债券代码：123065 债券简称：宝莱转债 证券代码：300246 证券简称：宝莱特 公告编号：2025-086 1、证券代码：300246，证券简称：宝莱特 2、债券代码：123065，债券简称：宝莱转债 3、转股价格：23.97 元/股 4、转股期限：2021 年 3 月 11 日至 2026 年 9 月 3 日 根据《广东宝莱特医用科技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》（以下简称"《募集说明书》"）规定：在本次发行的可转 换公司债券存续期间，当公司股票在任意连续三十个交易日中至少有十五个交易 日的收盘价低于当期转股价格的90%时，公司董事会有权提出转股价格向下修正 方案并提交公司股东会表决。 2025年12月9日至2025年12月22日，公司股票已有10个交易日的收盘价格低 于当期转股价格（23.97元/股）的90%，预计可能触发"宝莱转债"转股价格向下 修正条件。若触发转股价格向下修正条款，公司将按照《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》的相关规定及《募集说明书》的约 定及时履行后续审议程序和信息披露义务。敬请广大投资者注意投资风险。 一、可转换 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.17% and a total trading volume of 1.665 trillion yuan [1]. Group 1: Market Performance - As of 14:59 today, the Shanghai Composite Index stands at 3876.97 points, above the annual line [1]. - A total of 153 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the highest deviation rates include: - Yimin Group (益民集团) with a deviation rate of 9.76% and a daily increase of 10.11% [1]. - Wanrun Technology (万润科技) with a deviation rate of 6.64% and a daily increase of 7.57% [1]. - Laiyifen (来伊份) with a deviation rate of 5.56% and a daily increase of 10.01% [1]. - Other stocks with smaller deviation rates that have just crossed the annual line include Suzhou Planning (苏州规划), Tianzhihang (天智航), and China Railway Special Cargo (中铁特货) [1].

Core Viewpoint - The company is expanding its overseas market presence for blood dialysis products, with a notable increase in overseas revenue expected by mid-2025 [1] Group 1: Overseas Market Expansion - The company has already established a presence in the overseas market for blood dialysis products, including blood dialysis equipment, dialyzers, and dialysate filters [1] - The overall scale of overseas operations is still small and in the expansion phase [1] - A significant growth of 121.29% in overseas blood dialysis revenue is anticipated by the first half of 2025, indicating positive business development [1] Group 2: Future Outlook - The company will continue to focus on and actively seize opportunities to expand its overseas blood dialysis market [1]

证券代码：300246 证券简称：宝莱特 1、公司近年来加强研发创新，推出了哪些新产品？ 答：近年公司推出了 D800 系列血液透析设备、P 系列插件式监护仪、 家用腹膜透析机、S 系列输注液泵、电子尿量计量仪、遥测监护仪、可视喉 镜、肠内营养泵等有源产品。其中不乏拥有行业领先技术及行业首创功能的 亮点产品，如 P 系列插件式监护仪，曾荣获"红点奖"，拥有行业领先的抗电 刀干扰技术，以及智能化预警、高端参数集成分析、智能语音助手和 BOA 麻醉平衡界面等功能；D800Plus 血液透析滤过设备，为国内首创三泵机型， 拥有混合稀释置换模式，能更好地维持透析膜对水及溶质的转运，有效改善 透析治疗效果；PD600 腹膜透析设备，轻量化设计，可远程监控，并拥有智 能语音、视频操作引导、多设备数据收集及蓝牙传送等实用功能。 2、医疗设备"以旧换新"政策，对公司的两大业务板块具体有哪些积极影 响？ 答：上述政策的施行，对公司监护仪业务的影响是积极的，监护设备更 新需求增加，政策推动公立医院、基层医疗机构淘汰老旧设备，公司的中高 端监护仪有望受益于采购增量；基层医疗扩容（县域医共体、社区医院）带 来监护仪的替代需求，其对公 ...

Core Viewpoint - The article discusses the blood purification device industry, highlighting the increasing prevalence of End-Stage Renal Disease (ESRD) and the growth potential of blood purification technologies in response to this global health challenge [18][21]. Market Overview - The global ESRD patient population is projected to grow from 91.33 million in 2019 to 148.51 million by 2030, with a CAGR of 4.2% [18][19]. - In China, the ESRD patient population is expected to increase from 3.025 million in 2019 to 6.132 million by 2030, with a CAGR of 5.8% [20][18]. Treatment Methods - Blood purification is the most widely used treatment for ESRD, offering higher survival rates compared to kidney transplantation and conservative treatment [21]. - The number of patients receiving blood purification treatment in China rose from 736,000 in 2019 to 1.069 million in 2023, with a CAGR of 9.8%, and is expected to reach 3.791 million by 2030, with a CAGR of 19.8% [21][23]. Blood Purification Technologies - The main blood purification methods include hemodialysis, peritoneal dialysis, blood perfusion, and blood filtration, with hemodialysis being the most mature and widely applied [29]. - Hemodialysis effectively removes harmful substances and excess fluid from the blood, making it suitable for patients at various disease stages [29]. Market Size and Growth - The Chinese blood dialysis device market is projected to grow from CNY 11.63 billion in 2019 to CNY 51.52 billion by 2030, with a CAGR of 19.9% from 2023 to 2030 [30][28]. - The market share of blood dialysis devices in China is expected to see significant growth, with specific segments like blood dialysis machines and consumables also experiencing robust growth rates [30]. Competitive Landscape - Domestic companies are rapidly catching up with international competitors in the blood purification consumables sector, achieving nearly 50% market share in dialysis filters [31]. - The competitive landscape for blood dialysis machines is evolving, with domestic manufacturers improving their technology and performance to match imported products [37][33]. Policy and Market Dynamics - The article notes that the Chinese government has been implementing centralized procurement policies, leading to significant price reductions and accelerating the domestic replacement process in the blood purification market [36][35].

Investment Rating - The report does not explicitly provide an investment rating for the blood purification device industry Core Insights - The report highlights the increasing prevalence of End-Stage Renal Disease (ESRD) globally and in China, with the number of patients expected to rise significantly by 2030, indicating a growing market for blood purification devices [13][15] - Blood purification is identified as the most widely used treatment method for ESRD, with a higher survival rate compared to other treatments like kidney transplantation and conservative treatment [19] - The Chinese blood purification device market is projected to grow rapidly, driven by an increase in ESRD patients, improved reimbursement policies, and advancements in dialysis infrastructure [26] Market Overview - The global ESRD patient population increased from 9.13 million in 2019 to 11.14 million in 2023, with a CAGR of 5.1%, and is expected to reach 14.85 million by 2030 [13][14] - In China, the ESRD patient population grew from 3.03 million in 2019 to 4.13 million in 2023, with a CAGR of 8.1%, projected to reach 6.13 million by 2030 [15] - The number of patients receiving blood purification treatment in China rose from 736,000 in 2019 to 1.07 million in 2023, with a CAGR of 9.8%, expected to reach 3.79 million by 2030 [19][18] Treatment Methods - Blood purification methods include hemodialysis, peritoneal dialysis, blood perfusion, and blood filtration, with hemodialysis being the most common and effective method for ESRD patients [23] - Hemodialysis is noted for its effectiveness in removing toxins and excess fluid, while peritoneal dialysis is gaining traction due to its home treatment capabilities [21][23] Market Size and Growth - The Chinese blood purification device market size increased from 116.3 billion yuan in 2019 to 145.0 billion yuan in 2023, with a CAGR of 5.7%, and is expected to reach 515.2 billion yuan by 2030, with a projected CAGR of 19.9% from 2023 to 2030 [26] - The market for blood purification devices is segmented into blood purification machines, blood purification consumables, and other related equipment, with significant growth expected across all segments [26] Competitive Landscape - Domestic companies are rapidly catching up to international competitors in the blood purification consumables market, achieving nearly 50% market share in key areas [27] - The report indicates that the domestic market for blood purification machines still has room for growth, as these products have historically relied on imports due to high technical barriers [27][34] - The report emphasizes that domestic manufacturers are improving their technology and performance, positioning themselves to capture a larger market share [29][34]

证券日报网讯 11月25日晚间，宝莱特发布公告称，根据相关规定，"宝莱转债"将于公司2025年前三季 度权益分派股权登记日后的第一个交易日，即2025年11月26日（除权除息日）起恢复转股。敬请公司可 转换公司债券持有人留意。 （文章来源：证券日报） ...

| 股票简称：宝莱特 | 股票代码：300246 | | --- | --- | | 债券简称：宝莱转债 | 债券代码：123065 | 财通证券股份有限公司 关于广东宝莱特医用科技股份有限公司 向不特定对象发行可转换公司债券 2025 年度第 1 次临时受托管理事务报告 债券受托管理人 二零二五年十一月 （四）债券期限：6 年。 （五）债券利率：第一年为 0.4%、第二年为 0.7%、第三年为 1.0%、第四年 为 1.8%、第五年为 2.5%、第六年为 3.5%。 声 明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》《广东宝莱特医用科技股份有限公司与财通证券股份有限公司关于广东 宝莱特医用科技股份有限公司 2020 年向不特定对象发行可转换公司债券之受托 管理协议》（以下简称 "《债券受托管理协议》"）《广东宝莱特医用科技股 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》（以下简称 "《募集说明书》"）等公开信息披露文件以及广东宝莱特医用科技股份有限公 司（以下简称"公司"）出具的相关公告、说明文件等，由债券受托管理人财通 证券股份有限公司（以下简称"财通证券" ...

证券代码：300246 证券简称：宝莱特 公告编号：2025-085 债券代码：123065 债券简称：宝莱转债 根据相关规定，"宝莱转债"将于公司2025年前三季度权益分派股权登记日 后的第一个交易日，即2025年11月26日（除权除息日）起恢复转股。敬请公司可 转换公司债券持有人留意。 特此公告。 广东宝莱特医用科技股份有限公司 1、债券代码：123065 2、债券简称：宝莱转债 3、可转换公司债券转股的起止日期：2021 年 3 月 11 日至 2026 年 9 月 3 日 4、暂停转股时间：2025 年 11 月 18 日至 2025 年 11 月 25 日 广东宝莱特医用科技股份有限公司 关于宝莱转债恢复转股的提示性公告 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。 特别提示： 5、恢复转股时间：2025 年 11 月 26 日 广东宝莱特医用科技股份有限公司（以下简称"宝莱特"或"公司"）因实 施2025年前三季度权益分派，根据《广东宝莱特医用科技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》及《深圳证券交易所创业板上市公 司自律监管 ...

分组1 - 莱绅通灵 announced a cash dividend of 0.10 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [1] - 卫信康 declared a cash dividend of 0.147 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [1] - 宏辉果蔬 issued a cash dividend of 0.005 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [1] 分组2 - 杭叉集团 reported a cash dividend of 0.2 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [2] - 新坐标 announced a cash dividend of 0.25 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [2] - 厦门象屿 declared a cash dividend of 0.1 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [2] 分组3 - 鼎泰高科 announced a cash dividend of 4.0 yuan for every 10 shares (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [3] - 宝莱特 declared a cash dividend of 0.494386 yuan for every 10 shares (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [3] - 华明装备 issued a cash dividend of 0.1999450 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [3] 分组4 - 金岭矿业 announced a cash dividend of 0.50 yuan for every 10 shares (tax included), with the record date on November 26, 2025, and the ex-dividend date on November 27, 2025 [4]