康泰医学成立于1996年7月9日，于2020年8月24日在深圳证券交易所上市，注册及办公地址均位于河北省 秦皇岛市。该公司是国内医疗设备制造领域的领先企业，专注于医疗诊断、监护设备研发生产，具备较强 的技术研发能力。 康泰医学从事医疗诊断、监护设备的研发、生产和销售，所属申万行业为医药生物 - 医疗器械 - 医疗设 备，涉及抗原检测、幽门螺杆概念、多胎概念、核聚变、超导概念、核电等概念板块。 图：康泰医学营收及增速 董事长胡坤薪酬42.51万元，同比减少2.41万元 康泰医学控股股东和实际控制人均为胡坤。董事长胡坤，中国国籍，本科学历，1969年9月出生。1996年 创办公司前身康泰微电子，历任康泰微电子、康泰有限董事长；2014年6月至今任康泰医学董事长；2012 年10月至今任美国康泰董事长、总裁，还兼任多家公司职务。其薪酬从2023年的44.92万降至2024年的 42.51万，减少2.41万元。总经理杨志山，中国国籍，本科学历，1963年7月出生。2002年加入公司，历任 多职，2014年6月至今任公司董事、总经理等职，薪酬从2023年的40.56万降至2024年的32.54万，减少8.02 万元。 ...

2025年10月30日，康泰医学(300869.SZ)发布2025年第三季报。截至2025年10月29日，共有6个机构投资 者披露持有康泰医学A股股份，合计持股量达815.38万股，占康泰医学总股本的2.03%。其中，机构投 资者包括香港中央结算有限公司、金鹰基金-广发证券股份有限公司-金鹰优选152号单一资产管理计 划、金鹰基金-广发证券股份有限公司-金鹰优选152号单一资产管理计划、法国巴黎银行-自有资金、中 国银行股份有限公司-大成景恒混合型证券投资基金、招商银行股份有限公司-永赢中证全指医疗器械交 易型开放式指数证券投资基金，机构投资者合计持股比例达2.03%。相较于上一季度，机构持股比例合 计下跌了0.31个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括医疗器械ETF、大成景恒混合A，持股 增加占比达0.25%。本期较上一季未再披露的公募基金共计89个，主要包括国泰海通量化选股混合发起 A、国金量化多因子A、鹏华中证1000指数增强A、万家国证2000ETF、国金量化精选A等。 对于社保基金，本期较上一季未再披露的社保基金共计1个，即鹏华基金管理有限公司-社保基金1804组 合 ...

Core Viewpoint - 康泰医学 reported a slight increase in revenue for the first three quarters of 2025, but net profit decreased, indicating potential challenges in profitability despite revenue growth [1] Financial Performance - The company's revenue for the first three quarters reached 344 million yuan, representing a year-on-year growth of 3.03% [1] - Net profit attributable to shareholders was 9.3998 million yuan, showing a year-on-year decrease of 5.08% [1] - The net loss attributable to shareholders after excluding non-recurring gains and losses was 3.3972 million yuan [1] - Basic earnings per share were reported at 0.0234 yuan [1]

智通财经APP讯，康泰医学(300869.SZ)发布2025年三季度报告，该公司前三季度营业收入为3.44亿元， 同比增长3.03%。归属于上市公司股东的净利润为939.98万元，同比减少5.08%。归属于上市公司股东的 扣除非经常性损益的净亏损为339.72万元。基本每股收益为0.0234元。 ...

格隆汇10月29日丨康泰医学(300869.SZ)发布公告，2025年前三季度，实现营业收入3.44亿元，同比增加 3.03%；归属于上市公司股东的净利润939.98万元，同比减少5.08%；归属于上市公司股东的扣除非经常 性损益的净利润-339.72万元，基本每股收益0.0234元。 ...

北京商报讯（记者 王寅浩 宋雨盈）10月29日，康泰医学发布2025年第三季度报告，第三季度实现营业 收入1.26亿元，同比增长3.56%；归属于上市公司股东的净利润亏损753.77万元，同比下降534.25%。 2025年前三季度实现营业收入3.44亿元，同比增长3.03%；归属于上市公司股东的净利润为939.98万 元，同比下降5.08%。 ...

康泰医学系统（秦皇岛）股份有限公司 2025 年第三季度报告 证券代码：300869 证券简称：康泰医学 公告编号：2025-077 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 年第三季度报告 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。 重要内容提示： 1.董事会、董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 康泰医学系统（秦皇岛）股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益》中列举的非经常性损益项目界定为经常性损益 项目的情况说明 □适用 不适用 公司不 ...

Core Viewpoint - The pharmaceutical sector is experiencing fluctuations, with a notable increase in the Medical Innovation ETF and several key stocks, indicating a positive trend in the market despite recent adjustments [1][2]. Group 1: Market Performance - As of October 24, the Medical Innovation ETF (516820.SH) rose by 0.26%, with significant gains in constituent stocks such as Kanglong Chemical (300759) up 3.34%, Xingqi Eye Medicine (300573) up 2.35%, and WuXi AppTec (603259) up 1.77% [1]. - Over the past five trading days, there have been net inflows into the Medical Innovation ETF for four days, totaling 14.06 million yuan, with an average daily net inflow of 2.81 million yuan [1]. Group 2: Upcoming Events and Innovations - The European Society for Medical Oncology (ESMO) conference in mid to late October 2025 will showcase research results from several domestic innovative drugs, including clinical trials from Kangfang Bio, Kelun Biotech, and others [1]. - The increasing competitiveness of domestic innovative drugs in global clinical data and progress is strengthening the trend of these drugs entering international markets [1]. Group 3: Industry Trends and Outlook - Historically, the fourth quarter is a peak period for business development (BD) activities, with major deals expected from companies like Kangfang Bio and Kelun Biotech [2]. - Despite recent market adjustments, the outlook for innovative drug companies remains positive, with multiple catalysts expected, including ESMO data and continued performance improvements in quarterly reports [2]. - The long-term trend for innovative drugs is upward, driven by both international expansion and domestic revenue growth, with the potential for significant market opportunities despite short-term disturbances [2].

Summary of Key Points Core Viewpoint - On October 20, 2023, Kangtai Medical executed a block trade of 180,000 shares at a price of 13.01 yuan, which represents an 18.99% discount compared to the market closing price of 16.06 yuan, with a total transaction value of 2.3418 million yuan, accounting for 4.32% of the total trading volume for that day [1]. Group 1 - The block trade involved 180,000 shares of Kangtai Medical [2]. - The transaction price was set at 13.01 yuan per share [2]. - The total transaction amount reached 2.3418 million yuan [2]. - The trade represented 4.32% of the total trading volume on that day [1]. - The discount of 18.99% was calculated based on the market closing price of 16.06 yuan [1].

Investment Rating - The report does not explicitly state an investment rating for the industry [2] Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 2.48% from October 13 to October 17, underperforming the broader market index, the CSI 300, which fell by 2.22% [3][8] - There is a sustained enthusiasm for business development (BD) transactions in innovative drugs, with several companies entering agreements with international pharmaceutical firms [3][12] - The ESMO conference held from October 17 to 21 showcased positive advancements in multiple studies, particularly in immunotherapy and antibody-drug conjugates (ADCs), highlighting the potential of domestic biotech companies [3][11] Market Weekly Review - The pharmaceutical and biotechnology sector saw a weekly decline of 2.48%, with offline pharmacies and traditional Chinese medicine showing slight gains of 0.59% and 0.38%, respectively [8] - Medical research outsourcing, medical devices, and other biological products faced significant declines, with drops of 6.46%, 5.37%, and 3.6% respectively [8][9] - Notable stock performances included Asia-Pacific Pharmaceutical with a rise of 36.7%, while Betta Pharmaceuticals saw a decline of 17.0% [11] Industry News and Key Company Announcements Important Industry Events - On October 18, Kangfang Biologics presented data on a PD-1/VEGF dual antibody in non-small cell lung cancer at the ESMO conference, showing significant improvement in progression-free survival (PFS) [11] - On October 16, Hansa Biopharma announced a licensing agreement with Roche for the global exclusive rights to develop and commercialize HS-20110, with an upfront payment of $80 million [12] - On October 16, Prigen Biologics entered a collaboration with Gilead's Kite Pharma, receiving an upfront payment of $120 million [12][13] Company Announcements - Huayuan Biologics reported a slight decrease in total revenue for the third quarter, amounting to 936 million yuan, a 0.2% year-on-year decline [14] - Shanghai Pharmaceuticals received FDA approval for Doxycycline capsules, with projected sales of approximately $130 million in the U.S. for 2024 [14][16]