证券之星消息，12月15日，深港通医疗(港币)（983036）指数报收于4287.1点，跌0.23%，成交70.11亿 元，换手率0.72%。当日该指数成份股中，上涨的有18家，蓝帆医疗以10.0%的涨幅领涨，下跌的有36 家，一脉阳光以3.83%的跌幅领跌。 | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | hk02522 | 一脉阳光 | | 8.66 | -3.83% | 34.30 | 医药生物 | | hk00853 | 微创医疗 | -- | 9.10 | -3.38% | 174.00 | 医药生物 | | hk02252 | 微创机器人-B | -- | 18.63 | -2.84% | 192.11 | 医药生物 | | hk06826 | 吴海生物科技 | -- | 23.46 | -2.27% | 54.56 | 医药生物 | | sz300244 | 迪安诊断 | -- | 14.71 | -2.13% | 91.93 | 医药生物 | | sz ...

Core Insights - The article highlights the acceleration of business development (BD) activities in the medical device sector from September to November 2025, with a total of 58 transactions identified across various subfields, including cardiovascular, nuclear medicine, and AI-enabled devices [2][3][4]. Group 1: Mergers and Acquisitions - Mergers and acquisitions have become a prominent form of BD, with companies leveraging capital control and product integration for rapid market positioning [7][8]. - Notable acquisitions include HeartLink's $680 million all-stock acquisition of Micro-Invasive Cardiology, enhancing its structural heart disease and rhythm management capabilities [7]. - Hua'an Zhonghui's acquisition of Bangni Medical marks its entry into the absorbable suture market, indicating a shift in surgical instrument competition towards material innovation [7]. Group 2: Strategic Collaborations - Strategic partnerships have been formed during the China International Import Expo, with companies like Shanghai Pharmaceuticals collaborating with international giants such as Boston Scientific and Medtronic to enhance their supply chain and academic promotion systems [7][8]. - The collaboration between GuoYao Medical and BDI Medical aims to deepen market penetration in the biomedicine and medical device sectors, focusing on compliance and distribution channel construction [13]. Group 3: Cross-Border Cooperation - Cross-border transactions have become more active, with foreign companies establishing local R&D and production systems in China, while domestic firms are exporting their solutions globally [9][10]. - The partnership between Trasis SA and Beijing Pait Biotechnology to establish a joint venture reflects a trend towards localized production and phased integration in the Chinese market [12]. Group 4: Ecosystem Building and Channel Expansion - The integration of supply chains and ecosystem building is a key theme, with companies focusing on collaborative agreements to enhance their market presence [11][15]. - The collaboration between Baxter and Neusoft Medical aims to create a comprehensive surgical solution by integrating their respective technologies [12]. Group 5: AI and Smart Healthcare - AI and data-driven approaches are becoming central to BD collaborations, with companies increasingly focusing on smart healthcare solutions [16][17]. - The partnership between Kefu Medical and Tencent Cloud to develop AI-powered hearing aids exemplifies the trend of integrating technology into healthcare products [21]. Group 6: Research and Diagnostic Synergy - The frequency of research-oriented collaborations is rising, indicating a shift from manufacturing-driven to research-driven industry dynamics [18][19]. - The collaboration between BGI and Infinera to enhance clinical applications of sequencing technology highlights the growing importance of research in driving innovation in the medical device sector [21].

Summary of Key Points Core Viewpoint - The article discusses the stock buyback activities of various companies, highlighting the amounts repurchased and their significance in terms of total shares outstanding. Group 1: Major Buybacks - Tencent Holdings (00700) had the largest buyback, repurchasing 1.044 million shares for a total of 636 million [1][2] - China Merchants Industry Holdings (01919) repurchased 4.461 million shares for 60.86 million, representing 2.986% of its total shares [2] - Geely Automobile (00175) bought back 1.362 million shares for 23.92 million, which is 0.078% of its total shares [2] Group 2: Notable Buyback Activities - China Feihe (06186) repurchased 5.655 million shares for 23.18 million, accounting for 2.605% of its total shares [2] - Yum China (09987) conducted two buybacks totaling 58,000 shares for 21.67 million, representing 4.750% of its total shares [2] - Kweichow Moutai (01951) repurchased 772,200 shares for 19.35 million, which is 0.280% of its total shares [2] Group 3: Other Companies Involved - Vitasoy International (00345) repurchased 2,000 shares for 13,300, which is 2.209% of its total shares [3] - Yanzhiyu (01497) bought back 200,000 shares for 1.39 million, representing 0.786% of its total shares [3] - Weigao Group (01066) repurchased 120,000 shares for 631,000, which is 5.179% of its total shares [3]

密集回购背后，是公司对自身价值的坚定认可，更依托业绩改善与业务拓展的双重支撑。医渡科技2026 财年中期业绩盈利质量与运营效率实现关键突破，现有业务经调整EBITDA约5400万元，较去年同期翻 倍，会计报表层面几近盈亏平衡。 医渡科技(02158)作为AI医疗领军企业，12月12日，公司发布公告显示，当日以每股5.1港元的价格回购 15.5万股，回购金额约79万港元。12月以来，公司已回购7次，累计回购约211万股，总金额超1080万港 元。 在业绩向好与业务拓展的共振下，医渡科技通过持续回购进一步传递价值信号，也在港股本轮回购潮中 凸显了医疗科技企业的成长韧性。12月12日，医渡科技收盘涨超3%，股价报5.11港元。 当前港股正掀起新一轮回购热潮，据资讯统计，今年11月份，港股市场上市公司合计回购股份数量超过 7亿股，进入12月份，港股市场回购活跃的趋势得以延续，仅12月上旬短短几个交易日累计回购股份数 量已超过3亿股。值得关注的是，港股此轮回购潮中，龙头科技公司的带头引领尤为凸显。 光大证券在跟踪研报中指出，公司近期在AI医疗创新落地方面取得多项进展，包括深度参与北京市医 疗领域国家人工智能应用中试基地 ...

智通财经APP获悉，当前港股正掀起新一轮回购热潮，据Wind资讯统计，今年11月份，港股市场上市公 司合计回购股份数量超过7亿股，进入12月份，港股市场回购活跃的趋势得以延续，仅12月上旬短短几 个交易日累计回购股份数量已超过3亿股。值得关注的是，港股此轮回购潮中，龙头科技公司的带头引 领尤为凸显。 医渡科技(02158)作为AI医疗领军企业，12月12日，公司发布公告显示，当日以每股5.1港元的价格回购 15.5万股，回购金额约79万港元。12月以来，公司已回购7次，累计回购约211万股，总金额超1080万港 元。 在业绩向好与业务拓展的共振下，医渡科技通过持续回购进一步传递价值信号，也在港股本轮回购潮中 凸显了医疗科技企业的成长韧性。12月12日，医渡科技收盘涨超3%，股价报5.11港元。 密集回购背后，是公司对自身价值的坚定认可，更依托业绩改善与业务拓展的双重支撑。医渡科技2026 财年中期业绩盈利质量与运营效率实现关键突破，现有业务经调整EBITDA约5400万元，较去年同期翻 倍，会计报表层面几近盈亏平衡。 光大证券在跟踪研报中指出，公司近期在AI医疗创新落地方面取得多项进展，包括深度参与北京市医 ...

医渡科技(02158.HK)12月12日耗资79万港元回购15.5万股 医渡科技(02158.HK)12月11日耗资268.2万港元 回购53.5万股 格隆汇12月12日丨医渡科技(02158.HK)公告，12月12日耗资79万港元回购15.5万股，回购价格每股5.09- 5.11港元。 相关事件 ...

医渡科技(02158)发布公告，于2025年12月12日，该公司斥资79.07万港元回购15.5万股股份，每股回购 价格为5.09-5.11港元。 ...

智通财经APP讯，医渡科技(02158)发布公告，于2025年12月12日，该公司斥资79.07万港元回购15.5万股 股份，每股回购价格为5.09-5.11港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 醫渡科技有限公司 呈交日期： 2025年12月12日 (viii) 有關債券、借貸股份、票據或公司債券的信託契約/平邊契據經已製備及簽署，有關詳情已送呈公司註冊處處長存檔（如法律如此規定）。 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02158 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發 ...

来源：智通财经网 12月11日，医渡科技（02158）发布公告显示，公司当日以每股约5港元的价格回购53.5万股，回购金额 超过268万港元。12月以来，公司已回购6次，累计回购近200万股，总金额超1000万港元。 在业绩稳步提升的基础上，行业政策红利进一步为医渡科技带来发展新机遇。近日，我国首版商保创新 药目录正式发布，为商业健康险与创新药行业注入强劲发展动力。依托自主研发的"AI医疗大 脑"YiduCore，医渡科技可以助力险企在引入更多高值、前沿的创新药的同时，实现精准的风险定价、 核保理赔及医疗费用管控。 公司已为北京、深圳、河北等多省市"惠民保"项目提供全流程解决方案，涵盖智能精算定价、理赔风 控、系统运营及患者服务等核心环节，累计服务参保用户超4000万人次。由医渡科技担任主运营的"深 圳惠民保"已率先在2025年度保障中将首版商保创新药目录中的19种创新药全部纳入保障范围。 除了惠民保领域的深度布局，医渡科技还凭借AI医疗核心能力，为药企提供从早期研发到商业化的全 链条支持。在新药研发阶段，公司可提供立项评估、患者招募、临床运营等一站式临床研究服务，以数 据智能提升研发效率；在市场准入环节，还 ...