股份解除质押的公告 证券代码：301033 证券简称：迈普医学 公告编号：2024-070 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 注：公司目前总股本为 66,519,431 股（含回购股份）。 （二）股东股份累计质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况 如下： （一）股东股份解除质押基本情况 股东名称 是否为控股 股东或第一 大股东及其 一致行为人 本次解除 质押数量 （股） 占其所 持股份 比例（%） 占公司 总股本 比例（%） 质押起 始日 质押到期 日期 质权人 袁玉宇 是 3,710,000 33.76 5.58 2023-12 -14 2024-12- 11 杭州捷合企业管 理合伙企业（有 限合伙） 股份解除质押的公告 | | | | | 本次解 | | | 已质押股份情况 | | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次解 | 除质押 | 占其 | 占公 | | | | | | | 持股 ...

预披露公告 证券代码：301033 证券简称：迈普医学 公告编号：2024-069 广州迈普再生医学科技股份有限公司 关于公司持股 5%以上股东减持股份的预披露公告 公司持股 5%以上的股东深圳市凯盈科技有限公司、唐莹女士保证向本公司 提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、截至本公告披露日，广州迈普再生医学科技股份有限公司（以下简称"公 司"）持股 5%以上的股东深圳市凯盈科技有限公司（以下简称"深圳凯盈"） 持有公司股份 4,246,049 股，占公司总股本的 6.3832%（占剔除公司回购专用账 户股份数量后总股本的 6.4172%）。 2、深圳凯盈因自身经营需要，计划通过集中竞价交易方式减持公司股份不 超过 197,000 股，占公司总股本的 0.2962%（占剔除公司回购专用账户股份数量 后总股本的 0.2977%），减持期间为自本公告披露之日起 15 个交易日后的 3 个 月内进行。 3、截至本公告披露日，公司持股 5%以上的股东唐莹女士及其一致行动人叶 涛先生合计持有公司股份 3,5 ...

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 股份质押的公告 证券代码：301033 证券简称：迈普医学 公告编号：2024-068 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、本公告若出现合计数比例与各分项比例之和尾数不符的情况， 均因四舍五入原因造成。 （三）控股股东或第一大股东及其一致行动人股份质押情况 2、本报表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 66,519,431 股（含回购股份）。 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 ...

过户完成的公告 证券代码：301033 证券简称：迈普医学 公告编号：2024-067 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、控股股东的一致行动人 协议转让过户完成的公告 | 股东名称 | 本次转让前 持股数量 持股比 | | 本次转让后 | | | | --- | --- | --- | --- | --- | --- | | | | 占剔除公司回购 | 持股数量 | 持股比 | 占剔除公司回购 | | | | 专用账户股份后 | | | 专用账户股份后 | | | (股) 例（%） | 总股本比例（%） | (股) | 例（%） | 总股本比例（%） | | 霍尔果斯纳普生企 | | | | | | | 业 管 理 合 伙 企 业 | 2,600,000 3.91 | 3.93 | 0 | 0 | 0 | | （有限合伙） | | | | | | | 霍尔果斯纳同企业 | | | | | | | 管理合伙企业（有 | 1,200,000 1.80 | 1.81 | 0 | 0 | 0 | | 限合伙） | | | | | | | 北京风炎瑞盈 3 号 | 0 0 | 0 | 3,800,0 ...

更换保荐代表人的公告 证券代码：301033 证券简称：迈普医学 公告编号：2024-066 广州迈普再生医学科技股份有限公司 关于更换保荐代表人的公告 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。 广州迈普再生医学科技股份有限公司（以下简称"公司"）于 2024 年 11 月 13 日收到华泰联合证券有限责任公司（以下简称"华泰联 合"）出具的《关于更换广州迈普再生医学科技股份有限公司首次公 开发行股票并在创业板上市持续督导保荐代表人的函》。 华泰联合作为公司首次公开发行股票并在创业板上市项目的保 荐机构，原指定刘恺先生、张冠峰先生担任该项目的保荐代表人负责 其保荐工作。现因刘恺先生工作变动从华泰联合证券有限责任公司离 职，不能继续担任持续督导期的保荐工作。为保证持续督导工作的有 序进行，华泰联合现委派胡轶聪先生（简历附后）接替刘恺先生担任 公司的保荐代表人，履行后续的持续督导职责。 公司董事会对刘恺先生在担任公司保荐代表人期间所作出的贡 更换保荐代表人的公告 献表示衷心的感谢！ 特此公告。 广州迈普再生医学科技股份有限公司 董事会 2024 年 11 月 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 20% relative to the market benchmark within the next six months [4][17]. Core Insights - The company reported a revenue of 68.89 million in Q3 2024, a year-on-year increase of 14.7%, and a net profit of 20.41 million, reflecting a 50.8% increase year-on-year. For the first three quarters of 2024, revenue reached 190 million, up 31.0% year-on-year, with net profit at 52.8 million, more than doubling from the previous year [1]. - The execution of centralized procurement has led to an increase in market share and a continued growth trend in revenue and profit, demonstrating the company's ability to benefit from price-volume trade-offs [1]. - New products, including absorbable regenerated oxidized cellulose and hard meningeal medical adhesives, generated over 20 million in sales, marking a nearly 90% increase year-on-year, indicating a strong growth trajectory for new offerings [2]. Summary by Sections Financial Performance - In Q3 2024, the company achieved a revenue of 68.89 million, with a net profit of 20.41 million, and for the first three quarters, revenue was 190 million, with a net profit of 52.8 million, both showing significant year-on-year growth [1]. - The sales expense ratio decreased to 15.3% in Q3 2024, indicating improved cost efficiency [1]. Revenue and Profit Forecast - Revenue projections for 2024-2026 are estimated at 290 million, 388 million, and 513 million, representing year-on-year growth rates of 26%, 34%, and 32% respectively. Net profit estimates for the same period are adjusted to 71 million, 101 million, and 140 million [4][15]. Product Development and Market Strategy - The company is actively expanding its product lines and enhancing its existing technology platforms, with a focus on new departments and indications, which is expected to sustain growth [2]. - The report highlights the importance of ongoing product research and development to maintain competitive advantages and explore new market opportunities [2].

Investment Rating - The report maintains a "Buy" rating for the company [5][12]. Core Insights - The company achieved a revenue of 191 million yuan in the first three quarters of 2024, representing a year-on-year increase of 30.98%. The net profit attributable to the parent company reached 53 million yuan, up 107.68% year-on-year [1]. - The company is the only domestic enterprise in the neurosurgery field with a comprehensive range of implantable medical device products, including artificial dura mater patches and absorbable regenerated oxidized cellulose [1]. - New products, including absorbable regenerated oxidized cellulose and dura mater medical glue, have seen rapid sales growth, generating over 20 million yuan in revenue, nearly a 90% increase compared to the same period last year [1]. - The company has optimized its expense management, leading to an improved net profit margin of 27.65%, an increase of 10.21 percentage points year-on-year [1]. - The marketing network has expanded significantly, with partnerships established with nearly 800 distributors and product availability in over 1,700 hospitals domestically [1]. Financial Projections - The company is expected to see net profits of 67 million yuan, 92 million yuan, and 125 million yuan for the years 2024, 2025, and 2026, respectively, with year-on-year growth rates of 64.7%, 36.9%, and 35.3% [2]. - Revenue projections for the company are 291 million yuan in 2024, 380 million yuan in 2025, and 496 million yuan in 2026, with growth rates of 26.1%, 30.5%, and 30.6% respectively [4].

Investment Rating - The report maintains a "Recommended" rating for the company, with a target price of 61 yuan compared to the current price of 53.63 yuan [2][3]. Core Insights - The company's profit exceeded expectations, with rapid growth in new products contributing to revenue increases [2]. - Revenue for Q3 2024 showed a year-on-year growth of 14.70%, driven by enhanced marketing efforts and increased sales volume [2]. - The company has successfully broken the import monopoly with its absorbable hemostatic products, which are expected to expand in market capacity [2]. - The gross margin slightly decreased to 77.09%, attributed to the impact of centralized procurement, but overall profitability improved due to cost optimization [2]. - The company is expanding its product line and has become a leader in the domestic neurosurgery field with a comprehensive range of implantable medical devices [2]. Financial Summary - For Q1-3 2024, the company reported operating revenue of 1.91 billion yuan, a year-on-year increase of 30.98%, and a net profit attributable to shareholders of 0.20 billion yuan, up 108.37% [2]. - The projected operating revenue for 2024 is 290 million yuan, with a year-on-year growth rate of 18.2% [3]. - The net profit attributable to shareholders is expected to reach 70 million yuan in 2024, reflecting a growth rate of 13.9% [3]. - The company’s earnings per share (EPS) is projected to increase from 0.61 yuan in 2023 to 1.05 yuan in 2024, and further to 2.13 yuan by 2026 [3].

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a significant year-on-year revenue growth of 30.98% to 191 million yuan and a net profit growth of 107.68% to 53 million yuan in the third quarter of 2024, exceeding expectations [1] - The company has successfully won bids for its products in various provincial alliances, enhancing its market share and penetration [1] - The company is focusing on the neurosurgery field and has received EU MDR certification for several products, which is expected to boost its overseas revenue [1] Financial Performance Summary - For the third quarter of 2024, the company achieved a revenue of 69 million yuan, a 14.70% increase, and a net profit of 20 million yuan, a 50.83% increase [1] - The company’s revenue is projected to grow from 231 million yuan in 2023 to 510 million yuan in 2026, with year-on-year growth rates of 18.2%, 37.6%, 29.8%, and 23.8% respectively [2][5] - The net profit attributable to the parent company is expected to increase from 41 million yuan in 2023 to 137 million yuan in 2026, with corresponding growth rates of 13.9%, 63.9%, 45.2%, and 41.0% [2][5] Profitability and Valuation Metrics - The gross margin is projected to decline from 82.0% in 2023 to 73.6% in 2026, while the return on equity (ROE) is expected to rise from 6.4% to 14.4% over the same period [2][5] - The earnings per share (EPS) is forecasted to increase from 0.62 yuan in 2023 to 2.08 yuan in 2026, with a price-to-earnings (P/E) ratio decreasing from 70.23 to 22.74 [2][5] Cash Flow and Investment Activities - The operating cash flow is expected to grow from 108 million yuan in 2024 to 213 million yuan in 2026 [3] - The company is projected to have a net cash increase of 68 million yuan by 2026, indicating a positive cash flow trend [3]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 50.58 CNY [4][3]. Core Views - The company has demonstrated sustained high growth in profits, with a projected net profit growth of 59.35% for 2024, 56.71% for 2025, and 29.72% for 2026 [3][6]. - The revenue for the first three quarters of 2024 reached 190 million CNY, a 31.0% increase year-on-year, driven by enhanced marketing efforts and increased sales volume [1][2]. - The company is actively expanding its marketing network, establishing partnerships with nearly 800 domestic and international distributors, and its products are now available in over 1,700 hospitals across China and nearly 90 countries [2][3]. Summary by Sections Financial Performance - For Q3 2024, the company reported revenue of 68.89 million CNY, a 14.7% increase, and a net profit of 20.41 million CNY, up 50.8% [1]. - The first half of 2024 saw a revenue of 96.64 million CNY domestically, a 47.53% increase, while international sales reached 25.41 million CNY, a 25.71% increase [2]. Product Segmentation - The primary revenue sources are artificial dura mater (spinal) patches and craniofacial repair and fixation systems, accounting for 56.6% and 29.1% of total revenue in H1 2024, respectively [2]. - The company has introduced new products, including absorbable regenerated oxidized cellulose, which has seen significant clinical use, and a dura mater medical adhesive that addresses existing product limitations [2]. Market Expansion - The company is participating in centralized procurement and expanding its international presence, with notable growth in overseas sales [2][3]. - The sales revenue from absorbable regenerated oxidized cellulose and dura mater medical adhesive reached 14.21 million CNY in H1 2024, representing a 145.0% increase and accounting for 11.6% of total revenue [2].