证券代码：301060 证券简称：兰卫医学 公告编号：2026-002 截至本公告披露日，高文俊先生未直接持有公司股份，其通过上海慧堃投资管理中 心（有限合伙）间接持有公司股份 750,003 股，占公司总股本的 0.1873%，不存在应当 履行而未履行的承诺事项。高文俊先生配偶及其关联方未持有公司股份。辞任后，高文 俊先生将继续履行在任职期间作出的各项承诺，并严格按照《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"《创业板上市公司规范 运作》"）《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人 员减持股份》《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》《公 司章程》等法律法规及规范性文件的相关规定管理其所持有股份。 高文俊先生在担任董事会秘书期间恪尽职守、勤勉尽责，已妥善完成工作交接事宜， 高文俊先生的辞职事项不会影响公司相关工作的正常开展，公司及公司董事会对高文俊 先生任职期间为公司发展所作出的贡献表示衷心感谢！ 二、关于聘任董事会秘书的情况 公司于 2026 年 1 月 16 日召开了第四届董事会第八次会议，审议通过了 ...

数据宝统计，截至14:37，兰卫医学成交额10.20亿元，创2023年4月13日以来新高。最新股价下跌 1.20%，换手率20.39%。上一交易日该股全天成交额为4.41亿元。 据天眼查APP显示，上海兰卫医学检验所股份有限公司成立于2007年12月24日，注册资本40051.7万人 民币。（数据宝） （文章来源：证券时报网） ...

Group 1 - The healthcare services sector opened with a continuous upward trend, with Puris rising over 14% and reaching a new high during the session [1] - Meiyuan Health achieved a four-day consecutive increase, while New Mileage recorded a two-day consecutive increase [1] - International Medicine hit the daily limit, and companies such as Boteng Co., Zhaoyan New Drug, Nossger, Lanwei Medicine, and Berry Genomics also experienced gains [1]

Core Viewpoint - The healthcare sector has shown a strong upward trend in opening trading, with several companies experiencing significant gains and reaching new highs [1] Group 1: Company Performance - Puris has surged over 14% and reached an intraday high [1] - Meiyuan Health has achieved a four-day consecutive increase [1] - New Mileage has recorded a two-day consecutive increase [1] - International Medicine has hit the daily limit [1] - Boteng Co., Zhaoyan New Drug, Nossger, Lanwei Medical, and Berry Genomics have also seen upward movements [1]

Core Insights - The medical services sector experienced a significant increase of 4.15% on January 13, with Norska leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Group 1: Stock Performance - Norska (301333) closed at 76.48, up 20.01% with a trading volume of 55,200 shares and a transaction value of 397 million yuan [1] - Yingsi (301257) also saw a rise of 20.00%, closing at 72.24 with a trading volume of 22,900 shares [1] - Hongbo Pharmaceutical (301230) increased by 20.00%, closing at 56.64 with a trading volume of 57,200 shares [1] - Lanwei Medical (301060) rose by 19.96%, closing at 13.28 with a trading volume of 135,210 shares [1] - Boji Pharmaceutical (300404) increased by 19.96%, closing at 12.92 with a trading volume of 627,100 shares [1] - Dian Diagnostics (300244) saw an increase of 11.90%, closing at 29.16 with a trading volume of 1,516,000 shares [1] Group 2: Capital Flow - The medical services sector saw a net inflow of 1.497 billion yuan from institutional investors, while retail investors experienced a net outflow of 713 million yuan [2] - The main stocks with significant capital flow include International Medical (000516) with a net inflow of 259 million yuan from institutional investors [3] - Boji Pharmaceutical (300404) had a net inflow of 243 million yuan from institutional investors, but also saw a net outflow of 140 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that Lanwei Medical has experienced a decline in stock performance and financial metrics, with significant changes in financing activities and revenue generation [1][2]. Group 2 - On December 23, Lanwei Medical's stock fell by 0.73%, with a trading volume of 44.22 million yuan. The financing buy-in amount was 3.41 million yuan, while the financing repayment was 4.78 million yuan, resulting in a net financing buy of -1.38 million yuan [1]. - As of December 23, the total balance of margin trading for Lanwei Medical was 94.89 million yuan, with the financing balance accounting for 2.48% of the circulating market value, indicating a high level compared to the past year [1]. - The company had no shares sold short on December 23, with a short balance of 3,800 shares valued at 36,300 yuan, also reflecting a high level compared to the past year [1]. - As of September 30, the number of shareholders for Lanwei Medical was 21,700, a decrease of 6.26% from the previous period, while the average circulating shares per person increased by 6.68% to 16,564 shares [2]. - For the period from January to September 2025, Lanwei Medical reported operating revenue of 1.102 billion yuan, a year-on-year decrease of 16.51%, and a net profit attributable to shareholders of -667,700 yuan, which represents a year-on-year increase of 98.35% [2]. - Since its A-share listing, Lanwei Medical has distributed a total of 320 million yuan in dividends, with 200 million yuan distributed over the past three years [3].

Investment Rating - The report maintains a "Buy" rating for the medical services industry [7] Core Insights - The medical and biological sector experienced a decline of 1.04% this week, ranking 17th among 31 primary industries [15] - The medical services sub-sector reported a closing value of 6239.94 points, with an increase of 1.67% [28] - The report highlights a shift in policy focus from cost control to quality and efficiency in the medical sector, emphasizing the need for innovation and sustainable practices [4][70] Summary by Sections Industry Performance - The medical services sector's PE (ttm) is 31.74X, with a PB (lf) of 3.20X, showing a slight decrease from the previous week [3][36] - The top-performing companies in the medical services sector include Zhaoyan New Drug (+23.4%) and MediWest (+12.5%), while the underperformers include Guangzheng Eye Hospital (-9.4%) and Lanwei Medical (-8.7%) [2][34] Economic Policy Developments - The Central Economic Work Conference emphasized optimizing drug procurement and deepening medical insurance payment reforms, aiming to enhance the quality and efficiency of the medical industry [4][70] - The introduction of a long-term care insurance system is expected to stimulate the rehabilitation care industry and address aging population needs [11][72] Investment Recommendations - The report suggests focusing on high-growth areas such as ADC CDMO and the weight-loss drug supply chain, with specific companies like WuXi AppTec and Haoyuan Pharmaceutical highlighted [13][74] - It also points to potential recovery in profitability for third-party medical testing laboratories and consumer healthcare sectors, particularly in ophthalmology and dentistry [13][75]

Investment Rating - The report maintains a "Buy" rating for the medical services industry, suggesting a positive outlook for the sector in the next 6-12 months [9][63]. Core Insights - The medical services sector has shown resilience, with a recent performance boost attributed to the seasonal increase in flu cases, despite ongoing cost control pressures from medical insurance [9][63]. - The report highlights the significance of the recent government initiative to promote provincial-level medical insurance coordination, which is expected to enhance the efficiency of fund utilization and improve the overall healthcare system [5][6][61]. - The medical services sector's current Price-to-Earnings (PE) ratio is 31.62, with a Price-to-Book (PB) ratio of 3.18, indicating a slight increase from the previous week [4][29]. Summary by Sections Industry Performance - The pharmaceutical and biological sector experienced a decline of 2.67% this week, ranking 17th among 31 primary industries [2][11]. - The medical services sub-sector reported a slight increase of 1.42%, closing at 6237.83 points [22][23]. Company Performance - Top-performing companies in the medical services sector include ST Zhongzhu (+16.3%), Baihua Pharmaceutical (+11.6%), and Lanwei Medical (+10.6%) [3][27]. - Underperforming companies include Aier Eye Hospital (-1.6%) and WuXi AppTec (-0.7%) [3][27]. Valuation Metrics - The medical services sector's PE ratio has increased by 0.40 from the previous week, while the PB ratio has risen by 0.04 [4][29]. - The maximum and minimum PE ratios over the past year were 41.13 and 28.46, respectively, indicating a relatively stable valuation range [4][29]. Government Policy Impact - The recent government meeting emphasized the importance of provincial-level medical insurance coordination, which aims to balance fund distribution across regions and enhance the overall healthcare system [5][6][61]. - The report identifies structural opportunities for the pharmaceutical industry, particularly in innovative drugs, medical devices, and healthcare information technology, as a result of the new insurance policies [6][62]. Investment Recommendations - The report suggests focusing on high-growth areas such as pharmaceutical outsourcing services and companies with improving profit margins, including WuXi AppTec and Aier Eye Hospital [9][63].

Core Insights - The latest financing balance of the ChiNext market is 521.193 billion yuan, with a week-on-week increase of 3.590 billion yuan, indicating a positive trend in market financing activity [1][2] - On November 26, the ChiNext index rose by 2.14%, and the total margin balance for ChiNext stocks reached 522.938 billion yuan, reflecting a healthy market environment [1][2] Financing Balance Growth - A total of 431 ChiNext stocks experienced an increase in financing balance, with 20 stocks showing a growth rate exceeding 10%. The stock with the highest increase is Sanwei Tiandi, which saw a financing balance of 159.09 million yuan, up by 88.79% [1][3] - Other notable stocks with significant financing balance growth include Biaobang Co. and Baisheng Intelligent, with increases of 26.87% and 26.11%, respectively [1][3] Market Performance of Stocks - Among the stocks with a financing balance increase of over 10%, the average price increase on the same day was 1.82%, with Sanwei Tiandi hitting the daily limit up of 20.01% [1][2] - Other stocks with notable price increases include Maiwei Co. (12.75%), Lanwei Medical (7.90%), and Kaiwang Technology (6.90%). Conversely, stocks like Fuchun Co., Jialian Technology, and Guolian Aquatic experienced declines of 11.11%, 10.86%, and 7.22%, respectively [1][2] Capital Flow Analysis - On November 26, 13 stocks with increased financing balance saw net inflows of main funds, with Sanwei Tiandi, Dali Kaipu, and Maiwei Co. leading the inflows at 108 million yuan, 104 million yuan, and 7.264 million yuan, respectively [2][4] - Conversely, 7 stocks experienced net outflows, with Fuchun Co., Nanguang Digital, and Guolian Aquatic seeing the largest outflows of 218 million yuan, 197 million yuan, and 62.449 million yuan, respectively [2][4] Decline in Financing Balance - A total of 516 stocks saw a decrease in financing balance, with 11 stocks experiencing a decline of over 10%. The stock with the largest decrease is Keres, with a financing balance of 30.538 million yuan, down by 19.33% [4][5] - Other stocks with significant declines include Ruijie Network and Shangneng Electric, with decreases of 14.30% and 13.22%, respectively [4][5]

Core Insights - The medical services sector experienced a slight increase of 0.45% on November 26, with Lanwei Medical leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Medical Services Sector Performance - Lanwei Medical (301060) closed at 10.79, up 7.90%, with a trading volume of 410,000 shares and a transaction value of 444 million yuan [1] - Sunshine Nuohuo (688621) closed at 68.55, up 7.63%, with a trading volume of 78,800 shares and a transaction value of 537 million yuan [1] - ST Zhongzhu (600568) closed at 2.70, up 5.06%, with a trading volume of 853,900 shares and a transaction value of 230 million yuan [1] - Chengdu Xian Dao (688222) closed at 23.40, up 2.45%, with a trading volume of 110,000 shares and a transaction value of 260 million yuan [1] - Other notable performers include Yaokang Bio (688046) and Kailai Ying (002821), with increases of 2.03% and 2.02% respectively [1] Capital Flow Analysis - The medical services sector saw a net inflow of 307 million yuan from institutional investors, while retail investors experienced a net outflow of 219 million yuan [2] - Major stocks like Yao Ming Kang De (603259) and Chengda Pharmaceutical (301201) had significant capital movements, with net inflows of 26.1 million yuan and 10.4 million yuan respectively [3] - Conversely, stocks like Bi De Pharmaceutical (688073) and Haochen Medical (002622) faced net outflows of 4.6% and 2.07% respectively [2][3]