本报记者 金婉霞 9月2日晚间，上海康德莱企业发展集团股份有限公司（以下简称"康德莱"）发布公告称，公司控股股东上海康德莱控股集 团有限公司与长沙械字号医疗投资有限公司（以下简称"长沙械字号"）于9月1日签署了《股份转让协议》，拟将其持有的公司 无限售流通股2183.95万股（占公司总股本的5%）以每股10.81元的价格转让给长沙械字号，转让总价2.36亿元。 康德莱方面认为，本次协议转让后，公司将会获得战略方的产业与资源协同，扩展在消费医疗领域的发展空间，增强公司 的市场竞争力，优化股权结构并提升公司治理。 康德莱是国内医用穿刺器械行业龙头企业，其主营业务产品包括医用穿刺针、输注器械、介入器械等。近年来受医疗器械 带量采购影响，行业竞争加剧，企业利润空间受到压缩。体现到财务数据上，2023年至2024年，其核心产品穿刺护理类产品的 销售收入分别为17.86亿元、16.07亿元，分别同比下降8.07%、10.03%，这也致使康德莱在2023年、2024年出现了营业收入的大 幅下滑。2025年上半年，康德莱对产品结构进行了调整，营业收入勉强回升。公司2025年中报数据显示，上半年，康德莱实现 营业收入11.25 ...

Core Viewpoint - The strategic share transfer between the controlling shareholder and Changsha Medical Investment Co., Ltd. aims to enhance the strategic layout of Kangdelai and achieve collaborative win-win goals in the medical health industry [1][2]. Group 1: Share Transfer Details - Kangdelai's controlling shareholder, Shanghai Kangdelai Holding Group, signed a share transfer agreement to sell 21.8395 million shares (5% of total shares) at a price of 10.81 yuan per share, totaling 236 million yuan [1]. - After the transfer, the controlling shareholder's stake will decrease from 39.58% to 34.58%, while Changsha Medical's stake will increase from 1.45% to 6.45% [1]. - Changsha Medical has committed not to reduce its holdings of the acquired shares for 12 months post-transfer [1]. Group 2: Strategic Intentions - The share transfer price reflects a 20% premium over the average closing price of the last 20 trading days prior to August 29, 2025, with Kangdelai's stock closing at 9.3 yuan per share on September 2, 2025, giving it a total market value of 4.062 billion yuan [2]. - The controlling shareholder stated that this equity change is aimed at deepening the company's strategic layout and enhancing its valuation and competitiveness in the medical health industry [2][3]. - Kangdelai specializes in the research, production, and sales of medical puncture instruments, being a leading manufacturer in China with a complete industrial chain for medical puncture devices [2]. Group 3: Financial Performance - In the first half of 2025, Kangdelai reported revenue of 1.125 billion yuan, a year-on-year increase of 0.17%, and a net profit of 125 million yuan, reflecting a year-on-year growth of 18.94% [3]. - The strategic implementation of the share transfer is expected to enhance the company's market competitiveness and optimize its equity structure [3].