证券代码：300003 证券简称：乐普医疗 公告编号：2025-062 乐普（北京）医疗器械股份有限公司 关于注射用透明质酸钠溶液获得 NMPA 注册批准的提示性 一、产品信息 二、对公司影响 注射用透明质酸钠溶液属于水光针产品，水光针是一种"中胚层疗法"，通 过将营养成分精准注入真皮层浅层或中层，有效解决护肤品难以透皮吸收的问题。 水光针的主要原料为玻尿酸（学名透明质酸），它是一种细胞外基质成分，广泛 分布在人和动物体内的真皮、晶状体、关节软骨等组织中；其被作为组织填充剂 注射至面部组织内，可以起到支撑填充的作用，并且由于材料特性，可以达到面 部凹陷填充、皮肤补水保湿等目的。 注射用透明质酸钠溶液的成功获批进一步丰富了公司在皮肤科领域的产品 矩阵，并将与现有产品发挥协同优势，满足日益多元化的市场需求，有助于公司 在消费医疗领域的业务开拓，预计将对公司发展产生积极作用。 三、风险提示 新产品上市后在推广过程中具体销售情况可能受到包括但不限于临床推广、 渠道开拓、竞争格局改变、宏观政策等因素影响，该产品对公司未来业绩的影响 具有不确定性。敬请广大投资者注意投资风险。 特此公告。 公告 本公司及董事会全体成员保证 ...

Core Viewpoint - The PTCA balloon industry in China is experiencing steady growth due to the increasing prevalence of cardiovascular diseases, the expansion of coronary intervention treatments, and the rise of domestic medical device manufacturers. The market size is projected to grow from 1.059 billion yuan in 2021 to 1.366 billion yuan in 2024, with expectations to exceed 2.274 billion yuan by 2030 [1][11]. Industry Overview - PTCA balloons are medical devices used in cardiovascular interventions to dilate narrowed or blocked coronary arteries, improving blood flow and myocardial supply [1]. - The industry chain consists of upstream raw materials and equipment supply, midstream production, and downstream application in various medical institutions for treating cardiovascular diseases [2]. Industry Environment - The incidence of coronary artery disease (CAD) is rising in China, with the number of patients increasing from 25.272 million in 2020 to 27.953 million in 2024, and projected to exceed 30 million by 2030 [4]. - The mortality rate for CAD has also increased significantly, indicating a growing demand for treatment options [4]. Industry Status - Percutaneous coronary intervention (PCI) is a key treatment method for CAD, with a record of 1.63 million PCI procedures performed in 2023, marking a growth rate of 26.44% [7]. - Despite the increasing number of PCI procedures, the market penetration rate in China remains low at 690.9 procedures per million people, compared to 3022.1 in the U.S., suggesting significant growth potential [9]. Competitive Landscape - The global PTCA balloon market is dominated by international giants like Boston Scientific and Medtronic, which hold over 60% market share, particularly in high-end drug-eluting balloons [13]. - Domestic companies account for 60% of the number of firms but only 40% of the market share, indicating a competitive landscape where local firms are striving to catch up through innovation [13]. Future Trends - The industry is witnessing significant technological innovation and product upgrades, with new polymer materials enhancing balloon performance and the introduction of drug-coated balloons reducing the risk of restenosis [19]. - The trend towards domestic substitution is accelerating, with local companies like MicroPort and Lepu Medical increasing their market share due to improved product quality and performance [20]. - The demand for PTCA balloons is expected to grow as their application expands beyond traditional coronary disease treatment to include peripheral and intracranial vascular diseases [21].

乐普（北京）医疗器械股份有限公司（以下简称：公司）近日接到公司控股 股东蒲忠杰先生的通知，将其持有的本公司部分股权办理了解除质押。具体内容 如下： 关于控股股东部分股权解除质押的公告 公司控股股东蒲忠杰先生及其一致行动人保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 证券代码：300003 证券简称：乐普医疗 公告编号：2025-061 乐普（北京）医疗器械股份有限公司 一、股份解除质押基本情况 | 股东 | 是否为控股股东或第一 | 本次解除质押 | 占其所持 | 占公司总 | 质权人 | | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其一致行动人 | 数量（股） | 股份比例 | 股本比例 | | | 蒲忠杰 | 是 | 4,049,996 | 0.89% | 0.22% | 海通证券股份有限公司 | 二、股份累计质押情况 截至本公告披露日，蒲忠杰先生及其一致行动人合计持有公司股份 455,643,349股，占公司总股本的24.23%。其中，处于质押 ...

Core Viewpoint - The performance of the CSI All Index for Medical Care Equipment and Services has shown mixed results, with a slight increase on the day but a decline over the past month, three months, and year-to-date [1]. Group 1: Index Performance - The CSI All Index for Medical Care Equipment and Services rose by 0.21% to 13,548.3 points, with a trading volume of 19.92 billion [1]. - Over the past month, the index has decreased by 1.41%, by 2.78% over the past three months, and by 1.24% year-to-date [1]. Group 2: Index Composition - The index is composed of listed companies in the medical care sector, reflecting the overall performance of these securities [1]. - The index was established on December 31, 2004, with a base point of 1,000.0 [1]. Group 3: Top Holdings - The top ten holdings in the index are as follows: Mindray Medical (9.65%), United Imaging (8.18%), Aier Eye Hospital (7.43%), Aimeike (3.42%), Huatai Medical (3.23%), Yuyue Medical (2.81%), New Industry (2.79%), Lepu Medical (2.69%), Meinian Onehealth (2.06%), and Shandong Pharmaceutical Glass (1.9%) [1]. Group 4: Market Distribution - The index's holdings are primarily listed on the Shenzhen Stock Exchange (60.10%) and the Shanghai Stock Exchange (39.90%) [1]. - The entire sample of the index is focused on the pharmaceutical and healthcare sector, with a 100% allocation [1]. Group 5: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]. - Public funds tracking the index include various Southern and Tianhong funds, as well as ETFs from multiple asset management companies [2].

Index Performance - The CSI A500 Index increased by 1.32% this week, closing at 4662.51 points on July 4 [4] - The average daily trading volume for the week was 18341.42 billion yuan, with a week-on-week decrease of 9.22% [4] Top Performing Stocks - The top ten stocks with the highest gains this week included: 1. Tian Shou Pharmaceutical (600521.SH) with a gain of 23.34% 2. Daqian Energy (688303.SH) with a gain of 22.18% 3. Junshi Biosciences (688180.SH) with a gain of 18.93% 4. Lepu Medical (300003.SZ) with a gain of 17.99% 5. Giant Network (002558.SZ) with a gain of 17.42% 6. Tongwei Co., Ltd. (600438.SH) with a gain of 17.32% 7. Hualing Steel (000932.SZ) with a gain of 15.37% 8. Pengding Holdings (002938.SZ) with a gain of 14.57% 9. Shenzhou Taiyue (300002.SZ) with a gain of 13.70% 10. Dongshan Precision (002384.SZ) with a gain of 13.36% [3] Underperforming Stocks - The ten stocks with the largest declines this week included: 1. Hengxuan Technology (688608.SH) with a loss of 33.40% 2. Huazhi Shihua (688120.SH) with a loss of 32.34% 3. Northern Huachuang (002371.SZ) with a loss of 22.87% 4. Weining Health (300253.SZ) with a loss of 8.77% 5. China Eastern Airlines (600115.SH) with a loss of 7.07% 6. Xingyuan Material (300568.SZ) with a loss of 6.99% 7. Cambricon Technologies (688256.SH) with a loss of 6.50% 8. Beiyi Innovation (603986.SH) with a loss of 5.93% 9. Jixiang Airlines (603885.SH) with a loss of 5.84% 10. New Zhou Bang (300037.SZ) with a loss of 5.49% [3] Fund Performance - This week, 38 CSI A500 funds collectively rose, with Pu Yin An Sheng leading at a 1.72% increase [5] - The top three funds by size were Huatai-PB (200.88 billion yuan), Guotai (181.5 billion yuan), and GF Fund (174.22 billion yuan) [5] Market Trends - A new trend has emerged in the Hong Kong stock market where A-share listed technology companies are increasingly pursuing secondary listings in Hong Kong [7] - The secondary listings provide diversified financing channels and enhance international market recognition for the companies [7] - The median discount rate for five companies planning secondary listings in Hong Kong is approximately -17% [7] - The core factors driving asset performance are expected to shift from external to internal influences in the second half of the year [7]

Core Viewpoint - The in vitro diagnostics sector experienced a slight increase of 0.24% on July 4, with a net outflow of funds amounting to 42.33 million [1] Group 1: Market Performance - A total of 18 stocks in the sector saw gains, while 49 stocks declined [1] - The top decliners included Dongfang Ocean (-6.51%), Xilong Scientific (-3.81%), and Nearshore Protein (-2.54%) [1][1] Group 2: Stock Performance - Notable gainers included: - Hotgen Biotech with a price of 194.81 and an increase of 20.08%, attracting a net fund inflow of 2.125 million [1] - Saily Medical at 21.08, up 10.02%, with a net inflow of 1.758 million [1] - Zhongyuan Union at 25.87, rising 9.99%, with a net inflow of 1.38 billion [1] - Decliners included: - Botao Biotech at 37.34, down 3.38%, with a net outflow of 1.087 million [1] - Maike Biotech at 7.99, down 2.44%, with a net inflow of 176.92 thousand [1]

Core Viewpoint - The company reported significant declines in revenue and profit for 2024, reflecting operational pressures and strategic adjustments in various business segments [1][2][3] Financial Performance - In 2024, the company achieved revenue of 6.103 billion yuan, a decrease of 23.52%, and a net profit attributable to shareholders of 247 million yuan, down 80.37% [1] - The first quarter of 2025 saw revenue of 1.736 billion yuan, a decline of 9.67%, with a net profit of 379 million yuan, down 21.44% [1] - The gross margin for 2024 decreased by 3.36 percentage points to 60.88% due to policy impacts on the pharmaceutical sector and strategic adjustments in the medical device segment [1] Business Segment Analysis - The pharmaceutical segment reported revenue of 3.49 billion yuan for raw materials, down 14.99%, and 1.409 billion yuan for formulations, down 46.50% [1] - The medical device segment generated revenue of 3.326 billion yuan, reflecting a strategic shift and operational challenges [1][2] - The medical services and health management segment achieved revenue of 1.019 billion yuan, down 19.24%, with notable growth in the Hefei Cardiovascular Hospital [3] Strategic Focus and Innovation - The company is focusing on innovation and internationalization, with new products in the interventional device field receiving approval [4] - The R&D pipeline includes various medical products expected to contribute significantly to future revenue [4] Future Outlook - The company is positioned as a leading player in the cardiovascular sector, with strategic adjustments in the pharmaceutical business and a focus on consumer healthcare expected to drive growth [5] - Projected net profits for 2025-2027 are 999 million yuan, 1.197 billion yuan, and 1.415 billion yuan, representing substantial growth rates [5]

关于 2025 年第二季度可转换公司债券转股情况的公告 | 证券代码：300003 | 证券简称：乐普医疗 | 公告编号：2025-060 | | --- | --- | --- | | 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 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： 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 15 号——可转换公司债券》等有关规定，乐普（北京）医疗器械 股份有限公司（以下简称：公司）现将 2025 年第二季度可转换公司债券乐普转 2（以下简称：可转债）转股及公司股份变动情况公告如下： 一、可转债发行上市概况 1、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 16.38 亿元。 2、 ...

Company Overview - Lepu Medical's closing price on July 2 was 15.43 yuan, an increase of 4.05%, with a rolling PE ratio of 202.06, marking a new low in 249 days, and a total market capitalization of 29.018 billion yuan [1] - The company's main business includes medical devices, pharmaceuticals, medical services, and health management [1] Financial Performance - For Q1 2025, Lepu Medical reported revenue of 1.736 billion yuan, a year-on-year decrease of 9.67%, and a net profit of 379 million yuan, down 21.44% year-on-year, with a gross profit margin of 64.03% [1] Shareholder Information - As of March 31, 2025, Lepu Medical had 94,228 shareholders, an increase of 583 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Industry Comparison - The average PE ratio for the medical device industry is 51.29, with a median of 37.02, placing Lepu Medical at 113th in the industry ranking [1][2] - The static PE ratio for Lepu Medical is 117.51, and the price-to-book ratio is 1.88 [2]

Market Performance - The brain-computer interface concept declined by 2.60%, ranking among the top declines in concept sectors [1][2] - Within the sector, companies such as Xiangyu Medical and Aipeng Medical experienced significant declines, while Lepu Medical and ST Huaton saw increases of 4.05% and 3.05% respectively [1][3] Capital Flow - The brain-computer interface sector experienced a net outflow of 2.376 billion yuan, with 27 stocks seeing net outflows and 5 stocks exceeding 100 million yuan in outflows [2] - The company with the highest net outflow was Jihua Group, with a net outflow of 998.798 million yuan, followed by Innovation Medical and Haige Communication with net outflows of 288.118 million yuan and 186.919 million yuan respectively [2][3] Top Gainers and Losers - The top gainers in the brain-computer interface sector included Lepu Medical with a gain of 4.05% and ST Huaton with a gain of 3.05% [1][3] - The top losers included Xiangyu Medical with a decline of 8.34% and Aipeng Medical with a decline of 6.17% [3]