登录新浪财经APP 搜索【信披】查看更多考评等级 | | | 1月30日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | 中际旭创 | 2025年净利同比预增89.50%-128.17% | | | 寒武纪 | 预计2025年净利润18.50亿元-21.50亿元 同比扭亏为盈 | | | 新易感 | 2025年净利同比预增231.24%-248.86% | | | 航天发展 | 预计2025年净亏损10亿元-16.5亿元 | | | 闻泰科技 | 预计2025年净亏损90亿元-135亿元 | | | 吉华集团 | 控股股东筹划控制权变更事项 股票下周一起停牌 | | | 中国国航 | 预计2025年净亏损13亿元-19亿元 | | | 中国东航 | 预计2025年净亏损13亿元-18亿元 | | | 荃银高科 | 涉嫌信息披露违法违规 被中国证监会立案调查 | | | 民爆光电 | 拟以现金方式收购厦门厦芝精密科技有限公司51%股权 股票复牌 | | 投资8签约 | 华友钻业 | 拟在印度尼西亚合作建设电池产业链一体化项目 | | 增减持&回购 ...

每经AI快讯，1月30日，康泰医学（300869）(300869.SZ)公告称，公司近日取得了由河北省药品监督管 理局颁发的《中华人民共和国医疗器械注册证》，产品为无创呼吸机，型号为R100ST，用于轻中度呼 吸衰竭或阻塞性睡眠呼吸暂停(OSA)的患者提供无创通气。该注册证的取得有利于丰富公司产品线，提 高核心竞争力，但产品后期实际销售情况取决于市场推广效果及需求，公司目前无法准确预测对未来营 业收入的影响。 ...

康泰医学公告，预计2025年度净利润为负，预计为-3300万元至-1700万元，上年同期为-7790万元。公司 本年度预计计提存货减值准备金额较上年减少，尽管相关计提对净利润的影响尚未完全消除，但计提规 模下降使得公司本年预计净利润较上年同期减亏。 ...

证券代码：300869 证券简称：康泰医学 公告编号：2026-002 债券代码：123151 债券简称：康医转债 康泰医学系统（秦皇岛）股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | -3,300 | ～ | -1,700 | -7,790 | | 扣除非经常性损益后的净利润 | -5,900 | ～ | -3,000 | -9,508 | 二、与会计师事务所沟通情况 本次业绩预告是公司财务部门初步测算的结果，未经会计师事务所审计。公 司就业绩预告有关事项已与会计师事务所进行预沟通，双方关于本次业绩预告事 项不存在分歧，具体数据以最终审计结果为准。 三、业绩变动原因说明 五、备查文件 1、 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 康泰医学系统（秦皇岛）股份有限公司 关于获得医疗器械注册证的公告 证券代码：300869 证券简称：康泰医学 公告编号：2026-003 债券代码：123151 债券简称：康医转债 康泰医学系统（秦皇岛）股份有限公司（以下简称"公司"）于近日取得了 由河北省药品监督管理局颁发的《中华人民共和国医疗器械注册证》，具体情况 如下： 批准日期：2026 年 1 月 28 日 一、医疗器械注册证内容 注册人名称：康泰医学系统（秦皇岛）股份有限公司 产品名称：无创呼吸机 型号、规格：R100ST 适用范围：用于对轻中度呼吸衰竭或阻塞性睡眠呼吸暂停(OSA)的患者（体重 在 30kg 以上）提供无创通气。可用于家庭环境和医疗机构。 注册证编号：冀械注准 20262080028 有效期至：2031 年 1 月 27 日 二、对公司的影响及风险提示 以上产品医疗器械注册证的首次取得，有利于丰富公司产品线，进一步提高 公司的核心竞争力，对公司发展具有正面影响。上述产品后期实际销售情况取决 于未来市场的推广效果及市场的实际需求，公司 ...

李霁阳 方正证券医药分析师: 各位投资人下午好，我是方正证券医药组的分析师李季阳，然后我们今天的周周谈的会议 的话，是总结一下，据拼某个会议当中，中国创效公司的一些更新和进展。然后另外的话 就是大家对于近期整个整体创效的这个调整。然后我们也做一个市场的一个解读。首先的 话， JP Morgan 是在上周末结束，然后像百济百天恒，科伦博泰这些公司也是在主会场做 了这个 presentation 那我们可以看到其实公司的这个进展还是非常多的。就首先百济的 话，它的这个 BCL 2 是在中国已经获批上市了，而且年内的话，是有望在这个美国获得一 个加速的获批。 那 BCL2 其实对于百济来说，也相当于是它的第二个驱动增长的一个引擎，因为 BTK BK 我们可以看到近两年在美国市场的这个销售增速是非常快的。那我们预计的话，BCL2 上 市之后也会补全在一线 C CL 这个适应症当中的。这个拼图，然后也会助力它在未来两年 继续保持这个高速增长。因为其实投资人还是对于未来几年这个 BDK 的一个增速，因为 它毕竟体量提量到了一个比较大的一个这个体量了。就后续的增速其实大家还是有一些质 疑和担心，但是 BCL 2 上市之后， ...

证券代码：300869 证券简称：康泰医学 公告编号：2026-001 债券代码：123151 债券简称：康医转债 康泰医学系统（秦皇岛）股份有限公司 关于 2025 年第四季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 1、康医转债（债券代码：123151）转股期限为 2023 年 1 月 9 日至 2028 年 6 月 30 日。 2、2025 年第四季度，共有 1 张"康医转债"完成转股（票面金额共计 100 元人 民币），合计转为 3 股"康泰医学"股票（股票代码：300869）。 3、截至 2025 年第四季度末，公司剩余可转换公司债券为 6,998,183 张，剩余可 转换公司债券票面总金额为人民币 699,818,300 元。 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司自 律监管指引第 15 号——可转换公司债券》的有关规定，康泰医学系统（秦皇岛）股 份有限公司（以下简称"公司"）现将 2025 年第四季度可转换公司债券（以下简称 "可转债"）转股及公司总股本变化情况公告如 ...

Core Viewpoint - The company, Keli Equipment (301552), has responded to investor inquiries regarding its involvement in the production of medical equipment, specifically in response to increased demand for temperature guns during the pandemic [1] Group 1: Company Response and Actions - In early 2020, external adverse factors led to a surge in demand for temperature guns from Kangtai Medical (300869), resulting in supply shortages from its original suppliers [1] - The company developed molds and produced overall structural components for temperature guns and pulse oximeter housings in response to an urgent request from Kangtai Medical [1] Group 2: Technological Development - The company is focusing on the research and preparation of high-tech barrier nano-coating materials, which have antibacterial properties [1] - These materials are suitable for use on the surfaces of medical robots and medical devices, helping to reduce the risk of cross-infection [1]

Core Insights - The pharmaceutical industry is witnessing a shift in Alzheimer's disease (AD) drug development, with Chinese companies increasingly entering the field while multinational corporations face setbacks [1][2][3] Group 1: Current Developments in Alzheimer's Drug Research - Novo Nordisk announced that its two large Phase III trials for Semaglutide in treating Alzheimer's disease did not meet primary endpoints [1] - Chinese pharmaceutical companies, such as Green Leaf Pharmaceutical and Kangfang Biotech, are advancing their own AD drug candidates, with Green Leaf's LY03017 recently receiving FDA approval for clinical trials [1][2] - The number of drugs under development for AD in China ranks second globally, following the United States, indicating a growing interest and investment in this area [2] Group 2: Challenges Faced by Multinational Corporations - Major multinational companies like Pfizer, Roche, and Johnson & Johnson have faced failures in AD drug development due to unclear disease mechanisms and ineffective clinical trial results [2][3] - Notably, Biogen's Aducanumab is set to exit the AD treatment landscape due to conflicting Phase III trial results, while other drugs like Lecanemab and Donanemab have received limited approval [3] Group 3: Factors Driving Chinese Companies' Confidence - Chinese companies are motivated by advancements in diagnostic technologies and a significant unmet clinical need in the AD space [4] - The integration of biomarker testing and advanced imaging techniques has improved diagnostic accuracy, addressing previous challenges in the field [4] - Green Leaf Pharmaceutical is exploring multiple indications for its LY03017 drug, indicating a strategic approach to capitalize on the unmet needs in AD and related disorders [4]

Core Insights - The blood oxygen monitor industry in China is experiencing strong growth driven by the increasing prevalence of chronic respiratory and cardiovascular diseases, particularly due to the aging population, which has led to a significant rise in demand for long-term blood oxygen monitoring [1][9] - The market size of the blood oxygen monitor industry in China is projected to grow from 3.8 billion yuan in 2019 to 4.5 billion yuan in 2024, with a compound annual growth rate (CAGR) of 3.44%. By 2030, the market size is expected to exceed 8 billion yuan, indicating a promising future for the industry [1][9] - The rapid adoption of telemedicine and the general increase in public health awareness are facilitating the transition of blood oxygen monitors from professional medical settings to home care and chronic disease management [1][9] Industry Overview - Blood oxygen monitors are medical devices used to measure vital indicators such as blood oxygen saturation and heart rate, with common types including fingertip, wrist, tabletop, handheld, and wearable monitors [3] - The industry has evolved significantly since the mid-1990s, transitioning from professional medical use to home and mobile applications, with advancements in technology enabling features like data collection and remote monitoring [3] Industry Policies - Blood oxygen monitors are classified as Class II medical devices under the Medical Device Supervision and Administration Regulations, requiring strict management to ensure safety and effectiveness [4] - Recent government policies aim to enhance the development of the blood oxygen monitor industry, including measures for intellectual property protection and subsidies for consumers purchasing medical devices [4] Market Dynamics - The aging population in China is a key driver for the demand for blood oxygen monitors, with the number of individuals aged 60 and above expected to reach 31.03 million by the end of 2024, accounting for 22% of the total population [5] - The blood oxygen monitor industry is supported by a robust supply chain, including raw materials, manufacturing, and sales channels, with both online and offline distribution methods [5][6] Competitive Landscape - The global blood oxygen monitor market is characterized by a mix of established international players and emerging domestic brands, with companies like Masimo Corporation and Philips leading in high-end medical-grade monitors [10][11] - Chinese companies such as Yuyue Medical and Kangtai Medical are gaining market share by offering competitive products in the mid to low-end segments, with a focus on quality and performance [10][11] Future Trends - The blood oxygen monitor industry is expected to see advancements in smart technology, enabling continuous data collection and personalized health management [14] - The trend towards portability will drive the development of smaller, lighter devices that integrate with wearable technology, enhancing user convenience [15] - The application scenarios for blood oxygen monitors are expanding beyond traditional medical settings to include fitness, high-altitude travel, and workplace health management [16]