血液透析器
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作价超85亿元,威高血净“拿下”威高普瑞
Huan Qiu Lao Hu Cai Jing· 2026-01-06 07:52
据了解,威高普瑞成立于2018年,专注于预灌封给药系统及自动安全给药系统等医药包材业务,已与国 内外众多知名生物制药企业建立长期稳定的合作关系。 中国医药包装协会数据显示,2022年至2024年,威高普瑞的预灌封产品国内市场占比均超50%,在国内 市场行业中排名第一。 1月5日晚间,威高血净发布收购草案,拟以发行股份的方式收购威高普瑞100%股权,交易涉及金额为 85.11亿元。交易完成后,威高普瑞将成为其全资子公司。 具体来看,威高血净此次股份发行价格定为31.29元/股,发行数量约为2.72亿股,占发行后总股本的 39.43%。因威高股份、威海盛熙和威海瑞明三家交易方与威高血净同属威高集团旗下,构成关联交 易。 发行完成后,威高血净的控股股东将由威高集团变更为威高股份,后者合计持股比例将升至84.36%, 处于绝对控股地位,但其实控人不会发生改变仍为陈学利。 值得一提的是,该交易在去年11月刚刚披露时,威高血净还曾连收两个涨停板,目前公司市值约为175 亿元。 威高血净表示,通过此次交易公司的主营业务将新增预灌封给药系统及自动安全给药系统等医药包材的 研发、生产与销售,将产品线扩展到医药包材领域。并且,还 ...
山东威高血液净化制品股份有限公司发行股份购买资产暨关联交易报告书(草案)摘要
Shang Hai Zheng Quan Bao· 2026-01-05 18:19
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603014 证券简称:威高血净 上市地:上海证券交易所 山东威高血液净化制品股份有限公司 发行股份购买资产暨关联交易报告书(草案)摘要 ■ 独立财务顾问 一、上市公司声明 本重大资产重组报告书摘要的目的仅为向公众提供有关本次重组的简要情况,并不包括重大资产重组报 告书全文的各部分内容。重大资产重组报告书全文同时刊载于上海证券交易所网站 (www.sse.com.cn)。 ■ 签署日期:二零二六年一月 声 明 本部分所述词语或简称与本报告书摘要"释义"所述词语或简称具有相同含义。 本公司及本公司全体董事、高级管理人员承诺本报告书摘要及相关信息真实、准确、完整,不存在虚假 记载、误导性陈述或者重大遗漏,并对所提供信息的真实性、准确性、完整性承担相应的法律责任。 如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏,被司法机关立案侦查或者被 中国证监会立案调查的,在形成调查结论以前,不转让在上市公司拥有权益的股份,并于收到立案稽查 通知的两个交易日内将暂停转让的书面申请和股票账户提交上市公司董事会,由上市公司董事会代为向 证券交易所和证券登记 ...
000670,重大资产重组
Zheng Quan Shi Bao· 2026-01-05 15:31
A股重大资产重组再添新案例。 今日(1月5日)晚间,盈方微(000670)公告称,公司正在筹划购买上海肖克利信息科技股份有限公司、FIRST TECHNOLOGY CHINA LIMITED(富士 德中国有限公司)、时擎智能科技(上海)有限公司的控股权,预计构成重大资产重组。公司股票自1月6日(明日)开市起开始停牌。 与此同时,血液透析"龙头"威高血净(603014)公告称,公司拟发行股份购买山东威高普瑞医药包装有限公司(以下简称"威高普瑞")100%股权,交易 价格为85.11亿元,本次交易构成重大资产重组。 重大资产重组 1月5日晚间,盈方微发布公告称,公司正在筹划以发行股份和/或支付现金相结合的方式购买资产并募集配套资金。因有关事项尚存不确定性,为了维护 投资者利益,避免对公司证券交易造成重大影响,根据深圳证券交易所的相关规定,经公司申请,公司股票自2026年1月6日开市起开始停牌。 根据公告,本次交易标的资产为上海肖克利信息科技股份有限公司、FIRST TECHNOLOGY CHINA LIMITED(富士德中国有限公司)、时擎智能科技 (上海)有限公司的控股权。初步确定的交易对方包括上述标的公司的部 ...
000670 重大资产重组
Zheng Quan Shi Bao· 2026-01-05 15:28
A股重大资产重组再添新案例。 今日(1月5日)晚间,盈方微公告称,公司正在筹划购买上海肖克利信息科技股份有限公司、FIRST TECHNOLOGY CHINA LIMITED(富士德中国有限 公司)、时擎智能科技(上海)有限公司的控股权,预计构成重大资产重组。公司股票自1月6日(明日)开市起开始停牌。 与此同时,血液透析"龙头"威高血净公告称,公司拟发行股份购买山东威高普瑞医药包装有限公司(以下简称"威高普瑞")100%股权,交易价格为85.11 亿元,本次交易构成重大资产重组。 重大资产重组 1月5日晚间,盈方微发布公告称,公司正在筹划以发行股份和/或支付现金相结合的方式购买资产并募集配套资金。因有关事项尚存不确定性,为了维护 投资者利益,避免对公司证券交易造成重大影响,根据深圳证券交易所的相关规定,经公司申请,公司股票自2026年1月6日开市起开始停牌。 根据公告,本次交易标的资产为上海肖克利信息科技股份有限公司、FIRST TECHNOLOGY CHINA LIMITED(富士德中国有限公司)、时擎智能科技 (上海)有限公司的控股权。初步确定的交易对方包括上述标的公司的部分股东。 盈方微已于2026年1 ...
000670,重大资产重组
证券时报· 2026-01-05 15:26
Group 1: 盈方微重大资产重组 - 盈方微 is planning to acquire controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd., which is expected to constitute a major asset restructuring [1][3] - The acquisition will be conducted through a combination of issuing shares and/or cash payments, and the company has announced a stock suspension starting January 6, 2026, due to uncertainties surrounding the transaction [2][3] - The company aims to disclose the transaction plan within 10 trading days, by January 20, 2026, and if not completed, the stock will resume trading on January 20, 2026, and the restructuring plans will be terminated [3] Group 2: 威高血净重大资产重组 - 威高血净 plans to issue shares to acquire 100% equity of 威高普瑞 from 威高股份, 威海盛熙, and 威海瑞明 for approximately ¥85.11 billion, which constitutes a major asset restructuring and related party transaction [8][9] - After the transaction, 威高股份 and its concerted parties will hold 84.36% of 威高血净's shares, maintaining absolute control over the company [9] - 威高普瑞, established in September 2018, specializes in the research, production, and sales of pre-filled drug delivery systems and automatic safety drug delivery systems, which will expand 威高血净's product offerings in the pharmaceutical packaging sector [10][11]
深夜突发!重大资产重组,明日停牌!
券商中国· 2026-01-05 15:08
Group 1: 盈方微重大资产重组 - 盈方微 is planning to acquire controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd., which is expected to constitute a major asset restructuring [1][6] - The acquisition will be conducted through a combination of issuing shares and/or cash payments, and the company has applied for a trading suspension starting January 6, 2026, due to uncertainties surrounding the transaction [3][7] - The company aims to disclose the transaction plan within 10 trading days, by January 20, 2026, and if not completed, the stock will resume trading on January 20, 2026, and the restructuring plans will be terminated [6][7] Group 2: 威高血净重大资产重组 - 威高血净 plans to issue shares to acquire 100% equity of 威高普瑞 from 威高股份 and other shareholders for approximately 85.11 billion CNY, which constitutes a major asset restructuring and related party transaction [12][13] - Post-transaction, 威高股份 and its concerted parties will hold 84.36% of 威高血净, maintaining absolute control without changing the company's control structure [12][13] - The acquisition will expand 威高血净's business into the pharmaceutical packaging sector, adding pre-filled drug delivery systems and automatic safety drug delivery systems to its product line [13][14]
西部证券晨会纪要-20260105
Western Securities· 2026-01-05 02:57
Group 1: Leasing Industry Overview - The leasing industry in China is categorized into financial leasing and commercial financing leasing, with financial leasing companies being regulated by the National Financial Regulatory Administration [6] - The main business models are direct leasing and sale-leaseback, which cater to different financing needs of enterprises [6] - The industry has entered a phase of high-quality development since 2018, with stable growth in financial leasing and domestic commercial leasing, while foreign leasing companies have seen a decline [7] Group 2: Key Players and Market Dynamics - The leasing business is capital-intensive, with net interest income being the primary revenue source, and asset scale reflecting differentiated strategic layouts among companies [8] - Leading companies like Guoyin Financial Leasing and Far East Horizon maintain their positions through diversified industry layouts and national service networks, while others focus on niche markets such as aviation and microfinance [8] Group 3: Weigao Blood Purification Company Analysis - Weigao Blood Purification is a leading player in the domestic blood purification industry, with a comprehensive product matrix including dialysis machines and accessories [11] - The company has shown steady growth, with projected EPS of 1.08, 1.20, and 1.32 yuan for 2025, 2026, and 2027 respectively [11] - The blood purification market in China is expected to grow significantly, with a CAGR of 21.52% from 2023 to 2027, driven by increasing ESRD patient numbers and improving healthcare coverage [12] Group 4: Market Trends and Growth Potential - The demand for blood purification products is rising due to a rapid increase in ESRD patients and enhanced medical payment capabilities [12] - Weigao's market share in key products like blood dialysis machines and accessories is strong, with 32.5%, 24.6%, and 31.8% market shares respectively [13] - The company is expanding its business through acquisitions, such as Weigao Purui, to enhance its position in the biopharmaceutical upstream sector [13] Group 5: Manufacturing PMI Insights - The manufacturing PMI for December showed a seasonal rebound, indicating synchronized expansion in production and demand, with a PMI of 50.1%, up 0.9 percentage points from the previous month [15] - The non-manufacturing business activity index also rose to 50.2%, reflecting a slight recovery in the service sector [21] - The construction industry saw a significant rebound, returning to expansion territory due to favorable weather and increased construction activity [21] Group 6: Hong Kong Stock Market Outlook - The Hong Kong stock market is expected to benefit from a declining US dollar index and a recovering Chinese economy, positioning it as a favorable offshore market for capital [24] - The market is anticipated to experience valuation expansion driven by global liquidity and improved fundamentals in China, potentially leading to a "Davis Triple Play" scenario [29] - The outlook for the Hang Seng Technology Index remains positive, with expectations of significant growth in consumer-sensitive sectors like internet and new energy vehicles [29]
威高血净(603014):血液净化平台型龙头,外延突破成长天花板
Western Securities· 2026-01-03 11:53
Investment Rating - The report assigns a "Buy" rating to the company, Weigao Blood Purification [5] Core Views - Weigao Blood Purification is a leader in the domestic blood purification field, with a comprehensive product matrix that includes blood dialysis devices, dialysis machines, and peritoneal dialysis solutions. The company has shown steady performance, with projected revenue and net profit CAGR of 8.1% and 10.9% from 2020 to 2024, respectively [1][3][5] - The blood dialysis products contribute significantly to the company's revenue, with the core product, blood dialysis器, expected to account for 51.0% of total revenue in 2024 [1][5] - The blood purification industry in China is experiencing stable growth, with a market size CAGR of 5.67% from 2019 to 2023, and an expected CAGR of 21.52% from 2023 to 2027 [2][3] Summary by Relevant Sections Company Overview - Weigao Blood Purification has established itself as a leading player in the blood purification equipment sector, continuously enhancing its product offerings. The company has developed a full product line, including blood dialysis devices, dialysis machines, and peritoneal dialysis solutions [1][19] - The company has a stable and concentrated shareholding structure, with Weigao Group holding 41.75% of the shares as of June 30, 2025 [26][29] Industry Analysis - The demand for blood dialysis treatment is increasing due to the rapid growth in the number of ESRD patients and the enhancement of residents' medical payment capabilities. The number of patients receiving blood and peritoneal dialysis in China increased from 57,900 and 9,500 in 2018 to 91,700 and 15,300 in 2023, respectively [2][3] - The blood purification market is expected to expand significantly, driven by both demand and supply factors, including the continuous improvement of product offerings by domestic manufacturers [2][3] Company Advantages - Weigao Blood Purification has a strong product and research advantage, with a market share of 32.5% in blood dialysis器, 24.6% in blood dialysis machines, and 31.8% in blood dialysis管路 as of 2023, solidifying its leading position [3][12] - The company is actively expanding its overseas market presence, with overseas revenue growth of 97.5%, 54.1%, and 64.0% in 2023, 2024, and the first half of 2025, respectively [12][14] Financial Forecast and Investment Recommendations - The company is expected to achieve revenues of 36.88 billion, 40.34 billion, and 43.70 billion yuan in 2025, 2026, and 2027, respectively, with net profits of 4.52 billion, 4.99 billion, and 5.51 billion yuan [14][15] - The report highlights the potential for growth in the peritoneal dialysis liquid segment, with projected revenue growth of 48.1% in 2024 [12][15]
国产高端医疗器械加速崛起
Zhong Guo Jing Ying Bao· 2026-01-02 20:51
文 晏国文 卢志坤 最近,湖北血液透析患者陶勇(化名)注意到,他定期进行血液透析的医院淘汰了一批用了接近20年的 进口与合资的血液透析机。 现在,他所在的透析室进口、合资、国产的透析机都有。目前他主要使用的是某合资品牌透析机。同 时,对新来的国产血透设备,他有些好奇,也有些期待。 "我听医生讲,国产设备跟旧的进口或合资的机器相差不大,功能基本相同,不过具体表现怎样还有待 观察。总体来说,需要看长期效果。"2025年12月29日,陶勇对《中国经营报》记者说,血透患者最主 要的期望就是提高透析质量,降低个人费用。国产创新医疗设备崛起,这肯定是行业发展大趋势。 "在过去及现在很长一段时间内,国外血透厂商长期垄断着高精度传感器、在线监测算法等核心技术, 国外厂商专利布局密集。国产企业起步晚,研发周期长、投入大,中试到量产的工艺要求多、难度大。 在此情况下,血透市场长期被外资品牌占据,临床医生对设备的操作习惯、治疗模式已形成一定的品牌 壁垒,对国产设备运行稳定性、并发症控制等方面存在顾虑。"针对血液透析设备行业发展情况,2025 年12月26日,三鑫医疗(300453.SZ)方面对记者表示。 三鑫医疗方面对记者介绍,中 ...
山东新华医疗器械股份有限公司关于公司产品获得三类和二类医疗器械注册证的公告
Shang Hai Zheng Quan Bao· 2025-12-25 18:48
证券代码:600587 证券简称:新华医疗 公告编号:临2025-065 山东新华医疗器械股份有限公司 关于公司产品获得三类和二类医疗器械注册证的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 山东新华医疗器械股份有限公司(以下简称"公司"或"新华医疗")及全资子公司山东新华血液技术有限 公司于近日收到国家药品监督管理局和山东省药品监督管理局颁发的《中华人民共和国医疗器械注册 证》,具体情况如下: 一、医疗器械注册证的具体情况 (一)血液透析器 1、产品名称:血液透析器 2、注册证编号:国械注准20253102637 3、注册人名称:山东新华血液技术有限公司 4、注册人住所:山东省淄博市周村区新华大道2009号新华医疗科技园E区 E2-1-1#厂房101室 5、生产地址:山东省淄博市周村区新华大道2009号新华医疗科技园E区 E2-1-1#厂房 6、结构及组成:本产品主要由外壳、端盖、透析膜、密封胶与密封塞组成。本产品采用电子束辐照灭 菌,一次性使用。 7、型号、规格:CLEAR 15H,CLEAR 16H,CLE ...