证券代码：301371 证券简称：敷尔佳 哈尔滨敷尔佳科技股份有限公司 投资者关系活动记录表 编号：2026-005 投资者关系活 动类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称 及人员姓名 嘉实基金管理有限公司 靳雨鑫 国海证券股份有限公司 李宇宸 卢世伟 时间 2026 年 3 月 4 日 15：30-16：20 地点 电话会议 上市公司接待 人员姓名 邓百娇女士 董事、董事会秘书 吴 弘先生 证券事务代表 齐鑫鑫女士 投资者关系管理 IR 投资者关系活 动主要内容介 绍 Q1、本次三八节公司线上销售情况如何？ A：目前三八节活动还未结束，具体销售数据还不确定， 公司按照惯例积极跟随各大电商平台活动节奏，在节日活动前 进行预热推广，进一步提高公司品牌知名度与产品曝光度，希 望本次三八节活动能够取得优异的销售成绩，为公司的业绩增 长做出积极贡献。 Q2、公司除面膜外，后续在次抛、水乳、精华上有什么 新品的规划？ A：对于以上剂型，公司在今年上新计划（含旧品升级） 中都有规划，除贴片类产品外，还覆盖水、乳 ...

Core Viewpoint - The breast cancer NGS companion diagnostic kit developed by the company has entered the priority review channel of the National Medical Products Administration (NMPA), which will shorten the approval cycle for the product in China [1]. Product Development Progress - The entry of the diagnostic kit into the priority review channel is a significant technological advancement worth noting [2].

Core Viewpoint - The article highlights the successful development and approval of a domestically produced ECMO (Extracorporeal Membrane Oxygenation) device by Shandong Hengxin Medical Equipment Co., showcasing the company's commitment to innovation and the support from regulatory authorities in China [2][4]. Company Overview - Shandong Hengxin Medical Equipment Co. is led by Liu Shuqin, a retired professor and expert in magnetic levitation, who aims to accelerate the development of portable and intelligent ECMO devices to fill domestic market gaps [2][3]. - The company has successfully obtained the third-class medical device registration certificate for its ECMO, marking it as the sixth approved ECMO product in China and the first in Shandong [2][3]. Research and Development - The R&D team at Hengxin Medical comprises experts from various fields, including mechanical, electrical, magnetic, control, and materials engineering, as well as medical professionals from critical care and emergency medicine [3]. - The ECMO device's blood flow control precision is achieved at 20 ml/min, with a temperature difference of 0.1 degrees Celsius, surpassing the regulatory requirements and reaching international standards [3]. Regulatory Support - The Shandong Provincial Drug Administration has provided significant support to Hengxin Medical, guiding the company through product testing, clinical trials, and quality management system establishment [4]. - The recent inclusion of ECMO in the National Medical Products Administration's priority approval list for high-end medical devices is seen as a major advantage for Hengxin Medical [4].

Group 1: Strategic Adjustments - The company has initiated the sale of its non-core emergency rescue business to focus on its two main business segments: cardiovascular and health protection [2][3] - The cardiovascular business has entered a new phase of profitability, contributing over 100 million yuan in profit in 2025 after overcoming industry policy adjustments [3][4] - The health protection business underwent significant restructuring, including a strategic investment of 200 million USD and the acquisition of a thermal power enterprise to address energy supply issues [3][4] Group 2: Financial Performance - The net profit attributable to shareholders for the health protection division is projected to be between -650 million yuan and -850 million yuan, primarily due to operational losses and one-time tax payments [4][5] - The cardiovascular division achieved a turnaround from a loss of approximately 140 million yuan in 2024 to a profit exceeding 100 million yuan in 2025, driven by continuous R&D investment and management optimization [7][8] Group 3: Market Dynamics - The glove industry has experienced significant price fluctuations, with a recovery in demand leading to a rise in production rates to 90%-100% by early 2024, resulting in profitability by May 2024 [12][13] - The company has implemented strategies to manage raw material price volatility, ensuring cost-effective procurement to maintain competitive advantages [14] Group 4: Product Development and Innovation - The company has focused on developing innovative products in the cardiovascular sector, including a new drug-coated balloon technology that has shown promising results in clinical trials [9][10] - The polyurethane gloves developed in collaboration with Wanhua Chemical have gained recognition for their superior breathability and cleanliness, positioning the company to capture significant market potential [14]

Core Viewpoint - The company, Xinwei Medical-B (06609), has seen its stock price increase by over 12%, currently trading at HKD 56.55, with a transaction volume of HKD 2.8647 million. The company anticipates significant revenue growth and profitability improvements in the coming years [1]. Financial Performance - Xinwei Medical expects to achieve revenue between approximately RMB 400 million to RMB 410 million for the fiscal year ending December 31, 2025, representing a year-on-year increase of at least 43.9% [1]. - The company forecasts a pre-tax profit of approximately RMB 80 million, indicating a turnaround from previous losses [1]. Growth Drivers - Revenue growth is primarily attributed to the launch of new products and technologies for ischemic stroke, an increase in market share for ischemic stroke products, and the commercialization of intracranial stents [1]. - Continued sales growth in interventional access products and effective cost control measures have contributed to a reduction in expense ratios [1]. Product Development - Xinwei Medical announced that its self-expanding intracranial drug-eluting stent registration application has been accepted by the National Medical Products Administration. This product is designed for the treatment of intracranial atherosclerotic stenosis, providing support and patency to narrowed and obstructed lumens while effectively preventing in-stent restenosis [1]. - Currently, there are no similar products approved for market globally, positioning the company at the forefront of this product development within the industry [1].

Core Viewpoint - The company has received acceptance for the registration application of its self-expanding intracranial drug-eluting stent by the National Medical Products Administration of China, indicating a significant advancement in its product development [1] Group 1: Product Development - The self-expanding intracranial drug-eluting stent is designed for the treatment of intracranial atherosclerotic stenosis, providing support and patency to narrowed and obstructed lumens while effectively preventing in-stent restenosis [1] - Currently, there are no similar products approved for market globally, positioning the company at the forefront of this product category within the industry [1]

Core Viewpoint - Pumen Technology (688389.SH) has recently received a medical device registration certificate from the Guangdong Provincial Drug Administration for 17α-hydroxyprogesterone, a key C21 steroid hormone that plays an important role in steroid hormone synthesis pathways in the human body [1] Group 1: Product Details - 17α-hydroxyprogesterone (17α-OH P) is a crucial intermediate in the steroid hormone synthesis pathway, positioned at a branching point in the cortisol synthesis pathway as a precursor to 11-deoxycortisol and also as a precursor to androstenedione in the androgen synthesis pathway [1] - The product is intended for the quantitative measurement of 17α-hydroxyprogesterone levels in human serum, providing significant reference value for the diagnosis, disease progression, and therapeutic observation of adrenal cortex diseases [1] Group 2: Clinical Application - The clinical application of 17α-hydroxyprogesterone is primarily for the auxiliary diagnosis of adrenal cortex diseases, but it is not intended for the auxiliary diagnosis of congenital adrenal hyperplasia in newborns [1]

Core Viewpoint - Zhenghai Bio (300653.SZ) has recently obtained a medical device registration certificate from the National Medical Products Administration for its product, calcium silicate bioceramic oral bone repair material [1] Group 1 - The product is specifically designed for oral bone repair applications [1] - The approval from the regulatory authority indicates a significant step forward for the company's product development and market entry [1]

Core Viewpoint - David Medical announced that its wholly-owned subsidiary, Ningbo Weier Kaidi Medical Equipment Co., Ltd., has received a medical device registration certificate from the Zhejiang Provincial Drug Administration for its electronic endoscope image processor, which enhances the company's product line and core competitiveness [1] Group 1 - The electronic endoscope image processor is designed to be used in conjunction with the company's electronic endoscopes, facilitating the display of images from endoscopic examinations on monitors [1] - The acquisition of the medical device registration certificate is expected to positively impact the company's future operational results [1] - The company is currently unable to predict the revenue impact of these products on future sales [1]

Core Viewpoint - Wanbang Medical (301520.SZ) aims to enhance its competitive edge by leveraging professional institutions and integrating resources through a partnership with Shihezi Longtai Equity Investment Management Partnership [1] Group 1: Investment Details - The company-controlled Hefei Qunxiang Qiming Enterprise Management Partnership (Limited Partnership) will invest 10 million yuan as a limited partner in the Jiaxing Longfeng Venture Capital Partnership (Limited Partnership) [1] - The investment represents a subscription ratio of 12.987% in the partnership [1] Group 2: Investment Focus - The investment will target areas related to new drug research and development, medical device development, and other pharmaceutical sectors [1] - Key focus areas include emerging medical enterprises, innovative drugs, medical devices, medical services, diagnostics, biotechnology, and pharmaceutical outsourcing R&D companies [1]