Market Overview - The medical device sector increased by 1.35% on December 25, with Sainuo Medical leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Performers - Sainuo Medical (688108) closed at 20.43, up 14.90%, with a trading volume of 609,800 shares and a transaction value of 1.22 billion [1] - Jinhao Medical (920925) closed at 33.03, up 12.81%, with a trading volume of 38,400 shares [1] - Mailland (688273) closed at 40.38, up 12.07%, with a trading volume of 54,800 shares [1] - Tianchen Medical (688013) closed at 52.94, up 11.10%, with a trading volume of 31,200 shares [1] - Xiangyu Medical (688626) closed at 57.47, up 6.80%, with a trading volume of 53,400 shares [1] Underperformers - C Jianxin (688805) closed at 53.31, down 8.28%, with a trading volume of 142,100 shares and a transaction value of 754 million [2] - Tianyi Medical (301097) closed at 51.89, down 5.43%, with a trading volume of 18,800 shares [2] - Hualan Co. (301093) closed at 49.54, down 2.75%, with a trading volume of 39,000 shares [2] Capital Flow - The medical device sector saw a net inflow of 137 million from institutional investors, while retail investors experienced a net inflow of 65.58 million [2] - The sector's main funds saw a net outflow of 203 million from speculative funds [2] Individual Stock Capital Flow - Sainuo Medical had a net inflow of 117 million from main funds, but a net outflow of 98.09 million from retail investors [3] - Zhend Medical (603301) had a net inflow of 85.32 million from main funds, with a net outflow of 76.17 million from retail investors [3] - Huakang Clean (301235) had a net inflow of 65.37 million from main funds, with a net outflow of 64.32 million from retail investors [3]

Investment Rating - The investment rating for the company is "Accumulate" [4]. Core Insights - The company achieved a revenue of 326 million yuan in the first three quarters of 2025, representing a year-on-year growth of 11.58%, and a net profit attributable to the parent company of 102 million yuan, up 30.68% year-on-year [1][4]. - The core business of rehabilitation is steadily growing, while new emerging businesses in aesthetic medicine and urology are being developed, creating a multi-layered business structure [1]. - The mental rehabilitation business is benefiting from policy support and market demand, maintaining double-digit growth, while the pelvic floor rehabilitation business is experiencing single-digit growth due to product upgrades [1][2]. Financial Performance Summary - For the first three quarters of 2025, the company reported a revenue of 326 million yuan, with a net profit of 102 million yuan and a non-recurring net profit of 94 million yuan [1]. - The company expects net profits for 2025, 2026, and 2027 to be 133 million yuan, 165 million yuan, and 184 million yuan, respectively, with year-on-year growth rates of 30.1%, 24.0%, and 11.8% [2][3]. - The sales, management, and R&D expense ratios for the first three quarters of this year were 18.77%, 10.03%, and 9.74%, respectively, showing a decrease compared to the previous year [2].

Group 1 - The core viewpoint of the articles highlights a significant upward movement in the medical device sector, driven by policy changes and market dynamics, with a particular focus on the launch of the sixth batch of high-value medical consumables procurement [1][2] - The medical device index ETF (159898) saw a 1.29% increase, with substantial purchases of 36 million units during trading, indicating strong investor interest [1] - Key stocks within the sector, such as SINO Medical and Mailland, experienced notable gains, with increases exceeding 14% and 11% respectively, reflecting positive market sentiment [1] Group 2 - The sixth batch of national high-value medical consumables procurement is set to begin on January 13, 2026, introducing new mechanisms to prevent malicious low pricing, including the concept of anchor pricing and a multi-revival mechanism [1] - The National Medical Products Administration has released new regulations to support medical device exports, which will take effect on May 1, 2026, aimed at optimizing the process for obtaining export sales certificates [1] - Northeast Securities predicts that 2026 will be a year of value reconstruction for the Chinese medical device sector, driven by improved cash flow in hospitals and expectations of policy optimization [2]

Group 1 - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, with stock resuming trading on December 23, 2025 [1] - Lingyun Light plans to invest up to $5 million in the IPO of Zhipu Hong Kong as a cornerstone investor [1] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Dahuan Robotics to enhance collaboration in the development of dexterous hands [2] Group 2 - Hualian Holdings intends to acquire 100% of the Canadian company Argentum Lithium S.A. for $175 million, which is approximately 1.235 billion yuan [3] - Shiyuan Zhaoye plans to raise no more than 550 million yuan through a convertible bond issuance for the Zhuhai Shiyuan Jingguan Garden project [4] - ST Quanwei and its subsidiary are involved in a civil mediation agreement involving 69.0158 million yuan [4] Group 3 - Jiao Jian Co.'s actual controller has been subjected to criminal coercive measures, but the company's control has not changed [5] - Tianji Technology is facing a lawsuit for alleged collusion in bidding, but its operations remain normal [5] - Jinpan Technology plans to issue 1.672 billion yuan in convertible bonds for data center power modules and other projects [5] Group 4 - Hongqi Chain's shareholder Yonghui Supermarket plans to reduce its stake by up to 3% [6] - Shuangqiang Technology's director did not implement a planned share reduction [7] - Zhuoran Co.'s subsidiary has signed a significant order worth 4.033 billion yuan [8] Group 5 - ST Zhitong's stock will have its risk warning lifted on December 24, 2025, with a change in trading limits [9] - Yingwei Co. plans to reduce its stake by up to 0.56% [10] - Huaxia Happiness's board rejected five temporary proposals from China Ping An Life Insurance [11] Group 6 - China Nonferrous Metals plans to acquire 99.9% of Raura Company for $106 million [11] - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, a year-on-year increase of 25% to 50% [11] - Chaoxun Communication received a government subsidy of 18.0455 million yuan [12] Group 7 - Jiangfeng Electronics plans to transfer 4% of Shanghai Runping's equity for 60 million yuan [12] - Dingyang Technology has launched a 20 GHz high-bandwidth digital oscilloscope [13] - Linyi Intelligent plans to acquire 35% of Dongguan Liminda Electronics for 875 million yuan [14] Group 8 - Trina Solar has sold its U.S. 5GW module factory to T1, receiving $100 million in cash and shares [14] - Aihua Packaging's major shareholder reduced its stake by 700,000 shares during the stock's abnormal fluctuation period [14] - China Merchants Bank has approved a comprehensive credit limit of 165 billion yuan for China Merchants Group [15] Group 9 - Lingwei Technology plans to acquire 70% of Jiangsu Huimai for 50.2 million yuan [16] - Yongding Co. is increasing its capital by 600 million yuan for its polysilicon subsidiary [19] - Zhong'an Technology's subsidiary is voluntarily extending its share lock-up period by six months [19] Group 10 - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of 700 by the Spring Festival [18] - Wenda Technology's major shareholder has terminated its share reduction plan [18] - Wenta Technology's major shareholder reduced its stake by 1.2097 million shares [18]

伟思医疗方面表示，本次交易预计对公司2026年度归属于上市公司股东的净利润影响金额约为1000万元 （未经审计），对2025年当期营业收入及净利润无任何影响。公司全新总部——"伟思医疗总部研发经 济园"（位于南京市雨花台区硕果路1号）已顺利通过竣工验收，全面具备高效办公与运营条件，公司计 划于2026年上半年完成整体搬迁。 伟思医疗主要产品为康复医疗设备。2025年前三季度，伟思医疗营业收入为3.26亿元，同比增长 11.58%；归属于上市公司股东的净利润为1.02亿元，同比增长30.68%。中经记者 晏国文 卢志坤 北京报 道 【伟思医疗拟1.19亿元卖房 将影响2026年业绩1000万元】12月22日晚，科创板上市公司伟思医疗 （688580.SH）发布公告称，拟以总价1.19亿元的价格，将现在的总部资产转让给江苏云智汇创业投资 有限公司，目的在优化资产结构、提升资源配置效率并增强资金流动性。 伟思医疗此次拟转让的资产是南京市雨花台区宁双路19号9幢的房屋及楼宇部分配套固定资产。 该资产截至2025年9月30日的账面净值为7994.86万元。 ...

交易信息汇总 资金流向 截至2025年12月22日收盘，伟思医疗(688580)报收于47.06元，上涨0.97%，换手率1.43%，成交量1.37万 手，成交额6439.19万元。 当日关注点 南京伟思医疗科技股份有限公司第四届董事会第八次会议审议通过《关于出售资产的议案》。因公司已 顺利完成新总部"伟思医疗总部研发经济园"的竣工验收，计划于2026年上半年整体搬迁。为优化资产结 构、提升资源配置效率，公司拟将现办公总部南京市雨花台区宁双路19号9幢的房屋建筑物及附属固定 资产出售给江苏云智汇创业投资有限公司，含税总价为人民币11,900万元。本次交易有助于盘活存量资 产，降低维护成本，并回笼资金用于新总部运营及核心业务发展。 南京伟思医疗科技股份有限公司拟以11,900万元的价格，将其持有的位于南京市雨花台区宁双路19号9 幢的房屋及配套固定资产转让给江苏云智汇创业投资有限公司。标的资产账面净值为7,994.86万元（截 至2025年9月30日），产权清晰，无抵押或限制转让情形。本次交易不构成关联交易或重大资产重组， 已获董事会审议通过，无需提交股东大会审议。交易预计对公司2026年度归母净利润影响约1, ...

证券代码：688580 证券简称：伟思医疗 公告编号：2025-045 一、交易概述 南京伟思医疗科技股份有限公司 关于出售资产的公告 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法律责任。 重要内容提示： ● 交易简要内容:南京伟思医疗科技股份有限公司（以下简称："公司"或"伟思医疗"）拟以总价人民币 11,900 万元的价格，将其持有的位于南京市雨花台区宁双路19号9幢 的房屋及楼宇部分配套固定资产 （以下简称"标的资产"）转让给江苏云智汇创业投资有限公司（以下简称"本次交易"）。 ● 本次交易不构成关联交易 ● 本次交易不构成重大资产重组 ● 交易实施尚需履行的审批及其他相关程序：本次交易已经公司第四届董事会第八次会议审议通过，根 据《上海证券交易所科创板股票上市规则》的规定，该议案无需提交股东会审议。后续交易双方将按照 签署的《南京市存量房买卖合同》、《固定资产买卖合同》约定办理资产交付等事宜。 ● 风险提示：经公司初步估算，本次交易预计对公司2026年度归属于上市公司股东的净利润影响金额约 为1,000万元（未经审计），对2 ...

伟思医疗主要产品为康复医疗设备。2025年前三季度，伟思医疗营业收入为3.26亿元，同比增长 11.58%；归属于上市公司股东的净利润为1.02亿元，同比增长30.68%。 该资产截至2025年9月30日的账面净值为7994.86万元。 伟思医疗方面表示，本次交易预计对公司2026年度归属于上市公司股东的净利润影响金额约为1000万元 （未经审计），对2025年当期营业收入及净利润无任何影响。公司全新总部——"伟思医疗总部研发经 济园"（位于南京市雨花台区硕果路1号）已顺利通过竣工验收，全面具备高效办公与运营条件，公司计 划于2026年上半年完成整体搬迁。 12月22日晚，科创板上市公司伟思医疗（688580.SH）发布公告称，拟以总价1.19亿元的价格，将现在 的总部资产转让给江苏云智汇创业投资有限公司，目的在优化资产结构、提升资源配置效率并增强资金 流动性。 伟思医疗此次拟转让的资产是南京市雨花台区宁双路19号9幢的房屋及楼宇部分配套固定资产。 （文章来源：中国经营报） ...

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 截至发稿，伟思医疗市值为45亿元。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 每经AI快讯，伟思医疗（SH 688580，收盘价：47.06元）12月22日晚间发布公告称，南京伟思医疗科技 股份有限公司拟以总价人民币1.19亿元的价格，将其持有的位于南京市雨花台区宁双路19号9幢的房屋 及楼宇部分配套固定资产转让给江苏云智汇创业投资有限公司。 2024年1至12月份，伟思医疗的营业收入构成为：医疗器械占比95.03%，其他占比3.79%，其他业务占 比1.18%。 每日经济新闻 ...

Group 1 - Rongchang Biotech plans to repurchase shares worth between 20 million and 40 million yuan, with a maximum price of 95 yuan per share, aiming to buy back approximately 21,050 to 42,110 shares, representing about 0.04% to 0.07% of total share capital [1] - Nanya New Materials intends to raise no more than 900 million yuan through a private placement for AI computing power-based high-frequency high-speed copper-clad laminate R&D and working capital [2] - Xiechuang Data has signed a strategic cooperation agreement with Ping An Financial Leasing, aiming for a cooperation scale of 2 billion yuan over three years [3] Group 2 - Chuangshi Technology's controlling shareholder is under investigation and has been placed under detention, having resigned from all positions in the company [4] - Deep Kangjia A has reported overdue shareholder loans to Yikang Technology and Chuzhou Kangxin, totaling approximately 233 million yuan and 395 million yuan respectively, due to repayment issues [5] - Ningbo Yuanyang announced the resignation of two directors due to work adjustments [6] Group 3 - China Merchants Energy has delivered the world's first methanol dual-fuel VLCC oil tanker, with 15 oil tanker orders in hand [7] - Tianyu Co., Ltd. has received a drug registration certificate for hydrochloride trazodone tablets, which are used for treating depression [8] - Haizheng Pharmaceutical has received FDA approval for clinical trials of HS387 tablets for treating advanced solid tumors [9] Group 4 - Warner Pharmaceuticals has obtained a drug registration certificate for isoproterenol hydrochloride injection, used for treating shock and complete atrioventricular block [10] - Hekang New Energy's subsidiary received a government subsidy of 1.5 million yuan, which accounts for 14.57% of the company's latest audited net profit [11] - Duku Culture is planning a change in company control, with stock suspension expected for no more than two trading days [12] Group 5 - Haisco has received acceptance for an IND application for HSK46575 tablets for prostate cancer treatment [13] - *ST Xinyan is executing a capital reserve transfer to increase share capital, resulting in a stock suspension [14] - Nanjing Public Utilities is transferring a 45% stake in a subsidiary for 23.6443 million yuan [15] Group 6 - Action Education plans to repurchase shares worth between 20 million and 25 million yuan, with a maximum price of 45 yuan per share [16] - Bai'ao Tai has received government subsidies totaling 29 million yuan [18] - Weisi Medical intends to sell assets worth 119 million yuan, expecting a profit impact of approximately 10 million yuan [19] Group 7 - Tongyu Communications plans to increase capital by 10 million yuan to introduce investment from Wuchuang Institute [20] - Dongtu Technology's subsidiary is introducing strategic investor Guofeng Investment Fund with a capital increase of 11 million yuan [21] - China General Nuclear Power Technology's shareholder is facing a judicial auction of 2.91% of the company's shares [22] Group 8 - Nanshan Aluminum plans to repurchase shares worth between 300 million and 600 million yuan, with a maximum price of 7.52 yuan per share [23] - Yipin Hong's controlling shareholder has committed to transferring 9.07% equity in Arthrosi without compensation [24] - Sanli Pharmaceutical has signed a technology transfer contract worth 200 million yuan with Hainan University [25] Group 9 - Xin Nuo Wei plans to jointly invest 450 million yuan with Zhongqi Pharmaceutical to establish a joint venture focusing on innovative metabolic drugs [26] - Li Qun Co. has been approved to issue 1 billion yuan in medium-term notes to optimize debt structure and supplement working capital [27] - Dongfang Ocean's subsidiary has received a medical device registration certificate for a procalcitonin test kit [28] Group 10 - Tibet Mining's chairman has resigned due to work adjustments [29] - Wantai Biological's subsidiary has been shortlisted for a national immunization program vaccine procurement project, with a bid price of 27.5 yuan [30] - Xingfu Blue Sea has appointed Zhang Chen as the new deputy general manager [31] Group 11 - Changyuan Donggu has elected Li Yixuan as the vice chairman of the board [32] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Dahuang Robotics for collaboration in humanoid robot development [33] - Yongda Co. has been pre-selected for a procurement project worth approximately 350 million yuan [34] Group 12 - Fuan Pharmaceutical's subsidiary has received a drug registration certificate for hydrochloride trazodone tablets [35] - Nanjing Food reported a 71.03% year-on-year decrease in net profit for November due to rising raw material costs [36] - Changqing Technology's special polymer monomer project has commenced production [37]