ZHBIO(300653)

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趋势研判!2025年中国硬脑(脊)膜补片行业产业链图谱、行业现状、重点企业及未来前景分析:硬脑(脊)膜补片应用需求持续增加,市场规模恢复增长[图]
Chan Ye Xin Xi Wang· 2025-07-04 01:08
内容概要:硬脑(脊)膜补片是指用于硬脑膜和/或硬脊膜缺损暂时或永久性修补的片状材料类产品。 近几年来,随着人口老龄化程度的加深、脑血管疾病发病率的攀升、国民疾病认知水平提升,我国颅脑 肿瘤、颅脑创伤、脑出血等脑部疾病外科手术治疗选择率不断上升,带动硬脑(脊)膜补片应用需求持 续增加,行业规模再度进入增长通道。数据显示,2024年我国硬脑(脊)膜补片市场规模达到11.8亿 元,预计2029年将达到18.41亿元。 相关上市企业:冠昊生物(300238);正海生物(300653);迈普医学(301033);佰仁医疗 (688198)等 相关企业:天新福(北京)医疗器材股份有限公司;深圳市沃尔德外科医疗器械技术有限公司;苏州希 普生物科技有限公司;北京桀亚莱福生物技术有限责任公司;重庆润泽医药有限公司;江西光至金辉医 疗制品有限公司;上海白衣缘生物工程有限公司;陕西佰傲再生医学有限公司等 关键词:产业链;硬脑(脊)膜补片行业规模;竞争格局;重点企业;发展趋势 一、行业概况 硬脑(脊)膜介于颅骨和脑组织之间,具有保护大脑、防止脑脊液漏出的作用,硬脑(脊)膜损伤会导 致脑脊液持续性漏出,进而引发脑膜炎、颅内感染等问题, ...
正海生物(300653) - 关于使用闲置自有资金进行现金管理的进展公告
2025-06-30 08:06
现金管理进展公告 证券代码:300653 证券简称:正海生物 公告编号:2025-026 烟台正海生物科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 二、关联说明 公司与上述委托理财的受托方不存在关联关系,公司使用闲置自有资金进行 现金管理不涉及关联交易。 三、投资风险及风险控制措施 1、投资风险 1 现金管理进展公告 (1)主要受货币政策、财政政策、产业政策等宏观政策及相关法律法规政 策发生变化的影响,存有一定的系统性风险; 2025 年 4 月 12 日,公司召开第四届董事会第六次会议及第四届监事会第五 次会议审议通过了《关于使用闲置自有资金进行现金管理的议案》,同意公司使 用总额度不超过人民币 70,000 万元闲置自有资金进行现金管理。使用期限自公 司股东大会审议通过之日起 12 个月内。公司在 2025 年 5 月 6 日召开的 2024 年 年度股东大会审议通过了上述议案。本次购买理财产品的额度和期限均在审批范 围内,无需另行提交董事会、股东大会审议。 现将公司近期使用闲置自有资金进行现 ...
正海生物(300653) - 关于公司取得医疗器械注册证的公告
2025-06-25 08:16
关于公司取得医疗器械注册证的公告 证券代码:300653 证券简称:正海生物 公告编号:2025-025 三、风险提示 产品上市后实际销售情况取决于未来市场推广效果,目前无法准确预测上述 产品对公司未来业绩的影响,敬请投资者理性投资,注意风险。 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。 烟台正海生物科技股份有限公司(以下简称"公司")于近日取得由山东省 药品监督管理局下发的《中华人民共和国医疗器械注册证》,现将相关情况公告 如下: 一、该医疗器械的基本信息 | 产品名称 | 注册证编号 | 注册证有效期 | | | | 注册分类 | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | | 非吸收性外 | 鲁械注准 | 2025 年 18 | 6 | 月 | 日至 | 第二类医疗器械 | 用于人体组织的缝 | | 科缝线 | 20252020341 | 年 2030 6 | | 月 | 日 17 | | 合、结扎 | 二、对公司的影响 外科缝线主要用于人体组织的缝合、结扎。根据其生物降解的性能分 ...
正海生物(300653) - 关于取得医疗器械注册变更文件的公告
2025-06-18 08:20
关于取得医疗器械注册变更文件的公告 证券代码:300653 证券简称:正海生物 公告编号:2025-024 烟台正海生物科技股份有限公司 关于取得医疗器械注册变更文件的公告 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。 烟台正海生物科技股份有限公司(以下简称"公司")于近日取得由国家药 品监督管理局颁发的 1 项《医疗器械变更注册(备案)文件》,公司完成产品"活 性生物骨"的产品技术要求及规格型号相关内容的变更,现将相关情况公告如下: 变更内容: 1、增加产品的规格型号。 1 2、对产品技术要求相关内容进行变更。 烟台正海生物科技股份有限公司 一、该医疗器械的基本信息 产品名称 注册证编号 注册证有效期 注册分类 适用范围 活性生物骨 国械注准 20223131334 2022 年 10 月 8 日至 2027 年 10 月 7 日 以医疗器械 为主的药械 组合产品 用于填充由于创伤或手术造 成的、不影响骨结构稳定性 的骨缺损 上述变更文件与"国械注准 20223131334"注册证共同使用。 二、对公司的影响及风险提示 上述医疗器械注册证的变更符合公司发展 ...
正海生物收盘上涨2.21%,滚动市盈率31.02倍,总市值37.49亿元
Sou Hu Cai Jing· 2025-06-09 10:00
最新一期业绩显示,2025年一季报,公司实现营业收入9741.58万元,同比8.68%;净利润2662.67万 元,同比-34.06%,销售毛利率80.96%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)68正海生物31.0227.854.1037.49亿行业平均 50.6449.074.68109.10亿行业中值37.0537.632.5050.67亿1天益医疗-1817.92-3113.901.9423.17亿2澳华内 镜-726.69364.475.8276.58亿3诺唯赞-431.93-510.862.3792.43亿4爱朋医疗-431.66327.945.2035.42亿5博晖 创新-337.40535.413.6049.50亿6硕世生物-147.79-2159.571.3243.23亿7奥精医疗-142.33-208.621.8826.42亿 8睿昂基因-105.65-86.741.5013.67亿9康泰医学-87.85-74.223.1357.82亿10中红医疗-74.13-59.130.9451.52亿 11热景生物-67.89-78.225.01149.40亿 来源:金融界 6月 ...
正海生物收盘上涨2.10%,滚动市盈率29.71倍,总市值35.91亿元
Sou Hu Cai Jing· 2025-05-29 10:58
Group 1 - The core viewpoint of the articles highlights the performance and market position of Zhenghai Biological, noting its stock price increase and market capitalization [1] - As of May 29, Zhenghai Biological's closing price was 19.95 yuan, with a rolling PE ratio of 29.71 times and a total market value of 3.591 billion yuan [1] - The company ranks 67th in the medical device industry, which has an average PE ratio of 49.64 times and a median of 36.36 times [1] Group 2 - Zhenghai Biological's main business involves the research, production, and sales of bio-regenerative materials, including oral repair membranes and absorbable dura mater patches [1] - The company was recognized as one of the top 50 new material leading enterprises in Shandong Province for 2023 [1] - In the first quarter of 2025, the company reported revenue of 97.42 million yuan, a year-on-year increase of 8.68%, while net profit was 26.63 million yuan, a year-on-year decrease of 34.06%, with a gross profit margin of 80.96% [1]
正海生物(300653) - 2024年年度权益分派实施公告
2025-05-20 11:46
2024 年年度权益分派实施公告 证券代码:300653 证券简称:正海生物 公告编号:2025-023 烟台正海生物科技股份有限公司 2024 年年度权益分派实施公告 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。 特别提示: 1、烟台正海生物科技股份有限公司(以下简称"本公司"或"公司")回购 专用证券账户中的 2,360,050 股公司股份不参与本次权益分派。本次权益分派以 公司现有总股本 180,000,000 股剔除已回购股份 2,360,050 股后的 177,639,950 股 为基数,向全体股东每 10 股派发现金 4.60 元(含税),合计派发现金红利人民 币 81,714,377.00 元(含税)。 2、本次权益分派实施后除权除息价格计算时,按公司总股本折算每 10 股现 金红利=实际现金分红总额/总股本*10=81,714,377 元/180,000,000*10=4.539687 元(保留六位小数,最后一位直接截取,不四舍五入,并据此计算调整相关参数)。 本次权益分派实施后的除权除息价格=股权登记日收盘价-0.4539687 元/股。 ...
正海生物收盘上涨2.10%,滚动市盈率30.35倍,总市值36.68亿元
Sou Hu Cai Jing· 2025-05-20 09:44
Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhenghai Biological, which closed at 20.38 yuan, with a PE ratio of 30.35, marking a new low in 23 days, and a total market capitalization of 3.668 billion yuan [1] - Zhenghai Biological ranks 67th in the medical device industry, which has an average PE ratio of 49.51 and a median of 36.17 [1] - As of March 31, 2025, Zhenghai Biological had 16,966 shareholders, a decrease of 193 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - The main business of Zhenghai Biological involves the research, production, and sales of bio-regenerative materials, including oral repair membranes, absorbable dura mater patches, bone repair materials, and surgical sponges [1] - The company was recognized as one of the top 50 new material leading enterprises in Shandong Province for 2023, as announced by the Shandong Provincial Department of Industry and Information Technology [1] - In the latest quarterly report for Q1 2025, Zhenghai Biological reported revenue of 97.42 million yuan, a year-on-year increase of 8.68%, and a net profit of 26.63 million yuan, a year-on-year decrease of 34.06%, with a gross profit margin of 80.96% [1]
正海生物(300653) - 2025年5月15日投资者关系活动记录表
2025-05-15 10:52
Group 1: Financial Performance - The company's sales revenue in Q1 2025 showed positive growth driven by both existing and new products [4] - In Q1 2025, net profit continued to decline significantly, with sales expenses increasing compared to the same period last year [4] - The overall sales volume has been growing over the years, with a 9.21% growth expected in 2024 despite a severe slowdown in 2023 [5] Group 2: Market Challenges - The decline in revenue and profit in 2024 was influenced by multiple factors, including price optimization of oral products and market demand fluctuations [5] - The company faced challenges with the active biological bone product due to limited sales scale and market conditions [5] - The first quarter of 2025 recorded the lowest gross and net profit since the company went public, indicating a potential ongoing trend [5] Group 3: Product Development and Strategy - The company is focusing on enhancing market promotion for active biological bone products and implementing precise marketing strategies in the oral field [4] - There are plans to expand the indications for active biological bone and to conduct comparative experiments with autologous bone [6] - The company is actively working on the registration and market introduction of new products, including calcium-silicon biological ceramics [10] Group 4: Investor Relations and Future Outlook - The company is committed to improving sales volume and achieving sustainable development despite current challenges [5] - There is an ongoing effort to enhance brand recognition and market coverage for active biological bone products [8] - The company is planning to disclose its profit distribution plan and net profit targets for 2025 in future announcements [30]
正海生物(300653) - 2025年5月13日投资者关系活动记录表
2025-05-14 00:56
Group 1: Market Competition and Strategy - The oral industry is experiencing intensified competition, particularly in the private market, following a brief surge in demand for dental implants, which is now slowing down [4] - The company aims to maintain its competitive edge in the dental sector by implementing precise marketing strategies and enhancing collaboration with leading end-users [4] - The company is actively pursuing product upgrades to adapt to market changes [4] Group 2: Product Development and Sales - The second oral repair membrane will focus on applications for superficial soft tissue defects and gingival mucosa repair [4] - The market demand for the company's meninges products remains stable, with 24 provinces participating in bulk procurement, leading to a decrease in prices but an increase in sales volume [5] - The company plans to continue tracking the progress of bulk procurement projects and respond proactively [5] Group 3: Growth Drivers and Financial Outlook - The company will implement a "precision marketing" strategy to strengthen existing channels and core brands, aiming for revenue growth from existing products [6] - New product approvals, including the second-generation oral repair membrane and calcium silicate bio-ceramic bone repair materials, are expected to enhance the product matrix in the oral field [6] - Sales expense ratio is projected to increase in the second half of 2024 due to intensified marketing efforts, but is expected to return to a reasonable level in 2025 as sales revenue grows [6]