| 华安研究 2026年4月金股组合 | 归母净利润 | （百万元 | ） | 归母净利润增速 | 营业收入 | （百万元 | ） | 营业收入增速 | eps | pe(其余有说明 | ) | 行业 | 金股代码 | 金股 | 核心推荐逻辑 | 风险提示 | 研究员 | 报告依据 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

北京风炎私募基金管理有限公司（代表"北京风炎瑞盈 3 号私募证券投资基 金"）保证向本公司提供的信息内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 提示性公告 证券代码：301033 证券简称：迈普医学 公告编号：2026-007 广州迈普再生医学科技股份有限公司 关于持股 5%以上股东权益变动的提示性公告 1、本次权益变动属于持股 5%以上股东减持股份，不触发要约收 购； 2、本次权益变动后，公司股东北京风炎私募基金管理有限公司 （代表"北京风炎瑞盈 3 号私募证券投资基金"）持有公司股份 3,352,400 股，占总股本的 4.9999%（占剔除公司回购专用账户股份 数量后总股本的 5.0180%）。 3、本次权益变动不会导致公司控制权的变更，不会对公司财务 状况、持续经营情况产生重大影响，同时也不存在损害公司及中小投 资者利益的情形。 一、本次权益变动的基本情况 本次权益变动前，广州迈普再生医学科技股份有限公司（以下简 称"公司"）5%以上股东北京风炎私募基金管理有限公司（代表"北 提示性公告 京风炎瑞盈 3 ...

广州迈普再生医学科技股份有限公司 简式权益变动报告书 上市公司：广州迈普再生医学科技股份有限公司 上市地点：深圳证券交易所 股票简称：迈普医学 股票代码：301033.SZ 信息披露义务人：北京风炎私募基金管理有限公司（代表"北京 风炎瑞盈 3 号私募证券投资基金"） 住所：北京市房山区长沟镇金元大街 1 号北京基金小镇大厦 F 座 229 通讯地址：北京市东城区永定门西滨河路 8 号院中海地产广场西 塔 5 层 03-AB 单元 股份权益变动性质：减少（持股比例下降至 5%以下） 签署日期：二零二六年三月二十七日 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司收购管理办法》《公开发行证券的公司信息披 露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规 和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其 履行亦不违反其章程或内部规则中的任何条款，或与之相冲突。 | 二、备查文件置备地点 14 | | --- | 第一节 释义 在本报告书中，除非另有说明，下列简称具有如下特定含义： | 释义项 | 指 | 释义内容 | ...

关于公司实际控制人、控股股东部分股份质押的公告 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。 证券代码：301033 证券简称：迈普医学 公告编号：2026-006 广州迈普再生医学科技股份有限公司 一、股东股份质押基本情况 股份质押的公告 4、本公告若出现合计数比例与各分项比例之和尾数不符的情况，均是四舍 五入造成。 广州迈普再生医学科技股份有限公司（以下简称"公司"）近日 接到公司实际控制人、控股股东袁玉宇先生的函告，获悉其所持有的 公司部分股份办理了质押登记手续，具体情况如下： 注：1、上述质押股份不负担重大资产重组等业绩补偿义务； （一）股东股份质押基本情况 股东名 称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押数量 （股） 占其所 持股份 比例 （%） 占公司 总股本 比例 （%） 是否 为限 售股 是否 为补 充质 押 质押 起始 日 质押到期 日期 质权人 质押 用途 袁玉宇 是 650,00 0 5.87 0.97 否 否 2026- 3-13 至办理解 除质押日 结束 深圳市中 小担小额 贷款有限 公司 个人 融资 220 ...

Core Viewpoint - The article discusses the ongoing reforms in China's medical procurement and price governance, emphasizing the need for optimization to balance cost control and innovation in the healthcare sector [3]. Group 1: Medical Procurement and Price Governance - The government work report highlights the optimization of centralized medical procurement and price governance, aiming to deepen the reform of medical insurance payment methods and improve the use of surplus funds [3]. - The "volume-based procurement" mechanism has significantly reduced price margins in the medical supply chain, prompting discussions on further optimization among representatives at the National People's Congress [3]. - The implementation of volume-based procurement has accelerated the process of domestic substitution, effectively lowering patient burdens and regulating market competition [3]. Group 2: Challenges and Recommendations - Challenges such as protecting historical volumes and malicious low-price competition remain in the execution of procurement policies, necessitating adjustments to reporting rules and price constraints [4]. - Suggestions include optimizing procurement reporting rules to balance efficiency and market innovation, and establishing a mechanism to curb malicious low-price competition [4]. - A recommendation was made to create a balance between cost control and innovation, proposing differentiated medical insurance payment policies and an "innovation technology exemption channel" for high-value diagnostic projects [4]. Group 3: Payment Mechanism and Innovation - Concerns were raised about the disconnect between procurement and payment, where high-priced generic and original drugs still enjoy high medical insurance payment standards despite not being selected in procurement [5]. - A proposal was made to establish a direct linkage mechanism between procurement prices and medical insurance payment standards, ensuring that selected drugs have their prices reflected in payment standards [5]. - The National Medical Insurance Administration has redirected savings from procurement to pay for clinically valuable innovative drugs, encouraging pharmaceutical companies to invest in research and development [5]. Group 4: Strategic Purchasing and Negotiation Mechanism - Suggestions were made to enhance the strategic purchasing of innovative products by the medical insurance fund, expanding the coverage of innovative drugs while maintaining basic insurance [6]. - The negotiation mechanism for including drugs in the medical insurance directory needs optimization to better reflect the value of innovative drugs and align domestic and international pricing [7]. - It was recommended to consider multiple factors in negotiations to ensure reasonable pricing and innovation returns, potentially allowing for a window of autonomous pricing to stabilize market expectations [8].

提示性公告 证券代码：301033 证券简称：迈普医学 公告编号：2026-005 广州迈普再生医学科技股份有限公司 关于持股 5%以上股东权益变动触及 1%的提示性公告 | 深圳市凯盈科技有限公司保证向本公司提供的信息内容真实、准确和完整， | | --- | | 没有虚假记载、误导性陈述或重大遗漏。 | | 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 广州迈普再生医学科技股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日披露了《关于公司持股 5%以上股东减持股份的预 披露公告》（公告编号：2025-100），持股 5%以上股东深圳市凯盈 科技有限公司（以下简称"深圳凯盈"）计划在该公告披露日起 15 个交易日后的 3 个月内，通过集中竞价交易方式减持公司股份不超过 150,000 股，占公司总股本的 0.2237%（占剔除公司回购专用账户股 份数量后总股本的 0.2245%）。 本次变动是否为履行已作出 的承诺、意向、计划 是☑ 否□ 2025 年 12 月 12 日公司披露了《关于公司持股 5%以上股东减持 股份的预披露公告》（公告编号：2025-100）， ...

Group 1: Shareholder Reductions - Shangle Electronics' actual controller plans to reduce holdings by no more than 3% [1] - Yilian Technology's shareholder Changjiang Chenda intends to reduce holdings by no more than 2% [1] - Fuhuan Micro's actual controller's concerted actor plans to reduce holdings by no more than 1.93% [1] - Xueda Education's shareholder Nanjing Xingnaheyuan intends to reduce holdings by no more than 0.5% [1] - Maipu Medical's shareholder Tang Ying plans to reduce holdings by no more than 1.2541% [1] - Gaohua Technology's shareholder Huang Biao intends to reduce holdings by no more than 1.8 million shares [1] - Jindan Technology's shareholder Shouzhong Education plans to reduce holdings by no more than 3% [1] - Changjiang Communication's shareholders Wuhan Jinkong, New Energy Industry, and Wuhan Changfa plan to collectively reduce holdings by no more than 1% [1] - Jingce Electronics' shareholder Chen Kai intends to reduce holdings by no more than 1.79% [1] - Wuxi Zhenhua's shareholders Wuxi Junrui and its concerted actors plan to collectively reduce holdings by no more than 3% [1] - China Unicom's structural adjustment fund has cumulatively reduced holdings by 1.0764% [1] - Luxin Investment's controlling shareholder Luxin Group has reduced holdings by 1% [1] Group 2: Other Corporate Actions - Naipu Mining has terminated the subscription for equity in Swiss Veritas Resources AG [1] - Jiangyan Group's Ningbo Longji plans to reduce holdings by no more than 3% [1]

Core Viewpoint - MaiPu Medical (301033.SZ) announced that Ms. Tang Ying plans to reduce her shareholding in the company due to personal financial arrangements, with a maximum reduction of 840,877 shares, representing 1.2541% of the total share capital [1] Summary by Categories - **Share Reduction Details** - Ms. Tang Ying intends to reduce her holdings through centralized bidding and block trading methods [1] - The reduction period is set for three months starting from 15 trading days after the announcement [1] - The reduction will account for 1.2587% of the total share capital after excluding shares held in the company's repurchase special securities account [1]

Group 1 - The core point of the article is that the shareholder, Ms. Tang Ying, plans to reduce her stake in Maipu Medical (301033.SZ) by up to 840,900 shares, which represents 1.2541% of the company's total share capital [1] Group 2 - The reduction will occur through centralized bidding and block trading methods [1] - The period for the share reduction is set to begin 15 trading days after the announcement and will last for three months [1]

Group 1 - The core point of the article is that the shareholder, Ms. Tang Ying, plans to reduce her stake in Maipu Medical (301033.SZ) by up to 840,900 shares, which represents 1.2541% of the company's total share capital [1] - The reduction will occur through centralized bidding and block trading methods [1] - The period for the share reduction is set to begin 15 trading days after the announcement and will last for three months [1]