资金流向方面，主力资金净流出158.09万元，特大单买入0.00元，占比0.00%，卖出101.47万元，占比 2.64%；大单买入696.40万元，占比18.12%，卖出753.01万元，占比19.59%。 昊海生科今年以来股价跌17.01%，近5个交易日跌1.55%，近20日跌2.29%，近60日跌13.06%。 11月26日，昊海生科盘中下跌2.00%，截至14:11，报49.46元/股，成交3844.25万元，换手率0.40%，总 市值115.03亿元。 机构持仓方面，截止2025年9月30日，昊海生科十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股560.48万股，相比上期增加261.70万股。 责任编辑：小浪快报 截至9月30日，昊海生科股东户数8388.00，较上期增加7.44%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，昊海生科实现营业收入18.99亿元，同比减少8.47%；归母净利润3.05亿元，同比减少 10.63%。 分红方面，昊海生科A股上市后累计派现8.91亿元。近三年，累计派现5.57亿元。 资料显示，上海昊海生物科技股份有限公司位于上海市长宁区虹 ...

资金流向方面，主力资金净流入172.61万元，大单买入839.41万元，占比26.94%，卖出666.80万元，占 比21.40%。 昊海生科今年以来股价跌15.47%，近5个交易日跌0.59%，近20日跌0.53%，近60日跌11.97%。 资料显示，上海昊海生物科技股份有限公司位于上海市长宁区虹桥路1386号文广大厦23楼，成立日期 2007年1月24日，上市日期2019年10月30日，公司主营业务涉及医疗器械和药品研发、生产和销售。主 营业务收入构成为：医疗美容与创面护理产品44.12%，眼科产品28.18%，骨科产品17.39%，防粘连及 止血产品8.46%，其他产品1.86%。 昊海生科所属申万行业为：医药生物-医疗器械-医疗耗材。所属概念板块包括：医疗器械、医疗美容、 中盘、融资融券、H股等。 截至9月30日，昊海生科股东户数8388.00，较上期增加7.44%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，昊海生科实现营业收入18.99亿元，同比减少8.47%；归母净利润3.05亿元，同比减少 10.63%。 11月25日，昊海生科盘中上涨2.13%，截至13:48，报50.38 ...

Core Viewpoint - The stock price of Haohai Biological Technology Co., Ltd. has shown fluctuations, with a recent increase of 2.01% on November 10, 2023, despite a year-to-date decline of 13.94% [1][2]. Company Overview - Haohai Biological Technology, established on January 24, 2007, and listed on October 30, 2019, is located in Shanghai and specializes in the research, production, and sales of medical devices and pharmaceuticals [2]. - The company's main revenue sources are: medical beauty and wound care products (44.12%), ophthalmic products (28.18%), orthopedic products (17.39%), anti-adhesion and hemostatic products (8.46%), and other products (1.86%) [2]. Financial Performance - For the period from January to September 2025, Haohai Biological reported a revenue of 1.899 billion yuan, a year-on-year decrease of 8.47%, and a net profit attributable to shareholders of 305 million yuan, down 10.63% year-on-year [2]. - The company has distributed a total of 891 million yuan in dividends since its A-share listing, with 557 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 7.44% to 8,388, with an average of 0 shares per shareholder [2]. - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 5.6048 million shares, an increase of 2.617 million shares from the previous period [3]. Market Activity - On November 10, 2023, the stock traded at 51.29 yuan per share, with a total market capitalization of 11.929 billion yuan and a trading volume of 28.2676 million yuan [1]. - The net inflow of main funds was 2.4664 million yuan, with large orders accounting for 20.66% of purchases and 11.93% of sales [1].

Group 1 - The core viewpoint of the article highlights the financial performance and stock market activity of Haohai Biological Technology, indicating a decline in revenue and net profit for the first half of 2025 compared to the previous year [1] - On August 22, Haohai Biological's stock closed at 57.48 yuan, down 0.19% from the previous trading day, with a trading volume of 11,747 hands and a transaction amount of 0.67 billion yuan [1] - The company's total market capitalization is 133.69 billion yuan, with a price-to-earnings ratio of 31.67 times [1] Group 2 - According to the latest semi-annual report, the company achieved operating revenue of 1.304 billion yuan in the first half of 2025, a year-on-year decrease of 7.12%, and a net profit attributable to shareholders of 211 million yuan, down 10.29% year-on-year [1] - The second quarter showed a more pronounced decline, with revenue down 9.6% and net profit down 12.3% year-on-year [1] - By business segment, revenue from medical beauty and wound care products decreased by 16.8%, and revenue from ophthalmic products fell by 18.61%, while revenue from anti-adhesion and hemostatic products grew by 59.61% [1] Group 3 - The company announced a cash dividend of 4 yuan per 10 shares, with a total distribution amount expected to be 91.49 million yuan [1]

Core Viewpoint - The article discusses the recent developments in China's healthcare reform, particularly focusing on the medical device industry, highlighting the shift towards quality-driven procurement, credit evaluation systems, and the integration of innovative technologies into the healthcare payment system. Group 1: Procurement and Quality Control - The 11th batch of national drug procurement has been officially launched, emphasizing four principles: stabilizing clinical use, ensuring quality, preventing collusion, and countering internal competition [2] - New rules require that production lines must not have GMP violations within two years, and all selected companies must undergo comprehensive inspections [3] - The trend of "de-emphasizing low prices" is accelerating in high-value consumables procurement, with new mechanisms like clinical recommendations and quality reviews being introduced [3] Group 2: Credit Evaluation System - A dual-dimensional credit evaluation system has been established to address issues of market manipulation and excessive pricing by some companies [4] - By the end of 2024, 735 companies have been identified as untrustworthy, leading to restrictions on their procurement qualifications [4] - The new market entry logic emphasizes compliance and quality-driven operations, marking a shift from previous practices [4] Group 3: Pricing and Payment Reforms - The National Healthcare Security Administration (NHSA) is actively managing price risks, having completed eight rounds of price checks involving 566 companies and 726 product specifications [5] - The payment model has shifted from a "post-payment" to a "pre-payment" system, with total healthcare expenditure expected to reach 2.98 trillion yuan in 2024, reducing patient out-of-pocket expenses by approximately 5% [9] - The integration of innovative technologies into the payment system is accelerating, particularly for companies involved in AI imaging and interventional consumables [10] Group 4: Immediate Settlement and Direct Payment - The immediate settlement mechanism has been implemented in 91% of the national healthcare areas, reducing the settlement cycle from 30 to 20 working days [11] - The direct payment mechanism for selected companies is being promoted, which could significantly benefit cash-sensitive small and medium-sized medical device companies [11] Group 5: Regulatory Oversight and Compliance - The NHSA is enhancing its regulatory oversight, with a focus on compliance and transparency in the supply chain [12] - The establishment of big data models for monitoring healthcare practices is underway, with a focus on identifying and addressing fraudulent activities [14] - Future regulations will emphasize the tracking of medical devices and the ability to close data loops, which will directly impact market performance [17] Group 6: Innovations in Medical Services - The NHSA is accelerating reforms in medical service pricing, with over 100 projects focusing on cutting-edge technology and urgent clinical needs [18] - This creates a pathway for the integration of innovative medical devices into clinical use, payment, and service pricing [19] Group 7: Strategic Directions for Medical Device Companies - The article outlines five key areas for medical device companies to focus on in light of the ongoing healthcare reforms, emphasizing the need for quality, compliance, and value recognition [20][23]

合作伙伴征集：2025全球手术机器人大会 报名：首届全球骨科大会 | 奖项评选 2025年3月22日， 昊海生科 发布了2024年年报。 # 财报数据 # 关于昊海生科 报名：首届全球眼科大会 | 名额有限 报名：首届全球心血管大会 | 奖项申报 2024年营业收入 26.98亿 元，同比增长1.64%； 归母净利润4.20亿元，同比增长1.04%；扣非归母净 利润3.79亿元，同比下滑1.12%。 2024Q4营业收入 6.23亿 元，同比下滑7.35%，环比增长9.74%； 归母净利润0.80亿元，同比下降 10.93%；扣非归母净利润0.58亿元，同比下滑26.83%。 分产品：2024年医疗美容与创面护理产品收入11.95亿元，同比增长13.08%，其中玻尿酸产品收入 7.42亿元，同比增长23.23%；眼科产品收入8.58亿元，同比下降7.60%；骨科产品收入4.57亿元，同 比下降4.11%；防粘连及止血产品1.46亿元，同比下降0.58%；其他产品收入0.38亿元，同比增长 1.56%。 2024 年公司整体毛利率为 69.89%，与上年度的 70.46%相比略有下降，其中，医美玻尿酸产品收入 ...