异动分析 一带一路+医疗器械概念+注册制次新股+新股与次新股+股权转让(并购重组) 来源：新浪证券-红岸工作室 12月5日，威高血净涨0.34%，成交额8457.99万元，换手率5.27%，总市值171.99亿元。 1、2025年11月4日互动易，公司持续拓展海外业务，重点布局东南亚、南美、东欧、北非等市场。目前 已在厄瓜多尔、印度尼西亚设立子公司，未来将持续深化本地化运营。 2、山东威高血液净化制品股份有限公司的主营业务为血液净化医用制品的研发、生产和销售。公司主 要产品包括血液透析器、血液透析管路、血液透析机以及腹膜透析液，分别围绕血液透析和腹膜透析领 域，辅以透析配套产品的销售，是国内产品线最为丰富的血液净化医用制品厂商之一。 3、山东威高血液净化制品股份有限公司于2025-05-19日上市，主营业务为血液净化医用制品的研发、 生产和销售。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2748.46万，占总成交额的7.33%。 技术面：筹码平均交易成本为42.02元 该股筹码平均交易成本为42.02元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位39.87， 注意支撑位处反弹，若跌破支撑 ...

Core Viewpoint - The company, Shandong Weigao Blood Purification Products Co., Ltd., is actively expanding its overseas business and is involved in a significant asset restructuring transaction to acquire 100% of Weigao Puri Pharmaceutical Packaging Co., Ltd. [2][3] Company Overview - Shandong Weigao Blood Purification Products Co., Ltd. specializes in the research, production, and sales of blood purification medical products, including hemodialysis devices, dialysis tubing, dialysis machines, and peritoneal dialysis solutions [2][3][7] - The company was established on December 27, 2004, and went public on May 19, 2025 [3][7] - As of September 30, 2025, the company reported a revenue of 2.736 billion yuan, a year-on-year increase of 3.45%, and a net profit attributable to shareholders of 341 million yuan, up 7.92% year-on-year [7][8] Market Activity - On November 28, the stock price of Weigao Blood Purification increased by 1.13%, with a trading volume of 75.5524 million yuan and a turnover rate of 4.74%, bringing the total market capitalization to 16.890 billion yuan [1] - The company is categorized under the medical device sector, specifically focusing on medical consumables, with a revenue composition of 77.55% from consumables, 18.25% from equipment, and 2.35% from other sources [7] Strategic Initiatives - The company is focusing on expanding its international presence, particularly in Southeast Asia, South America, Eastern Europe, and North Africa, with subsidiaries already established in Ecuador and Indonesia [2] - The planned acquisition of Weigao Puri is expected to enhance the company's product offerings and market position, while not affecting the actual control of the company [3]

Market Overview - The market experienced fluctuations with mixed performance across major indices, where the Shanghai Composite Index closed at 3367.58, remaining unchanged, while the Shenzhen Component Index decreased by 0.08% to 10171.09 [2][4] - The market saw a divergence in performance among different sectors, with the food and beverage sector leading with a gain of 1.99%, while the communication sector lagged with a decline of 0.23% [3][4] Sector Performance - The top-performing sectors included food and beverage, automotive, banking, and non-ferrous metals, while the underperforming sectors were communication and certain concept stocks like human-shaped robots and new tobacco [3][4] - Notable concept indices such as the military equipment restructuring concept and the Tianjin Free Trade Zone showed strong performance, while others like artemisinin and epoxy propane faced declines [3][4] Economic Indicators - The National Bureau of Statistics reported that in April, the total retail sales of consumer goods reached 37,174 billion, reflecting a year-on-year growth of 5.1%, while the industrial added value for large enterprises grew by 6.1% [5] - Real estate development investment for the first four months was 27,730 billion, showing a year-on-year decrease of 10.3%, indicating ongoing pressure in the real estate market [5] Future Outlook - The report anticipates that the market may continue to experience fluctuations in the short term, with a focus on stabilizing employment and demand as key policy goals [6] - The upcoming months may see a recovery in market sentiment as external tariff pressures ease and corporate earnings season concludes, suggesting potential upward momentum for the market [6]

Group 1 - The Hengqin New Area concept index rose by 2.44%, ranking 8th among concept sectors, with 37 stocks increasing in value [1][2] - Notable gainers included Palm Holdings, Zhuhai Port, and *ST Jianyi, which hit the daily limit, while ST Xiangxue, *ST Diwei, and Huajin Capital also saw significant increases of 9.73%, 7.92%, and 5.01% respectively [1][2] - The sector experienced a net inflow of 373 million yuan, with 22 stocks receiving net inflows, and 6 stocks attracting over 30 million yuan each, led by Zhuhai Port with a net inflow of 143 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included *ST Jianyi, Zhuhai Port, and ST Lingnan, with net inflow ratios of 81.21%, 50.47%, and 29.49% respectively [3][4] - The trading volume and turnover rates for key stocks were highlighted, with Zhuhai Port showing a turnover rate of 5.16% and a significant net inflow of 142.76 million yuan [3][4] - Decliners in the sector included Zhuhai Mian Group, Shenguang Group, and Letong Co., which saw declines of 2.85%, 1.30%, and 1.24% respectively [1][5]

Core Insights - The equity transfer (merger and acquisition) concept rose by 2.81%, ranking fifth among concept sectors, with 227 stocks increasing in value [1][2] - Notable gainers included Wuxin Tunnel Equipment, which hit a 30% limit up, and Jiangtian Chemical, Jinlihua Electric, and Tianyuan Pet, which all reached 20% limit up [1] - The sector saw a net inflow of 1.02 billion yuan from major funds, with 146 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [2][3] Sector Performance - The equity transfer (merger and acquisition) sector was among the top-performing sectors, with a 2.81% increase, while other sectors like military equipment restructuring and Tianjin Free Trade Zone also performed well [2] - The top stocks in terms of net inflow included Baobian Electric with 307 million yuan, followed by Electric Investment and Xiangcai Shares with 198 million yuan and 193 million yuan respectively [2][3] Stock Highlights - Baobian Electric led the sector with a 10.04% increase and a turnover rate of 8.32%, while Electric Investment and Xiangcai Shares also showed significant gains [3][4] - Other notable performers included Tianqi Mould and Jinlihua Electric, both achieving 20% increases, and Micro-Innovation Optoelectronics with a 19% rise [1][4] - Stocks with high net inflow ratios included *ST and Ke, Tianqi Mould, and Jinhongshun, with net inflow ratios of 63.20%, 58.97%, and 49.83% respectively [3]