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 ...

Financial Performance - In the first half of 2020, the company achieved revenue of 283 million CNY, an increase of 11% compared to the same period last year [2] - Net profit attributable to the parent company was 26.92 million CNY, up 14% year-on-year [2] - In Q2 2020, revenue increased by 83% quarter-on-quarter and 24% year-on-year, while net profit turned from loss to profit, with a 430% increase quarter-on-quarter and a 70% increase year-on-year [2] Medical Services Segment - The medical services segment generated revenue of 202 million CNY, with a year-on-year decline of only 6% despite the pandemic [3] - In Q2, revenue showed a 3% year-on-year increase, with a 30% increase compared to Q1 [3] - The company focused on comprehensive cancer treatment strategies, leading to an increase in inpatient admissions and user attraction [3] Hospital Performance - Friendship Hospital achieved revenue of 158 million CNY, with a year-on-year decline of 9%, but saw a 27% increase in Q2 revenue compared to Q1 [4] - Hangzhou Yikang Hospital reported a revenue growth of 77.89% year-on-year, with Q2 revenue increasing by 162% year-on-year and 131% quarter-on-quarter [6] - Changchun Yikang Hospital is in a new development phase, actively undertaking epidemic prevention work and expanding its service capabilities [6] Medical Equipment Segment - The medical equipment segment generated revenue of 80.99 million CNY, a year-on-year increase of 114% [6] - The Gamma Knife product line achieved revenue of 63.75 million CNY, with a gross margin of 83.43% [6] Industry Trends and Policies - The demand for radiation therapy is expected to grow significantly due to an aging population and increasing cancer incidence [7] - Government policies are favoring domestic medical equipment procurement, which is expected to boost the market for domestic radiation therapy devices [8] - The company holds over 50% market share in the domestic head Gamma Knife market and has begun exporting large-scale radiation therapy equipment [8] Future Development Plans - The company aims to enhance its hospital bed capacity and is preparing to apply for higher-level hospital qualifications [11] - The strategy includes creating a cloud platform for cancer treatment and rehabilitation, aiming to provide high-quality services across regions [9] - The company is focused on differentiating its services from public hospitals, emphasizing comprehensive cancer care [10]

参与单位名称及 国泰君安证券股份有限公司医药行业分析师 于嘉轩 人员姓名 本次电话会议由国泰君安证券组织召开，通过电话会议系统 完成，参会人员名单由国泰君安证券提供，主要机构有嘉实 基金管理有限公司、上投摩根基金管理有限公司、中国人寿养 老保险股份有限公司、富国基金管理有限公司、中融基金管理 有限公司、建信基金管理有限责任公司、南方基金管理股份有 限公司、鹏华基金管理有限公司、前海人寿保险股份有限公 司、广发基金管理有限公司、华商基金管理有限公司、交银施 罗德基金管理有限公司等四十余名机构投资者。 证券代码：300143 证券简称：盈康生命 盈康生命科技股份有限公司 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 （电话会议） | | | --- | --- | |-- ...

证券代码：300143 证券简称：盈康生命 盈康生命科技股份有限公司 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 （电话会议） | | | 参与单位名称及 | | 华西证券股份有限公司医药行业首席分析师 崔文亮 | | 人员姓名 | | 华西证券股份有限公司医药行业分析师 谭国超 | | 时间 | 2020 年 3 月 18 | 日 | | 地点 | 电话会议 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 胡园园 | | | 投资者关系活动 | | 一、公司基本情况介绍，及实际控制人变更后的变化 | | 主要内容介绍 | 盈康生命成立于 | 1998 年， 2 ...