrease of 23.52% year-on-year, and a net profit of 247 million CNY, down 80.37% [17]. - For the first half of 2025, revenue was 3.369 billion CNY, a slight decline of 0.43%, with a net profit of 691 million CNY, down 0.91% [17][18]. 3. Product Segments - The medical device segment is the largest revenue contributor, with a diverse product line and strong growth in structural heart products [24][26]. - The innovative drug segment, particularly through its subsidiary Minwei Biotech, is focused on cardiovascular and metabolic diseases, with several promising candidates in clinical trials [29][30]. 4. Aesthetic Medicine Expansion - The company is actively developing products in the aesthetic medicine field, with several key products recently approved, including hyaluronic acid injections and PLA dermal fillers [31][33]. - The aesthetic medicine market is expected to provide significant revenue growth opportunities in the coming years [31]. 5. Market Trends - The cardiovascular disease burden in China is significant, with increasing prevalence and a growing need for effective treatment solutions [34][39]. - The number of percutaneous coronary interventions (PCI) is projected to grow, indicating a robust market for cardiovascular products [42].

Group 1 - The Biotech Index (970038) closed at 2403.29 points, down 0.55%, with a trading volume of 25.269 billion yuan and a turnover rate of 1.59% [1] - Among the index constituents, 11 stocks rose, led by Jingxin Pharmaceutical with a 2.67% increase, while 38 stocks fell, with Yaoshi Technology leading the decline at 5.11% [1] - The top ten constituents of the Biotech Index include major companies such as Mindray Medical, with a weight of 13.82% and a market cap of 290.246 billion yuan, and other notable firms like Tigermed and Changchun High-tech [1] Group 2 - The net outflow of main funds from the Biotech Index constituents totaled 1.789 billion yuan, while retail investors saw a net inflow of 1.354 billion yuan [3] - Specific stocks like Boteng Co. experienced a net inflow of 73.5819 million yuan from main funds, while others like Jiayin Pharmaceutical saw a net outflow of 4.8669 million yuan [3] - The overall trend indicates a mixed sentiment among institutional and retail investors, with significant movements in individual stocks reflecting varying levels of confidence [3]

Core Viewpoint - Lepu Medical experienced a stock price decline of 2.03% on September 17, with a closing price of 18.81 yuan per share and a total market capitalization of 35.374 billion yuan [1] Financial Performance - For the first half of 2025, Lepu Medical reported operating revenue of 3.369 billion yuan, a year-on-year decrease of 0.43%, and a net profit attributable to shareholders of 691 million yuan, down 0.91% year-on-year [2] - The company has cumulatively distributed 4.957 billion yuan in dividends since its A-share listing, with 2.058 billion yuan distributed over the past three years [3] Stock Market Activity - Year-to-date, Lepu Medical's stock price has increased by 67.83%, with a 3.01% rise over the last five trading days, 4.33% over the last twenty days, and 42.61% over the last sixty days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 29.5585 million yuan on June 4 [1] Shareholder Structure - As of June 30, 2025, Lepu Medical had 100,100 shareholders, an increase of 6.18% from the previous period, with an average of 16,152 circulating shares per shareholder, a decrease of 5.82% [2] - The top ten circulating shareholders include notable ETFs, with the Huabao Zhongzheng Medical ETF holding 43.7211 million shares, an increase of 701,700 shares from the previous period [3]

Group 1 - The National Computer Virus Emergency Response Center detected 69 mobile applications that illegally collect and use personal information, as reported by the National Cybersecurity Center [1] - The applications include "Hello Rent Car" and "Yuan Dong Health," both of which failed to provide clear privacy policies and options for users to withdraw consent for data collection [1][2] - "Hello Rent Car" is developed by Shanghai Hello Puhui Technology Co., Ltd., a wholly-owned subsidiary of Jiangsu Hello Puhui Technology Co., Ltd., which is backed by Ant Group [2] Group 2 - "Yuan Dong Health" is developed by Shenzhen Yuan Dong Innovation Technology Co., Ltd., which is a consolidated subsidiary of Lepu Medical Technology (Beijing) Co., Ltd. [2] - Shanghai Hello Puhui Technology Co., Ltd. was established in 2016 and has a registered capital of 440 million RMB, with a paid-in capital of 350 million RMB [2] - The major shareholder of Jiangsu Hello Puhui Technology Co., Ltd. is Shanghai Yunxin Venture Capital Co., Ltd., holding a 35.94% stake [2]