Core Viewpoint - The article provides a comprehensive overview of the Chinese biomedical materials industry, highlighting key listed companies, their business segments, revenue projections, and strategic planning for future growth. Group 1: Overview of Listed Companies - The A-share listed companies in the biomedical materials sector include Guocera Materials, Weigao Orthopedics, Haohai Biological Technology, Lepu Medical, Lanfang Medical, and Xinmai Medical [1] - The industry is characterized by a diverse range of companies focusing on various segments such as biocomposite materials, biopolymers, and biometals [2][3] Group 2: Revenue Projections - For 2024, key revenue figures for selected companies include: - Guocera Materials: 40.47 billion CNY from dental ceramics and biomedical materials [4] - Weigao Orthopedics: 14.51 billion CNY from orthopedic implants [10] - Lepu Medical: 61.03 billion CNY from cardiovascular materials [5] - The overall revenue for the biomedical materials sector is projected to grow, driven by increasing demand for advanced medical solutions [11] Group 3: Business Layout and Performance - Companies like Aojing Medical, Weigao Orthopedics, and Dabo Medical derive nearly 100% of their revenue from biomedical materials, indicating a focused business strategy [9] - The production and sales rates for biomedical materials are generally below 100%, with companies like Aojing Medical and Weigao Orthopedics showing lower production efficiency [11] Group 4: Strategic Planning and Innovation - Leading companies are focusing on technological innovation, market expansion, and integration of the supply chain to maintain competitive advantages [13] - Companies such as Guocera Materials and Weigao Orthopedics are investing in R&D and international market penetration to enhance their product offerings and market share [14][15]

Core Viewpoint - The recent passing of 崔福斋, a key figure in 奥精医疗, is noted, but the company asserts that this will not affect its management stability or operational independence. However, the company is facing significant challenges due to a nationwide centralized procurement policy impacting its financial performance [6][9]. Company Overview - 奥精医疗, founded in 2004 by 崔福斋, is a leading enterprise in the field of artificial bone repair materials, focusing on the research, development, production, and sales of medical devices for tissue regeneration [8]. - The company achieved a market share of 13% in the artificial bone repair materials sector in 2020 [10]. Financial Performance - In 2024, 奥精医疗 is projected to experience a revenue decline of 9.03% and a net profit decrease of 123.35%, resulting in a loss of 12.66 million yuan [6][10]. - The primary reason for this decline is the implementation of centralized procurement for orthopedic artificial bones, which has led to a significant drop in product prices and increased operational costs [10][11]. Market Dynamics - The orthopedic bone repair materials market is currently dominated by allogeneic bone, which accounts for approximately two-thirds of the market. However, legal and ethical issues surrounding allogeneic bone may enhance the market share of artificial bone repair materials [10]. - The average price reduction for orthopedic medical consumables due to centralized procurement is reported to be 74%, which has adversely affected 奥精医疗's pricing and revenue [10]. Future Outlook - 奥精医疗 is expanding its business by acquiring HumanTech Dental in 2024, which will enhance its presence in the dental implant sector [11]. - The company is also increasing its sales personnel and marketing activities, which will lead to higher sales expenses and credit impairment losses [11].

6月16日盘后，奥精医疗（688613.SH）董事会沉痛公告，公司收到公司创始人、实际控制人之一崔福 斋家属通知，崔福斋于近日因病不幸逝世，享年80岁。 据奥精医疗介绍，崔福斋为公司的发展倾注了毕生心血，带领公司逐步发展壮大成为生物材料行业领先 企业、科创板上市公司，作出了巨大贡献。 截至公告披露之日，崔福斋直接持有奥精医疗633.48万股，占总股本的4.62%，通过北京银河九天信息 咨询中心（有限合伙）间接持有35.41万股，占总股本的0.26%。崔福斋所持有的公司股份将按法律法规 办理继承手续，奥精医疗将根据后续事项进展情况及时履行信息披露义务。 "崔福斋在公司担任首席科学家职务，不属于公司管理层，不会引起公司管理层变动，公司多年来已培 养出稳定的核心技术团队，亦不会影响公司研发及经营的稳定性和独立性。"奥精医疗表示，崔福斋的 逝世不会对公司生产经营造成影响。 招股书显示，崔福斋生于1945年，研究生学历，拥有清华大学工程物理专业学士学位、工程物理专业硕 士学位、材料专业博士学位，1984年至1987年在荷兰FOM分子原子物理研究所进行博士后研究，1987 年8月至2011年5月在清华大学材料学院担任副教 ...