晨会纪要（R3） 晨会纪要 2025 年 09 月 04 日 请务必阅读正文之后的免责声明 证券研究报告 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3813.56 | -1.16 | | 深证成指 | 12472.00 | -0.65 | | 创业板指 | 2899.37 | 0.95 | | 科创 50 | 1306.48 | -1.64 | | 北证 50 | 1551.45 | -1.49 | | 沪深 300 | 4459.83 | -0.68 | 上证指数-沪深 300 走势图 -3% 17% 37% 57% 2024-09 2024-12 2025-03 2025-06 上证指数 沪深300 | 黄红卫 | 分析师 | | --- | --- | | 执业证书编号:S0530519010001 | | | huanghongwei@hnchasing.com | | | 管诗睿 | 研究助理 | | guanshirui@hnchasing.com | | | 晨会聚焦 | | --- | 一、财信研究观点 【市场策 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 山东新华医疗器械股份有限公司（以下简称"公司"或"新华医疗"）于近日收到山东省药品监督管理局颁 发的《中华人民共和国医疗器械注册证》，具体情况如下： 一、医疗器械注册证的具体情况 1、产品名称：内镜清洗工作站 2、注册证编号：鲁械注准20252110546 3、注册人名称：山东新华医疗器械股份有限公司 4、注册人住所：山东省淄博市高新技术产业开发区新华医疗科技园 5、生产地址：山东省淄博市博山区白塔镇九州路1号(委托生产) 6、结构及组成：软式内镜清洗工作站由超声槽(选配)、清洗槽、漂洗槽、消毒槽、终末漂洗槽、干燥 台组成；硬式内镜清洗工作站由初洗槽、清洗槽、超声槽、终末漂洗槽、干燥台组成。 7、型号、规格：详见产品技术要求。 内镜清洗工作站通过集成化设计实现高效清洗消毒流程，采用进口PMMA高分子材料一体成型槽体及 背板，兼具耐腐蚀、耐酸碱、抗磨损特性，表面光滑无缝隙便于彻底清洁。工作站搭载智能控制系统实 现多槽分级独立运行，自动完成酶洗、超声震荡、终末漂洗等标准化流程， ...

Key Points - Tianpu Co., Ltd. announced a suspension of trading for stock verification due to multiple instances of abnormal trading fluctuations from August 22 to September 3, with a reminder for investors about market risks [1] - China Shipbuilding Industry Corporation announced a share exchange ratio of 1:0.1339 for the merger with China Shipbuilding, with the stock ceasing to be listed from September 5, 2025 [2] - Chengdu Huamei reported that its 40G high-precision RF ADC chip is still in the trial production stage and has not achieved mass sales, indicating market demand uncertainty [2] - Taihe Technology's sulfide solid electrolyte project is currently in the trial production phase and has not generated sales revenue [3] - Robotech signed a contract worth approximately €946.50 million for fully automated silicon photonic packaging equipment, expected to positively impact the company's future performance [4] - Wento Holdings reported that its cinema and gaming businesses are still in the recovery phase post-restructuring, with potential uncertainties in future operations [5] - Xibu Muye's fresh milk production increased by 4.8% month-on-month in August [6] - China Shipbuilding announced the implementation of a share exchange merger with China Heavy Industry [6] - Gansu Energy plans to invest CNY 40.89 billion in a wind-solar integrated project [6] - Xinhua Medical's endoscope cleaning workstation received a Class II medical device registration certificate [6]

一、投资合作、经营状况 2、爱仕达：控股子公司钱江机器人与鸿路钢构签署《设备采购框架合作协议》，鸿路钢构将采购钱江 机器人焊接机器人本体特定机型1888台。鸿路钢构指定钱江机器人作为其长期合作的机器人等装备的制 造基地，并在同等条件下给予钱江机器人优先采购优惠。 8、铁流股份：与长三角哈特机器人产业技术研究院签署框架协议，内容包括机器人关键零部件设计、 机电控复合参数匹配设计与拓扑配置优化设计；机器人高精高效零部件的设计与制造；多传感融合的高 精度高频响的自适应力位混合控制技术研究；机器人关键零部件的多维性能测试与评估设备研制。 晚间公告 *免责声明：文章内容仅供参考，不构成投资建议 1、罗博特科：签订单笔金额约946.50万欧元的全自动硅光子封装整线设备合同。 3、甘肃能源：拟投资建设民勤100万千瓦风光电一体化项目，项目动态总投资为40.89亿元。 4、万通发展：公司将稳步推进高效整合北京数渡信息科技有限公司等既定的转型发展战略，该事项已 经公司董事会审议通过，数渡科技尚处于亏损状态。 5、永臻股份：全资子公司永臻研究院获得CNAS实验室认可证书。 6、新华医疗：公司产品内镜清洗工作站获得二类医疗器械注册 ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

新华医疗(600587.SH)公告称，公司近日收到山东省药品监督管理局颁发的《中华人民共和国医疗器械 注册证》，产品名称为内镜清洗工作站，注册证编号为鲁械注准20252110546。该产品用于软式内镜的 清洗和消毒，以及硬式内镜的清洗。此注册证的取得将进一步拓展公司在医疗感染控制领域的技术布 局，并强化院内感染防控体系。 ...

Core Viewpoint - Xinhua Medical (600587.SH) has received the Medical Device Registration Certificate from the Shandong Provincial Drug Administration for its new product, the endoscope cleaning workstation, which enhances its position in the medical infection control sector [1] Group 1: Product Development - The endoscope cleaning workstation is designed for the cleaning and disinfection of both flexible and rigid endoscopes, indicating a comprehensive approach to infection control [1] - The introduction of this next-generation product expands Xinhua Medical's technological layout in the field of medical infection control [1] Group 2: Market Positioning - The intelligent cleaning and disinfection solutions provided by the new workstation strengthen the hospital infection prevention and control system [1] - This product offering provides customers with multiple options, which is beneficial for enhancing the company's medical equipment product matrix [1] - The launch of the endoscope cleaning workstation is expected to continuously consolidate the company's core competitiveness in the disinfection field [1]

新华医疗（600587）(600587.SH)发布公告，公司于近日收到山东省药品监督管理局颁发的《中华人民 共和国医疗器械注册证》，产品名称：内镜清洗工作站，适用范围：软式内镜清洗工作站用于软式内镜 的清洗和消毒;硬式内镜清洗工作站用于硬式内镜的清洗。 内镜清洗工作站新一代的推出进一步拓展了新华医疗在医疗感染控制领域的技术布局，通过智能化清洗 消毒解决方案强化了院内感染防控体系，为客户提供多种选择，有利于完善公司医疗设备产品矩阵，持 续巩固公司在洗消领域的核心竞争力。 ...