截至发稿，邹建累计任职时间4年292天，现任基金资产总规模12.12亿元，任职期间最佳基金回报 14.09%， 任职期间最差基金回报-21.29%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓三鑫医疗。大成创业板两年定开混合A（160926）三季度增持15 万股，持有股数273.26万股，占基金净值比例为3.23%，位居第八大重仓股。根据测算，今日浮盈赚取 约136.63万元。 数据显示，大成基金旗下1只基金位居三鑫医疗十大流通股东。大成创业板两年定开混合A（160926） 三季度新进十大流通股东，持有股数273.26万股，占流通股的比例为0.76%。根据测算，今日浮盈赚取 约136.63万元。 大成创业板两年定开混合A（160926）成立日期2020年7月16日，最新规模5.82亿。今年以来收益 26.07%，同类排名3476/8147；近一年收益19.24%，同类排名3487/8056；成立以来收益12.73%。 大成创业板两年定开混合A（160926）基金经理为邹建。 11月12日，三鑫医疗涨5.07%，截至发稿，报10.36元/股，成交1.22亿元，换手率3.39%，总市值54.09亿 ...

11月12日，三鑫医疗涨5.07%，截至发稿，报10.36元/股，成交1.22亿元，换手率3.39%，总市值54.09亿 元。 资料显示，江西三鑫医疗科技股份有限公司位于江西省南昌县小蓝经济开发区富山大道999号，成立日 期1997年3月7日，上市日期2015年5月15日，公司主营业务涉及医疗器械研发、制造、销售和服务。主 营业务收入构成为：血液净化类82.23%，给药器具类10.83%，心胸外科类4.60%，其他类2.34%。 截至发稿，周冲累计任职时间3年101天，现任基金资产总规模1161.54万元，任职期间最佳基金回报 4.91%， 任职期间最差基金回报-10.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，汇安基金旗下1只基金重仓三鑫医疗。汇安资产轮动混合A（005360）三季度减持3.63万股， 持有股数11.71万股，占基金净值比例为9.2%，位居第一大重仓股。根据测算，今日浮盈赚取约5.86万 ...

Core Insights - The medical device sector experienced a rise of 1.13% on October 31, with Caina Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Medical Device Sector Performance - Caina Co., Ltd. (301122) saw a closing price of 30.38, with a significant increase of 19.98% and a trading volume of 91,000 shares, amounting to a transaction value of 259 million [1] - Spring Medical (688236) closed at 28.88, up 14.47%, with a trading volume of 84,200 shares and a transaction value of 235 million [1] - ZhenDe Medical (603301) closed at 95.00, increasing by 9.07% with a trading volume of 211,900 shares, resulting in a transaction value of 1.951 billion [1] - Other notable performers included TuoJing Life (300642) with an 8.81% increase, and Rejing Bio (688068) with an 8.70% increase [1] Capital Flow Analysis - The medical device sector saw a net inflow of 475 million from institutional investors, while retail investors experienced a net outflow of 108 million [2][3] - Major stocks like Mindray Medical (300760) had a net inflow of 262 million from institutional investors, but a net outflow of 1.27 billion from retail investors [3] - Other stocks such as Furuishi (300049) and Lepu Medical (300003) also showed significant net inflows from institutional investors, indicating strong institutional interest [3]

Core Viewpoint - Sanxin Medical (300453) announced on October 31 that it is developing the first domestic integrated ePTFE artificial blood vessel project, which is crucial for hemodialysis treatment and significantly impacts patient survival quality and dialysis effectiveness [1] Group 1: Product Development - The artificial blood vessel serves as a long-term vascular access for hemodialysis patients, referred to as the "lifeline" for these patients [1] - The project has entered the multi-center clinical trial phase across the country, with an accelerated enrollment process [1] - Once approved for market release, the product will fill a domestic gap in the market [1]

Core Viewpoint - The blood dialysis market has significant growth potential, driven by increasing demand from end-stage renal disease patients and expanding treatment rates in emerging markets [2] Industry Summary - The domestic market for blood dialysis is characterized by a large and growing base of end-stage renal disease patients, with blood dialysis being the most widely used treatment method, indicating a strong and rigid demand [2] - The market is expected to experience long-term, steady growth as the number of patients increases and the duration of dialysis treatment for existing patients extends [2] - In international markets, particularly in Southeast Asia, South America, and Latin America, there is substantial room for improvement in dialysis treatment rates, suggesting further demand growth for blood dialysis products [2]

Company Overview - Sanxin Medical (SZ 300453) announced that on October 30, 2025, it will accept investor inquiries, with key personnel including the Vice President and Secretary of the Board, Liu Ming, addressing investor questions [1] Financial Performance - For the first half of 2025, Sanxin Medical's revenue composition was as follows: 99.78% from the medical device industry and 0.22% from other businesses [1]

Core Insights - The company, Sanxin Medical, has announced that its domestically developed integrated artificial blood vessel project made from expanded polytetrafluoroethylene has entered the multi-center clinical trial phase nationwide, accelerating the recruitment of participants [2] - This product is primarily designed for the long-term vascular access construction for patients undergoing hemodialysis, referred to as the "lifeline" for dialysis patients [2] - The product is expected to fill a gap in the domestic market upon its launch, addressing urgent clinical needs [2]

Financial Performance - The company achieved operating revenue of 116,760.22 million yuan in the first three quarters of 2025, a year-on-year increase of 7.88% [2] - Net profit attributable to shareholders reached 18,497.91 million yuan, up 10.16% from the previous year [2] - Net profit excluding non-recurring gains and losses was 16,696.56 million yuan, reflecting a growth of 10.09% [2] Market Strategy - The company is actively participating in the "Twenty-Three Provinces" blood dialysis consumables alliance procurement, which has achieved nationwide coverage [3] - The company is focusing on the procurement of its innovative product, the "wet membrane" dialyzer, to enhance its market position [3][5] - The company plans to issue convertible bonds to raise up to 530 million yuan for expanding production capacity and R&D projects [3] Product Development - The wet membrane dialyzer is a domestically developed product that improves patient experience by reducing allergic reactions [6] - The company is advancing the clinical trials of its integrated artificial blood vessel project, which is crucial for dialysis patients [11] - The disposable dialysis catheter has gained market acceptance and won procurement qualifications, offering a competitive price advantage over imported products [12] Market Trends - The blood dialysis market is expected to grow steadily due to the increasing number of end-stage renal disease patients [7] - The domestic market is seeing a shift towards the localization of blood dialysis products, enhancing the competitiveness of domestic manufacturers [10] - The recent healthcare service price reforms are expected to standardize pricing and improve treatment quality in the industry [8][9] International Expansion - The company is accelerating its internationalization strategy, successfully registering products in countries like Indonesia and Mexico [13] - Focus on emerging markets along the "Belt and Road" initiative, which have significant population bases and growth potential [13]

Core Insights - Sanxin Medical (300453.SZ) reported a total operating revenue of 1.168 billion yuan and a net profit attributable to shareholders of 185 million yuan for Q3 2025 [1] - The company achieved a net cash inflow from operating activities of 325 million yuan [1] Financial Performance - The latest debt-to-asset ratio stands at 36.12%, ranking 85th among disclosed peers [3] - The gross profit margin is reported at 35.50%, placing the company 81st among its industry peers [3] - Return on equity (ROE) is at 13.39%, a decrease of 0.06 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.36 yuan [3] - Total asset turnover remained stable year-on-year, with a slight decline of 0.31% compared to the previous year [3] - The inventory turnover ratio is reported at 3.66 times [3] Shareholder Structure - The number of shareholders is 23,100, with the top ten shareholders holding a total of 232 million shares, accounting for 44.43% of the total share capital [3] - The top ten shareholders and their respective holdings are as follows: - Peng Yixing: 24.61% - Lei Fenglian: 5.16% - Peng Haibo: 4.75% - Wan Xiaoping: 2.97% - Peng Jiulian: 1.78% - Wu Jianghao: 1.32% - Po Niu: 1.28% - Zhao Yangmin: 0.88% - Xu Guotao: 0.84% - Liang Jinhui: 0.73% [3]

Core Insights - Sanxin Medical (300453.SZ) reported a revenue of 1.168 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 7.88% [1] - The net profit attributable to shareholders of the listed company was 185 million yuan, an increase of 10.16% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 167 million yuan, reflecting a year-on-year growth of 10.09% [1] - The basic earnings per share stood at 0.3573 yuan [1]