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医疗器械集中带量采购政策
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股市必读:建发致新(301584)12月25日董秘有最新回复
Sou Hu Cai Jing· 2025-12-25 18:00
12月25日主力资金净流出1839.61万元;游资资金净流出43.14万元;散户资金净流入1882.75万元。 公司公告汇总关于公司高级管理人员辞职的公告 上海建发致新医疗科技集团股份有限公司董事会近日收到高级管理人员程芳女士提交的书面辞职报告。 程芳女士因个人原因辞去公司副总经理职务,辞职后不再担任公司高级管理职务,但仍继续在公司工 作。其辞职报告自送达董事会之日起生效,不会影响公司正常经营。程芳女士未直接持有公司股份,但 通过员工持股平台间接持有640,000股,另持有资管计划2.08%份额,并持有700,000份股票期权(已获 授但尚未行权)。其所持股份及期权将继续遵守相关法律法规及承诺。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2025年12月25日收盘,建发致新(301584)报收于31.57元,下跌0.79%,换手率9.19%,成交量4.63万 手,成交额1.46亿元。 董秘最新回复 投资者: 后续集采常态化,扩大化,公司是不是就可以关门了,毕意没任何技术实力?请问公司如何 开辟第二业务点,如跨界并购,成为高 ...
建发致新:集采政策下积极布局产品多元化,聚焦医疗健康产业稳健发展
Sou Hu Cai Jing· 2025-12-25 03:45
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 有投资者在互动平台向建发致新提问:"后续集采常态化,扩大化,公司是不是就可以关门了,毕意没 任何技术实力?请问公司如何开辟第二业务点,如跨界并购,成为高科技公司?" 针对上述提问,建发致新回应称:"你好,尊敬的投资者。医疗器械集中带量采购政策系国家医保'带量 采购、以量换价',为医保基金和居民节约资金,有利于医疗保障的全面覆盖。带量采购政策和创新医 疗器械鼓励政策是'一体两面',共同促进中国医疗器械产业的长期健康发展,事实上医疗器械行业规模 在过去几年依旧处于增长阶段。 自2020年医疗冠脉支架首次公告实施全国集中带量采购政策以来,公 司主营产品医疗高值耗材已经经历多个批次的集采政策执行,产品覆盖血管介入、外科医疗耗材、IVD 诊断产品等。公司在过去四、五年期间,利用自身全国性医疗器械流通平台的定位,一方面积极布局产 品多元降低单一产品的阶段性收入波动;另一方面,利用全国网络渠道优势积极布局创新医疗器械的分 销业务;此外,顺应DRGS政策实施下医院耗材精益化管理需求,布局SPD管理业务。顺势而为,过去 几年各项业务在集 ...
盘中涨超550%!建发致新登陆创业板
Core Viewpoint - Jianfa Zhixin Medical Technology Group Co., Ltd. officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market, with a stock price surge of over 550% on the first day, reflecting strong market interest and potential growth in the medical device sector [1]. Company Overview - Jianfa Zhixin, a subsidiary of Xiamen Jianfa Group, focuses on the direct sales and distribution of medical devices, providing centralized operation services for medical consumables to hospitals [1]. - The company reported a revenue growth from 11.882 billion yuan in 2022 to 17.923 billion yuan in 2024, with a compound annual growth rate (CAGR) of 22.81% [1]. - Net profit is projected to reach 274 million yuan in 2024, showing a CAGR of over 20% from 189 million yuan in 2022, indicating strong adaptability to industry policies [1]. Market Positioning - Jianfa Zhixin differentiates itself in the competitive medical device market by focusing on high-value medical consumables, establishing itself as a comprehensive service provider in the supply chain [3]. - The company has established partnerships with over 100 well-known medical device manufacturers, providing services to more than 3,300 medical institutions across 31 provinces in China [4]. Product and Service Strategy - The company maintains a "core + diversified" product strategy, focusing on vascular intervention and expanding into surgical instruments and in vitro diagnostics (IVD) [5]. - Revenue from direct sales accounted for approximately 65.71% in 2022, while distribution and service business revenues are also growing, indicating a balanced revenue model [5]. SPD Service Innovation - Jianfa Zhixin's SPD (Supply Chain Management) service is a key innovation, providing centralized management of medical consumables, which significantly reduces inventory costs for hospitals [7]. - The penetration rate of SPD services in public hospitals is currently at 15.29%, indicating substantial growth potential in the market [7]. - The company has signed contracts for SPD services with 60 hospitals, managing over 10 billion yuan in medical consumables by 2024 [7]. Competitive Advantages - Compared to independent SPD service platforms, Jianfa Zhixin benefits from brand strength, financial resources, risk control capabilities, and integrated supply chain management [8]. - The company's focus on understanding hospital needs and investing in technology development enhances its competitive edge and customer loyalty [8].