9月4日晚，赛诺医疗科学技术股份有限公司（简称"赛诺医疗"）发布公告称，因财报信息披露不准确， 公司收到天津证监局出具的《关于对赛诺医疗科学技术股份有限公司采取责令改正及对公司董事长、总 经理孙箭华，财务总监沈立华采取监管谈话措施的决定》（简称《决定书》）。此次财务信披违规，一 定程度上暴露了公司经营管理中的隐患。 股权计量失误，错报投资收益逾900万元 《决定书》显示，2025年4月26日，赛诺医疗披露《关于前期会计差错更正及据此对相应定期报告进行 更正的公告》，对2024年一季报、半年报、三季报财务报表的部分数据进行更正，主要涉及调减投资收 益、营业利润、利润总额、净利润958.82万元。 上述错报主要因2024年1月，赛诺医疗收购美国eLum公司72.73%股权，收购完成后，公司对美国eLum 公司达成控制并将其纳入合并报表范围。赛诺医疗在对购买日之前通过控股子公司赛诺神畅持有 18.18%的美国eLum公司股权按购买日的公允价值重新计量时，持股比例计算错误，导致错报投资收益 958.82万元。 天津证监局认为，赛诺医疗2024年一季报、半年报、三季报相关信息披露不准确，违反《上市公司信息 披露管理办法 ...

Core Viewpoint - Sino Medical achieved a significant stock price increase of 19.99% on August 18, reaching a price of 41.48 CNY per share, with a trading volume of 2.032 billion CNY and a turnover rate of 12.37%, resulting in a total market capitalization of 17.258 billion CNY [1] Company Overview - Sino Medical Technology Co., Ltd. is located in the Tianjin Economic-Technological Development Area and specializes in the research, production, and sales of high-end interventional medical devices [1] - The company’s main products include coronary drug-eluting stents, coronary balloons, intracranial rapid exchange balloons, and intracranial drug-eluting stents, with over 1.4 million units used globally, serving hundreds of thousands of patients [1] - Sino Medical holds 8 key technologies, has launched 19 products, and possesses over 200 global patents, while undertaking 7 national and provincial scientific research projects [1] - Clinical research results of its products have been published in 31 articles in core domestic and international journals [1] Financial Performance - For the period from January to March 2025, Sino Medical reported a revenue of 101 million CNY, representing a year-on-year growth of 10.75% [1] - The net profit attributable to shareholders was 2.9693 million CNY, showing a substantial year-on-year increase of 277.50% [1] - As of March 31, the number of shareholders was 11,000, with an average of 37,400 circulating shares per person [1]

8月13日，赛诺医疗盘中19.99%涨停，截至14:19，报30.13元/股，成交30.05亿元，换手率26.34%，总市 值125.36亿元。 资料显示，赛诺医疗科学技术股份有限公司位于天津开发区第四大街5号泰达生物医药研发大厦B区2 层，公司是一家专注于高端介入医疗器械研发、生产、销售的国际化公司，主营产品包括冠脉药物支 架、冠脉球囊、颅内快速交换球囊、颅内药物洗脱支架等，累计使用超过140万个，服务于全球数十万 患者。公司拥有8项关键技术，已上市产品19款，全球专利数200余件，承担国家级、省级科研项目7 项，产品临床研究结果已在国内国际核心期刊发表31篇。 截至3月31日，赛诺医疗股东户数1.1万，人均流通股3.74万股。 2025年1月-3月，赛诺医疗实现营业收入1.01亿元，同比增长10.75%；归属净利润296.93万元，同比增长 277.50%。 来源：金融界 ...

Core Viewpoint - The significant increase in sales volume has led to a substantial improvement in the profitability of Sino Medical [1][2] Financial Performance - For the first half of 2025, the company expects revenue of 240 million yuan, a year-on-year increase of 12.53%, and a net profit of 13.84 million yuan, a year-on-year increase of 296.54% [1][2] - In 2024, the company achieved revenue of 459 million yuan, a year-on-year increase of 33.64%, and a net profit of 1.4978 million yuan, marking a turnaround from previous losses [2] Product Performance - The growth in performance is primarily attributed to the significant increase in sales of coronary stents and balloon products, along with stable growth in the neuro-interventional business [1][2] - The company has seen a 72.38% year-on-year increase in overseas revenue from coronary products, reaching 17.5285 million yuan [3] International Expansion and Innovation - Sino Medical is focusing on international expansion, with plans to acquire 72.73% of Elum Technologies for approximately 152 million yuan to strengthen its position in the neuro-interventional field [3] - The company has obtained 67 registration certificates for its coronary intervention products across nearly 26 countries and regions, representing a 42.55% increase year-on-year [3] Research and Development - The company has invested a total of 666 million yuan in R&D from 2020 to 2024, with annual expenditures showing a consistent commitment to innovation [4]

Group 1 - The U.S. President Trump released an AI action plan aimed at maintaining the country's leading position in artificial intelligence over China, with China advocating for a collaborative approach to AI development [2] - An investigation team has been established in Inner Mongolia to determine the cause of a mining accident that resulted in six deaths and one injury [3][4] - The National Development and Reform Commission announced that 735 billion yuan of central budget investment has been allocated for 2025, focusing on various sectors including infrastructure and social welfare [3][4] Group 2 - The EU has approved a retaliatory tariff list against the U.S. totaling 93 billion euros, affecting high-value industrial products such as aircraft and automobiles [6] - The National Medical Insurance Administration has initiated the 11th batch of centralized procurement, optimizing procurement rules to ensure quality and prevent price wars [7] - The National Development and Reform Commission and the State Administration for Market Regulation are drafting amendments to the pricing law to address "involution" in competition [8] Group 3 - Domestic gold jewelry consumption decreased by 26% in the first half of the year, while gold production remained stable with a slight increase in imports [9] - A new national standard for electric bicycles will be implemented on September 1, aiming to enhance safety and compliance across the industry [10] - The takeaway industry is facing challenges due to price wars, with merchants reporting a significant drop in income and customer retention [11] Group 4 - The travel photography brand "Platinum Photography" has been reported missing, with commitments made to refund customers for unfulfilled services [18] - The company "Sino Medical" expects a 12.53% increase in revenue for the first half of 2025, driven by the sales growth of coronary stent products [25] - "Zhongqi New Materials" signed a mining rights transfer contract, increasing its resource reserves and production capacity [26]

Core Viewpoint - The recent announcement by the Shanghai Medical Insurance Bureau regarding the adjustment of coronary stent reimbursement standards is expected to provide new ideas for diversified payment methods in the industry [1][5]. Group 1: Policy Changes - The new reimbursement rules categorize coronary stents into three payment categories: full reimbursement for selected products, a reduced maximum payment for non-selected products, and a percentage payment for products outside the selection [1][5]. - The policy aims to create a competitive environment for high-value innovative devices alongside selected products, potentially increasing their market presence [1][5]. Group 2: Market Impact - The shift in policy is seen as beneficial for non-selected products, allowing hospitals more freedom to use them after fulfilling procurement obligations for selected products [2][5]. - The coronary stent market has experienced significant price reductions due to centralized procurement, with average prices dropping from approximately 13,000 yuan to around 700 yuan [3][4]. Group 3: Industry Dynamics - The coronary intervention medical device sector is highly competitive, with domestic and international companies vying for market share through technological advancements and product offerings [6][7]. - Companies like Sientra have reported substantial growth in sales of their stent products, indicating a positive response to the new procurement policies [6][7]. Group 4: Future Outlook - The industry is expected to focus on innovation and international expansion as key strategies for growth, with companies exploring new business models and enhancing product lines [7][8]. - The global medical device market is substantial, with opportunities for Chinese companies to expand their presence internationally, driven by policy adjustments and technological advancements [8].

证券代码：688108 证券简称：赛诺医疗 赛诺医疗科学技术股份有限公司 赛诺医疗科学技术股份有限公司 为保障赛诺医疗科学技术股份有限公司（以下简称"公司"）全体股东的合法权益，维护 股东大会的正常秩序，保证股东大会的议事效率，确保本次股东大会如期、顺利召开，根据《中 华人民共和国公司法》 《赛诺医疗科学技术股份有限公司章程》 《赛诺医疗科学技术股份有限公 司股东大会议事规则》及中国证监会、上海证券交易所的有关规定，特制定本须知。 一、股东大会设会务组，由公司董事会秘书负责会议的程序安排和会务工作。 二、为保证股东大会的严肃性和正常秩序，切实维护与会股东及股东代理人的合法权益， 除出席会议的股东及股东代理人、公司董事、监事、高级管理人员、见证律师及董事会邀请的 人员外，公司有权依法拒绝其他人员进入会场。 三、出席现场会议的股东及股东代理人须在会议召开前半小时到达会议现场办理签到手续， 并请按规定出示证券账户卡、身份证明文件或营业执照/注册证书复印件（加盖公章）、授权委 托书以及参会回执等，上述登记材料均需要提供复印件一份，个人登记材料复印件须个人签字， 法定代表人证明文件复印件须公司盖章，经验证后领取会议资料 ...