证券代码：300832 证券简称：新产业 公告编号：2026-022 深圳市新产业生物医学工程股份有限公司 关于获得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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 | 产品名称 | 注册 分类 | 注册证编号 | | | 注册证有效期 | | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | | 超氧化物歧化酶 | | 粤械注准 | 2026 | 年 | 月 3 | 日至 24 | 本试剂盒用于体外定量 测定人血清或血浆中的 | | 测定试剂盒（邻苯 | Ⅱ类 | | | | | | 超氧化物歧化酶活性。临 | | 三酚底物法） | | 20262400321 | 2031 | 年 3 | 月 23 | 日 | 床上用于机体抗氧化能 | | | | | | | | | 力的辅助诊断。 | 一、获证产品的具体情况 超氧阴离子自由基是生物体内正常的代谢产物，但其过量积累将使细胞膜脂 质发生过氧化作用而引起膜结构损伤，导致细胞损伤甚至死亡。超氧化物歧化酶 （SOD）是唯一以超氧阴离 ...

ab 17 March 2026 Global Research China Medtech Marketing book Equities China Healthcare Jun Deng Analyst jun.deng@ubs.com +852-3712 2103 Chen Chen, PhD Analyst S1460520100001 chen-zb.chen@ubs.com +86-10-5832 8201 Henry Liu, CFA Analyst S1460520110002 henry-za.liu@ubs.com +86-105-832 8509 Liz Han, CFA Analyst liz.han@ubs.com +852-2971 6106 David Guo, PhD Analyst S1460524040001 david-za.guo@ubs.com +86-10-5832 8010 Emma Ma, CFA Associate S1460124070003 emma-mc.ma@ubs.com +86-21-3866 8981 This report has been ...

执业证书编号：S0740519040001 Email：zhujq@zts.com.cn Email：liuzq04@zts.com.cn | 上市公司数 | 504 | | --- | --- | | 行业总市值(亿元) | 67,613.55 | | 行业流通市值(亿元) | 61,920.43 | 医保基金运行平稳向好、NVIDIA GTC 勾勒 AI+蓝图；波动下关 注个股α与防御板块配置机会 医药生物 证券研究报告/行业定期报告 2026 年 03 月 22 日 1、《重视涨价逻辑演绎；"十五五" AI+机遇》2026-03-15 志物检测列项》2026-03-13 评级： 增持（维持） 分析师：祝嘉琦 联系人：刘照芊 基本状况 行业-市场走势对比 重点公司基本状况 简称 股价 EPS PE 评级 （元） 2023A 2024A 2025E 2026E 2027E 2023A 2024A 2025E 2026E 2027E 药明生物 33.82 0.82 0.81 0.96 1.17 1.47 41.16 41.69 35.31 28.90 23.06 买入 三生国健 70.03 0.48 1.14 ...

Core Viewpoint - The article discusses the recent adjustments in stock holdings by social security funds and institutional investors, highlighting the sectors and companies that have seen increased or decreased investments due to changing market dynamics and demand for AI-related technologies. Group 1: Institutional Investment Trends - Social security funds have recently increased their holdings in companies benefiting from rising demand for AI computing power, such as Nanya New Materials and Jiemai Technology [2][5] - A total of 13 new stocks have been added to the top ten shareholders by social security funds, with significant investments in Kelong Pharmaceutical, Puxin Technology, and Tianhua New Energy, each exceeding 300 million yuan in market value [2][8] - The funds have also shown a mixed approach, with some stocks like New Industry in the medical device sector being reduced, while others like Jiemai Technology have seen increased holdings [7][9] Group 2: Specific Stock Movements - Nanya New Materials, a key player in the PCB industry, has seen social security funds become its ninth-largest shareholder with 1.93 million shares [5] - Jiemai Technology, involved in MLCC packaging materials, has been increased by social security funds to 4.77 million shares, reflecting a 30% increase in stock price recently [5] - Southeast Network Framework and Qingniao Fire Protection have also attracted new investments from social security funds, indicating a broader interest in sectors like construction and safety [6] Group 3: Sector Performance and Adjustments - The medical device sector, represented by New Industry, has experienced a reduction in holdings by social security funds, continuing a trend from the previous quarter [7] - The consumer electronics sector, particularly Electric Connection Technology, has also seen a slight reduction in holdings, attributed to anticipated profit declines due to external pressures [7] - The article notes that social security funds have diversified their investments across various sectors, including cyclical resources, chemicals, pharmaceuticals, and real estate, with a total of 23 stocks involved in these adjustments [8][9]

证券代码：300832 证券简称：新产业 公告编号：2026-021 深圳市新产业生物医学工程股份有限公司 关于获得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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了广东省药品监督管理局颁发的 1 项《医疗器械注册证》。具体情况如下： | 产品名称 | 注册 分类 | 注册证编号 | | | 注册证有效期 | | | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 可溶性生长刺激 | | | | | | | | 本试剂盒用于体外定量 测定人血清或血浆中可 | | 表达基因 蛋白测 2 | | 粤械注准 | 2026 | 年 | 月 3 | 日至 18 | | 溶性生长刺激表达基因 | | 定试剂盒（磁微粒 | Ⅱ类 | 20262400300 | 2031 | 年 3 | 月 17 | 日 2 | | 蛋白的含量。临床上用 | | 化学发光法） | | | | | | | | 于辅助慢性心力 ...

证券代码：300832 证券简称：新产业 公告编号：2026-019 深圳市新产业生物医学工程股份有限公司 关于回购公司股份实施完成暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于 2026 年 3 月 2 日召开第五届董事会第六次会议，审议通过了《关于以集中竞价方式回购 公司股份方案的议案》。公司计划使用不低于人民币 5,000 万元，不高于人民币 10,000 万元的自有资金以集中竞价交易方式回购公司部分社会公众股份，用于实 施员工持股计划或股权激励。上述内容详见公司于 2026 年 3 月 2 日刊登在巨潮 资讯网上的《关于回购公司股份方案的公告》（公告编号：2026-013）。 截至 2026 年 3 月 12 日，公司已按照披露方案完成回购公司股份，具体内容 公告如下： 一、回购股份的进展情况 1 公司实际回购资金总额已超过回购方案中的回购资金总额下限，且不超过回 购资金总额上限，本次回购公司股份已实施完成，实际回购情况与经董事会审议 的回购方案不存在差异。 二、回购股份对公 ...

证券代码：300832 证券简称：新产业 公告编号：2026-020 深圳市新产业生物医学工程股份有限公司 关于获得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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了广东省药品监督管理局颁发的 1 项《医疗器械注册证》。具体情况如下： | 产品名称 | 注册 分类 | 注册证编号 | | | 注册证有效期 | | | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 本试剂盒用于体外定量测 | | 抗锌转运蛋白 8 抗 | | | | | | | | 定人血清或血浆中锌转运 | | 体测定试剂盒（磁 | Ⅱ类 | 粤械注准 | 2026 | 年 3 | 月 | 11 | 日至 | 蛋白 抗体（Anti-ZnT8） 8 | | | | 20262400269 | 2031 | 年 3 | 月 | 日 10 | | | | 微粒化学发光法） | | | | | | ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][8]. Core Insights - The government work report has positioned biotechnology and pharmaceuticals as a new pillar industry, emphasizing the importance of innovation and development in this sector [2][11]. - The pharmaceutical and biotechnology sector has underperformed the overall market recently, with a decline of 2.78% compared to a 1.26% drop in the A-share market [1][21]. - The TTM price-to-earnings ratio for the pharmaceutical and biotechnology sector is 36.18x, which is at the 78.6th percentile of its historical valuation over the past five years [1][26]. Summary by Sections Government Positioning - The government has upgraded the status of the biotechnology and pharmaceutical industry, highlighting its role in driving new productivity and technological innovation [2][11]. - Key development opportunities during the 14th Five-Year Plan include innovation, elderly care, openness, and strengthening basic healthcare services [13]. Market Performance - The overall A-share market saw a decline of 1.26%, with the biotechnology sector declining by 2.78% [1][21]. - Specific sub-sectors such as medical services and medical devices experienced significant declines, with medical services down 4.71% [1][21]. Valuation Metrics - The TTM price-to-earnings ratios for various sub-sectors are as follows: chemical pharmaceuticals at 43.80x, biological products at 45.58x, medical services at 32.48x, and medical devices at 39.48x [26]. Recommended Stocks - Major companies recommended for investment include: - Mindray Medical (300760.SZ): Strong in R&D and international expansion [30]. - United Imaging Healthcare (688271.SH): Focused on high-performance medical imaging and digital solutions [30]. - WuXi AppTec (603259.SH): A leading open-access drug development service platform [30]. - Aier Eye Hospital (300015.SZ): The largest eye care institution in China [30]. - Yuyue Medical (002223.SZ): A leading provider of medical devices and solutions [31].

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Insights - The government work report has positioned biotechnology and pharmaceuticals as a new pillar industry, emphasizing the importance of innovation and development in this sector [2][11] - The pharmaceutical and biotechnology sector has underperformed the overall market recently, with a decline of 2.78% compared to a 1.26% drop in the A-share market [21] - The current price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology sector is 36.18x, which is at the 78.6th percentile of its historical valuation over the past five years [26] Summary by Sections Government Work Report - The report highlights the establishment of biotechnology and pharmaceuticals as a new pillar industry, with a focus on innovation and the development of new technologies such as artificial intelligence and quantum technology [2][11] - Key development opportunities during the 14th Five-Year Plan include innovation, elderly care, openness, and strengthening basic medical services [13] Market Performance - The overall A-share market saw a decline of 1.26%, with the biotechnology sector declining by 2.78%, indicating weaker performance compared to the broader market [21] - Specific declines were noted in various sub-sectors, including medical services down 4.71% and medical devices down 2.94% [21] Valuation Metrics - The P/E ratios for various sub-sectors are as follows: chemical pharmaceuticals at 43.80x, biological products at 45.58x, medical services at 32.48x, and medical devices at 39.48x [26] Recommended Stocks - Major companies recommended for investment include: - Mindray Medical (迈瑞医疗): A leader in medical devices with strong R&D and international expansion [30] - United Imaging Healthcare (联影医疗): Focused on high-performance medical imaging and digital solutions [30] - WuXi AppTec (药明康德): A comprehensive drug development service platform benefiting from global outsourcing trends [30] - Aier Eye Hospital (爱尔眼科): The largest eye care institution in China, leveraging international technology and management [30]

深圳市新产业生物医学工程股份有限公司 关于控股股东部分股份办理质押及解除质押的公告 证券代码：300832 证券简称：新产业 公告编号：2026-018 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 公司控股股东西藏新产业投资管理有限公司（以下简称"西藏新产业"）的函告， 获悉其所持有的公司 835 万股股份办理了质押手续；另，西藏新产业已质押给华 泰证券股份有限公司的其所持有的公司 720 万股股份办理了解除质押手续。具体 事项如下： 二、 公司控股股东部分质押股份解除质押的基本情况 | 是否为控股 | 本次解除质 | 股东 | 股东或第一 | 占其所持 | 占公司总股 | 质押 | 质押 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 押股份数量 | 质权人 | 名称 | 大股东及其 | 股份比例 | 本比例 | 起始日 | 解除日 | ...