Core Viewpoint - Sanxin Medical (300453) announced that its subsidiary Chengdu Weili Sheng Biotechnology Co., Ltd. has obtained a Medical Device Registration Certificate from the Sichuan Provincial Drug Administration, which is valid from June 17, 2025, to June 16, 2030 [1] Summary by Category - **Company Development** - Chengdu Weili Sheng Biotechnology Co., Ltd. received the Medical Device Registration Certificate with the number Chuan Xie Zhu Zheng 20252100086 [1] - The certificate is applicable for the preparation of water for hemodialysis, powder preparation for concentrated liquid, dialysis solution preparation, and reuse of dialyzers [1] - **Regulatory Approval** - The Medical Device Registration Certificate is issued by the Sichuan Provincial Drug Administration, indicating compliance with local regulatory standards [1] - The validity period of the certificate spans five years, enhancing the company's operational capabilities in the medical device sector [1]

Company Overview - Jiangxi Sanxin Medical Technology Co., Ltd. specializes in the research, manufacturing, sales, and service of medical devices, with key products including blood purification devices, drug delivery devices, and cardiothoracic surgical instruments [2] - As of the end of 2024, the company holds 203 authorized patents, 121 pending patents, and has published 26 papers, demonstrating a strong commitment to technological innovation and R&D [2] - The company has been recognized as a "National Intellectual Property Advantage Enterprise" by the National Intellectual Property Administration of China [2] Financial Performance - In the first quarter of 2025, the company reported revenue of 361 million yuan, an increase of 8.88% year-on-year, and a net profit of 53.73 million yuan, reflecting a slight increase of 0.20% year-on-year [2] - The gross profit margin for the same period was 34.62% [2] Market Position - As of May 28, the company's stock closed at 8.19 yuan, up 4.20%, with a rolling price-to-earnings (PE) ratio of 18.81, marking a new low in 46 days [1] - The average PE ratio for the medical device industry is 48.81, with a median of 35.46, placing Sanxin Medical at the 44th position in the industry ranking [1][3] - The total market capitalization of the company is 4.278 billion yuan [1] Shareholder Information - As of March 31, 2025, the number of shareholders increased to 18,367, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

证券代码：300453 证券简称：三鑫医疗 公告编号：2025-031 江西三鑫医疗科技股份有限公司 特此公告。 江西三鑫医疗科技股份有限公司董事会 关于获得预充式导管冲洗器医疗器械注册证的公告 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。 江西三鑫医疗科技股份有限公司（以下简称"公司"）于近日获得了由国家 药品监督管理局颁发的《医疗器械注册证》，现将主要情况公告如下： 二、对公司的影响 公司本次获得医疗器械注册证的预充式导管冲洗器由外套、活塞、芯杆、锥 头、护帽及 0.9%氯化钠注射液组成。预充式导管冲洗器为一次性使用无菌产品， 采用无针设计、预充式设计和防回血设计，提升医护人员操作的安全性和便利性， 同时降低患者的感染风险。 公司取得"预充式导管冲洗器"产品注册证，进一步延伸了公司给药器具类 产品线，将为临床治疗提供更加安全、高效的导管护理解决方案，对公司未来生 产经营将产生积极影响。 该产品的实际销售情况取决于未来市场推广效果，公司目前尚无法预测其对 公司未来业绩的具体影响，敬请广大投资者予以关注并注意投资风险。 2025 年 5 月 29 日 序号 产品名 ...

Core Viewpoint - Sanxin Medical (300453) has recently obtained a Medical Device Registration Certificate from the National Medical Products Administration for its pre-filled catheter flushing device, which is expected to enhance safety and efficiency in clinical treatments [1] Product Registration Details - The product is classified as Class III and is designed for the closure and flushing of catheter ends during various drug treatments [1] - The registration certificate number is 20253140981, valid from May 27, 2025, to May 26, 2030 [1] Product Features - The device is a single-use sterile product featuring a needle-free design, pre-filled design, and anti-reflux design, which improves operational safety for healthcare personnel and reduces infection risks for patients [1] Business Impact - The acquisition of this registration certificate extends the company's product line in drug delivery devices, providing safer and more efficient catheter care solutions, which is expected to have a positive impact on the company's future production and operations [1]

证券代码：300453 证券简称：三鑫医疗 江西三鑫医疗科技股份有限公司 投资者关系活动记录表 | 编号：20250521 | | --- | | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | ☑其他 2025 年江西辖区上市公司投资者网上集体接待日活动 | | 参与单位名称 | 参与2025年江西辖区上市公司投资者网上集体接待日活动的投资者 | | 时间 | 2025年5月21日 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待 | 董事长彭义兴 | | 人员姓名 | 董事、副总裁、董事会秘书、代理财务总监 刘明 | | | 问：公司今年上半年销售情况如何？公司今年有参加多少展会的准 | | | 备？公司目前在境外的销售是否良好？另外公司在美国几乎没有业务， | | | 是否考虑开拓美国市场？ | | | 答：公司目前生产经营情况正常，公司将在《2025 年半年度报告》 | | | 中披露今年上半年的 ...

Core Insights - The company is a key player in the blood dialysis equipment industry, having established a complete product chain through independent research and development, and has provided over 300 million dialysis services to more than 5,000 hospitals and dialysis centers domestically and internationally [1] - The company anticipates a sales revenue growth of over 100% for blood dialysis equipment in 2024, indicating an increase in market share and enhanced competitiveness within the industry [1] - The company is actively pursuing digital transformation and the construction of smart factories, which are expected to improve operational efficiency and management effectiveness [1] Industry Positioning - The company has expanded its footprint by investing in or acquiring subsidiaries across various regions, achieving a comprehensive layout of the blood dialysis product supply chain and enhancing its industry position and core competitiveness [2] - The company views overseas markets as a significant growth opportunity, with successful registrations in countries like Indonesia, Peru, and Mexico, and is accelerating certification processes in Russia and Turkey [2] - The ASEAN market is identified as one of the most promising growth areas for blood dialysis, with the company already achieving sales in most ASEAN countries, particularly in Indonesia, Malaysia, Thailand, and Vietnam [2]

证券代码：300453 证券简称：三鑫医疗 公告编号：2025-030 江西三鑫医疗科技股份有限公司 关于完成工商变更登记暨《公司章程》备案的公告 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。 一、基本情况 江西三鑫医疗科技股份有限公司（以下简称"公司"）于 2024 年 10 月 14 日召开第五届董事会第十六次会议，审议通过了《关于增加注册资本并修订<公 司章程>的议案》，同意公司根据 2021 年第一次临时股东大会审议通过的《关于 提请公司股东大会授权董事会办理股权激励相关事宜的议案》和 2021 年限制性 股票激励计划第三个归属期归属事项，变更注册资本并修订《公司章程》，具体 内容详见公司于 2024 年 10 月 15 日在巨潮资讯网披露的《关于增加注册资本并 修订<公司章程>的公告》（公告编号：2024-092）。 公司于 2025 年 3 月 25 日和 2025 年 4 月 25 日分别召开第五届董事会第十八 次会议、2024 年年度股东大会，审议通过了《关于修订<公司章程>的议案》， 同意公司对《公司章程》的部分条款进行修订。具体内容详见公司于 ...

Core Viewpoint - Sanxin Medical has achieved significant growth and transformation over the past decade, marking its 10th anniversary since its IPO on the Shenzhen Stock Exchange, with a strategic shift from traditional infusion and injection to blood purification, leading to a substantial increase in revenue from blood purification products [1][2]. Financial Performance - Total revenue increased from 312 million yuan in 2015 to 1.5 billion yuan in 2024, with a compound annual growth rate (CAGR) of 19.07% [2]. - Net profit attributable to shareholders rose from 52 million yuan in 2015 to 227 million yuan in 2024, with a CAGR of 17.85% [2]. - In the last five years, revenue and net profit CAGR reached 15.76% and 29.82%, respectively [2]. Profitability and Returns - The company's gross profit margin reached a record high of 35.33% in 2024 [5]. - By the end of 2024, net assets totaled 1.324 billion yuan, a 4.3-fold increase compared to ten years ago [5]. - Sanxin Medical has distributed cash dividends 11 times since its IPO, totaling 495 million yuan, which is 2.15 times the net amount raised during the IPO; the dividend for 2024 amounted to 156 million yuan, with a payout ratio of 68.77% and an annual dividend yield of 4.17% [5]. Strategic Initiatives - The company is focusing on product innovation and capitalizing on national procurement opportunities while breaking into overseas markets to expand its domestic and international market share [5]. - Sanxin Medical has initiated a global expansion strategy, successfully registering products in countries such as Indonesia, Peru, and Mexico, and is advancing certification processes in Russia and Turkey [5].

证券代码：300453 证券简称：三鑫医疗 公告编号：2025-029 为进一步加强与投资者的互动交流，江西三鑫医疗科技股份有限公司（以下简 称"公司"）将参加由江西省上市公司协会举办的"2025 年江西辖区上市公司投资 者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行,投资者可以登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 5 月 21 日（周三）15:30-17:00。 届时公司董事长彭义兴先生，董事、副总裁、董事会秘书、代理财务总监刘明 先生将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、融资计划、股 权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流。 欢迎广大投资者踊跃参与！ 特此公告。 江西三鑫医疗科技股份有限公司 关于参加江西辖区上市公司2025年投资者 网上集体接待日活动的公告 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。 江西三鑫医疗科技股份有限公司董事会 2025年5月16日 ...

Group 1: Procurement Policy and Market Dynamics - The focus of the procurement policy has shifted from "expanding coverage and reducing prices" to "stabilizing prices and improving quality" as stated in the 2023 Government Work Report [2] - The blood dialysis consumables alliance has expanded to cover 23 provinces by 2024, indicating a nationwide implementation of procurement [2] - The company has successfully bid for all major products within the procurement scope, ensuring a competitive pricing advantage [2][3] Group 2: International Business Development - In 2024, the company's overseas business generated revenue of 27,412.03 million yuan, a year-on-year increase of approximately 40%, with blood purification product revenue growing by about 67% [4] - The company has registered blood purification products in Indonesia, Peru, and Mexico, and is accelerating certification processes in Russia and Turkey [4] - Future plans include expanding the self-certification scope in emerging markets such as Southeast Asia, South America, and Africa [4] Group 3: Market Share and Product Development - The company holds a leading market share in dialysis concentrate (powder) products, with production bases established in Jiangxi, Yunnan, Sichuan, and Heilongjiang [5] - A new production line for dialysis concentrate with a capacity of 30 million patient doses is being developed in Jiangxi, further solidifying the company's industry position [5] - The market for blood dialysis equipment has significant potential for domestic replacement, with the company's sales increasing by over 100% year-on-year in 2024 [6] Group 4: Future Outlook and Strategic Initiatives - The company is focused on innovating and upgrading blood dialysis products and expanding into various renal management areas, including diabetes and early-stage kidney disease [7][8] - The company aims to enhance its product offerings and commercialize new products to improve operational performance [8] - The procurement policy's emphasis on quality will create higher demands for product supply capabilities, benefiting leading enterprises in the industry [8]