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实控人内幕交易被罚没1933万,昊海生科“幕后老板”模式现治理隐忧
Guan Cha Zhe Wang· 2025-12-27 05:20
【文/王力 编辑/周远方】 12月23日晚间,"医美三剑客"之一昊海生科(688366.SH)发布公告,公司控股股东、实际控制人之一蒋伟因内幕交易、建议他人买卖证券行为,被中国证 监会没收违法所得470.97万元,并处以1462.92万元罚款,合计罚没金额达1933.89万元。至此,历时七个月的调查程序正式落幕。 值得关注的是,这位被处罚的实控人堪称A股市场"幕后老板"的典型样本:蒋伟自2007年创立昊海生科前身昊海有限公司以来,从未在上市公司任职,也不 参与日常经营管理,却与妻子游捷合计持有公司45.82%的股份,长期稳坐控股股东之位。 2025年胡润全球富豪榜显示,蒋伟夫妇以73亿元财富位列第3206位。公开资料显示,除昊海生科外,蒋伟还出现在中洲特材、神宇股份等多家上市公司的前 十大股东名单中,显示其活跃于二级市场的投资风格。 与此同时,昊海生科正经历增长瓶颈。2024年公司营收26.98亿元,同比仅增1.64%,为2021年以来首次跌至个位数;2025年前三季度更是营收、净利双降, 分别下滑8.47%和10%以上。曾经的高增长明星标的,如今业绩承压、股价较巅峰期跌去七成,而实控人内幕交易案的落地,无疑 ...
昊海生科7400万收购新产业眼科剩余股权,能否扭转业绩颓势?
Xin Jing Bao· 2025-11-10 14:09
Core Viewpoint - Shanghai Haohai Biological Technology Co., Ltd. (Haohai) has announced the acquisition of the remaining 20% stake in Shenzhen New Industry Ophthalmology Technology Co., Ltd. for 74 million yuan, aiming to enhance its market competitiveness in ophthalmic products amid declining performance in its core business [1][3]. Group 1: Acquisition Details - Haohai's wholly-owned subsidiary, Shanghai Haohai Pharmaceutical Technology, will acquire the remaining 20% stake in New Industry Ophthalmology, completing a nine-year strategic layout that began with a 60% stake acquisition in November 2016 [1][2]. - New Industry Ophthalmology specializes in manufacturing and selling orthokeratology lenses and intraocular lenses, as well as distributing various imported ophthalmic products in mainland China [1]. Group 2: Financial Performance - As of December 31, 2024, New Industry Ophthalmology's total assets were valued at 250 million yuan, with projected after-tax profits of 32.735 million yuan for 2023, 22.0062 million yuan for 2024, and 16.1877 million yuan for the first half of 2025 [2]. - The acquisition is expected to improve management and operational efficiency, thereby enhancing the competitiveness of Haohai's ophthalmic products [2]. Group 3: Business Challenges - Haohai's overall performance has been under pressure, with a significant slowdown in revenue growth. In 2024, the company reported revenue of 2.698 billion yuan, reflecting a mere 1.64% year-on-year increase, a stark contrast to the double-digit growth seen from 2021 to 2023 [3]. - The company's three main business segments, including ophthalmology, experienced revenue declines in the first half of 2025, with ophthalmic products down by 18.61% [4]. Group 4: Strategic Response - The acquisition of New Industry Ophthalmology is viewed as a strategic move to address declining performance, with Haohai planning to enhance its product offerings and market presence in the ophthalmic sector [6]. - The company aims to promote its self-developed orthokeratology lenses and expand its product line to improve market share, despite ongoing challenges from price reductions due to national and provincial procurement policies [5][6].