东方证券股份有限公司 关于上海三友医疗器械股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 一、本次上市流通的限售股类型 本次限售股上市流通类型为上海三友医疗器械股份有限公司（以下简称"公 司"或"三友医疗"）发行股份及支付现金购买资产并募集配套资金暨关联交易 之发行股份购买资产中部分限售股上市流通。具体情况如下： （一）股票发行核准情况 经上海证券交易所并购重组审核委员会 2024 年 12 月 30 日审核同意，并经 中国证券监督管理委员会于 2025 年 1 月 17 日出具的《关于同意上海三友医疗器 械股份有限公司发行股份购买资产并募集配套资金注册的批复》（证监许可〔2025〕 109 号）,同意公司向曹群发行 5,904,304 股股份，向徐农发行 4,233,896 股股份， 向战松涛发行 1,743,445 股股份，向李春媛发行 1,286,957 股股份，向胡效纲发行 808,786 股股份，向王晓玲发行 723,419 股股份，向冯振发行 723,419 股股份，向 戴志凌发行 584,124 股股份，向刘庆明发行 217,027 股股份，向岳志永发行 72,341 股股份， ...

证券代码：688085 证券简称：三友医疗 公告编号：2026-004 上海三友医疗器械股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易之部分限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为向特定对象发行股份；股票认购方式为网下，上市股 数为4,957,725股。 本次股票上市流通总数为4,957,725股。 本次股票上市流通日期为2026 年 2 月 24 日。（因 2026 年 2 月 17 日是非交 易日，上市流通日顺延至 2026 年 2 月 24 日） 一、本次上市流通的限售股类型 本次限售股上市流通类型为上海三友医疗器械股份有限公司（以下简称"公 司"或"三友医疗"）发行股份及支付现金购买资产并募集配套资金暨关联交易 之发行股份购买资产中部分限售股上市流通。具体情况如下： （一）股票发行核准情况 经上海证券交易所并购重组审核委员会 2024 年 12 月 30 日审核同意，并经中 国证券监督管理委员会于 2025 年 1 月 17 日出具的 ...

Group 1 - The core point of the news is that Sanyou Medical conducted a block trade on February 4, with a total of 2.14 million shares traded, amounting to 38.2084 million yuan, which represents 31.23% of the total trading volume for that day [1] - The average transaction price was 17.85 yuan, reflecting a discount of 15.18% compared to the market closing price of 21.05 yuan [1] - The highest transaction price during the block trade was 19.26 yuan, while the lowest was 17.38 yuan [1] Group 2 - On February 4, 2026, various transactions for Sanyou Medical were recorded, with the highest price being 19.26 yuan for 481.5 thousand yuan and 25 shares bought by a company [2] - Another transaction at the same price of 19.26 yuan involved an institutional buyer with a total amount of 288.9 thousand yuan for 15 shares [2] - A transaction at the lowest price of 17.38 yuan accounted for 1,738 thousand yuan with a volume of 100 shares [2]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology industry [1] Core Insights - The medical device bidding market is expected to maintain high prosperity in 2025, driven by policy and demand resonance, with a projected market size of CNY 193.76 billion, representing a year-on-year growth of 24% [3][11] - The upward trend for medical device companies is clear for 2026, with multiple policies expected to support the continuous development of medical innovation [4][29] - The report emphasizes the importance of high-end product localization and innovation in driving growth for leading domestic companies [33][41] Summary by Sections Bidding Review - The medical device bidding market in 2025 is projected to reach CNY 193.76 billion, with a year-on-year increase of 24%, second only to the peak in 2022 [3][11] - Monthly bidding trends show sustained high levels, with procurement amounts from July to December ranging from CNY 134 billion to CNY 285 billion [3][11] - Key segments such as medical imaging equipment and radiation therapy devices are expected to see significant growth, with year-on-year increases of 35.37% and 36.34% respectively [3][16] 2026 Outlook - The report anticipates a clear upward turning point for medical device companies in 2026, supported by policies aimed at promoting medical innovation and equipment updates [4][29] - The implementation of large-scale equipment updates and consumer replacement policies is expected to further stimulate market demand [4][29] - The report highlights the potential for domestic companies to benefit from high-end product upgrades and the commercialization of brain-computer interface technologies [4][50] Investment Recommendations - The report suggests focusing on leading domestic companies that are enhancing their high-end and intelligent medical device offerings, such as Mindray, United Imaging, and KaiLi Medical [4][33] - It also recommends monitoring companies involved in brain-computer interfaces and domestic robotics, which are expected to see significant growth in the coming years [4][50]

一、获得补助的基本情况 上海三友医疗器械股份有限公司（以下简称"公司"）于近期收到政府补助合计130.00万元，占公司2024 年度经审计归属上市公司股东的净利润的比例为11.34%。上述政府补助属于与收益相关的政府补助。 证券代码：688085 证券简称：三友医疗 公告编号：2026-003 上海三友医疗器械股份有限公司 关于获得政府补助的公告 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、准确性和完整性依法承担法律责任。 上海三友医疗器械股份有限公司董事会 2026年1月30日 二、补助的类型及对公司的影响 公司根据《企业会计准则第16号一一政府补助》等相关规定，确认上述事项并划分补助类型。上述政府 补助未经审计，具体的会计处理以及对公司相关年度损益的影响情况最终以审计机构年度审计确认后的 结果为准。敬请广大投资者注意投资风险。 特此公告。 ...

（文章来源：证券日报） 证券日报网讯 1月29日，三友医疗发布公告称，公司于近期收到政府补助合计 130.00 万元。 ...

（记者 王晓波） 每经AI快讯，三友医疗1月29日晚间发布公告称，公司于近期收到政府补助合计130万元，占公司2024 年度经审计归属上市公司股东的净利润的比例为11.34%。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

格隆汇1月29日丨三友医疗(688085.SH)公布，公司于近期收到政府补助合计130.00万元，占公司2024年 度经审计归属上市公司股东的净利润的比例为11.34%。上述政府补助属于与收益相关的政府补助。 ...

证券代码：688085 证券简称：三友医疗 公告编号：2026-003 上海三友医疗器械股份有限公司董事会 2026 年 1 月 30 日 上海三友医疗器械股份有限公司 关于获得政府补助的公告 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、准确性和完整性依法承担法律责任。 一、获得补助的基本情况 上海三友医疗器械股份有限公司（以下简称"公司"）于近期收到政府补助 合计 130.00 万元，占公司 2024 年度经审计归属上市公司股东的净利润的比例为 11.34%。上述政府补助属于与收益相关的政府补助。 二、补助的类型及对公司的影响 公司根据《企业会计准则第 16 号——政府补助》等相关规定，确认上述事 项并划分补助类型。上述政府补助未经审计，具体的会计处理以及对公司相关年 度损益的影响情况最终以审计机构年度审计确认后的结果为准。敬请广大投资者 注意投资风险。 特此公告。 ...

Group 1 - The medical device sector increased by 0.19% on January 29, with Sanyou Medical leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the medical device sector showed varied performance, with Sanyou Medical rising by 5.12% to a closing price of 22.60 [1] Group 2 - Major stocks that declined included Daan Gene, which fell by 9.96% to a closing price of 6.87, and Cap Bio, down 9.88% to 7.94 [2] - The medical device sector experienced a net outflow of 376 million yuan from institutional investors, while retail investors saw a net inflow of 201 million yuan [2][3] - Notable net inflows from retail investors were observed in stocks like Lepu Medical, which had a net inflow of 42.29 million yuan [3]