人民财讯10月23日电，迈普医学(301033)10月23日公告，公司拟分别与关联方江西司托迈医疗科技有限 公司（简称"司托迈"）、江西远赛医疗科技有限公司（简称"远赛医疗"）签订《产品代理合作协议 书》，协议书分别约定，司托迈委托公司独家代理销售"持续葡萄糖监测系统"产品，代理期限内采购预 估含税金额为2150万元；远赛医疗委托公司独家代理销售"超声软组织手术设备,一次性使用超声软组织 手术刀头"产品，代理期限内采购预估含税金额为350万元。 转自：证券时报 ...

迈普医学公告，第三季度营收为9145.06万元，同比增长32.74%；净利润为2855.49万元，同比增长 39.89%。前三季度营收为2.49亿元，同比增长30.53%；净利润为7585.4万元，同比增长43.65%。 ...

广州迈普再生医学科技股份有限公司 广州迈普再生医学科技股份有限公司 2025 年第三季度报告 证券代码：301033 证券简称：迈普医学 公告编号：2025-081 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.董事会及董事、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 广州迈普再生医学科技股份有限公司 2025 年第三季度报告 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 91,450,561.18 | 32.74% | 249,228,235.32 | 30.53% | | 归属于上市公司股东 | 28, ...

市场监管总局、国家药监局调研组在京开展《医疗器械管理法》立法调研 10月17日消息，市场监管总局副局长束为和国家药监局副局长徐景和率调研组10月15日在京就《医疗器 械管理法》草案开展立法调研。调研组一行先后走访瓦里安医疗设备（中国）有限公司、心诺普医疗技 术（北京）有限公司，了解医疗器械研发、生产、经营、使用等情况，并召开立法座谈会，听取北京市 药监局、北京市市场监管综合执法总队等监管部门、企业和医疗机构的意见建议，就进一步完善医疗器 械监管法律制度体系、强化全生命周期质量安全监管、促进产业高质量发展和高水平安全进行了深入交 流。调研组指出，医疗器械关系人民群众的生命健康，关系公共安全和国家安全。医疗器械管理立法要 坚持科学立法、民主立法、依法立法的要求，坚持问题导向，坚持国际视野，坚持改革创新，进一步提 高立法质量，推动法律实施。 药械审批 政策动向 华东医药全资子公司收到药品注册证书 10月17日，华东医药(000963.SZ)公告称，全资子公司中美华东收到国家药品监督管理局核准签发的 《药品注册证书》，由中美华东申报的瑞玛比嗪注射液的上市许可申请获得批准。该药物是一种注射用 外源性荧光示踪剂，需与Me ...

Policy Developments - The State Administration for Market Regulation and the National Medical Products Administration conducted legislative research on the draft Medical Device Management Law, emphasizing the importance of scientific, democratic, and legal legislation to enhance the quality of laws and promote implementation [1] Drug and Device Approvals - East China Pharmaceutical's subsidiary received a drug registration certificate for Remabizine injection, which is used in conjunction with MediBeacon's device to assess patients' glomerular filtration rate [2] - Kelun Pharmaceutical's subsidiary obtained approval for its ADC product, Botuzumab, for treating HER2-positive breast cancer, showing significant improvement in progression-free survival compared to T-DM1 [3] Financial Reports - WoHua Pharmaceutical reported a net profit increase of 179.34% year-on-year for the first three quarters, with revenue of 625 million yuan [4] - Pianzihuang's third-quarter net profit decreased by 28.82%, with revenue down 26.28% year-on-year, attributed to reduced sales in the pharmaceutical manufacturing sector [5] Capital Market Activities - Weigao Blood Products is planning to acquire 100% of Shandong Weigao Puri Pharmaceutical Packaging Co., leading to a stock suspension for up to 10 trading days [7] - Hansoh Pharmaceutical entered a licensing agreement with Roche, potentially earning up to $1.45 billion in milestone payments for the development of HS-20110, a targeted ADC for colorectal cancer [8] Industry Developments - Sanofi announced the launch of its insulin raw material project in Beijing, with a total investment of 1 billion euros, expected to be completed by 2032 [12]

Core Viewpoint - Myp Medical is expanding its presence in the neuro-interventional medical supplies sector by acquiring 100% of Guangzhou Yijie Medical Technology Co., Ltd. for 335 million yuan, marking a significant step towards establishing a comprehensive solution for neurology departments [2][3]. Financial Performance - In the first half of 2025, Myp Medical achieved revenue of 158 million yuan, a year-on-year increase of 29.28%, and a net profit of 47.3 million yuan, up 46.03% [2][6]. - The company reported a gross margin of 80.59% in the first half of 2025, an increase of 1.74 percentage points compared to the same period last year [6][7]. - From 2019 to 2023, the compound annual growth rate (CAGR) of net profit was 10%, with a notable acceleration in 2024, where revenue reached 278 million yuan, a 20.61% increase year-on-year [6][7]. Research and Development - Myp Medical's R&D investment reached 19.29 million yuan in the first half of 2025, a significant increase of 58.95% year-on-year, with total R&D expenditure from 2020 to the first half of 2025 amounting to 206 million yuan [6][7][8]. - The company holds 259 domestic patents and 30 international patents, with 178 of them being invention patents [8]. Acquisition Details - The acquisition of Yijie Medical will be financed through a combination of share issuance and cash payment, with the transaction price determined through negotiations involving third-party evaluators to ensure fairness [3][4]. - Yijie Medical specializes in neuro-interventional products, having established a product line that includes key devices such as neuro-interventional catheters and guidewires, which are already approved for sale in over 200 top-tier hospitals [3][4]. Strategic Implications - The acquisition is expected to enhance Myp Medical's market competitiveness in neurology by integrating its product lines and leveraging technological and channel synergies, thereby accelerating the domestic substitution of high-value medical supplies [5].

根据公司公告，交易标的易介医疗2025-2029 年的预测净利润为-1911 万元、-317 万元、1487 万元、 3336 万元及5201 万元，剔除股份支付费用影响后的预测净利润为-1535 万元、5 万元、1808 万元、 3657 万元及 5522 万元，其中，2026 年起易介逐渐达到盈亏平衡的状态并在往后年度实现盈利。原股东 泽新医疗、易创享承诺易介医疗2025-2029 年度实现扣除非经常性损益后净利润分别不低于-1910 万 元、-316 万元、1487 万元、3336 万元和5201 万元。 迈普现在业务集中在神经外科，通过并购易介医疗，或将构建神内神外一体化解决方案。易介医疗终端 医院与迈普具有较高的重合度，可发挥渠道资源协同作用，并且可助力迈普将生物合成材料技术由植入 领域扩展至介入领域。 本次重组前，实控人袁总通过一致行动协议合计控制32.97%上市公司股权，重组后若一致行动协议未 到期或到期续签，则袁总合计控制37.88%上市公司股权，实控人对公司的控制力进一步增强。 事项： 10 月16 日，公司披露收购方案，拟通过发行股份及支付现金的方式以3.35 亿元价格购买易介医疗100% ...

Investment Rating - The report maintains a "Recommendation" rating for the company, with a target price of 90 yuan, compared to the current price of 68.30 yuan [3][6]. Core Insights - The company plans to acquire 100% equity of Yijie Medical for 335 million yuan, with 301 million yuan in shares and 34 million yuan in cash. The acquisition is progressing steadily [2][6]. - The company is expected to achieve significant revenue growth, with projected total revenue of 278 million yuan in 2024, increasing to 635 million yuan by 2027, representing a compound annual growth rate (CAGR) of approximately 30.9% [2][7]. - The net profit attributable to the parent company is forecasted to grow from 79 million yuan in 2024 to 221 million yuan in 2027, with a CAGR of 40.0% [2][7]. - The acquisition of Yijie Medical is anticipated to enhance the company's integrated solutions in neurosurgery and interventional fields, leveraging channel resources and expanding its technology applications [6][7]. - The controlling shareholder's stake is expected to increase from 32.97% to 37.88% post-acquisition, enhancing control over the company [6][7]. Financial Projections - Total revenue projections for 2024A, 2025E, 2026E, and 2027E are 278 million, 372 million, 485 million, and 635 million yuan, respectively, with year-on-year growth rates of 20.6%, 33.8%, 30.3%, and 30.9% [2][7]. - The net profit attributable to the parent company is projected to be 79 million, 113 million, 158 million, and 221 million yuan for the same years, with growth rates of 92.9%, 43.5%, 39.3%, and 40.0% [2][7]. - Earnings per share (EPS) are expected to rise from 1.18 yuan in 2024 to 3.31 yuan in 2027, with corresponding price-to-earnings (P/E) ratios decreasing from 58 to 21 [2][7].

Core Viewpoint - The company Maipu Medical is planning to acquire 100% equity of Yijie Medical for a total consideration of 334.85 million yuan, which includes both cash and stock payments, aiming to enhance its product line and competitive edge in the neuro-interventional medical device sector [1][2][4]. Trading Information Summary - As of October 16, 2025, Maipu Medical's stock closed at 71.02 yuan, down 0.87%, with a turnover rate of 0.87% and a trading volume of 4,867 shares, amounting to a transaction value of 35.10 million yuan [1]. - On the same day, the net inflow of funds from major investors was 352,300 yuan, while retail investors experienced a net outflow of 250,350 yuan [1][4]. Company Announcement Summary - The company held its 15th meeting of the third board of directors on October 16, 2025, where it approved the draft report for the acquisition of Yijie Medical [1][3]. - The acquisition involves a total transaction price of 334.85 million yuan, with 301.06 million yuan paid in shares and 33.79 million yuan in cash. The valuation of the target company represents a 259.91% increase over its net asset value [1][2][4]. - The company plans to raise 133.58 million yuan from its actual controller, Yuan Yuyu, to support the acquisition and related projects [2][4]. Performance Commitment Summary - Yijie Medical has committed to a net profit of -19.10 million yuan in 2025, -3.16 million yuan in 2026, and positive profits of 14.87 million yuan, 33.36 million yuan, and 52.01 million yuan in the subsequent years [2]. Approval Process Summary - The transaction is subject to approval by the company's shareholders and must be reviewed by the Shenzhen Stock Exchange and registered with the China Securities Regulatory Commission. A special shareholders' meeting is scheduled for November 3, 2025, to vote on this and other resolutions [3].

Group 1 - The transaction involves the acquisition of assets for a total price of 335 million yuan, with 301 million yuan in stock and 33.79 million yuan in cash [1] - After the transaction, Yijie Medical will become a wholly-owned subsidiary of the company [1] - The fundraising amount is set at 134 million yuan, with a share issuance price of 57.35 yuan per share, aimed at supporting the development of drug balloon dilation catheters and covering transaction-related costs [1] Group 2 - Maipu Medical is a high-tech enterprise focused on developing high-performance implantable medical devices using advanced manufacturing technology [2] - The company is the only domestic entity in the neurosurgery field with a comprehensive range of implantable medical devices, including artificial dura mater patches and absorbable regenerated oxidized cellulose [1][2] - Yijie Medical specializes in the research, design, and sales of neuro-interventional medical devices, with established partnerships with over 200 distributors and coverage in more than 200 top-tier hospitals nationwide [1][2] Group 3 - The collaboration between Maipu Medical and Yijie Medical will enhance the marketing efforts in neurology departments by integrating their distribution channels and promotional systems [2] - Maipu Medical has extensive R&D experience and a leading technical platform in the field of biocomposite materials, while Yijie Medical has a deep understanding of the needs for neuro-interventional surgical devices [2] - The acquisition is expected to expand product categories, broaden sales regions, and strengthen the strategic synergy between biocomposite technology and neuro-interventional medical devices, ultimately improving the overall profitability of the listed company [2]