健帆生物科技集团股份有限公司（以下简称"公司"）全资子公司湖北健帆 生物科技有限公司（以下简称"湖北健帆"）于近日收到国家药品监督管理局颁 发的《医疗器械注册证》，其新产品血液透析浓缩液已取得第三类医疗器械注册 证。该新产品将微生物和内毒素限度指标提高至与超纯透析液标准一致，是公司 在血液净化治疗领域的重要布局。具体情况如下： 一、相关认证情况 1、注册人名称：湖北健帆生物科技有限公司 证券代码：300529 证券简称：健帆生物 公告编号：2024-072 债券代码：123117 债券简称：健帆转债 健帆生物科技集团股份有限公司 关于全资子公司取得新产品医疗器械注册证的公告 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。 6、型号、规格：本产品型号包括 JF-（微生物 0.1 内毒素 0.03）-A 和 JF-（微 生物 0.1 内毒素 0.03）-B。其中 JF-（微生物 0.1 内毒素 0.03）-A 包括 5L/桶、 10L/桶、12L/桶三个规格；JF-（微生物 0.1 内毒素 0.03）-B 包括 6L/桶、10L/桶、 12L/桶三个规格。 7、适 ...

Investment Rating - The investment rating for the company is "Buy-A" with a 6-month target price of 40.1 CNY, while the current stock price is 26.38 CNY [1][5]. Core Views - The company has shown significant growth in its financial performance, with a revenue increase of 47.77% year-on-year in the first half of 2024, reaching 1.496 billion CNY, and a net profit growth of 99.1%, amounting to 553 million CNY [2][5]. - The company is experiencing a recovery in its fundamentals, with projected revenue growth rates of 108.5%, 33.6%, and 31.9% for 2024 to 2026, respectively, and net profit growth rates of 147.2%, 32.4%, and 30.0% during the same period [5][6]. Financial Performance - In Q2 2024, the company achieved a revenue of 751 million CNY, reflecting a year-on-year growth of 70.91% and a slight quarter-on-quarter increase of approximately 1% [2]. - The gross margin for Q2 2024 was 82.37%, an increase of 1.65 percentage points year-on-year, while the net margin was 35.52%, up 17.33 percentage points year-on-year [2]. - The company’s kidney-related products saw a revenue increase of 84% in H1 2024, with specific products like the HA130 blood perfusion device experiencing a 67% revenue growth due to a 26% price reduction [3]. Market Expansion - The company has expanded its kidney product coverage to over 6,000 hospitals nationwide, and its liver disease products have reached over 2,000 hospitals, with liver-related product sales increasing by 112% in H1 2024 [4]. - The company is actively promoting its blood absorption technology in critical care settings, with significant growth in sales of its critical care products, which increased by 72% in H1 2024 [4][5]. Valuation Metrics - The projected earnings per share (EPS) for 2024 is 1.34 CNY, with a price-to-earnings (P/E) ratio of 21.8 times [6]. - The company’s net profit margin is expected to stabilize around 26.9% for the next few years, with a return on equity (ROE) projected at 21.6% for 2024 [6][7].

上 市 公 司 证 券 研 究 报 告 医药生物 2024 年 08 月 13 日 健帆生物 (300529) ——2024H1 业绩符合预期，公司重归高增通道 | --- | --- | |------------------------------------|-------------------------------| | 市场数据： | 2024 年 08 月 13 日 | | 收盘价（元） | 26.48 | | 一年内最高 / 最低（元） | 30.65/15.88 | | 市净率 | 7.3 | | 息率（分红/股价） | 1.51 | | 流通 A 股市值（百万元） | 13,805 | | 上证指数/深证成指 | 2,867.95/8,409.22 | | 注："息率"以最近一年已公布分红计算 | | | --- | --- | |-------------------------------|------------------------| | | | | 基础数据 : | 年 06 月 30 日 | | | | | 每股净资产（元） | 3.62 | | | | | 资产负债率 % ...

Equity Research Report Jafron Biomedical (300529 CH) Earnings Grew Strongly in 2024 Huatai ResearchInterim Results Review 13 August 2024 | China (Mainland)Medical Devices Earnings growth continued to pace up in 2Q24; maintain BUY Jafron Biomedical (Jafron) registered 1H24 revenue/attributable net profit (NP) of RMB1,496/553mn (up 47.8/99.1% yoy) and 2Q24 revenue/attributable NP of RMB751/268mn (up 70.9/230.6% yoy), which further picked up from the growth rates in 1Q24 (revenue/attributable NP: up 30/44.9% y ...

[ T able_StockInfo] 2024 年 08 月 08 日 证券研究报告•2024 年半年报点评 当前价：27.15 元 健帆生物（300529）医药生物 目标价：——元（6 个月） 41543 产品恢复高增长，盈利能力改善 [Table_Summary 事件：公司发布] 2024年半年报，实现营业收入 14.96亿元，同比增长 47.8%； 实现归属于母公司股东净利润 5.5 亿元，同比增长 99.1%；实现扣非后归母净 利润 5.3 亿元，同比增长 100%。 渠道库存改善，业绩恢复增长。分季度看，公司 2024Q1/Q2实现营业收入 7.4/7.5 亿元（+30%/+70.9%），实现归母净利润 2.9/2.7亿元（+44.9%/+230.6%）。24H1 公司外部政策环境得到一定改善。肾病、肝病、危急重症领域业务发展较好。 从盈利能力来看，公司以降本增效原则开展各类经营活动，盈利能力提升明显。 2024 年 H1毛利率为 80.5%（-0.01pp）。销售费用率为 22.8%（-9.2pp），管理 费用率为 5.7%（-1.545pp），研发费用率为 7.5%（-3.78pp），销售费用 ...

证券代码：300529 证券简称：健帆生物 债券代码：123117 债券简称：健帆转债 1 健帆生物科技集团股份有限公司 投资者关系活动记录表 | --- | |------------| | | | 投资者关系 | | 活动类别 | | | | | | | | 参与人员 | | | | | 时间 2024 年 8 月 8 日 地点 线上沟通 上市公司接 董事长、总经理：董凡 董事、副总经理：唐先敏 待人员姓名 董事、财务总监：廖雪云 董事会秘书：黄聪 一、公司简要介绍 2024 年半年度经营情况 2024 年上半年，公司实现营业收入 14.96 亿元，较去年同期增长 47.77%； 其中各种血液灌流器、吸附器产品实现销售收入 14.01 亿元，同比增长 87.35%。 投资者关系 实现归属于上市公司股东的净利润 5.53 亿元，较去年同期增长 99.10%；实现 活动主要内 扣除非经常性损益的净利润 5.26 亿元，同比增长 99.99%。报告期内，公司整 容介绍 体毛利率为 80.54%，其中血液灌流器产品毛利率为 84.46%，具备强劲的盈利 能力和市场竞争力。经营活动产生的现金流量净额为 7.49 亿 ...

Investment Rating - The report maintains a rating of "Buy" for the company [3][8]. Core Views - The external policy environment has improved, leading to good development trends in nephrology, hepatology, and critical care business segments. The company's internationalization progress is also on track [2]. - The company achieved a revenue of 1.496 billion yuan in H1 2024, representing a year-on-year increase of 47.77%. The net profit attributable to shareholders was 553 million yuan, up 99.10% year-on-year [8]. - The report forecasts EPS for 2024, 2025, and 2026 to be 1.06 yuan, 1.35 yuan, and 1.72 yuan respectively, with a target price of 36.60 yuan, corresponding to a PE ratio of 35x for 2024 [8]. Financial Performance - In H1 2024, the company reported a gross margin of 80.54%, benefiting from cost reduction and efficiency improvements. The operating cash flow was 749 million yuan, an increase of 71.58% [8]. - The company’s revenue from the nephrology segment grew by 84% year-on-year, with significant sales increases in various product lines [8]. - The international sales revenue increased by 64% year-on-year in H1 2024, with products being used in over 2,000 hospitals across 94 countries [8]. Business Development - The nephrology field saw advancements in product positioning and disease management, with notable sales growth in blood purification products [8]. - The hepatology segment reported a 112% increase in sales revenue, driven by the promotion of a dual plasma molecular adsorption system [8]. - The critical care segment also experienced a 72% increase in sales revenue, with new products being adopted in over 100 hospitals [8].

主持人您好 您这边可以发言了 能听到吗?能听到,我已经上线了大哥您开始吧 好的,各位投资者,大家下午好,我是华泰证券的一二首席戴文,欢迎大家参加电凡生物的2024年的中贸易与交流会。本次会议由我们华泰证券与中金箭头证券、国信证券、西南证券、国金证券以及国投证券六家券商 现在呢昨天发布了24年的半年报我们看到了整体上半年实现了非常亮眼的业绩啊二季度不管是收入还是利润的增长都有了进一步的提速我们本次的会议呢也是特别荣幸的请到了公司的豪华高管团队进行解读包括了董事长兼总经理董丹先生然后副总经理唐芊怡女士工作董事及财务总监廖云雪女士以及公司的董事会秘书 黄冲黄总那么我就先介绍这么多下面先进入会议的第二个环节有请公司的董事长董总开场发言然后有请黄总介绍上半年的经营亮点下面我们就把时间交给管理层董总跟黄总有请大家好我是剑凡生物的董凡非常高兴跟各位在线上做一个交流 首先要感谢今天组织交流会的六家券商的朋友华泰证券中信箭头西南证券国金证券国信证券国投证券感谢你们对我们公司长期以来的关心然后也非常感谢今天上线的线上我们交流的各位投资机构的朋友们 希望通过今天这个线上的交流能够大家对我们剑藩生物多一些了解据我们自己的看法现在剑藩 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1]. Core Views - The company has demonstrated significant revenue growth, with a 48% year-on-year increase in revenue for the first half of 2024, reaching 1.496 billion RMB, and a 99% increase in net profit attributable to shareholders, amounting to 553 million RMB [1]. - The sales of blood perfusion products in the renal field grew by 84% year-on-year, with the HA130 blood perfusion device sales increasing by 67% and sales volume up by 127% [1]. - The company maintains a high level of R&D investment, amounting to 113 million RMB, which is 7.54% of its revenue, and has received 16 new patent authorizations [1]. - The company has achieved EU MDR certification for its main products, which is expected to accelerate overseas market expansion [1]. - New product iterations and expansion into new application areas are anticipated to contribute to long-term growth [1]. Summary by Sections Performance Overview - In the first half of 2024, the company achieved revenue of 1.496 billion RMB, a 48% increase year-on-year; net profit attributable to shareholders was 553 million RMB, up 99%; and the net profit excluding non-recurring items was 526 million RMB, also up 100% [1][3]. Business Analysis - The sales of blood perfusion products in various fields are growing rapidly, with significant increases in both revenue and sales volume across renal and liver products [1]. - The company’s overseas sales revenue increased by 64%, indicating a positive external environment and strategic development trends [1]. R&D and Product Development - The company invested 113 million RMB in R&D, representing 7.54% of its revenue, and has a total of 359 authorized patents [1]. - The HA series blood perfusion devices and BS series plasma bilirubin adsorbers have received EU MDR certification, marking a significant achievement in compliance with new regulations [1]. Profit Forecast and Valuation - The company is expected to achieve revenues of 3.347 billion RMB, 4.444 billion RMB, and 5.630 billion RMB for 2024, 2025, and 2026, respectively, with year-on-year growth rates of 74%, 33%, and 27% [1]. - The forecasted net profit attributable to shareholders for the same period is 985 million RMB, 1.330 billion RMB, and 1.714 billion RMB, with growth rates of 126%, 35%, and 29% [1].

健帆生物科技集团股份有限公司 2024 年半年度报告全文 证券代码：300529 证券简称：健帆生物 公告编号：2024-067 债券代码：123117 债券简称：健帆转债 健帆生物科技集团股份有限公司 2024 年半年度报告 2024 年 08 月 1 健帆生物科技集团股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人董凡、主管会计工作负责人廖雪云及会计机构负责人(会计主 管人员)李紫芸声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及经营计划、未来计划、发展战略等前瞻性陈述，不构成公 司对投资者的实质承诺或盈利预测等，能否实现取决于市场状况变化等多种 因素，敬请广大投资者注意投资风险。 公司已在本报告中对公司未来发展可能面对的风险因素及对策进行了详 细阐述，请投资者注意阅读本报告"第三节 管理层讨论与分析之 十、公司面 临的风险和应对措施"，敬请广大投资者注 ...