9月16日，上海昊海生物科技股份有限公司（简称"昊海生科"）发布公告称，公司控股股东、实际控制 人之一蒋伟于2025年5月收到中国证监会出具的《立案告知书》，因其涉嫌内幕交易，中国证监会决定 对其立案。近日，公司收到蒋伟通知，获悉其收到中国证监会出具的《行政处罚事先告知书》。尽管昊 海生科多次强调该事件为个人行为与公司无关，但实控人被罚风波仍引发了投资者对公司发展的担忧。 公司回应实控人被罚：与公司无关 关于此次实控人被罚事件，昊海生科在公告中表示，该《行政处罚事先告知书》所涉主体为蒋伟个人， 涉及的事项与公司无关。蒋伟不参与公司日常经营管理，该事项不会对公司日常经营、业务及财务造成 重大影响。 其实，今年5月7日，昊海生科就曾发布公告称，公司收到控股股东、实际控制人之一蒋伟通知，其收到 中国证监会出具的《立案告知书》，因涉嫌内幕交易，根据《中华人民共和国证券法》《中华人民共和 国行政处罚法》等法律法规，决定对其立案。 作为昊海生科的创始人之一，2007年，蒋伟创立了昊海生科的前身昊海有限，成立之初，昊海有限并未 开展实际生产经营活动，后续，凭借一系列精准的并购等资本运作手段切入医美赛道，并逐步在行业内 站稳 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Shanghai Haohai Biological Technology Co., Ltd.* 上海昊海生物科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6826） 海外監管公告 本公告乃由上海昊海生物科技股份有限公司（「本公司」）根據《香港聯合交易所有 限公司證券上市規則》第13.10B條的規定刊發。 茲載列本公司在上海證券交易所網站刊登之《上海昊海生物科技股份有限公司 2025年半年度報告》，僅供參考。 承董事會命 上海昊海生物科技股份有限公司 主席 侯永泰 中國上海，2025年8月22日 於本公告日期，本公司之執行董事為侯永泰博士、吳劍英先生、陳奕奕女士及唐 敏捷先生；本公司之非執行董事為游捷女士、黃明先生及魏長征先生；及本公司 之獨立非執行董事為沈紅波先生、姜志宏先生、蘇治先生及楊玉社先生。 * 僅供識別 上海昊海生物科技股份有限公司2025 年半年度报告 公司代码 ...

Core Viewpoint - The company, Haohai Biological Technology Co., Ltd., has a current stock price of 56.75 yuan, with a rolling PE ratio of 31.94, marking a new low in 94 days, and a total market capitalization of 13.199 billion yuan [1] Company Summary - Haohai Biological specializes in the research, production, and sales of medical devices and pharmaceuticals, with key products including ophthalmic viscoelastic devices, artificial lenses, optical materials, hyaluronic acid, and medical chitosan [1] - The latest quarterly report for Q1 2025 shows the company achieved a revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.312 million yuan, down 7.41%, with a gross profit margin of 69.52% [1] Industry Summary - The average PE ratio for the medical device industry is 59.49, with a median of 40.19, positioning Haohai Biological at 61st place within the industry [2] - The company’s PE ratio is significantly lower than the industry average, indicating potential undervaluation compared to peers [2]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Haohai Biological Technology Co., Ltd. in the medical device industry [1][2] - As of August 15, Haohai's stock closed at 55.18 yuan, with a rolling PE ratio of 31.06 times and a total market capitalization of 12.834 billion yuan [1] - The average PE ratio for the medical device industry is 56.58 times, with a median of 39.97 times, placing Haohai at the 60th position in the industry ranking [1][2] Group 2 - As of February 29, 2020, Haohai had 7,605 shareholders, an increase of 918 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company's main business includes the research, production, and sales of medical devices and pharmaceuticals, with key products such as ophthalmic viscoelastic devices, artificial lenses, and hyaluronic acid [1] - In the latest quarterly report for Q1 2025, Haohai reported revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.31 million yuan, down 7.41%, with a gross profit margin of 69.52% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Haohai Biological Technology Co., Ltd. in the medical device industry, indicating a decline in revenue and profit in the latest quarterly report [1][2] - As of August 14, Haohai's closing stock price was 54.63 yuan, with a PE ratio of 30.75 times, and a total market capitalization of 12.706 billion yuan [1] - The average PE ratio for the medical device industry is 55.76 times, with a median of 39.14 times, positioning Haohai at the 61st rank within the industry [1][2] Group 2 - The latest quarterly report for Q1 2025 shows Haohai achieved an operating revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.3121 million yuan, down 7.41% year-on-year, with a gross profit margin of 69.52% [1] - As of February 29, 2020, Haohai had 7,605 shareholders, an increase of 918 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]

Core Viewpoint - Haohai Biological Technology Co., Ltd. is currently trading at 54.9 yuan with a PE ratio of 30.90, which is significantly lower than the industry average of 56.56 [1][2] Company Summary - The main business of Haohai Biological includes the research, production, and sales of medical devices and pharmaceuticals, with key products such as ophthalmic viscoelastic devices, artificial lenses, and hyaluronic acid [1] - As of February 29, 2020, the number of shareholders increased to 7,605, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Financial Performance - In the first quarter of 2025, the company reported a revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.31 million yuan, down 7.41% year-on-year, with a gross margin of 69.52% [1] Industry Comparison - The average PE ratio for the medical device industry is 56.56, while the median is 39.76, positioning Haohai Biological at the 59th rank within the industry [1][2]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Haohai Biological Technology Co., Ltd. in the medical device industry, noting its current stock price and market capitalization [1][2] - As of June 3, the company's stock closed at 53.32 yuan, with a rolling PE ratio of 30.09, marking a new low in 28 days, and a total market value of 12.434 billion yuan [1] - The average PE ratio for the medical device industry is 50.80, with a median of 36.71, positioning Haohai Biological at the 66th rank within the industry [1][2] Group 2 - The latest quarterly report for Q1 2025 shows that the company achieved a revenue of 619 million yuan, reflecting a year-on-year decrease of 4.25%, and a net profit of 90.31 million yuan, down 7.41% year-on-year, with a gross margin of 69.52% [1] - As of the Q1 2025 report, three institutions hold shares in Haohai Biological, with a total of 2.4635 million shares valued at 146 million yuan [1]

Core Viewpoint - Haohai Biological Technology Co., Ltd. is experiencing a stock price increase and has a lower PE ratio compared to the industry average, indicating potential investment opportunities in the medical device sector [1][2]. Company Summary - Haohai Biological Technology's stock closed at 52.86 yuan, up 3.18%, with a rolling PE ratio of 29.83 times and a total market capitalization of 12.327 billion yuan [1]. - The company operates in the medical device and pharmaceutical sectors, focusing on the research, production, and sales of products such as ophthalmic viscoelastic devices, artificial lenses, and hyaluronic acid [1]. - The latest quarterly report for Q1 2025 shows a revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.3121 million yuan, down 7.41%, with a gross profit margin of 69.52% [1]. Industry Summary - The average PE ratio for the medical device industry is 49.51 times, with a median of 36.17 times, positioning Haohai Biological at the 66th rank within the industry [2]. - The industry has a total market capitalization of 106.36 billion yuan, indicating a significant market size and potential for growth [2].

Core Viewpoint - The company, Haohai Biological Technology Co., Ltd., is experiencing a decline in stock price and financial performance, with a current PE ratio significantly lower than the industry average, indicating potential undervaluation in the medical device sector [1][2]. Company Summary - Haohai Biological Technology's stock closed at 51.15 yuan, down 1.63%, with a rolling PE ratio of 28.87 times and a total market capitalization of 11.928 billion yuan [1]. - The company operates in the medical device and pharmaceutical sectors, focusing on the research, production, and sales of products such as ophthalmic viscoelastic devices, artificial lenses, and hyaluronic acid [1]. - For Q1 2025, the company reported revenue of 619 million yuan, a year-on-year decrease of 4.25%, and a net profit of 90.3121 million yuan, down 7.41%, with a gross profit margin of 69.52% [1]. Industry Summary - The average PE ratio for the medical device industry is 49.84 times, with a median of 36.59 times, positioning Haohai Biological Technology at the 65th rank within the industry [1][2]. - As of the latest report, three institutions hold shares in Haohai Biological Technology, with a total of 2.4635 million shares valued at 146 million yuan [1].

Core Viewpoint - The company, Haohai Biological Technology (昊海生科), is facing significant challenges due to insider trading investigations involving its major shareholder, Jiang Wei, and a sharp decline in revenue growth and profitability in its core business segments, particularly in the medical aesthetics sector [1][2]. Financial Performance - In 2024, Haohai's revenue growth plummeted to 1.64%, with net profit only slightly increasing by 1.04%. In Q1 2025, both revenue and net profit further declined, with revenue decreasing by 4.25% and net profit dropping by 7.41% [1]. - The company announced a cash dividend of 231 million yuan in 2024, which accounted for 54.92% of its net profit, raising concerns about its financial sustainability amid declining performance [1][8]. Business Segments - The medical aesthetics segment, particularly the hyaluronic acid business, saw revenue of 742 million yuan in 2024, a significant slowdown from a 95.54% growth in 2023 to just 23.23% [5][6]. - The ophthalmology segment, as the second-largest supplier of artificial lenses in China, experienced a revenue decline of 7.60% in 2024, with specific product lines like artificial lenses and ophthalmic viscoelastic devices seeing drops of 14.06% and 19.53%, respectively [7][8]. Market Challenges - The hyaluronic acid market is facing intense competition, with over 400 brands and more than 50 approved Class III medical devices, leading to market saturation [5][6]. - The rise of alternative materials, such as collagen-based products, is impacting the demand for hyaluronic acid, with the retail market for collagen products projected to reach 173.8 billion yuan by 2027 [6]. - Regulatory changes have also affected the radiofrequency and laser equipment business, with new classifications requiring re-approval, leading to a 6.97% revenue decline in this segment [6]. Governance and Control - Jiang Wei and his wife, You Jie, control approximately 45.82% of the company’s shares, allowing them significant influence over corporate decisions despite Jiang not holding an official position [5][1]. - Concerns about corporate governance have been heightened due to the ongoing investigation into Jiang Wei, which may reflect deeper issues within the company's management practices [1][2].