证券代码：301033 证券简称：迈普医学 广州迈普再生医学科技股份有限公司 投资者关系活动记录表 编号：2025006 | | 为；中泰证券 谢木青、刘照芊；路博迈投资 张翔宇；泰 | | --- | --- | | | 康资管 马步云；鹏华基金 胡颖；中邮创业基金 杨朋；博 | | | 远基金 谭飞；光大保德信基金 林晓枫；天弘基金 丁雪 | | | 松；华夏基金 常黎曼；上海歌汝私募基金 应晓立；深圳 | | | 市河床资管 杨田；甬兴证券 徐昕；信达澳亚 李点典； | | | 华源证券 林海霖；广发证券 张晨旭；上海和谐汇一资管 | | | 陈凯；浦銀國際證券 胡澤宇；长江养老保险 邱宏斌；深 | | | 圳前海云溪基金 陈铭；浙江益恒投资 钱坤；深圳市榕树 | | | 投资 李敏生、许群英；上海途灵资管 赵梓峰；中银国际 | | | 证券 吴炉飞；广州市航长投资 麦浩明；平安资管 林启 | | | 姜；上海禧弘投资 赵然；国泰基金 邱晓旭；万和证券 许 | | | 俊武；申万宏源 陈烨远 | | 时间 | 2025年08月22日 15:30-16:30 | | 地点 | 公司会议室 | | 上市公司 ...

Company Overview - Mypu Medical is a technology-driven enterprise focused on high-performance implantable medical devices, specifically in the neurosurgery field, and is one of the few domestic companies entering the global high-end market [3][4]. Market Insights - The global market for absorbable hemostatic materials was valued at approximately CNY 20.2 billion in 2020 and increased to CNY 21.9 billion in 2021 [3]. - The terminal market for dural sealing materials in China was about CNY 2.275 billion in 2020 [3]. Technology Platforms - Mypu Medical has developed four major technology platforms: - **Bioprinting Technology**: Used to create artificial dura mater and absorbable repair membranes [4]. - **Digital Design and Precision Processing**: Enables high compatibility for cranial defect repair products using PEEK materials [4]. - **Selective Oxidation and Microfiber Network Formation**: Focused on high-performance hemostatic products for neurosurgery, breaking the long-standing import monopoly [4]. - **Multicomponent Crosslinking and Gel Technology**: Developed dural adhesive products with low swelling and neutral pH, addressing sealing effectiveness and clinical application risks [4]. Product Development - The dural adhesive product received domestic NMPA registration in February 2023 and is expected to obtain EU CE certification by March 2025, with ongoing sales efforts in domestic and international markets [4][5]. - The absorbable regenerated oxidized cellulose hemostatic product is one of the few successfully industrialized products in China, demonstrating effective hemostatic capabilities [5]. Strategic Focus - Mypu Medical aims to strengthen core capabilities and seize opportunities to enhance operational efficiency, targeting improved performance in 2025 [6]. - The company is actively monitoring and participating in centralized procurement projects to leverage national and local procurement opportunities [6].

Group 1: Company Overview - Guangzhou Maipu Regenerative Medicine Technology Co., Ltd. focuses on high-performance implantable medical devices, specifically in the neurosurgery field, offering products such as artificial dura mater patches and absorbable regenerative oxidized cellulose [2][3] - The company aims to become a platform-based medical device enterprise providing comprehensive solutions for customers, entering the global high-end market [3] Group 2: Mergers and Acquisitions - The acquisition of Yijie Medical is part of the company's strategy for both organic growth and external expansion, aiming to diversify its product matrix and extend its biocomposite material technology into the interventional field [3] - The completion of the acquisition is subject to regulatory approvals, and the operational performance of the target company is not expected to impact the listed company until the transaction is finalized [3] Group 3: Market Trends and Product Development - The market for cranial and facial repair and fixation products in China is projected to reach CNY 1.75 billion in 2023, with a compound annual growth rate (CAGR) of 15.3% from 2018 to 2023 [5] - The company's cranial and facial repair and fixation system achieved sales revenue of CNY 79.8963 million in 2024, representing a year-on-year growth of 31.05% [5] Group 4: Product Innovations - PEEK material is becoming the preferred alternative to titanium due to its superior properties, and the company’s craniofacial repair and fixation system is one of the few domestic products utilizing PEEK [5] - The target company has developed the first thin-walled radial artery support catheter in China, which features a 2.5mm outer diameter, 10% smaller than existing products, enhancing its ability to address challenging lesions [8]