Group 1 - The company's stock price experienced a significant fluctuation, with a cumulative increase of 45.06% over two consecutive trading days (July 31, 2025, and August 1, 2025), which exceeds the 30% threshold for abnormal trading as per Shenzhen Stock Exchange regulations [1] - The company conducted a comprehensive self-examination and verified the situation with its controlling shareholders, actual controllers, and all board members regarding the abnormal stock price movement [1] - The company is in the preliminary planning stage of a major asset restructuring, intending to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. through cash [1] Group 2 - The transaction is classified as a major asset restructuring under the relevant regulations, and the company is still in the early stages of planning, requiring further validation and negotiation of the transaction terms [1] - There are risks associated with the inability to complete necessary internal and external decision-making and approval processes for the transaction [1] - The company confirmed that there are no undisclosed significant matters related to the company or any other major matters in the planning stage [1]

Market Overview - As of August 1, the Shanghai Composite Index closed at 3559.95 points, with a decline of 0.37%. The Shenzhen Component Index closed at 10991.32 points, down 0.17%, and the ChiNext Index closed at 2322.63 points, decreasing by 0.24% [1]. Trading Volume Analysis - A total of 1503 stocks saw an increase in average transaction volume, with 31 stocks experiencing a rise of over 50%. Conversely, 3051 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include Kecuan Technology, Shenghui Integration, and Zhengzhong Design [1]. Active Stocks by Transaction Volume - The stocks with the highest increase in average transaction volume on August 1 include: - Kecuan Technology: 9.99% increase, average transaction volume of 1014 shares, up 193.10% [3]. - Shenghui Integration: 10.00% increase, average transaction volume of 672 shares, up 191.70% [3]. - Zhengzhong Design: 10.00% increase, average transaction volume of 2134 shares, up 168.74% [3]. Active Stocks by Transaction Count - The stocks with the highest increase in transaction count on August 1 include: - Anzheng Fashion: -1.69% change, with 68,433 transactions, up 1618.56% [2]. - Yingweike: 2.04% change, with 218,079 transactions, up 1082.38% [2]. - Zhongjiabo Chuang: -3.90% change, with 48,487 transactions, up 656.19% [2]. Stocks with Significant Increases in Both Volume and Count - Kecuan Technology stands out with a 9.99% increase, an average transaction volume of 1014 shares (up 193.10%), and a transaction count of 16,921 (up 126.52%) [4]. - Other notable stocks include: - Jiejia Weichuang: 20.00% increase, average transaction volume of 838 shares (up 130.45%), and 57,709 transactions (up 121.19%) [4]. - Riyi Electronics: 10.01% increase, average transaction volume of 846 shares (up 113.00%), and 25,112 transactions (up 161.72%) [4].

新京报贝壳财经讯8月1日，利德曼（300289）公告，公司股票交易价格连续两个交易日(2025年7月31 日、2025年8月1日)收盘价格涨幅偏离值累计达到45.06%。经自查及核实，公司前期披露的信息不存在 需要更正、补充之处，未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公 开重大信息。公司目前经营情况正常，近期公司生产经营情况及内外部经营环境未发生变化。此外，公 司正在筹划重大资产重组事项，拟以现金方式收购北京先声祥瑞生物制品股份有限公司不超过70%股 份。该交易尚处于初步筹划阶段，存在不确定性及风险。 ...

Group 1 - The 2025 version of the chikungunya treatment plan has been released, leading to a rise in companies like Lide Man and Rejing Bio, boosting the medical device sector [1] - The medical device ETF (562600) closed up by 0.67% [1] - The 11th batch of centralized procurement has been initiated, with the National Medical Insurance Administration announcing measures to alleviate low-price competition in the industry [1] Group 2 - The National Medical Products Administration released measures in early July to support the innovation and development of high-end medical devices [1] - There is a positive outlook for innovative drugs and devices due to clear policy support in regulation and payment, which is expected to accelerate the development of domestic high-end devices [1] - The medical device ETF (562500) has a brain-computer interface component of 22.72%, leading the market and is expected to benefit from the growing interest in brain-computer interfaces [1]

利德曼公告，公司股票交易价格连续两个交易日（2025年7月31日、2025年8月1日）收盘价格涨幅偏离 值累计达到45.06%。经自查及核实，公司前期披露的信息不存在需要更正、补充之处，未发现近期公 共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。公司目前经营情况正 常，近期公司生产经营情况及内外部经营环境未发生变化。此外，公司正在筹划重大资产重组事项，拟 以现金方式收购北京先声祥瑞生物制品股份有限公司不超过70%股份。该交易尚处于初步筹划阶段，存 在不确定性及风险。 ...

证券代码：300289 证券简称：利德曼 公告编号：2025-030 北京利德曼生化股份有限公司 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。 一、股票交易异常波动的具体情况 北京利德曼生化股份有限公司（以下简称"公司"）股票交易价格连 续两个交易日（2025 年 7 月 31 日、2025 年 8 月 1 日）收盘价格涨幅偏 离值累计达到 45.06%（超过 30%），根据深圳证券交易所相关规定，属 于股票交易异常波动的情形。 二、公司关注并核实相关情况 6、公司不存在违反信息公平披露的情形。 三、不存在应披露而未披露信息的说明 针对公司股票异常波动的情况，公司董事会进行了全面自查，并对 控股股东、实际控制人及公司全体董事、监事、高级管理人员就有关事 项进行了核实，现将具体情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格 产生较大影响的未公开重大信息； 3、公司目前经营情况正常，近期公司生产经营情况及内外部经营环 境未发生变化； 4、公司正在筹划重 ...

Strong Stocks - As of August 1, the Shanghai Composite Index fell by 0.37% to 3559.95 points, the Shenzhen Component Index decreased by 0.17% to 10991.32 points, and the ChiNext Index dropped by 0.24% to 2322.63 points [1] - A total of 51 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Tianfu Wenlv (000558), Yatai Pharmaceutical (002370), and Lideman (300289) [1] - The detailed data for the top 10 strong stocks includes metrics such as trading volume, turnover rate, and industry classification [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are Animal Vaccines, DRG/DIP, and BC Batteries, with respective increases of 2.22%, 1.87%, and 1.71% [2] - The detailed data for the top 10 concept sectors includes metrics such as the proportion of limit-up stocks and the proportion of rising and falling stocks [2]

利德曼今日涨停，全天换手率10.83%，成交额4.96亿元，振幅3.68%。龙虎榜数据显示，机构净卖出 1436.50万元，营业部席位合计净买入4303.56万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出1436.50万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.84亿元，其中，买入成交额为1.06亿 元，卖出成交额为7757.82万元，合计净买入2867.06万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖三，合计净卖出1436.50万元。 资金流向方面，今日该股主力资金净流出1585.98万元，其中，特大单净流出149.33万元，大单资金净流 出1436.65万元。近5日主力资金净流入2182.34万元。（数据宝） 利德曼8月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5095.06 | 2.02 | | 买二 | 国泰海通证券股份有 ...

Market Overview - On August 1, the medical device sector rose by 0.18% compared to the previous trading day, with Lidman leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Medical Device Sector - Lidman (300289) closed at 8.45, up 20.03% with a trading volume of 588,100 shares and a transaction value of 496 million yuan [1] - Rejing Bio (688068) closed at 216.50, up 11.03% with a trading volume of 44,000 shares and a transaction value of 948 million yuan [1] - Guanwu Bio (300238) closed at 19.00, up 9.20% with a trading volume of 470,900 shares and a transaction value of 878 million yuan [1] - Yingke Medical (300677) closed at 37.28, up 8.53% with a trading volume of 447,500 shares and a transaction value of 1.643 billion yuan [1] - Other notable gainers include Zhonghong Medical (300981), Sainuo Medical (688108), and Kemei Diagnosis (688468) with respective increases of 8.05%, 6.70%, and 6.66% [1] Top Losers in Medical Device Sector - Huakang Clean (301235) closed at 33.10, down 5.97% with a trading volume of 158,600 shares [2] - Kangtai Medical (300869) closed at 19.80, down 4.35% with a trading volume of 284,800 shares and a transaction value of 571 million yuan [2] - Other significant decliners include XD Chunli Medical (688236), Haooubo (688656), and Huqiang Technology (688151) with respective declines of 3.67%, 3.13%, and 3.10% [2] Capital Flow in Medical Device Sector - On the same day, the medical device sector saw a net inflow of 40.108 million yuan from institutional investors, while retail investors experienced a net outflow of 93.3185 million yuan [2][3] - Notable net inflows from institutional investors included Lepu Medical (300003) with 57.2395 million yuan and Guanwu Bio (300238) with 57.033 million yuan [3] - Conversely, significant net outflows from retail investors were observed in Lepu Medical (-82.3375 million yuan) and Guanwu Bio (-11.5 million yuan) [3]

Group 1 - The core viewpoint is that the healthcare equipment and services sector is experiencing positive momentum due to recent government initiatives aimed at supporting the high-quality development of innovative drugs and medical devices [1][2] - The CSI All Share Healthcare Equipment and Services Index (H30178) saw a significant increase, with notable stock performances including Diligent Medical (up 20.03%), Hotgen Biotech (up 9.14%), and others [1] - The National Medical Insurance Administration has initiated the 11th batch of drug procurement, focusing on optimizing procurement rules to ensure clinical stability, quality assurance, and prevent price collusion [1] Group 2 - CITIC Securities anticipates that for categories already included in national or provincial procurement, there may be price increases upon renewal, while categories not yet included may see moderate price reductions or no procurement at all [2] - The trend of optimizing procurement processes is expected to enhance market sentiment, leading to a valuation recovery for companies within the sector as they approach performance turning points in the second half of the year [2] - The CCB CSI All Share Healthcare Equipment and Services ETF (159891) closely tracks the CSI All Share Healthcare Equipment and Services Index, reflecting the overall performance of listed companies in the healthcare theme [2]