江西三鑫医疗科技股份有限公司 关于股东减持股份预披露的公告 控股股东、实际控制人之一致行动人彭九莲女士，董事、总裁毛志平先生， 董事乐珍荣先生，董事、副总裁、董事会秘书刘明先生，副总裁王甘英先生，副 总裁冷玲丽女士，副总裁刘炳荣先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、江西三鑫医疗科技股份有限公司（以下简称"公司"）控股股东、实际控 制人之一致行动人彭九莲女士持有公司股份9,309,659股，占公司总股本的比例为 1.7826%（总股本为已剔除公司回购专用证券账户中的股份数量后的公司股份总数， 下同），彭九莲女士计划在本减持计划公告披露之日起15个交易日之后的三个月内 以集中竞价方式/大宗交易方式减持本公司股份不超过2,300,000股，占公司总股本 的比例为0.4404%。 2、公司董事、总裁毛志平先生持有公司股份2,973,650股，占公司总股本的比 例为0.5694%，毛志平先生计划在本减持计划公告披露之日起15个交易日之后的三 个月内以集中竞价方式/大宗交易方式减持本公司股 ...

三鑫医疗公告，公司股东彭九莲、毛志平、乐珍荣、刘明、王甘英、冷玲丽、刘炳荣计划自披露之日起 15个交易日后的3个月内，通过集中竞价或大宗交易方式分别减持不超过230万股、74.34万股、39.35万 股、16.73万股、22.77万股、13.1万股、13.06万股，比例分别为0.4404%、0.1424%、0.0753%、 0.0320%、0.0436%、0.0251%、0.0250%。 ...

Group 1 - The core stock price of Sanxin Medical as of August 15, 2025, is 10.01 yuan, with an increase of 0.12 yuan, representing a rise of 1.21% from the previous trading day [1] - The trading volume on the same day was 293,400 hands, with a total transaction amount of 293 million yuan [1] - Sanxin Medical operates in the medical device industry, focusing on the research, production, and sales of medical products such as blood purification [1] Group 2 - On August 12, Sanxin Medical conducted a centralized research session with 19 brokerages, indicating an acceleration in its internationalization process [1] - The company has completed product registrations in Indonesia, Peru, and Mexico, and is advancing certification efforts in Turkey, Vietnam, and Brazil [1] - On August 15, the net outflow of main funds for Sanxin Medical was 8.3579 million yuan, with a cumulative net outflow of 26.2138 million yuan over the past five trading days [2]

Group 1: Market Overview - The A-share market is currently active, with brokerage analysts conducting extensive research on listed companies as half-year reports are being disclosed [1][2] - A total of 162 companies have been researched by brokerages since August, covering popular sectors such as electronics, pharmaceuticals, machinery, and power equipment [1][2] Group 2: Sector Focus - The electronics, machinery, and pharmaceutical sectors are the most researched, with 22, 20, and 21 companies respectively [2] - The pet sector, particularly Zhongchong Co., Ltd. (002891), has attracted the most attention, with 61 brokerages participating in its recent performance briefing [2][3] Group 3: Company Highlights - Zhongchong Co., Ltd. has established over 22 modern production bases globally and is expanding its projects in various countries, including the US and Canada [3] - Ninebot Inc. has garnered interest from 47 brokerages, focusing on its electric two-wheeler profit margins and the development of its intelligent ecosystem [3] - Jerry Holdings (002353) has been researched by 41 brokerages, with a focus on its business structure and overseas market development [3] Group 4: Pharmaceutical Sector Insights - The pharmaceutical sector has seen significant interest, with over 65 research reports published in August, including 10 deep-dive reports [4] - Companies like Jiuzhou Pharmaceutical (603456) and Sanxin Medical (300453) have been actively researched, with Jiuzhou reporting a net profit of 526 million yuan, a 10.7% increase year-on-year [4][5] - Bo Rui Pharmaceutical has seen its stock price rise over 277% this year, with plans to expand its product offerings globally [5] Group 5: Rating Adjustments - Brokerages have upgraded the ratings of seven companies since August, including Aisheng Co., Ltd. (600732) and Huaneng International (600011) [6] - Huaneng International reported a net profit of 9.262 billion yuan, a 24.26% increase, prompting an upgrade to "buy" rating [6] - One stock, Fuling Pickles (002507), was downgraded from "buy" to "hold" due to slower sales recovery and increased cost pressures [6]

Core Viewpoint - The announcement by Sanxin Medical highlights the impact of regional centralized procurement on the blood dialysis product market, indicating a trend towards nationwide coverage and price linkage effects [2]. Group 1: Centralized Procurement Impact - Since 2019, certain provinces have initiated centralized procurement for blood dialysis products, which is set to expand with the implementation of the "23 provinces" and "Beijing-Tianjin-Hebei 3+N" centralized procurement plans by 2024 [2]. - The centralized procurement has established a framework that allows for the extension of procurement periods based on actual supply and demand conditions, which benefits the stable sales channels for the company's products [2]. Group 2: Competitive Landscape - The competitive strategy and supply capabilities of companies are crucial in the context of blood dialysis centralized procurement, particularly for blood dialysis machines [2]. - In the centralized procurement for the 23 provinces, domestic and imported products are grouped together for bidding, which enhances the competitive advantage of domestic dialysis machines and expands their market space [2].

Core Viewpoint - The company, Sanxin Medical, announced a projected decline of approximately 15% in revenue from drug delivery devices in the first half of 2025 compared to the previous year due to intensified market competition and product homogeneity [2] Group 1: Market Conditions - The drug delivery device market is experiencing increased competition and significant product homogeneity, leading to a fragmented competitive landscape [2] - The aging population and rising number of chronic disease patients are driving higher clinical demands for drug delivery devices in terms of safety, convenience, and precision [2] Group 2: Strategic Initiatives - The company is focusing on upgrading its drug delivery products through material optimization, functional enhancements, and precise delivery innovations [2] - New functional products such as precision filtration infusion, light-protective infusion, safe injection, and medical needle-free injection are being developed to transform and upgrade drug delivery devices [2] - The company has obtained registration for a new pre-filled catheter flushing device, which expands its product line and aims to provide safer and more efficient catheter care solutions for clinical treatment [2]

证券代码：300453 证券简称：三鑫医疗 公告编号：2025-053 江西三鑫医疗科技股份有限公司 关于控股子公司变更医疗器械生产许可证的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 许可证编号：川药监械生产许 20160053 号 统一社会信用代码：91510100794916300L 企业名称：成都威力生生物科技有限公司 法定代表人：陈贵文 企业负责人：陈贵文 住所：成都市高新区科园南路 88 号天府生命科技园 B6 幢 301 生产地址：高新区科园南路 88 号 10 栋 3 楼 303、304 号；高新区科园南路 88 号 10 栋 3 楼 302 号仓库 5、仓库 6、仓库 7；高新区科韵路 368 号 1 栋 1 单元 3 楼 301 号 生产范围：2017 分类目录：II 类：10-03-血液净化及腹膜透析设备 III 类：10-03-血液净化及腹膜透析设备 许可期限：自 2020 年 12 月 10 日至 2025 年 12 月 09 日 江西三鑫医疗科技股份有限公司（以下简称"公司"）控股子公司成都威力生 生物科技有限公司（以下简称"成都 ...

Group 1 - The core viewpoint of the article is that Sanxin Medical announced it will accept an institutional research visit from Yongying Fund and other organizations on August 13, 2025, with company representatives Liu Ming and He Xin participating in the discussions and addressing investor inquiries [2]

Group 1: Company Overview and Financial Performance - The company achieved operating revenue of 760.81 million yuan, a year-on-year increase of 10.83% [2] - Net profit attributable to shareholders reached 115.12 million yuan, up 8.35% from the previous year [2] - The net profit excluding non-recurring gains and losses was 103.23 million yuan, reflecting a growth of 9.26% [2] - Blood purification products generated revenue of 625.59 million yuan, a 19.73% increase, accounting for 82.23% of total revenue [2][3] - Revenue from drug delivery devices decreased by 15.06% to 82.41 million yuan, representing 10.83% of total revenue [3] - Revenue from cardiothoracic products was 34.98 million yuan, a slight increase of 0.74%, making up 4.60% of total revenue [3] Group 2: International Market Expansion - The company has accelerated its internationalization, successfully registering products in countries like Indonesia, Peru, and Mexico [4] - Overseas revenue reached 187.00 million yuan, a significant increase of 67.30% [4] - Blood purification product exports accounted for 88% of total export revenue, with sales increasing by 83.84% [4] - The company focuses on emerging markets along the "Belt and Road" initiative, which have a large and growing population [4] Group 3: Product Innovation and Development - The company is enhancing its product range in blood purification and expanding into diabetes and early-stage kidney disease management [5] - Innovative medical devices and high-value consumables are under development, with several projects receiving provincial support [5][6] - The company has developed a disposable blood dialysis catheter, which has gained market approval and is expected to improve patient safety and experience [8][10] Group 4: Market Challenges and Strategies - The drug delivery device market is facing increased competition and product homogeneity, leading to a 15% decline in revenue [10] - The company plans to innovate and upgrade drug delivery devices to meet rising clinical demands for safety and precision [10] - The blood dialysis product procurement process has expanded nationwide, benefiting domestic manufacturers [11] Group 5: Fundraising and Future Plans - The company plans to issue convertible bonds to raise up to 530 million yuan for expanding production capacity and enhancing financial stability [12][13] - The funds will support projects including the annual production of 10 million blood dialysis membranes and 10 million blood dialysis devices [13]

Core Viewpoint - Sanxin Medical announced the expansion of centralized procurement for blood dialysis products, indicating a significant shift towards nationwide coverage and enhanced market stability for domestic manufacturers [2] Group 1: Centralized Procurement - Since 2019, certain provinces have initiated centralized procurement for blood dialysis products, with the upcoming implementation of centralized procurement in "twenty-three provinces" and the "Beijing-Tianjin-Hebei 3+N" region by 2024 [2] - The centralized procurement scope has nearly achieved nationwide coverage, which is expected to solidify the market position of leading companies [2] Group 2: Impact on Market Dynamics - The procurement documents stipulate that the execution period for centralized procurement is at least one year, with the possibility of extension based on actual procurement and supply conditions, which will help ensure stable sales channels for the company's products [2] - The competitive pricing strategy and supply capabilities of companies are crucial in the context of blood dialysis centralized procurement, particularly for domestic dialysis machines, which have shown a competitive advantage over imported products [2]