国泰海通证券股份有限公司 关于宁波天益医疗器械股份有限公司 首次公开发行前已发行股份上市流通的核查意见 根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律监 管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市规则》及《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》等有 关规定，国泰海通证券股份有限公司（以下简称"国泰海通"、"本保荐机构"） 作为宁波天益医疗器械股份有限公司（以下简称"天益医疗"、"公司"）首次 公开发行股票并在创业板上市的保荐机构及持续督导机构，对公司首次公开发行 前已发行股份上市流通事项进行了核查，具体核查情况如下： 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意宁波天益医疗器械股份有限公司首次 公开发行股票注册的批复》（证监许可[2021]3939 号）注册同意，公司首次公开 发行人民币普通股（A 股）14,736,842 股，并于 2022 年 4 月 7 日在深圳证券交 易所创业板上市交易。首次公开发行前公司总股本为 44,210,526 股，首次公开发 行后公司总股本为 58,947,368 股，其中有流通 ...

证券代码： 301097 证券简称：天益医疗 公告编号：2025-050 宁波天益医疗器械股份有限公司 首次公开发行前已发行股份上市流通提示性公告 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。 特别提示： 1、本次上市流通的限售股份为宁波天益医疗器械股份有限公司（以下简称 "公司"）首次公开发行前已发行的股份。 2、本次申请解除股份限售的股东户数共计 3 户，解除限售股份的数量为 40,600,000 股，占公司总股本的比例为 68.8750%。 3、本次解除限售股份限售起始日期为 2022 年 4 月 7 日，限售期限为自公司 股票上市之日起 42 个月，上市流通日期为 2025 年 10 月 24 日（星期五）。 4、根据《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（2025 年修订）》的要求，本次解除限售的股份目前无 法通过集中竞价交易或者大宗交易方式减持。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意宁波天益医疗器械股份有限公司首次 公开发行股票注册的批复》（证监许可[2021]393 ...

截至10月10日，天益医疗股东户数4042.00，较上期增加4.55%；人均流通股4539股，较上期减少 4.35%。2025年1月-6月，天益医疗实现营业收入2.27亿元，同比增长11.50%；归母净利润948.32万元， 同比减少35.23%。 分红方面，天益医疗A股上市后累计派现1.02亿元。近三年，累计派现8749.78万元。 机构持仓方面，截止2025年6月30日，天益医疗十大流通股东中，鹏华弘嘉混合A（003165）位居第四 大流通股东，持股49.87万股，持股数量较上期不变。圆信永丰聚优A（010469）位居第八大流通股东， 持股28.70万股，相比上期减少2.80万股。圆信永丰医药健康A（006274）位居第十大流通股东，持股 23.00万股，相比上期减少4.55万股。鹏华优质治理混合(LOF)A（160611）退出十大流通股东之列。 责任编辑：小浪快报 10月13日，天益医疗跌0.85%，成交额2546.10万元。两融数据显示，当日天益医疗获融资买入额204.16 万元，融资偿还170.65万元，融资净买入33.50万元。截至10月13日，天益医疗融资融券余额合计 5462.38万元。 融资 ...

Core Insights - Tianyi Medical reported a decrease in the number of shareholders to 3,866 as of September 30, a reduction of 471 shareholders, representing a 10.86% decline compared to the previous period [1] - The closing price of Tianyi Medical was 43.51 yuan, reflecting a 0.42% increase, with a cumulative rise of 3.32% since the concentration of shares began [1] - The company’s semi-annual report indicated a revenue of 227 million yuan for the first half of the year, marking an 11.50% year-on-year growth, while net profit was 9.48 million yuan, a 35.23% decline compared to the previous year [1] Shareholder Information - The number of shareholders decreased by 471, resulting in a total of 3,866 shareholders as of September 30 [1] - The decline in shareholders represents a 10.86% drop from the previous reporting period [1] Stock Performance - The stock price closed at 43.51 yuan, with a slight increase of 0.42% [1] - Since the concentration of shares began, the stock has seen a total increase of 3.32%, with 6 days of price increases and 3 days of declines [1] Financial Performance - The company achieved a revenue of 227 million yuan in the first half of the year, which is an 11.50% increase year-on-year [1] - Net profit for the same period was 9.48 million yuan, reflecting a significant decline of 35.23% year-on-year [1] - Basic earnings per share were reported at 0.1600 yuan, with a weighted average return on equity of 0.80% [1]

Core Viewpoint - On October 9, a total of 11 listed companies had their restricted shares unlocked, with a total market value of approximately 24.303 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Guo Xin Health (000503) with 1.6798 million shares from equity incentive restrictions - Kang Yuan Pharmaceutical (600557) with 315,500 shares from equity incentive restrictions - Sen Te Co., Ltd. (603098) with 270,000 shares from equity incentive restrictions - San Ren Xing (605168) with 165,300 shares from equity incentive restrictions - Hai Liang Data (603138) with 5.6629 million shares from equity incentive restrictions - Tian Yi Medical (301097) with 40.6 million shares from extended lock-up period - Ming Li Da (301268) with 19 million shares from extended lock-up period - Heng Yu Xintong (300965) with 3.51045 million shares from extended lock-up period - Pu Yuan Jing Dian (688337) with 11.8 million shares unlocked - Zhong Fu Shen Ying (688295) with 29.8 million shares unlocked - Chang Guang Hua Xin (688048) with 7.007 million shares unlocked [1]

Overview - The demand for blood dialysis in China is rapidly increasing due to a large patient population and the inclusion of end-stage renal disease treatment in major illness insurance, which has improved reimbursement rates, significantly boosting market demand for blood dialysis [1][13] - The blood dialysis tubing market is projected to reach 1.364 billion yuan in 2024, with a year-on-year growth of 7.01% [1][13] - There remains a significant gap in dialysis treatment rates between China and Western countries, indicating potential for future growth as medical standards improve and insurance coverage expands [1][13] Industry Barriers - The blood dialysis tubing is classified as a Class III medical device in China, which entails strict licensing and supervision, creating high entry barriers for new companies [6] Market Policies - The Chinese government has implemented various policies to support the development of the medical device industry, including blood dialysis tubing, ensuring product quality and patient safety [9] Industry Chain - The upstream of the blood dialysis tubing industry includes suppliers of medical-grade materials and functional additives, while the midstream consists of manufacturing companies, and the downstream includes hospitals and dialysis centers [11] Current Development - The number of patients undergoing blood dialysis in China is expected to reach 1.0273 million in 2024, with a year-on-year increase of 12.04%, indicating a growing market for blood dialysis tubing [12] Competitive Landscape - The market was initially dominated by foreign companies like Fresenius Medical and B. Braun, but domestic companies such as Weigao Blood Purification and Tianyi Medical have gained significant market share due to improved technology and product quality [14] - Weigao Blood Purification is recognized as a leading domestic player, with a total revenue of 3.604 billion yuan in 2024, of which blood dialysis tubing contributed 0.495 billion yuan [14][15] Future Trends - Domestic manufacturers are expected to continue improving in technology and product quality, leading to a more pronounced trend of domestic substitution in the blood dialysis tubing market [16]

证券代码：301097 证券简称：天益医疗 公告编号：2025-049 宁波天益医疗器械股份有限公司 关于开立募集资金专项账户 并签署募集资金专户存储五方监管协议的公告 | 开户银行 | 银行账号 | 用途 | 备注 | | --- | --- | --- | --- | | 中国工商银行（泰国）股份有限公司 | 5100320314 | 泰国生产基地建设项目 | 多币种专户 | 注 1：本次募集资金调整的具体路径为：（1）"综合研发中心建设项目"剩余募集资金： 公司对子公司宁波天益药业科技有限公司（曾用名：宁波泰瑞斯科技有限公司，以下简称"天 益药业科技"）进行减资后，资金将从天益药业科技"综合研发中心建设项目"募集资金专 户转回到天益医疗"综合研发中心建设项目"募集资金专户，而后从天益医疗"综合研发中 心建设项目"转至天益医疗在上海浦东发展银行宁波高新区支行新设立的募集资金专户；最 终从天益医疗在上海浦东发展银行宁波高新区支行新设立的募集资金专户逐步转至新加坡 子公司在上海浦东发展银行宁波高新区支行开设的募集资金专户及泰国孙公司在中国工商 银行（泰国）股份有限公司开设的募集资金专户；（2）"超募资金"剩余 ...

Core Insights - Tianyi Medical experienced a 1.18% decline in stock price on September 25, with a trading volume of 26.36 million yuan [1] - The company reported a financing net purchase of 1.32 million yuan on the same day, with a total financing balance of 56.13 million yuan, accounting for 7.15% of its market capitalization [1] - For the first half of 2025, Tianyi Medical achieved a revenue of 227 million yuan, representing a year-on-year growth of 11.50%, while the net profit attributable to shareholders decreased by 35.23% to 9.48 million yuan [2] Financing and Trading Activity - On September 25, Tianyi Medical had a financing buy-in of 4.50 million yuan and a financing repayment of 3.18 million yuan, resulting in a net financing purchase of 1.32 million yuan [1] - The total financing and securities lending balance reached 56.13 million yuan, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1] - No shares were sold or repaid in the securities lending segment on September 25, with a balance of 0.00 yuan, also reflecting a high percentile level over the past year [1] Company Overview - Tianyi Medical, established on March 12, 1998, and listed on April 7, 2022, specializes in the research, production, and sales of medical devices, particularly in blood purification and ward care [1] - The company's revenue composition includes 59.05% from blood purification products, 34.08% from ward care products, and 6.87% from other categories [1] Shareholder and Dividend Information - As of June 30, 2025, Tianyi Medical had 4,196 shareholders, a slight decrease of 0.31%, with an average of 4,372 circulating shares per person, an increase of 0.31% [2] - The company has distributed a total of 102 million yuan in dividends since its A-share listing, with 87.50 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Penghua Hongjia Mixed A remains the fourth largest, holding 498,700 shares, while other funds have seen reductions in their holdings [3]

中国经济网北京9月24日讯 今日，天益医疗(301097.SZ)股价下跌，截至收盘报43.29元，跌幅 1.12%。 天益医疗于2022年4月7日在深交所创业板上市，发行价格为52.37元/股。目前该股股价处于破发 状态。 天益医疗实际募资净额较原拟募资多18456.32万元。公司2022年3月29日披露的招股书显示，天 益医疗原拟募资5.10亿元，拟分别用于年产4,000万套血液净化器材建设项目、年产1,000万套无菌加湿 吸氧装置建设项目、综合研发中心建设项目、补充流动资金。 天益医疗本次发行费用总额（不含增值税）为7720.52万元，其中国泰君安证券获得保荐承销费用 6011.27万元。 （责任编辑：徐自立） 天益医疗上市的保荐机构（主承销商）是国泰君安证券（现更名为国泰海通证券），保荐代表人是 沈一冲、水耀东。天益医疗公开发行新股1473.6842万股，占发行后总股本的比例为25.00%，募集资 金总额为77176.84万元，募集资金净额为69456.32万元。 ...

Group 1 - Tianyi Medical's stock price fell by 5.50%, closing at 42.11 yuan, indicating it is currently in a state of decline since its IPO [1] - The company was listed on the Shenzhen Stock Exchange's ChiNext board on April 7, 2022, with an initial offering price of 52.37 yuan per share, now trading below this price [1] - Tianyi Medical issued 14.736842 million new shares, accounting for 25.00% of the total share capital post-issue, raising a total of 771.7684 million yuan, with a net fundraising amount of 694.5632 million yuan [1] Group 2 - The actual net fundraising amount exceeded the original plan by 184.5632 million yuan, with the initial target set at 510 million yuan [1] - The funds raised are intended for the construction of a production facility for 40 million blood purification devices, 10 million sterile humidified oxygen devices, a comprehensive R&D center, and to supplement working capital [1] - The total issuance costs (excluding VAT) amounted to 77.2052 million yuan, with Guotai Junan Securities receiving underwriting fees of 60.1127 million yuan [1]