Industry Overview - The hard brain (spinal) membrane patch is a sheet-like material used for temporary or permanent repair of defects in the dura mater and/or spinal dura mater [1] - The demand for hard brain (spinal) membrane patches is increasing due to the aging population, rising incidence of cerebrovascular diseases, and improved disease awareness among the public [1][8] - The market size for hard brain (spinal) membrane patches in China is projected to reach 1.18 billion yuan in 2024 and 1.841 billion yuan by 2029 [1][8] Market Status - The artificial hard brain (spinal) membrane patch is primarily used to fill local losses or defects in the dura mater, which is crucial for protecting brain tissue [6] - Since 2020, hard brain (spinal) membrane patches have been included in bulk procurement across 24 provinces in China, leading to significant price reductions, with average price drops of 70%-90% in several provinces [6][8] - The market size for hard brain (spinal) membrane patches had previously expanded significantly from 2016 to 2020 but faced a contraction due to centralized procurement policies [8] Key Enterprises - Major companies in the hard brain (spinal) membrane patch industry include Guanhao Biological, Zhenghai Biological, Maipu Medical, and Bairen Medical, among others [2][12] - Guanhao Biological reported a total revenue of 377 million yuan in 2024, with a year-on-year decline of 6.6% [13] - Zhenghai Biological's revenue for 2024 was 363 million yuan, down 12.19% year-on-year, with its membrane series products generating 149 million yuan [15] Development Trends - Technological innovations such as 3D printing, nanofiber materials, and bioactive composite materials are being increasingly applied in the development and production of hard brain (spinal) membrane patches [17] - The domestic production rate of artificial hard brain (spinal) membrane patches has reached 90%, with companies like Maipu Medical and Guanhao Biological enhancing their technological capabilities [18] - Government policies supporting the medical device industry and stricter regulations are creating a favorable environment for the development of the hard brain (spinal) membrane patch industry [19]

现金管理进展公告 证券代码：300653 证券简称：正海生物 公告编号：2025-026 烟台正海生物科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 二、关联说明 公司与上述委托理财的受托方不存在关联关系，公司使用闲置自有资金进行 现金管理不涉及关联交易。 三、投资风险及风险控制措施 1、投资风险 1 现金管理进展公告 （1）主要受货币政策、财政政策、产业政策等宏观政策及相关法律法规政 策发生变化的影响，存有一定的系统性风险； 2025 年 4 月 12 日，公司召开第四届董事会第六次会议及第四届监事会第五 次会议审议通过了《关于使用闲置自有资金进行现金管理的议案》，同意公司使 用总额度不超过人民币 70,000 万元闲置自有资金进行现金管理。使用期限自公 司股东大会审议通过之日起 12 个月内。公司在 2025 年 5 月 6 日召开的 2024 年 年度股东大会审议通过了上述议案。本次购买理财产品的额度和期限均在审批范 围内，无需另行提交董事会、股东大会审议。 现将公司近期使用闲置自有资金进行现 ...

关于公司取得医疗器械注册证的公告 证券代码：300653 证券简称：正海生物 公告编号：2025-025 三、风险提示 产品上市后实际销售情况取决于未来市场推广效果，目前无法准确预测上述 产品对公司未来业绩的影响，敬请投资者理性投资，注意风险。 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。 烟台正海生物科技股份有限公司（以下简称"公司"）于近日取得由山东省 药品监督管理局下发的《中华人民共和国医疗器械注册证》，现将相关情况公告 如下： 一、该医疗器械的基本信息 | 产品名称 | 注册证编号 | 注册证有效期 | | | | 注册分类 | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | | 非吸收性外 | 鲁械注准 | 2025 年 18 | 6 | 月 | 日至 | 第二类医疗器械 | 用于人体组织的缝 | | 科缝线 | 20252020341 | 年 2030 6 | | 月 | 日 17 | | 合、结扎 | 二、对公司的影响 外科缝线主要用于人体组织的缝合、结扎。根据其生物降解的性能分 ...

关于取得医疗器械注册变更文件的公告 证券代码：300653 证券简称：正海生物 公告编号：2025-024 烟台正海生物科技股份有限公司 关于取得医疗器械注册变更文件的公告 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。 烟台正海生物科技股份有限公司（以下简称"公司"）于近日取得由国家药 品监督管理局颁发的 1 项《医疗器械变更注册（备案）文件》，公司完成产品"活 性生物骨"的产品技术要求及规格型号相关内容的变更，现将相关情况公告如下： 变更内容： 1、增加产品的规格型号。 1 2、对产品技术要求相关内容进行变更。 烟台正海生物科技股份有限公司 一、该医疗器械的基本信息 产品名称 注册证编号 注册证有效期 注册分类 适用范围 活性生物骨 国械注准 20223131334 2022 年 10 月 8 日至 2027 年 10 月 7 日 以医疗器械 为主的药械 组合产品 用于填充由于创伤或手术造 成的、不影响骨结构稳定性 的骨缺损 上述变更文件与"国械注准 20223131334"注册证共同使用。 二、对公司的影响及风险提示 上述医疗器械注册证的变更符合公司发展 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhenghai Biological, which has a current PE ratio of 31.02, significantly lower than the industry average of 50.64 [1][2] - Zhenghai Biological's market capitalization stands at 3.749 billion yuan, ranking 68th in the medical device industry based on PE ratio [1][2] - The company has been recognized as one of the top 50 new material leading enterprises in Shandong Province for 2023, indicating its strong position in the industry [1] Group 2 - As of the first quarter of 2025, eight institutions hold shares in Zhenghai Biological, with a total holding of 19.6518 million shares valued at 442 million yuan [1] - The latest financial report shows that Zhenghai Biological achieved a revenue of 97.4158 million yuan, representing a year-on-year increase of 8.68%, while net profit decreased by 34.06% to 26.6267 million yuan [1] - The company's gross profit margin is reported at 80.96%, indicating a strong profitability despite the decline in net profit [1]

暗盘资金一眼洞悉庄家意图>> 牙科医疗板块盘初拉升，皓宸医疗（002622）封板涨停，爱迪特（301580）涨超5%，康惠制药 （603139）、悦心健康（002162）、正海生物（300653）、国瓷材料（300285）等均涨超2%。 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of Zhenghai Biological, noting its stock price increase and market capitalization [1] - As of May 29, Zhenghai Biological's closing price was 19.95 yuan, with a rolling PE ratio of 29.71 times and a total market value of 3.591 billion yuan [1] - The company ranks 67th in the medical device industry, which has an average PE ratio of 49.64 times and a median of 36.36 times [1] Group 2 - Zhenghai Biological's main business involves the research, production, and sales of bio-regenerative materials, including oral repair membranes and absorbable dura mater patches [1] - The company was recognized as one of the top 50 new material leading enterprises in Shandong Province for 2023 [1] - In the first quarter of 2025, the company reported revenue of 97.42 million yuan, a year-on-year increase of 8.68%, while net profit was 26.63 million yuan, a year-on-year decrease of 34.06%, with a gross profit margin of 80.96% [1]

Industry Overview - The dental medical equipment industry is experiencing rapid growth in China, driven by an aging population and increasing disposable income, leading to heightened awareness of oral health [1][8] - The market size for dental medical equipment in China is projected to grow from 22.3 billion yuan in 2020 to 41.2 billion yuan in 2024, with a compound annual growth rate (CAGR) of 16.59% [1][8] - The global dental medical equipment market is also expanding, expected to increase from 14.6 billion USD in 2020 to 20.7 billion USD in 2024, with a CAGR of 9.12% [6] Market Dynamics - The demand for dental medical services is rising, leading to a robust growth phase for the dental equipment market in China [1][8] - The domestic market for dental medical equipment is forecasted to reach 47.9 billion yuan by 2025 [1][8] - The domestic CBCT (Cone Beam Computed Tomography) market is becoming a focal point, with the localization rate expected to rise from 16.3% in 2020 to 56.44% in 2024 [10][18] Competitive Landscape - Major players in the Chinese dental medical equipment market include Xinhua Medical, Meiya Optoelectronics, Times Angel, and Kangzhong Medical [2][12] - The industry is currently reliant on imports for 90% of its dental equipment, particularly in the mid-to-high-end segments, but there is a significant opportunity for domestic companies to replace imports [12][18] - Key products from leading companies include CBCT systems, dental sterilization equipment, and implant devices [14][16] Development Trends - There is a notable acceleration in domestic replacement and technological breakthroughs, particularly in CBCT, with expectations for further advancements in high-end sectors [18] - The integration of digital and intelligent technologies is transforming the dental medical equipment industry, enhancing diagnostic efficiency and patient experience [19] - The market is witnessing a segmentation in demand, with older populations driving the need for dental implants and younger consumers pushing for aesthetic treatments like invisible orthodontics [20]

2024 年年度权益分派实施公告 证券代码：300653 证券简称：正海生物 公告编号：2025-023 烟台正海生物科技股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、烟台正海生物科技股份有限公司（以下简称"本公司"或"公司"）回购 专用证券账户中的 2,360,050 股公司股份不参与本次权益分派。本次权益分派以 公司现有总股本 180,000,000 股剔除已回购股份 2,360,050 股后的 177,639,950 股 为基数，向全体股东每 10 股派发现金 4.60 元（含税），合计派发现金红利人民 币 81,714,377.00 元（含税）。 2、本次权益分派实施后除权除息价格计算时，按公司总股本折算每 10 股现 金红利=实际现金分红总额/总股本*10=81,714,377 元/180,000,000*10=4.539687 元（保留六位小数，最后一位直接截取，不四舍五入，并据此计算调整相关参数）。 本次权益分派实施后的除权除息价格=股权登记日收盘价-0.4539687 元/股。 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhenghai Biological, which closed at 20.38 yuan, with a PE ratio of 30.35, marking a new low in 23 days, and a total market capitalization of 3.668 billion yuan [1] - Zhenghai Biological ranks 67th in the medical device industry, which has an average PE ratio of 49.51 and a median of 36.17 [1] - As of March 31, 2025, Zhenghai Biological had 16,966 shareholders, a decrease of 193 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - The main business of Zhenghai Biological involves the research, production, and sales of bio-regenerative materials, including oral repair membranes, absorbable dura mater patches, bone repair materials, and surgical sponges [1] - The company was recognized as one of the top 50 new material leading enterprises in Shandong Province for 2023, as announced by the Shandong Provincial Department of Industry and Information Technology [1] - In the latest quarterly report for Q1 2025, Zhenghai Biological reported revenue of 97.42 million yuan, a year-on-year increase of 8.68%, and a net profit of 26.63 million yuan, a year-on-year decrease of 34.06%, with a gross profit margin of 80.96% [1]