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剥离房地产业务后,厦门国贸转型康养科技:聚焦微创外科,协同发展养老健康服务
Cai Jing Wang· 2025-10-09 10:44
在新的发展阶段,主业为批发零售的厦门国贸在剥离房地产业务后,开始通过并购等方式加速布局康养 科技赛道。 与此同时,作为厦门国贸积极培育和拓展的新兴业务,健康科技业务以创新投资为驱动,通过创新发展 模式整合资源,加速产业布局。 上半年营收净利双降,供应链支柱产业毛利率仅1.26% 近日,厦门国贸在互动平台向投资者表示,公司健康科技业务板块聚焦医疗器械核心主业,协同养老服 务、医疗健康大数据和健康服务等产业展开业务布局。 作为国有控股上市公司,厦门国贸所属行业为批发和零售贸易业中的批发业,主要从事供应链管理业 务、健康科技业务等,公司于1996年10月在上交所挂牌上市。 受多重因素影响,厦门国贸最新业绩并不亮眼。2025年上半年,厦门国贸实现营收1516.58亿元,同比 下降22.31%;实现归母净利润5.23亿元,同比下降37.62%。 其中,健康科技业务板块的医疗器械业务以"上游+中游"双轮驱动策略,大力发展医疗器械核心子赛道 业务,上游加大收并购和战略性投资力度;中游聚焦医疗耗材SPD及配送分销业务,打造供应链服务平 台;养老服务、健康大数据、健康服务深化业务协同,探索医康养智能一体化。 《财经新康养》注意 ...
主业承压、现金流缩水,东星医疗欲借收购突围
Xin Jing Bao· 2025-09-30 02:55
近日,东星医疗(301290)发布公告披露,公司拟以现金收购武汉医佳宝生物材料有限公司(简称"武汉 医佳宝")90%股权,此次交易预计将构成重大资产重组。收购完成后,武汉医佳宝将成为东星医疗控股 子公司。目前,交易价格尚未披露。2021年-2024年,东星医疗业绩较为平稳,但2025年上半年营收、 净利润下滑幅度较大。业绩承压下,东星医疗借并购向外拓展,或能通过快速获得的新产品线,为业绩 带来新的增长点。 业绩承压,资金链显紧张态势 东星医疗主营业务为以吻合器为代表,覆盖多品类手术设备和医疗耗材的外科手术医疗器械,是国内较 早成熟应用"不等高钉"技术的吻合器厂商。近年来,随着"带量采购"政策的不断推进,产品终端价格下 降,能否以量换价成为关键。 从业绩层面来看,东星医疗2021年-2024年业绩较为平稳,基本在4.2亿元-4.5亿元之间波动;归母净利 润则在9700万元-1.2亿元之间波动。但扣非净利润却逐年下滑,上述报告期内分别为1.03亿元、9451万 元、6816万元、6646万元。今年上半年,东星医疗的营收同比下滑14.17%至1.83亿元;归母净利润同比 大幅下滑36.47%至3029万元,扣非净利 ...
重大资产重组!A股公司公告:不停牌!
券商中国· 2025-09-27 05:21
Core Viewpoint - The A-share market is witnessing a surge in major asset restructuring activities, with significant transactions announced by companies like Dongxing Medical and Fuda Alloy, indicating a revitalization of the M&A landscape following regulatory changes [2][5][9]. Group 1: Dongxing Medical - Dongxing Medical announced plans to acquire 90% of Wuhan Yijiaobao Biological Materials Co., Ltd. for cash, which is expected to constitute a major asset restructuring [2][3]. - The acquisition aligns with Dongxing Medical's strategic business development needs and aims to enhance its capabilities in the surgical medical device sector, particularly in synthetic biology [5][6]. - The transaction is still in the preliminary planning stage, with a share purchase intention agreement signed, but final terms are yet to be negotiated [5][6]. Group 2: Fuda Alloy - Fuda Alloy plans to acquire 52.61% of Zhejiang Guangda Electronic Technology Co., Ltd. for 352 million yuan, which will make it the controlling shareholder [9][10]. - The acquisition is part of Fuda Alloy's strategy to diversify its product offerings in the electronic materials sector, particularly in electronic paste products [9][10]. - Guangda Electronic has shown strong revenue growth, with projected revenues of 1.65 billion yuan in 2023 and 2.68 billion yuan in 2024, indicating a promising outlook for the acquired business [10].
东星医疗宣布重大资产重组 拟收购武汉医佳宝90%股权
Zheng Quan Shi Bao· 2025-09-26 17:25
目前,此次交易尚处于初步筹划阶段。2025年9月26日,东星医疗已经与武汉医佳宝全体股东签订了 《股权收购意向协议》,但最终收购股权比例、交易对方及交易价格尚需交易各方进一步协商后确定。 东星医疗表示,根据初步研究和测算,本次交易预计构成《上市公司重大资产重组管理办法》规定的重 大资产重组。本次交易不会导致上市公司控股股东和实际控制人发生变更。 东星医疗主要从事以吻合器为代表的外科手术医疗器械的研发、生产和销售。2025年6月,公司委托上 海交通大学进行重组胶原蛋白的研发,拟拓展合成生物业务板块。而武汉医佳宝是一家致力于高端骨科 及生物医学材料研发、生产与销售的高新技术企业。 9月26日,东星医疗(301290)公告,拟以支付现金方式购买武汉医佳宝生物材料有限公司(以下简 称"武汉医佳宝"或"标的公司")90%的股权。此次交易如能顺利实施,武汉医佳宝将成为东星医疗的控股 子公司。 根据公告,此次收购基于公司业务发展战略的需要。 具体来看,东星医疗拟以支付现金的方式,收购武汉医佳宝90%的股权。若本次交易能顺利实施完成, 公司将持有武汉医佳宝90%的股权。 根据武汉医佳宝官网介绍,其产品涉及骨科植入、外科创护、 ...
301290,重大资产重组!
证券时报· 2025-09-26 12:54
以下文章来源于e公司 ,作者证券时报 吴志 e公司 . e公司,证券时报旗下专注上市公司新媒体产品,立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯,针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读,从投资者需求出发,直播上市公司有价值的活动、会议。 东星医疗拟收购武汉医佳宝90%股权。 9月26日,东星医疗(301290)公告,拟以支付现金方式购买武汉医佳宝生物材料有限公司(以下简称"武汉医佳宝"或"标的公司")90%的股权。此次交易如能 顺利实施,武汉医佳宝将成为东星医疗的控股子公司。 根据公告,此次收购基于公司业务发展战略的需要。 具体来看,东星医疗拟以支付现金的方式,收购武汉医佳宝90%的股权。若本次交易能顺利实施完成,公司将持有武汉医佳宝90%的股权。 目前,此次交易尚处于初步筹划阶段。2025年9月26日,东星医疗已经与武汉医佳宝全体股东签订了《股权收购意向协议》,但最终收购股权比例、交易对方 及交易价格尚需交易各方进一步协商后确定。 东星医疗表示,根据初步研究和测算,本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组。本次交易不会导致上市公司控股 ...
301290,重大资产重组!
中国基金报· 2025-09-26 12:09
Core Viewpoint - Dongxing Medical plans to acquire 90% equity of Wuhan Yijiaobao, which is expected to constitute a major asset restructuring [2][7]. Group 1: Acquisition Details - On September 26, Dongxing Medical signed a "Share Acquisition Intent Agreement" with all shareholders of Wuhan Yijiaobao to purchase 90% of its equity for cash [7]. - The final transaction price will be based on an evaluation report from a qualified asset appraisal agency as per the Securities Law of the People's Republic of China [11]. - A exclusivity period is established from the signing of the agreement until May 31, 2026, during which the current shareholders cannot negotiate with other parties regarding the equity transfer [12]. Group 2: Strategic Rationale - The acquisition aligns with Dongxing Medical's business development strategy and aims to integrate high-quality industry resources, extending its surgical medical device supply chain and actively expanding into the synthetic biology field [14]. - Wuhan Yijiaobao specializes in the research, production, and sales of high-end orthopedic and biomedical materials, holding multiple medical device registration certificates [14][16]. Group 3: Financial Performance - Dongxing Medical's main business has shown a declining trend since its listing on the Shenzhen Stock Exchange on November 30, 2022 [18]. - From 2021 to 2024, the company's net profit after deducting non-recurring gains and losses has decreased from 1.03 billion to approximately 66.46 million [19]. - In the first half of 2025, Dongxing Medical reported a 14.17% year-on-year decline in revenue to 183.29 million, and a 36.47% drop in net profit to 30.29 million [22].
301290 重大资产重组!
Zhong Guo Ji Jin Bao· 2025-09-26 12:08
Core Viewpoint - Dongxing Medical plans to acquire 90% equity of Wuhan Yijiaobao, which is expected to constitute a major asset restructuring [2][10] Group 1: Acquisition Details - On September 26, Dongxing Medical signed a "Share Acquisition Intent Agreement" with all shareholders of Wuhan Yijiaobao to purchase 90% of its equity for cash [3][4] - The final transaction price will be based on an evaluation report from a qualified asset appraisal agency as per the Securities Law of the People's Republic of China [9] - A exclusivity period is set from the signing date until May 31, 2026, during which the current shareholders cannot negotiate with other parties regarding the equity transfer [9] Group 2: Strategic Rationale - The acquisition aligns with Dongxing Medical's business development strategy and aims to integrate high-quality industry resources, extending its surgical medical device supply chain and actively expanding into the synthetic biology field [11][13] - Wuhan Yijiaobao specializes in high-end orthopedic and biomedical materials, holding multiple medical device registration certificates [11][13] Group 3: Financial Performance - Dongxing Medical's main business has shown a declining trend since its listing on November 30, 2022, with net profits decreasing from 1.03 billion yuan in 2021 to an estimated 664.59 million yuan in 2024 [15] - In the first half of 2025, Dongxing Medical's revenue fell by 14.17% year-on-year to 183.29 million yuan, and net profit dropped by 36.47% to 30.29 million yuan [18][19]
301290,重大资产重组!
Zhong Guo Ji Jin Bao· 2025-09-26 11:49
Core Viewpoint - Dongxing Medical plans to acquire 90% equity of Wuhan Yijiaobao, which is expected to constitute a major asset restructuring [1][2]. Group 1: Acquisition Details - On September 26, Dongxing Medical signed a "Share Acquisition Intent Agreement" with all shareholders of Wuhan Yijiaobao to purchase 90% of its equity for cash [2]. - The final transaction price will be based on an evaluation report from a qualified asset appraisal agency as per the Securities Law of the People's Republic of China [7]. - A exclusivity period is established from the signing date until May 31, 2026, during which the sellers cannot negotiate with other parties regarding the equity transfer [7]. Group 2: Strategic Intent - The acquisition is part of Dongxing Medical's strategic need for business development and aims to extend its surgical medical device industry chain while actively expanding into the synthetic biology field [8]. - Wuhan Yijiaobao specializes in high-end orthopedic and biomedical materials, holding multiple medical device registration certificates [8][10]. Group 3: Financial Performance - Dongxing Medical's main business has shown a declining trend since its listing on the Shenzhen Stock Exchange on November 30, 2022, with net profits decreasing from 1.03 billion yuan in 2021 to an estimated 664.59 million yuan in 2024 [11]. - In the first half of 2025, Dongxing Medical's revenue fell by 14.17% to 183.29 million yuan, and net profit dropped by 36.47% to 30.29 million yuan [13][14].
每周股票复盘:天臣医疗(688013)布局5mm超微创手术机器人
Sou Hu Cai Jing· 2025-09-20 18:42
Core Viewpoint - Tianchen Medical (688013) has established a dual-engine strategy focusing on minimally invasive capabilities driven by end-execution components and an intelligent surgical robot ecosystem supported by the M platform, with a focus on 5mm ultra-minimally invasive technology and smart electric surgical robots [1][3]. Group 1: Company Performance - As of September 19, 2025, Tianchen Medical's stock closed at 62.16 yuan, down 7.57% from the previous week [1]. - The company's current total market capitalization is 5.045 billion yuan, ranking 71st out of 126 in the medical device sector and 3263rd out of 5153 in the A-share market [1]. Group 2: Research and Development - R&D expenses accounted for 12.10% of revenue, with 53 new authorizations, including 44 core technology invention patents [2][4]. - The M platform and I exploration of the intelligent surgical platform project have entered the design verification stage, focusing on intraoperative image recognition, operational assistance, and data analysis [1][4]. Group 3: International and Domestic Business Development - The company is pursuing a dual-drive strategy for domestic and overseas markets, with overseas revenue of 53.4701 million yuan, accounting for 34.24% of total revenue, and products covering 64 countries and regions [3][4]. - In the domestic market, the company emphasizes "clinical quality first + reasonable pricing" to ensure the supply and quality of centralized procurement products while promoting market access, product iteration, and channel penetration [3].
历史首次实现全国编码统一!7类医保医用耗材分类优化,助力价格纠偏
Mei Ri Jing Ji Xin Wen· 2025-09-15 14:09
Core Viewpoint - The National Medical Insurance Administration (NMIA) has optimized the classification of medical consumables, enhancing the standardization and precision of medical insurance management in China [1][5]. Group 1: Classification Optimization - The optimization focuses on seven categories of medical consumables, including vascular intervention stents and balloons, non-vascular intervention stents and balloons, anastomosis devices, artificial organs, and implantable cardiac rhythm management devices [1][5]. - The new classification aims to objectively reflect the functional characteristics of various consumables, addressing issues related to identification, differentiation, and management [1][3]. Group 2: Coding and Price Monitoring - The classification is based on the registration information from the medical device regulatory authority, grouping consumables with similar clinical uses and structures under the same category [2]. - The introduction of unified coding for medical consumables allows for precise price monitoring, helping to identify and correct unfair pricing practices [2][4]. Group 3: Support for Innovation and Clinical Needs - The revised classification supports innovation by adding new categories for products already registered with the regulatory authority but lacking appropriate classification in the medical insurance database [4]. - The optimization aligns with clinical needs, facilitating better management and application of medical consumables, particularly in areas with significant differences in clinical use and insurance payment values [4][3]. Group 4: Implementation and Impact - This revision marks the first nationwide implementation of unified coding for medical consumables, with the new database already operational in regions like Shanghai [5]. - The optimization is expected to enhance data-driven decision-making in medical insurance management, addressing questions related to affordability and value [3].