1月29日，迈普医学跌3.42%，成交额9029.74万元。两融数据显示，当日迈普医学获融资买入额586.47 万元，融资偿还1141.34万元，融资净买入-554.87万元。截至1月29日，迈普医学融资融券余额合计1.06 亿元。 融资方面，迈普医学当日融资买入586.47万元。当前融资余额1.06亿元，占流通市值的2.34%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，迈普医学1月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，低于近一年30%分位水平，处于低位。 截至9月30日，迈普医学股东户数6043.00，较上期减少2.36%；人均流通股9272股，较上期增加2.52%。 2025年1月-9月，迈普医学实现营业收入2.49亿元，同比增长30.53%；归母净利润7585.40万元，同比增 长43.65%。 分红方面，迈普医学A股上市后累计派现8580.32万元。近三年，累计派现7919.69万元。 机构持仓方面，截止2025年9月30日，迈普医学十大流通股东中，南方医药保健灵活配置混合A （000452）退出十 ...

Core Viewpoint - The article discusses the upcoming large-scale procurement of medical consumables for hard brain (spinal) membrane patches in the Beijing-Tianjin-Hebei region, highlighting the innovative products developed by Guangzhou Maipu Regenerative Medicine Technology Co., Ltd. and their competitive advantages in the market [2][4][16]. Group 1: Procurement Announcement - The Tianjin Medical Procurement Center announced the initiation of a large-scale procurement for hard brain (spinal) membrane patches, requiring public medical institutions to participate [2]. - The procurement will cover products registered as medical devices in China, specifically those classified under the National Medical Insurance Bureau's code C040301118 [2]. Group 2: Product Development and Innovation - Guangzhou Maipu has focused on the innovation of biomaterials, successfully developing two products: Rui Mo® absorbable hard brain (spinal) membrane patch and Rui Kang® hard brain (spinal) membrane patch using polylactic acid and additive manufacturing technology [5][7]. - Rui Mo® is noted as the first successfully industrialized bio-additive manufactured artificial hard brain (spinal) membrane in China, recognized in the Ministry of Science and Technology's 2018 list of innovative medical device products [7]. Group 3: Product Advantages - The brain membrane product series has undergone over ten years of clinical testing, establishing itself as a trusted choice in neurosurgery due to its technological biomimicry, safety, and advanced manufacturing processes [9]. - The products support both suturing and adhesive application methods, enhancing surgical efficiency and adaptability to different clinical scenarios [10]. - The use of non-animal-derived materials minimizes virus risks, and the products are designed to degrade in line with tissue repair, reducing the risk of long-term complications [12]. Group 4: Competitive Bidding Advantages - In the upcoming procurement, Maipu's brain membrane products demonstrate significant bidding advantages, including dual certification for both Rui Mo® and Rui Kang®, ensuring reliability and stability compared to competitors with single certifications [14]. - The product range covers various sizes and price points, accommodating different clinical needs and cost control objectives, from small area to large area applications [17]. - The procurement process for the Beijing-Tianjin-Hebei "3+N" alliance has begun, with Maipu's products entering a critical market validation phase [16].

Core Viewpoint - The article discusses the recent results of the "3+N" alliance procurement project for hemostatic materials in the Beijing-Tianjin-Hebei region, highlighting the shift in medical device procurement policies towards higher value products and the opportunities for domestic companies with innovative technologies [1][3]. Group 1: Procurement Policy Changes - The volume-based procurement policy is significantly altering the landscape of the medical device market, particularly in the hemostatic materials sector, where there is a growing demand for efficient, safe, and user-friendly innovative products [2][3]. - The recent procurement project indicates a trend towards higher value products, moving away from a focus solely on low-cost consumables to include clinical value and innovation in the evaluation criteria [3][5]. Group 2: Successful Bids and Innovations - The successful bid of Maipu Medical's Ji Su Ting® absorbable regenerated oxidized cellulose hemostatic product is attributed to its unique material properties and clinical applicability [6][9]. - The product is designed for various surgical procedures, demonstrating superior performance in promoting platelet aggregation and reducing surgical time and complication risks compared to traditional materials [8][9]. Group 3: Industry Trends and Future Outlook - The selection of Ji Su Ting® reflects the broader trend of domestic high-end hemostatic materials gaining traction in the market, as domestic companies enhance their R&D capabilities and clinical trial data [9][10]. - The volume-based procurement policy provides a pathway for innovative products to enter hospitals more rapidly, allowing for the accumulation of clinical usage data and feedback for further optimization [9][10]. - Maipu Medical plans to continue investing in R&D to optimize existing product performance and expand its product line to meet diverse clinical needs [9][10].

Group 1 - The core point of the news is that MaiPu Medical has experienced a decline in stock price, falling 1.98% to 73.76 yuan per share, with a total market value of 4.946 billion yuan and a cumulative drop of 5.94% over the last four days [1] - MaiPu Medical, established on September 2, 2008, specializes in developing high-performance implantable medical devices using advanced manufacturing technology and synthetic materials [1] - The company's main revenue sources include artificial dura mater (45.42%), craniofacial repair and fixation systems (28.17%), absorbable regenerated oxidized cellulose and dura mater medical glue (24.39%), and other supplementary products (2.03%) [1] Group 2 - According to data, Bosera Fund has one fund heavily invested in MaiPu Medical, specifically the Bosera Health Growth Biweekly Redeemable Mixed A Fund, which holds 135,500 shares, accounting for 2.29% of the fund's net value [2] - The fund has incurred a floating loss of approximately 201,900 yuan today and a total floating loss of 631,400 yuan during the four-day decline [2] - The Bosera Health Growth Biweekly Redeemable Mixed A Fund was established on June 17, 2020, with a current scale of 358 million yuan and has achieved a year-to-date return of 14.58% [2]

股份解除质押的公告 注 ： 1 、 以 上 解 除 质 押 股 份 的 质 押 情 况 详 见 公 司 于 巨 潮 资 讯 网 （www.cninfo.com.cn)披露的相关公告，分别为2024年8月8日披露的2024-052 号公告、2025 年 4 月 29 日披露的 2025-023 号公告; 2、公司目前总股本为 67,049,620 股（含回购股份）； 3、本公告若出现合计数比例与各分项比例之和尾数不符的情况，均是四舍 五入造成。 证券代码：301033 证券简称：迈普医学 公告编号：2026-003 广州迈普再生医学科技股份有限公司 关于公司实际控制人、控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东股份解除质押基本情况 广州迈普再生医学科技股份有限公司（以下简称"公司"）近日 接到公司实际控制人、控股股东袁玉宇先生的函告，获悉其所持有的 公司部分股份办理了解除质押登记手续，具体情况如下： 股东名称 是否为控股 股东或第一 大股东及其 一致行为人 本次解除 质押数量 （股） 占其所 持股份 比例（%） 占公 ...

Group 1 - The core viewpoint of the article is that MaiPu Medical (301033) is committed to continuously monitoring the technological development directions of emerging and future industries [1] Group 2 - The company engages with investors through interactive platforms to address inquiries and provide updates on its strategic focus [1]

Market Sentiment - The current market sentiment score is 82, indicating an "overheated" market condition, which suggests a high level of investor optimism [5][7][21]. Hot Themes Tracking - **Robotics Theme**: The establishment of a national standard organization for humanoid robots and embodied intelligence marks a transition from "technical exploration" to "industrial collaboration" and "scale deployment," which is expected to accelerate technology implementation and ecosystem formation. Related stocks include Sanhua Intelligent Control (002050) and Wolong Electric Drive (600580) [5]. - **Banking Theme**: Bank stocks exhibit high dividend characteristics, with the CSI Bank Index yielding 6.02%, significantly higher than the 10-year government bond yield. In a slowing economy with increased market volatility, bank stocks become important investment targets for long-term funds such as insurance and social security. Related stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [5]. - **Brain-Computer Interface Theme**: Neuralink plans to begin large-scale production of brain-computer interface devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process. The global brain-computer interface market is projected to reach $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034. Related stocks include Aipeng Medical (300753) and Maipu Medical (301033) [5]. Capital Flow Analysis - The top ten stocks with the highest net inflow include Aerospace Science and Technology (000901.SZ) with a net inflow of 909.93 million, and Hailanxin (300065.SZ) with 887.38 million [8]. - The top ten stocks with the highest net outflow include Zhongji Xuchuang (300308.SZ) with a net outflow of 322.72 million, and Lixun Precision (002475.SZ) with 219.50 million [13]. - The top ten industries with the highest net inflow include Defense and Military (SW) and Computer (SW), while the industries with the highest net outflow include Electronics (SW) and Non-bank Financials (SW) [16][22].

广州迈普再生医学科技股份有限公司（以下简称"上市公司"、 "公司"）拟通过发行股份及支付现金的方式购买广州泽新医疗科技 有限公司、广州易创享投资合伙企业（有限合伙）等 10 名交易对方 合计持有的广州易介医疗科技有限公司（以下简称"标的公司"、"易 介医疗"）100%股权并募集配套资金（以下简称"本次交易"）。 公司于 2025 年 11 月 26 日收到深圳证券交易所下发的《关于广 州迈普再生医学科技股份有限公司发行股份及支付现金购买资产并 募集配套资金申请的审核问询函》（审核函〔2025〕030018 号）（以 下简称《审核问询函》）。在收到《审核问询函》后，公司立即会同 中介机构进行了认真研究和落实，按照《审核问询函》的要求对所涉 及的事项进行了资料补充和问题回复，并于 2025 年 12 月 25 日披露 了相关回复文件。 根据深圳证券交易所的进一步审核意见，公司需对《审核问询函》 延期回复公告 延期回复公告 证券代码：301033 证券简称：迈普医学 公告编号：2026-001 广州迈普再生医学科技股份有限公司 关于延期回复《关于广州迈普再生医学科技股份有限公司 发行股份及支付现金购买资产并募集配套 ...

股份质押的公告 证券代码：301033 证券简称：迈普医学 公告编号：2026-002 广州迈普再生医学科技股份有限公司 关于公司实际控制人、控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东股份质押基本情况 广州迈普再生医学科技股份有限公司（以下简称"公司"）近日 接到公司实际控制人、控股股东袁玉宇先生的函告，获悉其所持有的 公司部分股份办理了质押登记手续，具体情况如下： 注：1、上述质押股份不负担重大资产重组等业绩补偿义务； 2、本公告中的无限售条件流通股包括高管锁定股，不存在股份 冻结情形，下同； 3、公司目前总股本为 67,049,620 股（含回购股份）。 （二）实际控制人、控股股东股份累计质押情况 （一）股东股份质押基本情况 股东名 称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押数量 （股） 占其所 持股份 比例 （%） 占公司 总股本 比例 （%） 是否 为限 售股 是否 为补 充质 押 质押 起始 日 质押到期 日期 质权人 质押 用途 袁玉宇 是 1,550, 000 13.99 2.31 ...

Core Viewpoint - The financing balance of the ChiNext market has increased, with significant growth in several stocks, indicating a positive sentiment among investors [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 560.494 billion yuan, an increase of 5.252 billion yuan compared to the previous period [1]. - The total margin balance for ChiNext stocks reached 562.430 billion yuan, with a day-on-day increase of 5.287 billion yuan [1]. - Among the 540 stocks with increased financing balances, 55 stocks saw an increase of over 10% [1]. Notable Stocks with Increased Financing Balances - Suwen Electric (300982) had the highest increase in financing balance at 43.25%, reaching 178.165 million yuan, with a stock price increase of 11.45% [3]. - Other notable stocks include Huablu Group (301027) with a 41.78% increase and Maipu Medical (301033) with a 34.42% increase [3]. - The average increase for stocks with over 10% growth was 3.43%, with 37 stocks rising, including Su Da Weige (300331) which increased by 20% [1][3]. Stocks with Decreased Financing Balances - A total of 409 stocks experienced a decrease in financing balance, with 10 stocks seeing a decline of over 10% [4]. - The largest decrease was observed in Zhi Te New Materials (300986), with a drop of 16.77% to 30.245 million yuan [4]. - Other significant declines were noted in Maiwei Co. (300751) and Rongqi Technology (301360), with decreases of 14.53% and 13.99% respectively [4][5]. Capital Flow Insights - On January 6, 30 stocks with increased financing balances saw net inflows of main funds, with Su Da Weige leading at 399 million yuan [2]. - Conversely, 25 stocks experienced net outflows, with Dao Shi Technology (301033) seeing the largest outflow of 534 million yuan [2].