| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-021 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 关于三诺转债回售的第八次提示性公告 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： 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行可转换公司 1、债券简称：三诺转债 2、债券代码：123090 3、 ...

Core Viewpoint - The report from Guosen Securities indicates that the medical services and consumer-related sectors have experienced long-term adjustments, resulting in valuations at historical lows. By 2026, improvements in supply structure, increased treatment volumes, and store optimization are expected to lead to a dual recovery in fundamentals and valuations, with AI empowerment providing new momentum for leading companies [1][2]. Group 1: Medical Services and Consumer Sectors - The medical services and consumer-related sectors are currently undervalued and poised for performance recovery, with a focus on specific sub-sectors [2]. - In medical services, improvements in supply structure and consumer environment are anticipated to gradually revive business, with stable customer spending and increased treatment volumes. Leading companies are expected to provide positive earnings guidance for 2026, indicating a potential dual recovery in fundamentals and valuations. AI-related business developments are also expected to drive new growth for leading medical service firms. Key companies to watch include Aier Eye Hospital (300015), Gushengtang, Tongce Medical (600763), and Haijia Medical [2]. - The pharmacy sector has shown significant marginal improvement in performance since Q3 2025, with leading companies improving same-store performance quarterly. Regulatory support from nine ministries emphasizes the long-term development direction of industry concentration and chain rate enhancement, with non-pharmaceutical adjustments and store structure optimization driving short-term performance improvements. Key companies include Yifeng Pharmacy (603939) and Dazhenglin (603233) [2]. Group 2: Home Medical Devices - The growth of home medical device companies is driven by increased product penetration and domestic production rates. Rapid growth is observed in products like Continuous Glucose Monitors (CGM) and sleep apnea machines, with leading domestic brands expanding internationally. Traditional categories like blood pressure monitors are increasingly focusing on the high-end market, with domestic brands steadily increasing market share. The combination of high domestic growth and new overseas markets is expected to contribute to sustained performance growth for home medical device companies. Key companies include Yuyue Medical (002223), Kefu Medical (301087), Sanofi Biological (300298), and Ruimaite (301367) [3]. Group 3: Innovative Drug Development - The collaboration for the international expansion of innovative drugs continues to deepen, with recent significant agreements between Shiyao Group and AstraZeneca, as well as Innovent Biologics and Eli Lilly. These collaborations highlight the growing recognition of China's innovative drug development capabilities by multinational pharmaceutical companies, showcasing the efficiency and cost advantages of Chinese innovative drugs [4]. Group 4: Investment Portfolio for 2026 - The investment portfolio for 2026 includes A-shares such as Mindray Medical (300760), United Imaging Healthcare, WuXi AppTec (603259), New Industry (300832), Meihua Medical (301363), Adebiotech (300685), Zhend Medical (603301), Yaokang Biological, Kingmed Diagnostics (603882), Aier Eye Hospital, Yuyue Medical, Yifeng Pharmacy, and Dazhenglin; H-shares include Kangfang Biologics, Kelun-Botai Biologics-B, Hutchison China MediTech, Kangnuo-B, Sanofi Biopharma, Gushengtang, and Aikang Medical [5].

Core Viewpoint - The AI medical sector experienced a decline of 0.66% on February 11, with QianYuan Pharmaceutical leading the drop. The Shanghai Composite Index rose by 0.09%, while the Shenzhen Component Index fell by 0.35% [1]. Group 1: Market Performance - The closing price of QianYuan Pharmaceutical was 11.44, down by 4.67%, with a trading volume of 209,800 shares and a transaction value of 243 million [2]. - The AI medical sector saw a net outflow of 1.345 billion from major funds, while retail investors contributed a net inflow of 1.14 billion [2][3]. Group 2: Individual Stock Performance - YoukeDe (688158) closed at 37.54, up by 5.12%, with a trading volume of 631,000 shares and a transaction value of 2.36 billion [1]. - AidiTe (301580) closed at 55.18, up by 4.63%, with a trading volume of 46,100 shares and a transaction value of 251 million [1]. - SanNuo Biology (300298) closed at 18.54, up by 2.71%, with a trading volume of 105,200 shares and a transaction value of 194 million [1]. - The top decliners included QianYuan Pharmaceutical (300254) and KaiPu Biology (300639), with declines of 4.67% and 4.23%, respectively [2].

| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-020 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 特别提示： 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 三诺生物传感股份有限公司 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 关于三诺转债回售的第七次提示性公告 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行可转换公司 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 1、债券简称：三诺转债 2、债券代码：123090 3、可转债面值：100 元/张 4、 ...

| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-019 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 关于三诺转债回售的第六次提示性公告 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： 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行可转换公司 1、债券简称：三诺转债 2、债券代码：123090 3、 ...

2月10日，针对投资者提问，如何与蚂蚁阿福、京东健康等合作公司形成协同而非分流？三诺生物 （300298）在互动平台表示，公司在与蚂蚁阿福、京东健康等平台的合作中，始终坚持战略协同原则。 与蚂蚁阿福的合作侧重于服务触达和AI血糖管理，通过平台识别用户需求并提供个性化解决方案；与 京东健康的合作则依托其全域营销和供应链优势，构建"硬件产品-特色服务"生态。公司由AI与应用系 统支持部统一统筹AI产品与服务的战略规划，确保相关合作均围绕 "生物传感 + 人工智能 + 医疗" 的核 心模式，与蚂蚁阿福、京东健康等平台的合作采用差异化定位、生态互补策略。关于用户数据与服务体 验，公司严格遵循数据隐私法规，当前各平台数据独立运营，以保障用户隐私。 2月10日，针对投资者提问，如何与蚂蚁阿福、京东健康等合作公司形成协同而非分流？三诺生物 （300298）在互动平台表示，公司在与蚂蚁阿福、京东健康等平台的合作中，始终坚持战略协同原则。 与蚂蚁阿福的合作侧重于服务触达和AI血糖管理，通过平台识别用户需求并提供个性化解决方案；与 京东健康的合作则依托其全域营销和供应链优势，构建"硬件产品-特色服务"生态。公司由AI与应用系 统 ...

| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-018 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 关于三诺转债回售的第五次提示性公告 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： 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行可转换公司 1、债券简称：三诺转债 2、债券代码：123090 3、 ...

关于三诺转债回售的第四次提示性公告 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 | 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-017 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 根据《募集说明书》，有条件回售条款的约定如下： 1、有条件回售条款 假记载、误导性陈述或重大遗漏。 特别提示： 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行 ...

| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2026-016 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 关于三诺转债回售的第三次提示性公告 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。 11、"三诺转债"持有人有权选择是否进行回售，本次回售不具有强制性。 12、风险提示：投资者选择回售等同于以 100.274 元/张（含息、税）卖出 持有的"三诺转债"。截至目前，"三诺转债"的收盘价格高于本次回售价格， 投资者选择回售可能会带来损失，敬请投资者注意风险。 三诺生物传感股份有限公司（以下简称"公司"）的股票自 2025 年 12 月 22 日至 2026 年 2 月 3 日连续三十个交易日的收盘价格低于当期"三诺转债"转 股价格 34.46 元/股的 70%，即 24.12 元/股，且"三诺转债"处于最后两个计息 年度内，根据《三诺生物传感股份有限公司创业板向不特定对象发行可转换公司 1、债券简称：三诺转债 2、债券代码：123090 3、可转债面值： ...

Core Insights - Changsha ranks sixth in the national competitiveness of the biomanufacturing industry, following major cities like Beijing, Guangzhou, and Shanghai, with a score of 87.82 [1][10] - The biomanufacturing sector is recognized for its green, efficient, and renewable production processes, with key applications in biomedicine, bioenergy, bio-agriculture, and bio-based chemicals [1] - The ranking is based on six core dimensions: industry scale, quality enterprises, innovation capability, financing ability, industry efficiency, and growth capability [1] Innovation and Development - Changsha's biopharmaceutical industry has shown resilience, with 17 provincial-level benchmark enterprises recognized in the past three years across various sectors [2] - The city has advanced from a "follower" to a "runner-up" in innovation, ranking ninth in China's city innovation capability and 23rd globally [2] - Over 600 technology innovation platforms have been established, including 25 national-level platforms, supporting a complete innovation chain from basic research to results transformation [2][3] Collaborative Ecosystem - Changsha has implemented a three-year action plan for biomanufacturing, creating a diversified industrial ecosystem centered on biomedicine, bio-agriculture, and bio-manufacturing [4] - In 2025, 11 out of 16 listed companies in Changsha reported positive revenue growth, highlighting the significant role of leading enterprises [4] - The Changsha High-tech Zone has significantly improved its ranking in national biopharmaceutical park development, moving from 29th to 7th place [4] Strategic Initiatives - The city is focusing on brand development through the "Three Products" strategy, with 32 enterprises participating in key product recognition, enhancing product competitiveness [5][6] - Digital transformation initiatives have been implemented, with 86 biopharmaceutical companies undergoing digital upgrades, integrating AI with health services [6] - Changsha is leveraging its educational resources to enhance industrial competitiveness, aiming to build a more resilient and vibrant biomanufacturing ecosystem [6]