Group 1 - Lidman announced an investor survey scheduled for September 8-9 and 11-12, 2025, with the participation of Vice President and Board Secretary Zhang Lihua [1] - For the first half of 2025, Lidman's revenue composition was as follows: 86.79% from the biopharmaceutical sector, 12.96% from property leasing, and 0.25% from other businesses [1] - As of the report, Lidman's market capitalization was 4.3 billion yuan [2]

Company Overview - Leidmann Biochemical Co., Ltd. is a national high-tech enterprise with core competitiveness in in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, integrating R&D, production, and sales [2][3] - The company has a comprehensive range of biochemical diagnostic reagents covering liver function, kidney function, blood lipid, diabetes, and myocardial injury tests, making it one of the most complete providers in the domestic in vitro diagnostic industry [3] Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 160.48 million, a decrease of 14.80% year-on-year, with a net profit attributable to shareholders of CNY -4.25 million [3] - The in vitro diagnostic reagent business generated CNY 108.87 million, down 28.13%, accounting for 67.84% of total revenue [3] - The diagnostic instruments business saw a revenue increase of 106.73% to CNY 22.74 million, representing 14.17% of total revenue [3] - The biochemical raw materials business reported a revenue of CNY 7.68 million, down 20.23%, making up 4.78% of total revenue [3] - Other businesses, mainly rental and property management, generated CNY 21.20 million, up 30.37%, accounting for 13.21% of total revenue [3] Impact of Procurement Policies - Approximately 70% of the company's reagent products are included in centralized procurement, leading to a decrease in reagent gross margin by 2.34 percentage points year-on-year [4][5] - The company anticipates that the impact of centralized procurement on gross margins will lessen, with ongoing efforts in cost control and supply chain optimization expected to stabilize profitability [5] Strategic Initiatives - The company plans to acquire a target company, Xiansheng Xiangrui, which specializes in in vivo diagnostic reagents and human vaccines, enhancing its capabilities in tuberculosis diagnosis and treatment [6][7] - The acquisition will be funded through a combination of self-owned funds and bank loans, with nearly CNY 900 million available as of June 2025 [8] - The strategic focus includes expanding the biochemical diagnostic product line and enhancing partnerships with leading domestic and international diagnostic manufacturers [5][7] Shareholder Insights - The controlling shareholder, Gaoxin Keke, has extensive investment experience in the biopharmaceutical sector and aims to leverage resources to enhance Leidmann's position in the life sciences industry [9][10]

Core Viewpoint - As of August 29, 2025, the number of shareholders for the company reached 35,329 [2] Company Summary - The company, Lideman, provided an update on its shareholder count in response to investor inquiries on September 2 [2]

Group 1 - The core point of the article indicates that Lideman has experienced a significant decrease in shareholder accounts, with a reduction of 7,191 accounts, representing a 16.91% decline compared to the previous period [2] - As of the latest report, Lideman's stock price is 8.42 yuan, reflecting a decrease of 0.47%, and the stock has cumulatively dropped 10.33% since the concentration of shares began, with only one day of increase and seven days of decline [2] - The company's semi-annual report shows that it achieved a revenue of 160 million yuan in the first half of the year, a year-on-year decrease of 14.80%, and a net profit of -4.2452 million yuan, a year-on-year decline of 800.43%, with a basic earnings per share of -0.0078 yuan [2]

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]

证券代码：300289 证券简称：利德曼 公告编号：2025-039 北京利德曼生化股份有限公司 关于筹划重大资产重组的进展公告 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、本次重大资产重组的基本情况 北京利德曼生化股份有限公司（以下简称"公司"或"上市公司"） 正在筹划以支付现金方式收购北京先声祥瑞生物制品股份有限公司 （以下简称"目标公司"）部分股东持有的目标公司合计不超过 70%的 股份（以下简称"本次交易"）。本次交易前，公司未持有目标公司的 股份；本次交易完成后，公司将取得目标公司控制权，目标公司将成 为公司的控股子公司。 根据初步测算，本次交易预计构成《上市公司重大资产重组管理 办法》规定的重大资产重组。本次交易不涉及上市公司发行股份，不 构成关联交易，也不会导致公司控制权变更。 2025 年 7 月 30 日，公司与目标公司、目标公司股东上海百家汇 投资管理有限公司、海南先声百家汇科技发展有限公司、南京百佳瑞 企业管理咨询合伙企业（有限合伙）就本次交易相关事项签署了《投 资框架协议》。具体内容详见公司于 2025 年 7 月 30 日在巨 ...

Financial Performance - The company reported a total revenue of 160 million yuan for the first half of 2025, a decrease of 14.8% compared to 188 million yuan in the same period of 2024 [1] - The net profit attributable to shareholders was -4.2452 million yuan, reflecting a significant decline of 800.43% from a profit of 606,100 yuan in the previous year [1] - The gross margin decreased to 52.02%, down by 6.65% year-on-year, while the net margin turned negative at -2.21%, a drop of 243.75% [1] Quarterly Analysis - In Q2 2025, the company achieved a revenue of 81.5754 million yuan, which is a 12.97% decline from the previous year [1] - The Q2 net profit attributable to shareholders was -2.9935 million yuan, marking a drastic decrease of 190.4% compared to the same quarter in 2024 [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 74.0649 million yuan, accounting for 46.15% of revenue, which is an increase of 4.61% year-on-year [1] - The company reported a significant drop in operating cash flow per share to 0.0 yuan, a decrease of 96.34% from 0.04 yuan in the previous year [1] Historical Performance - The company's historical financial performance has been weak, with a median Return on Invested Capital (ROIC) of 2.12% over the past decade, and a particularly poor ROIC of -4.89% in 2024 [3] - The company has reported losses in three out of twelve annual reports since its listing, indicating a fragile business model [3] Financial Health - The company maintains a healthy cash asset position, which is crucial for its debt repayment capabilities [3]

Group 1 - The stock price of Lidman is reported at 8.54 yuan, down 0.35 yuan from the previous trading day, with a decline of 3.94% [1] - The highest intraday price reached 8.92 yuan, while the lowest dipped to 8.53 yuan, with a trading volume of 364,600 shares and a transaction amount of 318 million yuan [1] - Lidman operates in the medical device industry, focusing on in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, primarily used in clinical testing and food safety detection [1] Group 2 - For the first half of 2025, the company reported total operating revenue of 160 million yuan, a year-on-year decrease of 14.80%, and a net loss attributable to shareholders of 4.2452 million yuan [1] - The decline in performance is mainly attributed to industry procurement policies, the splitting of testing packages, and intensified market competition, with core business revenue from in vitro diagnostic reagents dropping by 28.13% [1] - However, revenue from diagnostic instruments and accessories increased to 22.7416 million yuan, reflecting a year-on-year growth of 106.73% [1] Group 3 - On August 27, the net outflow of main funds was 46.4047 million yuan, accounting for 1% of the circulating market value [1] - Over the past five days, the net outflow of main funds totaled 189.5546 million yuan, representing 4.09% of the circulating market value [1]

Core Viewpoint - The board of directors of Beijing Lideman Biochemical Co., Ltd. has approved the 2025 semi-annual report, confirming that it accurately reflects the company's actual situation without any false statements or omissions [1][2]. Group 1 - The sixth board of directors held its fifth meeting on August 26, 2025, via telecommunication, with all necessary notifications sent to the board members [1]. - The meeting was attended by all seven directors, and the presence of supervisors and senior management was noted, ensuring compliance with relevant laws and regulations [1]. - The board unanimously approved the proposal regarding the full and summary report for the first half of 2025, with a voting result of 7 votes in favor, 0 against, and 0 abstentions [2]. Group 2 - The company asserts that the 2025 semi-annual report and its summary were prepared in strict accordance with applicable laws, regulations, and guidelines from the China Securities Regulatory Commission and Shenzhen Stock Exchange [1]. - The report is claimed to be true, accurate, and complete, reflecting the company's actual conditions without any misleading statements or significant omissions [1].

Core Points - The company held its sixth supervisory board's fifth meeting on August 26, 2025, to review and approve the 2025 semi-annual report and its summary [1][2] - The supervisory board confirmed that the report complies with relevant laws, regulations, and the company's internal rules, ensuring the information is true, accurate, and complete [1] - The voting results showed unanimous approval with 3 votes in favor, 0 against, and 0 abstentions for the proposal [2] Summary by Sections - **Meeting Details** - The meeting was conducted via telecommunication and attended by three supervisors, with the chairman presiding [1] - The meeting adhered to the requirements of the Company Law of the People's Republic of China and the company's articles of association [1] - **Report Review** - The supervisory board reviewed the 2025 semi-annual report and its summary, concluding that the content accurately reflects the company's operational and financial status [1] - The report was found to meet the requirements set by the Shenzhen Stock Exchange and the China Securities Regulatory Commission [1] - **Voting Outcome** - The proposal regarding the semi-annual report was passed with a unanimous vote of 3 in favor [2]