Core Viewpoint - The event "Rational Investment Accompanying Me" organized by Guojin Securities aims to enhance communication between listed companies and investors, allowing for a deeper understanding of the operational status and investment value of quality enterprises, specifically focusing on Baolait Medical Technology Co., Ltd. [1] Group 1: Event Overview - The event will take place on January 8, 2026, in Zhuhai, featuring a visit to Baolait's technology park where 30 investors will engage in direct interactions with the company's management [1] - The event is designed to promote rational investment concepts and protect investors' legal rights [1] Group 2: Company Insights - Baolait Medical Technology Co., Ltd. is recognized as a leading enterprise in the medical device sector, with a focus on three core business segments: life information and support, nephrology medical care, and big health medical [10] - The company has established itself as a national high-tech enterprise, emphasizing its comprehensive capabilities from clinical medical devices to health solutions for families [3][10] Group 3: Investor Engagement - Investors will have the opportunity to explore Baolait's exhibition hall, which showcases the company's core products and technological advantages in the life information and support sector, as well as innovations in nephrology and big health [3] - A deep dialogue session with the company's executives will address key investor concerns, including business growth potential, technological advancements, and global market strategies [6] Group 4: Future Directions - Guojin Securities plans to continue focusing on investor education and protection, aiming to enhance transparency in the capital market and promote rational investment practices through innovative educational activities [9]

Investment Rating - The report maintains a "Neutral" rating for the pharmaceutical and biotechnology industry [7][49]. Core Insights - The pharmaceutical sector has experienced a decline of 0.68% recently, ranking 19th among 31 primary sub-industries. The chemical pharmaceuticals, biological products, medical devices, pharmaceutical commerce, traditional Chinese medicine, and medical services have shown varying performance, with the medical services sector increasing by 3.29% [12][26]. - The collaboration between NVIDIA and Eli Lilly to establish an AI joint innovation lab aims to address long-standing challenges in the pharmaceutical industry, with a projected investment of up to $1 billion over five years [13]. - Tempus AI reported a revenue of approximately $1.27 billion for 2025, marking an 83% year-on-year increase, driven by significant growth in diagnostic services [14]. Summary by Sections Recent Performance - The pharmaceutical sector's return since the beginning of 2026 is 7.08%, outperforming the CSI 300 index, which returned 2.20%. However, the pharmaceutical sector lagged behind the CSI 300 by 4.88 percentage points [26]. Market Dynamics - The pharmaceutical sector's valuation is currently at 34.5 times PE based on 2026 earnings forecasts, representing a 35% premium over the overall A-share market (excluding financials). The TTM valuation stands at 30.4 times PE, below the historical average of 35.0 times PE [29]. Individual Stock Performance - Notable stock performances include Baolait and Hualan Biological, which saw increases of 48.76% and 32.72%, respectively, while stocks like Xiangrikui and Luyuan Pharmaceutical experienced declines of 37.48% and 26.62% [35]. Key Companies to Watch - The report highlights companies such as Sanofi, Innovent Biologics, and others as key focuses for potential investment opportunities [40].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300246 | 宝莱特 | 13.12 | -7.67% | 30.29万 | 4.06亿 | | 300314 | 載维医疗 | 14.02 | -5.84% | 18.43万 | 2.61亿 | | 300049 | 福瑞医科 | 75.18 | -5.47% | 9.19万 | 2666"9 | | 688277 | 天智航 | 21.25 | -5.05% | P 22.65万 | 4.88亿 | | 688013 | 天臣医疗 | 45.12 | -4.57% | 3.10万 | 1.43亿 | | 688068 | 热景生物 | 156.00 | -4.12% | 1.70万 | 2.66亿 | | 301367 | 瑞迈特 | 82.90 | -4.03% | 2.78万 | 2.33亿 | | 301087 | 可孚医疗 | 55.47 | -3.91% | 4.89万 | 2.73亿 | | 301033 | 迈普医学 | 4 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [3] Core Insights - The pharmaceutical and biotechnology index decreased by 0.68% this week, underperforming the CSI 300 index by 0.11 percentage points, ranking 19th in industry performance [12] - The healthcare sector has shown significant growth, with the medical services sub-sector increasing by 16.04% year-to-date, while traditional Chinese medicine has the lowest growth at 1.86% [17][19] - The J.P. Morgan Health Conference highlighted the strategic advancements of top global pharmaceutical companies, with over 20 Chinese firms participating, indicating a trend towards overseas collaboration in innovative drugs [34] Summary by Sections Market Review - The pharmaceutical index has risen by 7.08% from the beginning of 2026 to January 16, outperforming the CSI 300 index by 4.88 percentage points, ranking 8th in industry performance [12] - The medical services sub-sector has the highest year-to-date growth at 16.04%, while the lowest is traditional Chinese medicine at 1.86% [19] Individual Stock Performance - In the A-share market, 206 out of 478 pharmaceutical stocks rose, with the top five performers being Baolait (up 48.76%), Hualan Biological (up 32.72%), and Tianzhihang (up 27.67%) [23] - In the Hong Kong market, 59 out of 116 pharmaceutical stocks increased, with Ark Health leading at 51.66% growth [26] Industry News and Policies - The sixth batch of national high-value medical consumables procurement was opened on January 13, with 202 companies winning bids for 440 products [29] - Medtronic announced a strategic partnership with Precision Neuroscience to develop integrated solutions combining their technologies [29] - Boston Scientific plans to acquire Penumbra for approximately $14.5 billion, enhancing its portfolio in peripheral vascular interventions [30] Weekly Insights - The medical services sector's strong performance is attributed to positive revenue growth, with medical commercial and services sectors showing year-on-year revenue increases of 0.56% and 3.99%, respectively [33] - The J.P. Morgan Health Conference served as a significant platform for discussing trends in drug development and investment strategies, with a focus on AI and international collaborations [34]

Group 1 - The core point of the news is that Baolait has experienced a significant stock price increase of 60.82% over the past six days, with a current price of 14.45 yuan per share and a market capitalization of 3.823 billion yuan [1] - Baolait Medical Technology Co., Ltd. is based in Zhuhai, Guangdong, and was established on June 28, 1993, with its listing date on July 19, 2011. The company specializes in the research, production, sales, and service of medical device products [1] - The main revenue composition of Baolait includes 77.51% from blood dialysis products, 21.39% from monitoring devices, and 1.10% from other supplementary products [1] Group 2 - Among Baolait's top ten circulating shareholders, a fund under CITIC Prudential, specifically the CITIC Prudential Multi-Strategy Mixed (LOF) A (165531), has entered the top ten shareholders, holding 1.055 million shares, which is 0.5% of the circulating shares [2] - The fund has generated a floating profit of approximately 738,500 yuan today and a total floating profit of 5.4863 million yuan during the six-day price increase [2] - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund was established on June 16, 2017, with a current scale of 1.133 billion yuan, and has achieved a year-to-date return of 5.42% and a one-year return of 51.95% [2]

证券代码：300246 证券简称：宝莱特 公告编号：2026-003 债券代码：123065 债券简称：宝莱转债 广东宝莱特医用科技股份有限公司 广东宝莱特医用科技股份有限公司（以下简称"公司"）股票于 2026 年 1 月 12 日、1 月 13 日连续两个交易日内收盘价格涨幅偏离值累计超过 30%。根据 《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况说明 针对公司股票异常波动情况，公司董事会对公司、公司控股股东、实际控制 人及其一致行动人就相关事项进行了核实，现就相关情况说明如下： 关于公司股票交易异常波动的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏。 重要提示： 1.公司股票（证券简称：宝莱特，证券代码：300246）于 2026 年 1 月 12 日、 1 月 13 日连续两个交易日内收盘价格涨幅偏离值累计超过 30%。根据《深圳证 券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 2.2023 年度、2024 年度、2025 年前三季度公司连续亏损，2025 年前三季度， 公司营业收入为 ...

证券之星消息，1月13日医疗器械板块较上一交易日上涨0.39%，宝莱特领涨。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300246 | 宝莱特 | 13.09 | 19.98% | 47.22万 | | 6.06亿 | | 688277 | 天智航 | 22.03 | 16.62% | 52.26万 | | 10.94亿 | | 301097 | 天益医疗 | 58.50 | 14.12% | 3.55万 | | 2.03亿 | | 300406 | 九强生物 | 15.23 | 9.41% | 40.84万 | | 6.12亿 | | 301093 | 华兰股份 | 62.63 | 8.58% | 15.37万 | | 9.51亿 | | 688236 | 春立医疗 | 26.35 | 6.59% | 4.66万 | | 1.19亿 | | 30 ...

21财经1月13日电，宝莱特(300246.SZ)发布公告称，公司董事长兼总裁燕金元及其一致行动人王石于 2026年1月12日通过协议转让方式减持公司股份至浙江衢威智合控股合伙企业（有限合伙）。本次权益 变动中，燕金元与王石合计转让18,520,600股无限售条件流通股，占公司总股本的7.00%，转让价格为 每股9.45元，总金额约为1.75亿元。其中，燕金元转让16,262,193股，占总股本6.1464%；王石转让 2,258,407股，占总股本0.8536%。本次协议转让完成后，燕金元及其一致行动人合计持股比例由29.18% 降至22.18%。减持主体为公司实际控制人燕金元与王石，减持方式为协议转让，交易已于签署当日启 动过户流程。 ...

Group 1 - Baolite's controlling shareholder plans to transfer 7% of shares through an agreement, involving 18,520,600 unrestricted circulating shares, which represents 7.00% of the total share capital [1] - Haibo Zhongke's actual controller intends to reduce holdings by no more than 3% of the company's shares [2] - Fangyuan Co.'s shareholder plans to reduce holdings by no more than 1% of the company's shares [2] Group 2 - Several convertible bonds are mentioned, including the strong redemption of Songsheng Convertible Bond and the non-strong redemption of Jingda and Taifu Convertible Bonds [2] - The listing date for Shuangle Convertible Bond is January 16, 2026, and the last trading day for Oujia Convertible Bond is February 12, 2026 [2] - A table of various convertible bonds is provided, detailing their current prices, redemption prices, last trading dates, last conversion dates, conversion values, remaining scales, and the proportion of convertible bonds to the underlying stocks [5][7]

格隆汇1月12日丨宝莱特(300246.SZ)公布，公司收到控股股东、实际控制人燕金元先生的通知，获悉其 于2026年1月12日与衢威智合签订了《股份转让协议》，燕金元先生及控股股东一致行动人、实际控制 人王石女士拟通过协议转让方式将其持有的公司无限售流通股18,520,600股，系公司首次公开发行前持 有股份，占公司目前总股本的7.00%，以人民币9.45元/股的价格转让给衢威智合，转让价款共计人民币 175,019,670元。衢威智合基于对公司未来持续稳定发展的信心及对公司投资价值的认可，认购公司 7.00%股份。 ...