Group 1 - The core point of the news is that Aomei Medical's stock price increased by 5.2% to 11.13 CNY per share, with a trading volume of 94.02 million CNY and a turnover rate of 1.92%, resulting in a total market capitalization of 7.048 billion CNY [1] - Aomei Medical, established on July 24, 2002, and listed on March 11, 2019, specializes in the research, production, and sales of disposable medical consumables, particularly medical dressings [1] - The main revenue composition of Aomei Medical includes surgical and wound care at 79.19%, other categories at 6.62%, infection protection at 5.05%, advanced dressings at 4.68%, and hygiene care at 4.46% [1] Group 2 - Among the top ten circulating shareholders of Aomei Medical, a fund under Yongying Fund ranks first, while the Medical Device ETF (159883) entered the top ten shareholders in the third quarter, holding 1.5656 million shares, which is 0.35% of the circulating shares [2] - The Medical Device ETF (159883) was established on April 22, 2021, with a latest scale of 3.677 billion CNY, and has achieved a year-to-date return of 5.1%, ranking 2041 out of 5564 in its category [2] - The fund manager of the Medical Device ETF is Shu Kefa, who has been in the position for 2 years and 178 days, with a total fund asset size of 5.205 billion CNY, achieving a best return of 103.17% and a worst return of -30.27% during his tenure [3]

Core Viewpoint - Aomei Medical announced that it will disclose its 2025 annual performance forecast on January 31, 2026, in response to investor inquiries on its interactive platform [2] Group 1 - The company is set to release its annual performance forecast for 2025 [2]

Group 1 - The core viewpoint of the news is that Aomei Medical (002950) is experiencing a significant decline in expected profits for 2025, primarily due to asset impairment and credit provisions [1][2][3] Group 2 - As of January 30, 2026, Aomei Medical's stock closed at 11.56 yuan, down 1.87%, with a turnover rate of 2.6% and a trading volume of 117,600 shares, amounting to a transaction value of 136 million yuan [1] - The company anticipates a net profit attributable to shareholders for 2025 between 215.50 million yuan and 257.50 million yuan, representing a year-on-year decline of 30.16% to 41.55% [1][3] - Aomei Medical plans to recognize a total asset impairment provision of approximately 271 million yuan, which will reduce the total profit for 2025 by 208.63 million yuan [2][3] - The company expects its earnings per share for 2025 to be between 0.35 yuan and 0.41 yuan, with a net profit after deducting non-recurring gains and losses projected between 18 million yuan and 22.15 million yuan [1]

Group 1 - The core concept of surgical infection control (SIC) involves a systematic infection prevention and control system throughout the surgical process, including preoperative assessment, sterile procedures during surgery, and postoperative wound care [1][8] - The SIC industry value chain consists of upstream components like disinfection materials and medical supplies, midstream focusing on product manufacturing and service integration, and downstream connecting to various healthcare institutions [1][10] - The demand for SIC is expected to rise due to the increasing number of surgeries in China, projected at approximately 96.39 million surgeries in 2023 [11] Group 2 - The global SIC market surpassed 20 billion yuan in 2019 and is projected to reach 27.06 billion yuan by 2026, growing at an annual rate of 4-5% [2][14] - China's SIC export market has grown significantly, reaching 740 million USD in 2023, with expectations to reach 1.078 billion USD by 2026 [2][17] - Major companies in the SIC industry include Aomei Medical, Zhend Medical, Jianerkang, and Aisheren Medical, with a predominant focus on overseas sales [2][20] Group 3 - The research team from Huajing Industry Research Institute employs various analytical models to assess the SIC industry's market capacity, competitive landscape, and future trends [3][27] - The report titled "2026-2032 China Surgical Infection Control Industry Market Research and Investment Opportunity Assessment" provides insights for enterprises and investment institutions [3][27] - The SIC industry is characterized by a combination of OEM and ODM business models, with some companies transitioning to self-branded sales [2][20]

Core Viewpoint - Aomei Medical (002950.SZ) expects a significant decline in net profit for 2025, projecting a range of 215.50 million to 257.50 million yuan, representing a decrease of 30.16% to 41.55% compared to the previous year [1] Group 1: Financial Projections - The net profit attributable to shareholders is forecasted to be between 215.50 million and 257.50 million yuan, indicating a decline of 30.16% to 41.55% year-on-year [1] - The net profit excluding non-recurring gains and losses is expected to be between 179.50 million and 221.50 million yuan, reflecting a decrease of 35.49% to 47.72% compared to the previous year [1] Group 2: Business Strategy - The company will adhere to a "dual-wheel drive" strategy focusing on both domestic and international markets to steadily build a new business growth foundation [1] - Aomei Medical aims to actively expand into functional dressings and healthcare products while continuing to promote sales in these areas [1] - The company's overseas business has effectively mitigated the impact of international trade conflicts, maintaining growth by entering new markets and channels [1]

Core Viewpoint - Aomei Medical (002950) is expected to report a significant decline in net profit for the year 2025, with projections indicating a decrease of 30.16% to 41.55% compared to the previous year [1] Financial Performance - The projected net profit for 2025 is estimated to be between 216 million yuan and 258 million yuan [1] - The net profit excluding non-recurring gains and losses is forecasted to be between 180 million yuan and 222 million yuan, reflecting a year-on-year decline of 35.49% to 47.72% [1]

奥美医疗用品股份有限公司 关于 2025 年度拟计提信用及资产减值准备的公告 证券代码：002950 证券简称：奥美医疗 公告编号：2026-003 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。 为真实、客观地反映奥美医疗用品股份有限公司（以下简称"公司"、"本公司"）的 财务状况及资产价值，公司根据《深圳证券交易所上市公司自律监管指引第 1 号一一主板上 市公司规范运作（2025 年修订）》《企业会计准则》及公司会计政策的相关规定，对截至 2025 年 12 月 31 日合并财务报表范围内可能发生减值迹象的相关资产计提减值准备。现将 具体情况公告如下： 一、本次拟计提资产减值准备情况概述 1. 本次计提资产减值准备的原因 根据《企业会计准则》及会计政策等相关规定，公司合并报表范围内各公司对截至 2025 年 12 月 31 日所属资产进行了减值测试，基于谨慎性原则，对可能发生资产减值损失 的相关资产计提减值准备。 经测试，公司 2025 年度拟计提信用减值准备合计 1,853.40 万元,拟计提资产减值准备 合计 25,280.58 万元，其中计提长期股权 ...

证券代码：002950 证券简称：奥美医疗 公告编号：2026-004 注：本年度基本每股收益按股本633,265,407股扣除已回购股数17,826,310计算。 二、业绩变动原因说明 一、本期业绩预计情况 1. 业绩预告期间：2025年1月1日至2025年12月31日 2. 预计的业绩：同向下降 2025年1月1日—2025年12月31日预计业绩情况 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利：21,550.31万元—25,750.21万元 | 盈利：36,867.91万元 | | | 比上年同期下降：30.16%—41.55% | | | 归属于上市公司股 东的扣除非经常性 损益的净利润 | 盈利：17,950.31万元—22,150.21万元 | 盈利：34,335.65万元 | | | 比上年同期下降：35.49%—47.72% | | | 基本每股收益 | 盈利：0.35元/股—0.41元/股 | 盈利：0.59元/股 | 2025年，公司坚持"国内国外双轮驱动"的基本战略，稳步构建新的业务增长基本盘。 在聚焦主业的 ...

Group 1 - The core point of the news is that Aomei Medical's stock price dropped by 5% to 12.16 yuan per share, with a trading volume of 193 million yuan and a turnover rate of 3.47%, resulting in a total market capitalization of 7.701 billion yuan [1] - Aomei Medical, established on July 24, 2002, and listed on March 11, 2019, specializes in the research, production, and sales of disposable medical consumables, particularly medical dressings [1] - The main revenue composition of Aomei Medical includes surgical and wound care at 79.19%, other categories at 6.62%, infection protection at 5.05%, advanced dressings at 4.68%, and hygiene care at 4.46% [1] Group 2 - Among the top ten circulating shareholders of Aomei Medical, a fund under Yongying Fund is included, and the Medical Device ETF (159883) entered the top ten shareholders in the third quarter, holding 1.5656 million shares, which accounts for 0.35% of the circulating shares [2] - The Medical Device ETF (159883) was established on April 22, 2021, with a latest scale of 3.677 billion yuan, and has achieved a year-to-date return of 8.42%, ranking 1994 out of 5549 in its category [2] - The fund has a one-year return of 14.06%, ranking 3672 out of 4285, and has experienced a cumulative loss of 47.1% since its inception [2] Group 3 - The fund manager of the Medical Device ETF (159883) is Shu Kefa, who has been in the position for 2 years and 169 days, managing a total fund size of 5.205 billion yuan [3] - During the tenure of the fund manager, the best fund return was 103.17%, while the worst return was -30.27% [3]

Core Viewpoint - Aomei Medical announced the completion of its share repurchase plan, indicating a strategic move to enhance shareholder value and potentially stabilize stock prices [2] Group 1: Share Repurchase Details - The company initiated a share repurchase program on March 25, 2025, using a dedicated repurchase account through centralized bidding [2] - As of the announcement date, Aomei Medical has repurchased a total of 5,306,200 shares, which represents 0.8379% of the company's total share capital [2]