Group 1: Production Capacity and Financial Metrics - The production capacity of Luoyang Yizhong for beef slaughtering in 2013 was 40,000 heads per year [1] - The gross profit margin for fresh beef products was 19.80%, while for deep-processed beef products it was 20.34% [1] - The total amount of supporting funds for the major asset restructuring is not to exceed 155 million yuan, with 93 million yuan allocated for equity transfer payments and 62 million yuan for operational funds for the 30,000-head beef cattle base project [2] Group 2: Market Regulations and Cost Structure - Currently, there are restrictions on imported beef in China, allowing imports only from Australia, New Zealand, Argentina, and Uruguay [2] - The cost structure for edible fungi includes approximately 33% for raw materials, 20% for labor, 20% for depreciation, 20% for utilities, and 7% for other expenses [2] Group 3: Customer Base and Market Dynamics - The top five customers accounted for 45.89% of the company's sales in 2013, with pricing influenced by product quality, supply-demand relationships, and industry competition [3] - The company does not plan to expand its edible fungi production base but aims to enhance production management and product quality through technological optimization [3]

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------|---------------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 广发证券 张其立、马帅、杨凡 | | | 人员姓名 | 招商基金 赵伟 | | | | 华夏基金 张钧 | | | | 广发基金 王瑞冬 | | | | 平安大华基金 乔海英 | | | | 摩根士丹利华鑫基金 缪东 | | | | 兆丰禾投资 陈召洪、李权兵 | | | | 华泰柏瑞基金 盛夏 | | | | 纵贯资本 王志文 | | | | 明已投资 付羽 | | | | 中信产业基金 李昱 | | | --- | --- | ...

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------|---------------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 浙商证券：曹梦悦 | | | 人员姓名 | 民生证券：毕海委、吴汉靓 | | | | 承周资产：贺永捷 | | | | 泰信基金：徐慕浩 | | | | 星聚投资：朱杰 | | | | 中银国际：吴炉飞 | | | | 富利达：邓翠君 | | | 时间 | 2015 年 12 月 23 日 | | | 地点 | 东莞市塘厦镇蛟坪大道 | 83 号公司会议室 | | 上市公司接待人 | 董事会秘书：邵亚宁、证券事务代表 | ...

Group 1: Company Overview - Guangdong Xinghe Biological Technology Co., Ltd. is involved in the production and sales of medical devices, specifically focusing on gamma knife technology [2][4]. - The company has a significant presence in both domestic and international markets [4]. Group 2: Financial Performance - In the first half of 2015, the company generated tumor treatment cooperation revenue of CNY 8.8047 million, with an amortized cost of CNY 1.3713 million [5]. - As of December 2, 2015, the company had 18 gamma knife orders on hand, totaling CNY 139.72 million [7]. Group 3: Competitive Landscape - Major competitors include: - Elekta (Sweden) - Produces gamma knife and other medical devices [4]. - Shenzhen Aovo Medical Technology Co., Ltd. (China) - Engaged in gamma knife production and sales [4]. - Taihe Cheng Medical Group (China) - Operates in tumor radiation treatment and imaging diagnostic equipment [4]. - Shenzhen Yiti Medical Technology Co., Ltd. (China) - Produces gamma knives and other medical devices [4]. Group 4: Product Advantages - The second-generation gamma knife has 30 cobalt sources, significantly fewer than the 190 required by leading international brands, while achieving the same focal dose rate [6]. - The first-generation gamma knife is priced at approximately CNY 7.5 million, while the second-generation model is priced at around CNY 12 million [6]. Group 5: Strategic Plans - The company plans to continue its growth strategy through both organic growth and acquisitions post-restructuring [7]. - The cooperation agreement with Sichuan Friendship Hospital for tumor treatment revenue rights is set for a duration of 5 years [4].

Group 1: Company Overview and Transformation - The company, Guangdong Xinghe Biological Technology Co., Ltd., successfully transformed into the health care industry after acquiring 100% of Maxip in 2015, following two consecutive years of losses in the edible mushroom sector [3]. - In 2015, the company turned a profit without consolidating Maxip's earnings, alleviating the risk of delisting; the net profit for Q1 2016 was approximately 8.14 million [3]. Group 2: Future Development Plans - The company plans to expand in the medical health industry, focusing on high-end medical equipment and maintaining attention on new technologies related to Maxip's business [3][4]. - In the medical services sector, the company aims to enrich its business model and profit structure by potentially acquiring or collaborating on high-quality assets such as gamma knife treatment centers and specialized hospitals [4]. Group 3: Product and Market Insights - The company has 18 orders for Maxip products, including 7 first-generation gamma knives, 5 body gamma knives, and 6 second-generation gamma knives [4]. - The cobalt source is expected to be released between late May and early June [4]. Group 4: Financial Performance and Projections - In 2015, revenue from cobalt source replacement was approximately 12.8 million, while income from equipment upgrades and maintenance was around 10.1 million [5]. - The cost for replacing the cobalt source after 6-7 years is estimated at 3.3 million [5]. Group 5: Regulatory and Market Impact - The company’s gamma knife products are not subject to the health commission's configuration certificate indicators, allowing for greater flexibility in deployment [4][5]. - The recent Wei Zexi incident serves as a warning but is not expected to negatively impact the company; instead, it may lead to positive outcomes following regulatory adjustments [6].

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------|------------------------------------------------------------| | | | | | 投 资 者 关 系 | ■特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 名 | | 平安证券：倪亦道；浙商证券：曹梦悦；尊道投资：张伟生； | | 称 及 人 员 姓 | | 海雅金控：汪超华、吕丹华、屠礼杰；西南证券：陈进、李艺萌、 | | 名 | | 陈铁林；方正证券：蒋一樊；凯诺资产：陈金瑞；九如投资： | | | 德智 | 瞿蕴理；恒健远志：张伶伶；博时基金：田野；银河证券：焦 | | | | 涌乐投资：岳雄伟；东吴证券：张智聪；瀚信资管：杨胜平 | ...

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|---------------------------|--------------------------------------------------------| | | | | | 投 资 者 关 系 | ■特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 名 | 中信建投：姚健 | | | 称 及 人 员 姓 | | | | 名 | | | | 时间 | 2017 年 5 月 11 | 日 | | 地点 | 东莞市塘厦镇蛟坪大道 | 83 号公司会议室 | | 上 市 公 司 接 | 董事会秘书：赵璐 | | | 待人员姓名 | 董秘办工作人员：贺小珂 | | | 投 资 者 关 系 | 一、机构投资者互动交流 | | | 活 动 主 ...

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-------------------------|------------------------------------------------------| | | | | | 投 资 者 关 系 | | ■特定对象调研 □分析师会议 | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ | 新闻发布会 □路演活动 | | | □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 名 | 浙金信托：高旭、张剑 | | | 称 及 人 员 姓 | | | | 名 | | | | 时间 | 2017 年 5 月 2 | 日 | | 地点 | | 子公司星玛康医疗科技（成都）有限公司会议室 | | 上 市 公 司 接 | | 董事长：霍昌英 董事会秘书：赵璐 | | 待人员姓名 | | | | 投 资 者 关 系 | 一、机构投资者互动交流 | | | 活 动 主 要 内 ...

证券代码：300143 证券简称：星河生物 广东星河生物科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中银国际：邓周宇 | | | 人员姓名 | | | | 时间 | 2017 年 4 月 27 日 | | | 地点 | 东莞市塘厦镇蛟坪大道 | 83 号公司会议室 | | 上市公司接待人 | 董事会秘书：赵璐 | | | 员姓名 | 董秘办人员：贺小珂 | | | 投资者关系活动 | 1 、玛西普收购四川友谊医院 | 75% 股权后投后管理的预期是 | | 主要内容介绍 | 怎 ...