Core Insights - The sixth batch of centralized procurement for high-value medical consumables in China has been successfully conducted, involving 12 types of medical consumables with 496 products from 227 companies bidding, and 440 products from 202 companies proposed for selection [1] - The procurement includes drug-coated balloons and urological intervention consumables, with a focus on ensuring a diverse supply and meeting clinical needs [2] Procurement Details - Drug-coated balloons, which help alleviate vascular stenosis, were included in this procurement, with 42 products from 32 companies proposed for selection, ensuring high clinical compatibility while reducing costs for patients [2] - Urological intervention consumables, previously a "blank area" in procurement, saw 454 products from 195 companies bidding, with 398 products from 170 companies proposed for selection, addressing complex clinical needs [2] Selection Rules Optimization - The procurement process emphasizes principles such as maintaining clinical stability, ensuring quality, and preventing price undercutting, with a focus on grouping competition based on demand and supply capabilities [2] - A new rule was introduced to prevent extreme price competition, setting a price control benchmark at 65% of the average price when the lowest bid is excessively low, which was triggered in 8 out of 20 competitive groups [3] Market Impact - Leading companies are expected to gain more market share due to their successful bids in this procurement, with notable listed companies like Bluestar Medical and Lepu Medical participating [4] - The procurement is anticipated to standardize the purchasing and usage of medical consumables, thereby improving the industry ecosystem [4]

Group 1 - The stock price of Bluestar Medical (002382) closed at 5.99 yuan on January 14, 2026, with an increase of 0.67% and a trading volume of 184,100 shares, resulting in a transaction amount of 111 million yuan [1] - On January 14, the net inflow of main funds was 7.76 million yuan, indicating increased short-term interest from major investors [2][3] - Bluestar Medical's subsidiary, Shandong Jiwei Medical Products Co., Ltd., is expected to be selected for the national centralized procurement of coronary drug-coated balloons, with a proposed price of 2,524 yuan, and the procurement period extending until December 31, 2028 [2][3]

Group 1 - The core point of the article is that Bluestar Medical (002382) has announced its participation in a national centralized procurement for coronary drug-coated balloons, with its product expected to be selected at a price of 2,524 yuan [1] - As of January 14, 2026, Bluestar Medical's stock closed at 5.99 yuan, reflecting a 0.67% increase from the previous trading day, with a total market capitalization of 6.033 billion yuan [1] - The procurement cycle for the selected products will last until December 31, 2028, and medical institutions are required to prioritize the purchase and use of the selected products [1] Group 2 - The stock opened at 5.95 yuan, reached a high of 6.07 yuan, and a low of 5.92 yuan on the same day, with a trading volume of 1.11 billion yuan and a turnover rate of 1.84% [1] - The announcement also indicates that the selection results are still in the public announcement phase, and there is uncertainty regarding the final results, contract signing, and execution [1]

Group 1 - The core point of the article is that Bluestar Medical (002382.SZ) announced that its subsidiary, Shandong Jiwei Medical Products Co., Ltd., has participated in the national centralized procurement of coronary drug-coated balloons and is expected to be selected for this procurement [1] Group 2 - The product intended for selection is the coronary drug-coated balloon [2] - The registrant of the selected product is Shandong Jiwei Medical Products Co., Ltd. [2] - The bidding unit for the selected product is Group A, and the selection rule applied is Rule Two, with a proposed selection price of 2,524 yuan [2]

Core Viewpoint - Blue Sail Medical (002382) announced that its subsidiary, Shandong Jiwei Medical Products Co., Ltd., participated in the national centralized procurement for coronary drug-coated balloons and is expected to be selected with a proposed price of 2524 yuan [1] Group 1 - The company is involved in a national procurement process for coronary drug-coated balloons [1] - The proposed selection price for the product is 2524 yuan [1]

Core Viewpoint - The announcement indicates that the company’s subsidiary, Shandong Jiwei Medical Products Co., Ltd., is participating in a national centralized procurement for coronary drug-coated balloons, with a proposed winning price of 2,524 yuan [1] Group 1: Product and Procurement Details - The product involved in the procurement is a coronary drug-coated balloon, categorized under bidding unit A [1] - The procurement cycle is set to last until December 31, 2028, which could enhance the market influence of the company's drug-coated balloon products if a procurement agreement is signed and executed [1] Group 2: Uncertainty and Impact - The final selection results have not been announced, and the procurement agreement has not been signed, leading to uncertainty regarding the impact on the company's performance [1]

| 证券代码：002382 | 证券简称：蓝帆医疗 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：128108 | 债券简称：蓝帆转债 | | 蓝帆医疗股份有限公司 关于参与国家组织冠状动脉药物涂层球囊集中带量采购 拟中选的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 近日，蓝帆医疗股份有限公司（以下简称"公司"）的控股子公司山东吉威医疗制 品有限公司参加了国家组织冠状动脉药物涂层球囊集中带量采购申报，公司产品拟中 选本次集中带量采购。现将相关情况公告如下： 上述集中带量采购中选结果正在公示，最终中选结果尚未公布，采购协议尚未签 订，未来采购协议签订和市场销售执行等后续事项的实际进度以及对公司未来业绩的 影响尚存在一定的不确定性，敬请广大投资者谨慎决策，注意投资风险。 特此公告。 | 冠状动脉药物涂层球囊 | 山东吉威医疗制品 有限公司 | A组 | 规则二 | 2,524 | | --- | --- | --- | --- | --- | | 拟中选产品品种 | 拟中选产品注册人 | 所属竞价单元 | 拟中 ...

Group 1 - The core point of the news is that Bluestar Medical (002382) is proposing to lower the conversion price of its convertible bonds due to the stock price being below the required threshold for a certain period [1][2][4] - On January 8, 2026, Bluestar Medical's stock closed at 5.86 yuan, with a 1.21% increase, a turnover rate of 1.43%, a trading volume of 142,500 shares, and a transaction amount of 83.22 million yuan [1] - The company reported a net outflow of 285.43 million yuan from institutional investors and a net inflow of 432.3 million yuan from retail investors on January 8 [1][4] Group 2 - The Board of Directors of Bluestar Medical approved a proposal to lower the conversion price of the "Bluestar Convertible Bonds" due to the stock price being below 85% of the conversion price for at least 15 out of the last 30 trading days [1][2] - The proposed adjustment to the conversion price will be submitted for approval at the first extraordinary general meeting of shareholders in 2026, scheduled for January 26, 2026 [2] - The adjustment must be approved by more than two-thirds of the voting rights held by shareholders present at the meeting, and bondholders must abstain from voting [2]

Group 1 - The company held its 37th meeting of the sixth board of directors on January 7, 2026, via electronic communication, with all 8 directors participating [2][5] - The board proposed to lower the conversion price of the "Blue Sail Convertible Bond" due to the stock price being below 85% of the conversion price for at least 15 out of the last 30 trading days, triggering the condition for price adjustment [3][31][46] - The proposed adjustment will be submitted to the shareholders' meeting for approval, and the new conversion price must not be lower than the higher of the average stock price over the last 20 trading days before the meeting and the last trading day's price, as well as not lower than the latest audited net asset value per share and the par value [3][46] Group 2 - The company decided to hold its first extraordinary shareholders' meeting of 2026 on January 26, 2026, to discuss the proposed adjustment of the convertible bond conversion price [6][7] - The meeting will be conducted both in-person and via online voting, with specific time slots for voting provided [13][19] - Shareholders holding the convertible bonds must abstain from voting on the proposal to adjust the conversion price, which requires a two-thirds majority approval from the attending shareholders [15][46]

Group 1 - The company held its 37th meeting of the sixth board of directors on January 7, 2026, via electronic communication, with all 8 directors participating [2][3]. - The board proposed to lower the conversion price of the "Blue Sail Convertible Bond" due to the stock price being below 85% of the current conversion price for at least 15 out of the last 30 trading days [3][12][28]. - The proposed adjustment to the conversion price requires approval from the shareholders' meeting, and the new price must not be lower than the higher of the average stock price over the last 20 trading days before the meeting or the latest audited net asset value per share [3][28]. Group 2 - The company plans to hold its first extraordinary shareholders' meeting of 2026 on January 26, 2026, to discuss the proposed adjustment to the bond conversion price [6][7][32]. - The meeting will be conducted both in-person and via online voting, with specific time slots for voting outlined [34][45]. - Shareholders holding the convertible bonds must abstain from voting on the proposal to adjust the conversion price [40].