Core Viewpoint - On January 18, no A-share listed companies disclosed any increase in shareholding, while nine companies announced share reductions, indicating a trend of selling among certain stakeholders in the market [1]. Group 1: Share Reduction Details - Yunda Lifi: Some directors and senior management personnel reduced their shareholdings [2]. - Sifangda: Controlling shareholder and concerted actors plan to reduce holdings by no more than 4.8801 million shares [2]. - Chuhuan Technology: Pre-IPO employee shareholding platform intends to reduce no more than 3% of its shares [2]. - He’s Eye Hospital: Advanced Manufacturing Fund plans to reduce no more than 1.97% of its shares [2]. - Sandam Membrane: Qingyuan China intends to reduce no more than 3% of its shares [2]. - Anbiping: Nanjing Qianjing plans to reduce no more than 1.61% of its shares [2]. - Weisi Medical: Controlling shareholder's concerted actors plan to reduce no more than 3% of its shares [2]. - Aidi Te: Shareholders Junlian Xinkang and HAL plan to reduce no more than 3% of their shares [2].

Group 1 - Fenglong Co., Ltd. has completed the suspension review and will resume trading on January 19 [1] - Rongbai Technology is under investigation by the China Securities Regulatory Commission for potentially misleading statements regarding a major contract [1] - Rongbai Technology estimates a total contract amount of 120 billion yuan with CATL [1] Group 2 - Minexplosion Optoelectronics is planning to acquire Xiazhi Precision and Jiangxi Maida, both of which focus on core consumables in PCB manufacturing [1] - Yanjing Co., Ltd. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [1] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [1] - Tiantie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [1] Group 4 - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [1] - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [1] Group 5 - Tiandi Source forecasts a net loss of 900 million to 1.35 billion yuan for 2025 [1] - Gui Guang Network expects a net loss of 1.07 billion to 1.35 billion yuan for 2025 [1] - Aisheng Co., Ltd. projects a net loss of 1.2 billion to 1.9 billion yuan for 2025 [1] - Longi Green Energy anticipates a net loss of 6 billion to 6.5 billion yuan for 2025 [1] - Tongwei Co., Ltd. expects a net loss of 9 billion to 10 billion yuan for 2025 [1] Group 6 - Weisi Medical's actual controller's concerted action party plans to reduce its stake in the company by no more than 3% [1] - Chuhuan Technology's pre-IPO employee stock ownership platform intends to reduce its stake in the company by no more than 3% [1] - Sandam Membrane's Qingyuan China plans to reduce its stake in the company by no more than 3% [1]

Group 1 - The core point of the announcement is that Zhida Venture Capital, a shareholder of Weisi Medical, plans to reduce its stake in the company by selling up to 287.31 million shares, which represents 3% of the total share capital [1] - Zhida Venture Capital currently holds 6.7583 million shares, accounting for 7.06% of the total share capital, and is considered a concerted actor with the actual controller Wang Zhiyu [1] - The reduction plan will take place from February 9, 2026, to May 8, 2026, through centralized bidding and block trading, with a maximum of 95.77 million shares to be sold via centralized bidding and 191.54 million shares via block trading [1] Group 2 - The reason for the share reduction is stated as a need for personal funds, and there is uncertainty regarding the implementation of the reduction plan [1] - It is confirmed that the completion of this share reduction will not result in a change of control of the company [1]

Core Viewpoint - Weisi Medical (688580) announced that Nanjing Zhida Venture Capital Center (Limited Partnership) plans to reduce its shareholding in the company by up to 2.8731 million shares, representing no more than 3% of the total share capital [1] Group 1 - Zhida Venture Capital currently holds 6.7583 million shares of Weisi Medical, accounting for 7.06% of the total share capital [1] - Zhida Venture Capital is in a concerted action relationship with the actual controller of the company, Wang Zhiyu [1]

21智讯1月18日电，伟思医疗公告，南京志达创业投资中心（有限合伙）持有公司675.83万股股份，占 公司总股本的7.06%。志达创投拟通过集中竞价和大宗交易方式减持公司股份，合计减持不超过287.31 万股，即不超过公司总股本的3%。其中，通过集中竞价交易方式减持不超过95.77万股，占公司总股本 的1%；通过大宗交易方式减持不超过191.54万股，占公司总股本的2%。减持期间为2026年2月9日至 2026年5月8日，减持原因为自身资金需求。本次减持计划不会导致公司控制权发生变更。 ...

格隆汇1月18日丨伟思医疗(688580.SH)发布公告，南京志达创业投资中心(有限合伙)(以下简称"志达创 投")作为公司的股东，持有公司675.83万股股份，占公司总股本7.06%。志达创投与公司实际控制人王 志愚为一致行动人关系。志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减持不超过 287.31万股，合计减持比例不超过公司总股本的3%。 ...

证券代码：688580 证券简称：伟思医疗 公告编号：2026-002 南京伟思医疗科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 截止本公告披露日，南京伟思医疗科技股份有限公司（以下简称"公司"） 相关股东持股情况如下： 南京志达创业投资中心（有限合伙）（以下简称"志达创投"）作为南京伟思 医疗科技股份有限公司（以下简称"公司"）的股东，持有公司 6,758,338 股股 份，占公司总股本 7.06%。志达创投与公司实际控制人王志愚为一致行动人关系。 志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减持不超过 2,873,137 股，合计减持比例不超过公司总股本的 3%。其中，通过集中竞价交易 方式减持股份的，减持股份数量合计不超过 957,712 股，即不超过公司股份总数 的 1%，自本公告披露之日起 15 个交易日后的 3 个月内进行；通过大宗交易方式 减持股份的，减持股份数量合计不超过 1,915,425 股，即不超过公司 ...

智通财经APP讯，伟思医疗(688580.SH)公告，公司股东志达创投拟通过集中竞价、大宗交易方式减持 公司股份，合计减持不超过287.31万股，合计减持比例不超过公司总股本的3%。 ...

伟思医疗(688580.SH)公告，公司股东志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减 持不超过287.31万股，合计减持比例不超过公司总股本的3%。 ...

Investment Rating - The report maintains an "Overweight" rating for the medical device industry [5]. Core Insights - The medical device industry in China has a prominent supply chain advantage, with overseas markets expected to maintain rapid growth. The brain-computer interface (BCI) sector is at a critical turning point, likely to see demand release. AI medical applications are gradually becoming operational, poised to reshape the health market [3]. Summary by Relevant Sections Investment Recommendations - For the overseas medical device sector, recommended stocks include: United Imaging Healthcare, Nanwei Medical, Microelectronic Physiology, Guichuang Tongqiao, Yuyue Medical, and New Industry. Stocks to watch include: Jingfeng Medical, MicroPort Scientific, and Chuangli Medical [5]. - In the brain-computer interface sector, recommended stocks are: Lepu Medical, Weisi Medical. Stocks to watch include: Meihao Medical, Xiangyu Medical, Mcland, Xinwei Medical, Aipeng Medical, Chengyitong, Chuangxin Medical, and Botuo Bio [5]. - For the AI + device sector, recommended stocks are: Yuyue Medical, BGI Genomics, KingMed Diagnostics, and United Imaging Healthcare. Stocks to watch include: Dian Diagnostics [5]. Overseas Market Growth - The supply chain advantage of domestic medical devices is significant, with exports expected to grow rapidly. In the first three quarters of 2025, United Imaging Healthcare's overseas revenue increased by 41.97% year-on-year, becoming a crucial growth driver for the company. The company continues to expand its market share in key regions due to superior product performance and localized service capabilities. By December 2025, MicroPort Scientific's global cumulative order volume exceeded 160 units, with core products in endoscopy, orthopedics, and vascular intervention surpassing 230 units in total orders. In 2025, Jingfeng Medical achieved a breakthrough in multiple key global markets, leading to explosive growth in overseas orders [5]. Brain-Computer Interface Market - The brain-computer interface market is at a pivotal turning point, with anticipated demand release. China's "14th Five-Year Plan" explicitly suggests a forward-looking layout for future industries, promoting BCI as a new economic growth point. In December 2025, Elon Musk announced that Neuralink would begin large-scale production of BCI devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process. In January 2026, China's BCI company Strong Brain Technology announced it had completed a new round of financing of approximately 2 billion yuan, setting a record for the second-largest single financing in the field globally, following Neuralink. The funds will be used to accelerate core technology research and development, extreme engineering breakthroughs, and product scaling and mass production [5]. AI Medical Applications - AI medical applications are gradually becoming operational, with the potential to reshape the health market. In June 2025, Ant Group launched the AI Health Manager AQ, which was officially upgraded to "Antifufu" in December 2025. By January 2026, the "Antifufu" app had over 30 million monthly active users, with daily inquiries exceeding 10 million, 55% of which came from third-tier cities and below. In January 2026, Tempus AI reported preliminary revenue of approximately 1.27 billion USD for 2025, representing an 83% year-on-year increase, exceeding initial expectations. OpenAI announced the acquisition of the healthcare tech startup Torch to expand into the healthcare sector, while Google launched the next-generation open-source medical AI model MedGemma1.5 and released the open-source medical speech-to-text model MedASR [5].