报 名 方 法 ： 扫 描 二 维 码 o r 复 制 链 接 到 浏 览 器 o r 点 击 文 末 阅 读 原 文 填 写 https://docs.qq.com/form/page/DY2hzTWxhWWtTeXpt 招商通知： 2025年9月4-5日，第三届全球手术机器人大会 本 场 线 下 活 动 主 要 是 读 者 交 流 。 （ 列 的 话 题 是 赵 清 随 时 都 可 以 讲 的 ， 讨 论 其 他 内 容 也 行 ） （ 难 得 在 深 圳 搞 活 动 ， 请 大 家 积 极 报 名 ~ ） 分 享 嘉 宾 ： 赵 清 思 宇 M e d Te c h 创 始 人 兼 主 编 话 题 一 ： 《 手 术 机 器 人 2 0 2 5 年 上 半 年 市 场 数 据 回 顾 》 话 题 二 ： 《 医 疗 器 械 公 司 微 信 公 众 号 运 营 实 战 技 能 》 以 上 内 容 为 交 流 可 能 方 向 ， 请 参 会 者 带 着 问 题 来 ， 会 更 有 收 获 ~ 活 动 日 期 ： 2 0 2 5 年 7 月 2 4 日 星 期 四 上 午 9 : 3 0 开 始 活 动 地 ...

招商通知： 2025年9月4-5日，第三届全球手术机器人大会 本 场 线 下 活 动 分 三 部 分 ： 一 是 医 疗 器 械 数 据 ； 二 是 医 疗 器 械 公 司 微 信 公 众 号 运 营 ； 三 是 自 由 交 流 （ 话 题 不 限 ， 行 业 朋 友 们 互 相 认 识 一 下 ； 思 宇 M e d Te c h 难 得 在 广 州 搞 活 动 ， 请 大 家 积 极 报 名 ~ ） 话 题 一 ： 《 如 何 用 数 据 手 段 洞 察 医 疗 器 械 市 场 趋 势 》 分享嘉宾：许佳锐 新型生物材料与高端医疗器械广东研究院 数据中心主任 话 题 二 ： 《 医 疗 器 械 公 司 微 信 公 众 号 运 营 实 战 技 能 》 分 享 嘉 宾 ： 赵 清 思 宇 M e d Te c h 创 始 人 兼 主 编 1 4 : 0 0 （ 可 选 ） 参 观 检 验 中 心 和 动 物 中 心 医疗器械行业，有哪些市场/销量数据，如何查询？ 医疗器械数据，怎么使用？ 如何判断医疗器械市场趋势？ 医疗器械公司，做不做公众号，怎么做，写哪些类型的文章？ 常见的医疗器械公司新闻稿怎么写？如何满 ...

Core Insights - The medical robotics industry has entered a complex phase by 2025, with evolving product forms, clearer clinical pathways, and a more rational capital environment [1] - The third Global Surgical Robotics Conference focuses on the systematic upgrade of intelligent surgical systems, ecosystem construction, and globalization strategies [1][2] - The conference serves as a platform for discussing not only leading devices but also how hospitals will be restructured by robotics [1] Event Details - The conference will take place from September 4 to 6, 2025, in Beijing, China [2] - The theme of the conference is "MedRobot Next: The Next Stop for Technological Future" [2] Key Topics - The agenda includes discussions on the core architecture trends of next-generation surgical robots [3] - The event will feature the launch of the "Global Surgical Robotics Industry Report 2025" and an annual industry awards ceremony [4] Industry Focus Areas - Commercialization and hospital system implementation [5] - Global strategies and pathways for international expansion [6] - Integration of engineering and medical fields for technology transfer [7] - Supply chain and intelligent ecosystem frameworks [8] Technological Advancements - AI and surgical robots will be discussed regarding enhancing autonomy and system collaboration efficiency [9] - The challenges of integrating surgical robots with hospital systems will be addressed [9] - The conference will explore the commercialization pathways of surgical robots, comparing global markets and extracting experiences [9] Market Insights - The event will analyze hospital procurement decision-making processes, shifting from equipment to system evaluations [9] - It will also cover the real-world data (RWD) utilization for registration and optimization [9] - The evolution logic of surgical robots across various specialties such as neurosurgery, urology, orthopedics, thoracic surgery, and ophthalmology will be examined [9] Collaboration and Standards - The conference will discuss the need for international cooperation and new paradigms in OEM and joint promotion [9] - It will highlight the importance of building a complete closed-loop medical robotics industry chain [9] - The necessity for standardization in technology from product integration to industry consensus will be emphasized [9]

招商通知： 2025年9月4-5日，第三届全球手术机器人大会 2025年7月17日， 第二届全球医疗科技大会 （Global MedTech Conference 2025）在北京市中关村展示中 心正式召开。大会现场，思宇MedTech创始人赵清正式发布了 《医疗器械BD白皮书》 。 前几天的预告发出后，不少读者留言表示期待。目前，白皮书全文已开放下载，具体获取方式见文末。欢迎查 阅、收藏，也欢迎转发给需要的朋友~ 写在前面｜产品之外，还有一场交易 在医疗器械行业，很多企业都遇到过这样的困境： 实际上， 医疗器械行业，靠 单一 产品成功的是少数，靠 " 交易 " 做大才 是常态。 所谓 BD（Business Development），在医疗器械行业并不只是一个岗位、一次"招商"。它是一整套关于资 源重组、结构设计与合作博弈的能力系统。它决定了：你能不能被别人看懂、愿意合作、形成协同。 本白皮书 探讨医疗器械 BD， 试图 把 " 中国医疗器械企业，怎么才能走得更快、更远？ " 拆解成几个关键 场景： 这 是 给还在实操、正在探索、渴望成长的医疗器械企业写的实用手册。 BD不是锦上添花，而是结构性优势的体现。 ...

Core Viewpoint - MicroPort Medical plans to merge its CRM business with MicroPort CardioTech to create a comprehensive cardiac product platform, enhancing its market presence and product offerings [1][6]. Group 1: Background of the Restructuring - MicroPort Medical is a leading medical device group with a diverse portfolio including cardiovascular intervention, orthopedic devices, CRM, and surgical robots [4]. - The CRM business focuses on developing, manufacturing, and selling products for diagnosing and managing arrhythmias and heart failure, including pacemakers and defibrillators [4]. Group 2: Reasons for the Restructuring - Establishing a cardiac product platform: The merger aims to create a strong platform offering a complete range of cardiac products from CRM devices to structural heart disease solutions [6]. - Sharing international marketing and sales channels: The merger will enable better resource sharing and collaboration in global markets, enhancing market influence [8]. - Expanding business scale and growth potential: The merger is expected to create synergies that will increase business scale, revenue, and cash flow [8]. - Enhancing capital market recognition: The diversified product platform is anticipated to improve international market recognition of the combined business's value and growth potential [8]. Group 3: Company Overview - MicroPort Medical, established in 1998 and headquartered in Shanghai, is a global high-end medical device group focused on innovative medical device development and sales [10]. - The company’s products are used in over 20,000 hospitals across more than 100 countries, with overseas revenue increasing from 15% in 2020 to 28% in 2023 [10]. - The company holds over 6,000 global patents, including more than 1,500 PCT international patents [10]. Group 4: Financial Data - In 2024, the company achieved revenue of $1.031 billion, a year-on-year increase of 9.6%, driven by strong growth in its proprietary products [11]. - The net loss for 2024 was $269 million, a significant reduction of 58.6% compared to the previous year, with EBITDA turning positive [11]. - The CRM business accounted for 21.4% of the company's revenue in 2024 [11].

Core Viewpoint - The 2025 Global MedTech Top 100 (GMT100) list highlights the dominance of major players in the medical technology industry while showcasing the rise of Chinese and Asia-Pacific companies in the global market [3][4][5]. Global Overview - The top 10 companies continue to dominate the market, with Medtronic leading at a revenue of 239.45 billion RMB for 2024. The total revenue of the top 10 exceeds 1.6 trillion RMB, accounting for over 60% of the total revenue of the list [5][14]. - The list reflects a "pyramid" structure in the medical technology industry, where smaller companies focus on niche markets but show significant innovation and growth potential [10][11]. Regional Distribution - North American companies hold a significant share of the list, with the top 10 generating over 16 trillion RMB in revenue. Asian companies, particularly from China, are increasingly making their presence felt [11][14]. - Chinese companies have shown remarkable performance, with 12 firms making it to the top 100, collectively generating over 200 billion RMB in revenue for 2024, marking a further increase from the previous year [4][14]. Industry Concentration and Future Outlook - The medical technology industry exhibits a "Matthew Effect," where the top 10 companies control over 60% of the market share, while emerging companies challenge traditional players with innovative technologies [13][14]. - The future of the industry is expected to witness significant technological changes and market reshuffling, with the GMT100 serving as a record of these developments [13][14].

Core Viewpoint - The article highlights the recent funding activities of Kangai Medical, a leading provider of intelligent nutritional diagnosis and treatment solutions in China, and its commitment to enhancing nutritional support for patients, particularly in oncology [1][3]. Company Overview - Kangai Medical was established in 2011 and is headquartered in Huai'an, Jiangsu Province. The company focuses on providing comprehensive intelligent nutritional diagnosis solutions for medical institutions, with core products including intelligent screening systems, clinical nutritional testing devices, and a series of nutritional products [3]. - The mission of Kangai Medical is to improve the nutritional status of 160 million patients and accelerate their recovery [3]. Product and Technology - Kangai Medical's core products and technologies have significant advantages. The intelligent screening system enhances the efficiency of nutritional risk screening for patients, utilizing artificial intelligence software, automated devices, and standardized processes to simplify the nutritional diagnosis process, significantly improving screening accuracy and personalized treatment [4]. - The company has also launched the first clinical nutritional testing device in China, further enhancing its intelligent nutritional diagnosis solutions. These products and technologies have broad application prospects in the clinical nutrition field, effectively improving the nutritional diagnosis level of medical institutions and providing more precise and personalized nutritional support for patients [6]. Funding and Development Milestones - In July 2025, Kangai Medical completed a follow-on financing round of several million yuan, led by the state-owned fund of Huai'an, Jiangsu Province. The funds will primarily be used to accelerate the promotion and application of intelligent nutritional diagnosis solutions and deepen the layout in specialized medical food fields [1]. - The company has achieved several significant milestones, including the installation of nearly 200 devices in top hospitals across China and participation in multi-center clinical research [3][8].

Core Viewpoint - The company expects a decline in revenue and net profit for the first half of 2025, primarily due to market environment changes and product price adjustments [2][3]. Performance Changes - The decline in performance is attributed to changes in the market environment in the second half of 2024 and adjustments in product pricing [3]. - Despite the challenges, innovative products such as Castor® and Minos® continue to show growth in hospital admissions and terminal implant volumes, although pricing and promotional strategy adjustments have impacted sales growth and profits [3]. New Product and R&D Progress - The company has made significant progress in new product development and market expansion, launching the next-generation Cratos® and receiving approval for the Tipspear® kit [5]. - Hector® has entered the special review process for innovative medical devices, marking the ninth product to enter the "green channel" for approval [5]. - The core product Castor® has received the 25th China Patent Gold Award for its patented technology [5]. Company Overview - Shanghai MicroPort CardioFlow Medtech Co., Ltd. was established in 2012 and focuses on the research, production, and sales of interventional medical devices for aortic, peripheral vascular, and tumor treatments [6]. - The company has a rich product line in the aortic and peripheral vascular interventional medical device field, including aortic stent systems and intraoperative stent systems [6][7]. - As of March 2025, the company's products are used in over 2,700 hospitals across China and have expanded to over 40 countries and regions [7].

Core Viewpoint - Synthetic biology is poised to reshape the world through innovations such as novel antibody drugs, mRNA vaccines, and DNA data storage, with DNA synthesis as the foundational technology [1] Industry Status: Supply and Demand "Time Lag" - The high-throughput DNA synthesis sector in China is experiencing a "time lag" between supply and demand, with various applications yet to fully materialize [4] Challenges and Opportunities on the Marathon Track - Increased capital influx has led to intense competition focused on capacity and pricing, hindering the establishment of true technological barriers and sustainable business models [5] - The company aims to be a "marathon runner" in the industry, focusing on long-term value creation and resilience through economic cycles [5] Performance Priority and Cost Optimization - The company prioritizes performance as the cornerstone of technological value, ensuring high-quality synthesis before pursuing cost reductions through innovation and process optimization [6] Robust Operational System: Building a Value-Driven Moat - Long-term development is rooted in core value and robust operational capabilities, with a focus on customer value and a resilient operational system [7] - The company controls the entire supply chain from raw materials to delivery, enhancing risk resistance and ensuring stable delivery [7] Supply Side: Industry Outlook Attracting Capital - The high-throughput DNA synthesis market has seen over twelve companies emerge, with intense price competition and rapid cost declines [8] - The market capacity is projected to be between 100-150 million RMB by 2025, with potential demand growth offset by rapid price declines [8] Core Technology Deep Self-Research - The company has developed a high-throughput synthesis platform from scratch, continuously optimizing key processes to ensure quality while optimizing costs [9] Ignite 3.0: Reducing Burden and Accelerating Innovation - The company has launched the Ignite 3.0 platform, designed to address core industry pain points and enhance the development of synthetic biology [10] - Ignite 3.0 integrates high throughput, quality, and short cycles, supporting oligo pools of varying sizes and achieving a low error rate of below 0.2% [11] Performance Data Evidence - The platform can synthesize 680,000 independent points in a single run, with a synthesis length of up to 200nt and a coverage rate exceeding 99.9% [12] - The uniformity of the synthesized products is demonstrated with a 95/5 percentile ratio of 1.82, ensuring equal sampling in downstream screening [14] Future Prospects: Open Experience - Ignite 3.0 is not just a synthesizer but a validated "full-process solution," with high-quality oligo pools already showing strong competitiveness in various fields [19] - The company invites research users to apply for testing the Ignite 3.0 platform, aiming to expand into high-throughput gene construction [19]

Core Viewpoint - The company, Dabo Medical (stock code: 002901), anticipates a significant increase in net profit for the first half of 2025, projecting a growth of approximately 66.37% to 80.84% compared to the same period last year, driven by product line expansion and innovation [1][3]. Financial Performance - The estimated net profit attributable to shareholders is expected to be between 230 million to 250 million yuan, compared to 138.24 million yuan in the same period last year, reflecting a growth of 66.37% to 80.84% [2]. - The net profit after deducting non-recurring gains and losses is projected to be between 210 million to 230 million yuan, up from 121.93 million yuan last year, indicating a year-on-year increase of 72.23% to 88.63% [2]. - Basic earnings per share are expected to be between 0.5657 yuan and 0.6148 yuan, compared to 0.3339 yuan in the previous year [2]. Reasons for Performance Growth - The primary reason for the performance growth is the transition of various product lines into a new growth phase following the centralized procurement of medical consumables. The company is also focusing on product innovation, technical services, and international development strategies to ensure stable and healthy business growth [3]. Company Overview - Dabo Medical Technology Co., Ltd. was established in 2004 and is headquartered in Xiamen, Fujian Province. It specializes in the research, production, and sales of high-value medical consumables, particularly in orthopedics, neurosurgery, and minimally invasive surgery [4]. - The company was listed on the Shenzhen Stock Exchange in 2017 and has products certified by FDA, CE, ISO13485, and GMP [4]. - Dabo Medical's main business includes the production, research, and sales of medical high-value consumables, with key products such as orthopedic trauma implants, spinal implants, and joint implants [4][6][9]. Product Line and Market Presence - The company has a diverse product line with 158 product registration certificates or filing credentials, covering approximately 15,400 specifications of various consumables, making it one of the few companies in the industry with a complete product line for orthopedic implants [8]. - Dabo Medical's products are distributed across more than 30 provinces and cities in China, collaborating with over 3,000 hospitals and more than 500 commercial companies. Internationally, its products are exported to the United States, the European Union, Southeast Asia, the Middle East, and South Africa [8].