并签署募集资金五方监管协议的公告 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。 证券代码：301097 证券简称：天益医疗 公告编号：2025-039 宁波天益医疗器械股份有限公司 关于开立募集资金专项账户 截至本公告披露日，公司已完成在中国工商银行（泰国）股份有限公司募集 资金专项账户的开立及募集资金五方监管协议的签署，具体情况如下： 宁波天益医疗器械股份有限公司（以下简称"天益医疗"或"公司"）于 2024 年 12 月 27 日召开第三届董事会第二十次会议、第三届监事会第十七次会议审议 通过了《关于变更募集资金用途的议案》，同意变更募集资金用途，同意终止原 计划由子公司宁波泰瑞斯科技有限公司实施的募投项目"综合研发中心建设项 目"，并将其剩余全部募集资金变更用于新项目"泰国生产基地建设项目"；同 时同意将剩余超募资金全部调整用于"泰国生产基地建设项目"。本次变更事项 已经公司于 2025 年 1 月 13 日召开的 2025 年第一次临时股东大会审议通过。 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意宁波天益医疗器械股份有限公司首 次公开 ...

Market Overview - The FTSE China A50 Index components showed strong performance in sectors such as banking, insurance, and liquor, while the consumer electronics sector underperformed [1][6]. Banking Sector - Everbright Bank had a market capitalization of 254.068 billion with a trading volume of 609 million, closing at 4.30, up by 0.03 (+0.70%) [3]. Insurance Sector - China Ping An and China Life Insurance had market capitalizations of 1,039.258 billion and 356.818 billion respectively, with trading volumes of 24.93 billion and 6.12 billion. Their stock prices increased by 0.42 (+1.15%) and 0.03 (+0.36%) [3]. Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1,805.156 billion, 220.936 billion, and 480.465 billion respectively. Their trading volumes were 59.85 billion, 25.98 billion, and 30.62 billion, with stock price increases of 5.03 (+2.86%), 20.65 (+1.46%), and 1.13 (+0.92%) [3]. Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of 234.658 billion, 243.739 billion, and 318.365 billion respectively. Their trading volumes were 26.40 billion, 29.85 billion, and 16.55 billion, with stock price changes of +6.59 (+2.07%), -1.03 (-0.75%), and +0.22 (+0.04%) [3]. Oil Industry - Sinopec and PetroChina had market capitalizations of 271.538 billion and 705.647 billion respectively, with trading volumes of 8.53 billion and 6.48 billion. Their stock prices increased by 0.09 (+1.57%) and remained unchanged [3]. Coal Industry - China Shenhua and Shaanxi Coal and Chemical Industry had market capitalizations of 743.083 billion and 185.562 billion respectively, with trading volumes of 7.78 billion and 9.61 billion, with stock price increases of 0.27 (+0.73%) and 0.17 (+0.90%) [3]. Automotive Sector - BYD had a market capitalization of 1,808.349 billion with a trading volume of 44.82 billion, closing at 329.11, up by 1.09 (+0.33%) [3]. Shipping and Port Sector - No specific data provided for this sector in the document [4]. Power Industry - No specific data provided for this sector in the document [4]. Securities Sector - CITIC Securities had a market capitalization of 420.014 billion with a trading volume of 18.87 billion, closing at 28.34, up by 0.09 (+0.32%) [4]. Battery Sector - CATL had a market capitalization of 1,236.485 billion with a trading volume of 59.82 billion, closing at 271.20, up by 5.70 (+2.15%) [4]. Consumer Electronics - Industrial Fulian and Luxshare Precision had market capitalizations of 538.390 billion and 280.871 billion respectively, with trading volumes of 35.27 billion and 53.15 billion, with stock price decreases of -0.39 (-1.42%) and -0.67 (-1.70%) [4]. Home Appliances - Haidilao and Gree Electric Appliances had market capitalizations of 268.195 billion and 241.985 billion respectively, with trading volumes of 10.06 billion and 8.44 billion, with stock price changes of +0.32 (+0.67%) and -0.02 (-0.08%) [4]. Chemical and Pharmaceutical Sector - Hengrui Medicine had a market capitalization of 251.506 billion with a trading volume of 38.81 billion, closing at 47.71, up by 1.35 (+2.91%) [4]. Logistics Sector - SF Holding had a market capitalization of 241.541 billion with a trading volume of 11.63 billion, closing at 46.04, up by 0.76 (+1.68%) [4]. Non-ferrous Metals - Mindray Medical had a market capitalization of 273.187 billion with a trading volume of 25.08 billion, closing at 225.32, up by 8.14 (+3.75%) [4].

招商通知： 2025年9月4-5日，第三届全球手术机器人大会 2025年7月17日， 第二届全球医疗科技大会 （Global MedTech Conference 2025）在北京市中关村展示中 心正式召开。大会现场，思宇MedTech创始人赵清正式发布了 《医疗器械BD白皮书》 。 前几天的预告发出后，不少读者留言表示期待。目前，白皮书全文已开放下载，具体获取方式见文末。欢迎查 阅、收藏，也欢迎转发给需要的朋友~ 写在前面｜产品之外，还有一场交易 在医疗器械行业，很多企业都遇到过这样的困境： 实际上， 医疗器械行业，靠 单一 产品成功的是少数，靠 " 交易 " 做大才 是常态。 所谓 BD（Business Development），在医疗器械行业并不只是一个岗位、一次"招商"。它是一整套关于资 源重组、结构设计与合作博弈的能力系统。它决定了：你能不能被别人看懂、愿意合作、形成协同。 本白皮书 探讨医疗器械 BD， 试图 把 " 中国医疗器械企业，怎么才能走得更快、更远？ " 拆解成几个关键 场景： 这 是 给还在实操、正在探索、渴望成长的医疗器械企业写的实用手册。 BD不是锦上添花，而是结构性优势的体现。 ...

Core Viewpoint - MicroPort Medical plans to merge its CRM business with MicroPort CardioTech to create a comprehensive cardiac product platform, enhancing its market presence and product offerings [1][6]. Group 1: Background of the Restructuring - MicroPort Medical is a leading medical device group with a diverse portfolio including cardiovascular intervention, orthopedic devices, CRM, and surgical robots [4]. - The CRM business focuses on developing, manufacturing, and selling products for diagnosing and managing arrhythmias and heart failure, including pacemakers and defibrillators [4]. Group 2: Reasons for the Restructuring - Establishing a cardiac product platform: The merger aims to create a strong platform offering a complete range of cardiac products from CRM devices to structural heart disease solutions [6]. - Sharing international marketing and sales channels: The merger will enable better resource sharing and collaboration in global markets, enhancing market influence [8]. - Expanding business scale and growth potential: The merger is expected to create synergies that will increase business scale, revenue, and cash flow [8]. - Enhancing capital market recognition: The diversified product platform is anticipated to improve international market recognition of the combined business's value and growth potential [8]. Group 3: Company Overview - MicroPort Medical, established in 1998 and headquartered in Shanghai, is a global high-end medical device group focused on innovative medical device development and sales [10]. - The company’s products are used in over 20,000 hospitals across more than 100 countries, with overseas revenue increasing from 15% in 2020 to 28% in 2023 [10]. - The company holds over 6,000 global patents, including more than 1,500 PCT international patents [10]. Group 4: Financial Data - In 2024, the company achieved revenue of $1.031 billion, a year-on-year increase of 9.6%, driven by strong growth in its proprietary products [11]. - The net loss for 2024 was $269 million, a significant reduction of 58.6% compared to the previous year, with EBITDA turning positive [11]. - The CRM business accounted for 21.4% of the company's revenue in 2024 [11].

Core Viewpoint - The 2025 Global MedTech Top 100 (GMT100) list highlights the dominance of major players in the medical technology industry while showcasing the rise of Chinese and Asia-Pacific companies in the global market [3][4][5]. Global Overview - The top 10 companies continue to dominate the market, with Medtronic leading at a revenue of 239.45 billion RMB for 2024. The total revenue of the top 10 exceeds 1.6 trillion RMB, accounting for over 60% of the total revenue of the list [5][14]. - The list reflects a "pyramid" structure in the medical technology industry, where smaller companies focus on niche markets but show significant innovation and growth potential [10][11]. Regional Distribution - North American companies hold a significant share of the list, with the top 10 generating over 16 trillion RMB in revenue. Asian companies, particularly from China, are increasingly making their presence felt [11][14]. - Chinese companies have shown remarkable performance, with 12 firms making it to the top 100, collectively generating over 200 billion RMB in revenue for 2024, marking a further increase from the previous year [4][14]. Industry Concentration and Future Outlook - The medical technology industry exhibits a "Matthew Effect," where the top 10 companies control over 60% of the market share, while emerging companies challenge traditional players with innovative technologies [13][14]. - The future of the industry is expected to witness significant technological changes and market reshuffling, with the GMT100 serving as a record of these developments [13][14].

Core Viewpoint - The company expects a decline in revenue and net profit for the first half of 2025, primarily due to market environment changes and product price adjustments [2][3]. Performance Changes - The decline in performance is attributed to changes in the market environment in the second half of 2024 and adjustments in product pricing [3]. - Despite the challenges, innovative products such as Castor® and Minos® continue to show growth in hospital admissions and terminal implant volumes, although pricing and promotional strategy adjustments have impacted sales growth and profits [3]. New Product and R&D Progress - The company has made significant progress in new product development and market expansion, launching the next-generation Cratos® and receiving approval for the Tipspear® kit [5]. - Hector® has entered the special review process for innovative medical devices, marking the ninth product to enter the "green channel" for approval [5]. - The core product Castor® has received the 25th China Patent Gold Award for its patented technology [5]. Company Overview - Shanghai MicroPort CardioFlow Medtech Co., Ltd. was established in 2012 and focuses on the research, production, and sales of interventional medical devices for aortic, peripheral vascular, and tumor treatments [6]. - The company has a rich product line in the aortic and peripheral vascular interventional medical device field, including aortic stent systems and intraoperative stent systems [6][7]. - As of March 2025, the company's products are used in over 2,700 hospitals across China and have expanded to over 40 countries and regions [7].

Core Viewpoint - North Chip Life, a company focused on cardiovascular disease treatment, has successfully passed the IPO review on the Sci-Tech Innovation Board, aiming to leverage capital market opportunities for growth [1][3][21]. Company Overview - North Chip Life was established in 2015 and specializes in innovative medical devices for cardiovascular precision intervention, with over ten products commercialized and operations in approximately 1,000 hospitals globally [1][2]. - The company has developed key products such as the blood flow reserve fraction (FFR) system and intravascular ultrasound (IVUS) system, achieving significant technological advancements and filling domestic market gaps [2][6][7]. IPO Details - The IPO aims to raise approximately 950 million yuan, primarily for the construction of an interventional medical device industrialization base, R&D projects, and working capital [2]. - North Chip Life chose the fifth set of standards for the Sci-Tech Innovation Board, which does not require profitability but focuses on market value and R&D capabilities [2][17]. Financial Performance - The company reported rapid revenue growth from 2.91 thousand yuan in 2019 to 9.25 million yuan in 2022, although it has not yet achieved profitability [11][14]. - In the first quarter of 2025, North Chip Life achieved revenue of 127 million yuan, marking a 104.9% year-on-year increase, and a net profit of 16.39 million yuan, indicating a successful turnaround before the IPO [14][15]. Market Position and Future Outlook - North Chip Life's IVUS system is the first domestically developed 60MHz high-definition product, with a projected market share of 10.4% in 2024, ranking third in the industry [2][7]. - The company plans to accelerate the development of its pipeline products and enhance competitive performance, aiming to capture market share in the rapidly growing cardiovascular intervention device market [8][9]. Investment and Support - North Chip Life has completed nine rounds of financing, attracting notable venture capital and private equity firms, with Sequoia China being the largest shareholder [10][11]. - The backing from top-tier VC/PE institutions reflects the company's strong technological capabilities and market potential [10][11]. Regulatory Context - North Chip Life is the second company to benefit from the reintroduction of the fifth set of listing standards for unprofitable companies on the Sci-Tech Innovation Board, following the announcement in June 2025 [17][22]. - The successful IPO of North Chip Life sets a precedent for other high-tech, unprofitable companies seeking to enter the capital market [22].

Group 1: Market Overview - The FTSE China A50 Index components showed a mixed performance with most sectors in the green, while the consumer electronics and internet services sectors experienced declines [1][6]. Group 2: Sector Performance - The banking sector, represented by Everbright Bank, had a market capitalization of 255.25 billion with a trading volume of 392 million, showing a slight increase of 1.17% [3]. - In the liquor industry, Kweichow Moutai led with a market cap of 1,797.53 billion and a trading volume of 3.923 billion, increasing by 1.37% [3]. - The semiconductor sector saw Northern Huachuang with a market cap of 233.94 billion and a trading volume of 1.908 billion, rising by 1.76% [3]. - In the oil sector, Sinopec had a market cap of 703.22 billion with a trading volume of 552 million, increasing by 1.22% [3]. - The coal industry was represented by China Shenhua with a market cap of 743.88 billion and a trading volume of 709 million, rising by 0.83% [3]. - In the automotive sector, BYD had a market cap of 1,793.90 billion with a trading volume of 516 million, but saw a decrease of 0.47% [3]. - The battery sector was led by CATL with a market cap of 4,189.77 billion and a trading volume of 1.153 billion, increasing by 0.88% [4]. - The consumer electronics sector, represented by Hon Hai Precision, had a market cap of 540.97 billion with a trading volume of 2.376 billion, decreasing by 0.74% [4]. - In the home appliance sector, Gree Electric had a market cap of 267.47 billion with a trading volume of 446 million, showing a slight decrease of 0.31% [4]. - The pharmaceutical sector was led by Hengrui Medicine with a market cap of 387.15 billion and a trading volume of 2.654 billion, increasing by 2.36% [4]. - The logistics sector, represented by SF Holding, had a market cap of 240.58 billion with a trading volume of 737 million, increasing by 1.04% [4].

Core Viewpoint - Hainan is actively promoting the high-quality development of the private economy through various measures, emphasizing innovation and support for private enterprises as key drivers of economic growth [2][4][12]. Group 1: Innovation and Technology - Hainan Lisheng Water Technology Co., Ltd. has developed a superfilter machine that produces high-quality purified water, with a filter lifespan over 50 times that of conventional water purifiers [2]. - SuSheng Biotechnology Co., Ltd. has become a national-level "little giant" with over 30 core technologies, focusing on advanced biomedical materials and regenerative medicine, holding 55 patents [3]. - Hainan Huayan Collagen Technology Co., Ltd. utilizes marine biological resources to convert fish by-products into high-value small peptides, exporting products to over 50 countries [3][5]. Group 2: Economic Contribution of Private Enterprises - Private enterprises account for over 90% of Hainan's business entities, contributing 60% of the province's GDP, 80% of tax revenue, and 90% of employment [2]. - In 2022, the top 20 private enterprises in R&D invested a total of 3.763 billion yuan, holding 1,199 valid patents and participating in the formulation of 335 standards [5]. Group 3: Support and Training for Entrepreneurs - Hainan has established a training program for young entrepreneurs, creating a platform for learning and exchange, with 530 outstanding young entrepreneurs trained since its inception [6]. - The province has implemented a comprehensive training mechanism for private economic representatives, focusing on cultivating high-quality leaders in the private sector [6]. Group 4: Investment and Community Engagement - 1,251 private enterprises participated in initiatives to support rural revitalization, investing over 20.2 billion yuan and donating approximately 8.429 million yuan [7]. - Over 1,470 entrepreneurs engaged in community service projects, signing 17 cooperation agreements and investing nearly 1.7 billion yuan [7]. Group 5: Business Environment and Policy Support - Hainan has improved its business environment, reducing project construction time significantly compared to international standards, with one project completed in just 6.5 months [8][9]. - The province has introduced various policies to support the private economy, including a comprehensive system for addressing business environment issues [9][11].

Market Overview - The A-share market shows a positive trend with major indices rising, particularly the ChiNext Index which increased by 1.75% [4][6] - The total market capitalization of the Shanghai Composite Index is 6814.82 billion, with a PE ratio of 12.56 and a PB ratio of 1.31 [3] Company Dynamics - Microchip Biotech (688321.SH) expects to achieve a revenue of 407 million in H1 2025, a year-on-year increase of 35%, with a net profit forecasted to rise by 173% [28][29] - Xinhua Medical (600587.SH) has received a Class II medical device registration certificate for its products, enhancing its product line and competitive edge [30] - Shuanglin Co. (300100.SZ) anticipates a net profit increase of 1%-25% for H1 2025, driven by the growth in domestic new energy vehicle sales [32] Industry Trends - The AI industry is witnessing significant advancements, with the launch of domestically produced AI integrated machines in Shenzhen, showcasing a breakthrough in key AI infrastructure [26][27] - The healthcare sector is benefiting from policy changes, with a notable increase in the number of companies in the pharmaceutical sector reporting profit growth [9][10] Economic Indicators - The People's Bank of China conducted a 450.5 billion yuan reverse repurchase operation, indicating a stable liquidity environment [16] - The manufacturing PMI in China rose to 49.7% in June, reflecting a slight improvement in economic activity [43]