Core Insights - The article discusses the evolution of policies supporting the development of the biomedical materials industry in China, highlighting a shift from basic research support to industrialization, innovation-driven growth, and high-quality development [1][3]. Policy Overview - Since 2015, multiple government departments, including the State Council and the National Health Commission, have issued various policies to support and regulate the biomedical materials industry, focusing on technology development, industry upgrades, quality standards, and centralized procurement [3][4]. - Key policies include the 2024 notification on centralized procurement of high-value medical consumables, aimed at enhancing procurement efficiency and reducing costs [4][5]. - The "14th Five-Year Plan" emphasizes the development of high-end medical devices and key technologies, aiming to improve supply capabilities and address gaps in high-end medical equipment [9][10]. Development Goals - The focus is on technological innovation in high-end implantable products, such as biodegradable vascular stents and artificial joints, as well as new materials like recombinant collagen and biodegradable materials [8][9]. - The government aims to optimize approval processes, promote bulk procurement, and enhance collaboration among academia, industry, and healthcare to boost competitiveness and domestic production levels [8][10]. - By 2025, the goal is to achieve comprehensive coverage of DRG/DIP payment methods in all eligible medical institutions, ensuring a more efficient healthcare financing system [10]. Regional Policies - Various provinces have introduced policies to promote the biomedical materials industry, with a focus on centralized procurement for orthopedic implants and other high-value medical consumables [12][13]. - Cities like Beijing and Shanghai are encouraging the development of new biomedical materials and technologies, including advanced manufacturing techniques and 3D bioprinting [13][14]. - The policies aim to strengthen the local manufacturing capabilities and foster innovation in the biomedical materials sector [14][17].

法律意见书 北京市中伦律师事务所 关于乐普（北京）医疗器械股份有限公司 2025 年第一次临时股东大会的 法律意见书 即其已提供了本所律师认为作为出具本法律意见书所必需的材料，所提供的原始 材料、副本、复印件等材料、口头证言均符合真实、准确、完整的要求，有关副 本、复印件等材料与原始材料一致。 在本法律意见书中，本所律师仅对本次股东大会的召集、召开程序、出席本 次股东大会人员和召集人的资格、会议表决程序及表决结果是否符合《公司法》 等法律、法规、规范性文件及《公司章程》的规定发表意见，不对会议审议的议 案内容以及该等议案所表述的事实或数据的真实性及准确性发表意见。本所经办 律师无法对网络投票股东资格进行核查，在参与网络投票的股东资格均符合《公 司法》等相关法律、行政法规、规范性文件及《公司章程》规定的前提下，相关 出席会议股东符合资格。 本法律意见书仅供公司本次股东大会相关事项的合法性之目的使用，不得被 任何人用作其他任何目的。 致：乐普（北京）医疗器械股份有限公司 北京市中伦律师事务所（以下简称"本所"）作为乐普（北京）医疗器械股 份有限公司（以下简称"公司"）的常年法律顾问，受公司委托，指派律师出席 公司 ...

证券代码：300003 证券简称：乐普医疗 公告编号：2025-084 乐普（北京）医疗器械股份有限公司 2025年第一次临时股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会决议。 一、会议召开和出席情况 1、会议召集人：董事会 2、会议主持人：董事长蒲忠杰先生 3、会议召开方式：本次股东大会采取现场投票及网络投票相结合的方式。 4、会议召开时间： （1）现场会议召开日期和时间：2025 年 9 月 10 日下午 14:30。 （2）网络投票日期和时间：通过深圳证券交易所交易系统进行网络投票的 具体时间为2025年9月10日上午9：15－9：25、9：30-11：30，下午13：00-15： 00；通过深圳证券交易所互联网投票系统投票的具体时间为2025年9月10日上午 9∶15 至下午15∶00。 5、现场会议召开地点：北京市昌平区超前路 37 号公司会议室 6、本次会议的召集、召开与表决程序符合法律、行政法规、部门规章、规 范性文件和《公司章程》的规 ...

特别提示： 债券代码：123108 债券简称：乐普转 2 转股起止时间：2021 年 10 月 8 日至 2026 年 3 月 29 日 暂停转股时间：2025 年 9 月 15 日至 2025 年半年度权益分派股权登记日 恢复转股时间：公司 2025 年半年度权益分派股权登记日后的第一个交易日 乐普（北京）医疗器械股份有限公司（以下简称：公司）将于近日实施 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"条款的规定（详 见附件），自 2025 年 9 月 15 日起至本次 2025 年半年度权益分派股权登记日 止，公司可转换公司债券乐普转 2（债券代码：123108；债券简称：乐普转 2） 将暂停转股，公司将在本次权益分派股权登记日后的第一个交易日起恢复转股。 证券代码：300003 证券简称：乐普医疗 公告编号：2025-086 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 关于权益分派期间乐普转 2 暂停转股的提示性公告 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， ...

证券代码：300003 证券简称：乐普医疗 公告编号：2025-085 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 关于注销部分回购股份暨通知债权人的公告 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。 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 日召开2025年第一次临时股东大会，审议通过《关于变更回购股份用途并注销 暨减少注册资本、修订公司章程》的议案，同意公司将在 2022年11月1日完成 回购的18,273,500股、2024年10月25日完成回购的18,942,200股回购股份用途 由"股权激励计划或员工持股计划"变更为"减少公司注册资本"，并授权公司 管理层办理回购股份注销的相关事宜。该部分回购股份注销完成后，公司总股本 将减少37,215,700股（最终的总股本变动情况以中国证券登记结算有限责任公司 深圳分公司登记的数据为准）。 根据《中华人民共和国公司法》等相关法律、法规的规定，公司特此通知债 权人，自本公告披露之日起四十五日内，公司债权人有权凭有效债权文件及相关 凭证要求公司清偿 ...

Core Viewpoint - Lepu Medical announced that from August 26, 2025, to September 8, 2025, its stock price has closed below 80% of the current conversion price (27.79 CNY/share), which is 22.23 CNY/share, indicating a potential trigger for the downward adjustment of the "Lepu Convertible Bond" conversion price [2][2][2] Summary by Relevant Sections - Company Announcement - Lepu Medical disclosed that it expects to trigger the condition for the downward adjustment of the conversion price of its convertible bonds due to the stock price performance [2][2][2] - Stock Performance - The company's stock has closed below the threshold of 22.23 CNY/share for 10 trading days, which is 80% of the current conversion price [2][2][2]

证券代码：300003 证券简称：乐普医疗 公告编号：2025-083 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 一、可转债发行上市概况 关于预计触发"乐普转 2"转股价格向下修正条件的 提示性公告 （一）可转债发行上市基本情况 经中国证券监督管理委员会出具的《关于同意乐普（北京）医疗器械股份有 限公司向不特定对象发行可转换公司债券注册的批复》（证监许可[2021]741 号） 核准，公司于 2021 年 3 月 30 日向不特定对象发行了 1,638.00 万张可转换公司 债券，每张面值 100 元，发行总额 163,800.00 万元。 经深圳证券交易所同意，乐普医疗可转换公司债券于 2021 年 4 月 19 日起 在深圳证券交易所挂牌交易，债券简称"乐普转 2"，债券代码"123108"。转 股期自 2021 年 10 月 8 日至 2026 年 3 月 29 日。 1 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。 特别提示： 5、自 2025 年 8 月 26 日至 2025 年 9 月 8 日，公司股票已有 ...

Core Viewpoint - Lepu Medical has announced the completion of the first dosing of the subject in the Phase II clinical trial of MWN105 injection, an innovative drug developed by its subsidiary, Shanghai Minwei Biotechnology Co., Ltd, aimed at treating overweight or obesity [1][2] Group 1: Clinical Trial Progress - MWN105 injection is a GLP-1/GIP/FGF21 receptor triple agonist with global intellectual property rights [1] - The Phase II clinical trial has been approved by the National Medical Products Administration, with the first subject successfully dosed [2] - The trial aims to evaluate the efficacy and safety of different doses of MWN105 injection over 24 weeks compared to a placebo in overweight or obese participants without diabetes [2] Group 2: Preclinical Results - Preclinical results in db/db mouse models show that MWN105 injection significantly reduces random blood glucose, fasting blood glucose, and glycated hemoglobin levels, while increasing the proportion of pancreatic β-cells and improving glucose tolerance [1] - In DIO obese mouse models, MWN105 injection significantly reduces body weight, fat content, and liver weight, as well as lowers food intake, low-density lipoprotein cholesterol (DL-C), total cholesterol (TC), and improves liver function [1] - In MASH mouse models, MWN105 injection significantly reduces body weight, liver weight, and liver-to-body ratio, while improving plasma ALT, AST, CHOL, LDL-C levels, and liver cholesterol and triglyceride content [1] Group 3: Safety and Efficacy - In spontaneous MASH monkeys with metabolic abnormalities, MWN105 injection reduces body weight and HbA1c levels, significantly lowers liver fat content, NAS scores, and inhibits the progression of liver fibrosis [2] - Safety evaluation trials indicate that MWN105 injection has good safety profiles [2]

Core Viewpoint - Lepu Medical has shown significant stock performance with a year-to-date increase of 63.10%, despite a recent decline of 3.84% over the last five trading days [1] Financial Performance - For the first half of 2025, Lepu Medical reported 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 distributed a total of 4.657 billion yuan in dividends since its A-share listing, with 1.758 billion yuan distributed over the past three years [3] Shareholder Information - 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 Hua Bao Zhong Zheng Medical ETF holding 43.7211 million shares, an increase of 701,700 shares from the previous period [3]

Group 1: Company Announcements - Heng Rui Medicine has received the clinical trial approval notice for HRS-4729 injection, a self-developed peptide drug targeting GLP-1R, GIPR, and GCGR receptors, with no similar products approved in the market [1] - Hubei Yihua has successfully launched its 200,000 tons/year caustic soda project, aimed at upgrading its chlor-alkali chemical industry and enhancing market competitiveness [2] - Ji Min Health announced that its shareholder, Shuangge Group, plans to reduce its stake by up to 3%, equating to a maximum of 15.75 million shares [3] - China Shipbuilding intends to absorb and merge with China Shipbuilding Industry Corporation through a share exchange, with the latter's A-shares set to be delisted on September 5, 2025 [4] - Changfei Fiber reported that its shareholder, Changjiang Communication, plans to reduce its stake by up to 0.15%, totaling no more than 1.1 million shares [5] Group 2: Strategic Collaborations and Developments - Beijing Lier has signed a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration and related applications [6] - Junsheng Electronics is collaborating with leading clients like Zhiyuan Robotics, having achieved bulk supply of customized main control boards and various sensors [7][8] - Guoxin Technology has successfully tested a new generation of high-performance chips for automotive electronic BLDC motor control, aimed at addressing the MCU chip shortage in the automotive sector [9] Group 3: Other Corporate Actions - Guoguang Chain's actual controller plans to reduce their stake by up to 2.99%, totaling a maximum of 12.506 million shares [10] - Zhonghuan Hailu has terminated its control change plan, with its stock set to resume trading on September 5, 2025 [11] - Various companies have reported significant project wins, including Ningbo Construction winning contracts worth 1.117 billion yuan [12]