智通财经APP获悉，7月3日，国家药监局官网发布《关于优化全生命周期监管支持高端医疗器械创新发 展有关举措的公告》，针对医用机器人、高端医学影像设备、人工智能医疗器械和新型生物材料医疗器 械等高端医疗器械提出十方面支持举措。举措聚焦高端医疗器械的全生命周期监管，覆盖审评审批优 化、标准体系建设、上市后监管强化等全链条。 在"持续健全标准体系"方面，《举措》强调要加快发布医用外骨骼机器人、放射性核素成像设备等相关 标准。需加快推进医用机器人、人工智能医疗器械、高端医学影像设备等领域的基础、通用标准和方法 标准等制修订工作，积极筹建医用机器人、人工智能医疗器械标准化技术组织。 《举措》专门提到，将配合相关部门出台基于脑机接口技术的医疗器械产品支持政策。在此之前，《采 用脑机接口技术的医疗器械非侵入式设备通用技术条件》医疗器械国家标准立项申请项目已于6 月23 日 公开征求意见。 根据前瞻研究院预测，随着人民对健康关注水平不断提升，高端医疗器械市场需求保持快速扩张，到 2030年，全球高端医疗器械市场规模预计突破1.8万亿美元，中国高端医疗器械市场规模预计达到2.8万 亿元人民币。 在重点赛道方面，以下几大领域或值 ...

双机配置，为区域输送人才。作为国内顶尖医疗科技企业——"微创"公司精心布局的全国核心培训基地 之一，东营市人民医院配置双机，一台直接投入临床一线，服务患者；另一台则专用于区域人才孵化， 构建起"理论+高仿真实操"的先进培训体系，为山东地区外科医师提供沉浸式操作平台。 东营市人民医院5G胸腹腔内窥镜手术系统（手术机器人）启用暨区域培训基地的授牌，是推动医院高 质量发展、满足群众高品质医疗需求的关键一步，标志着医院微创外科技术迈入了智能化、精准化的新 时代。它将在泌尿、普外、妇科、胸外科等高难度手术中发挥巨大作用，为患者带来更优质的诊疗体 验。医院将以此次胸腹腔手术机器人启用为契机，强化技术培训、规范临床应用，积极推动多学科协作 与创新，让这项技术惠及更多患者。 启用仪式上，上海微创医疗机器人（集团）股份有限公司执行董事及首席商务官刘雨为东营市人民医院 5G胸腹腔内窥镜手术系统区域培训基地授牌。上海市第一人民医院副主任医师、硕士研究生导师、泌 尿肿瘤外科治疗组组长蒋琪、上海微创医疗机器人（集团）股份有限公司执行董事及首席商务官刘雨分 别授课，介绍5G胸腹腔内窥镜手术系统（手术机器人）和5G远程技术的应用。东营市人 ...

Industry Overview - The National Medical Products Administration (NMPA) has approved measures to optimize the lifecycle regulation supporting the innovation of high-end medical devices, which will be released soon [1] - The measures include ten specific actions such as optimizing special approval procedures, improving classification and naming principles, and enhancing post-market supervision [1] - The medical device industry in China is growing, with the total number of manufacturing enterprises reaching 32,806 by June 2024, doubling since 2014 [2] - Revenue from manufacturing enterprises increased from 553.2 billion in 2014 to 1,310 billion in 2023, with a compound annual growth rate of approximately 10% [2] Technological Advancements - The medical device industry is experiencing a dual trend of technology-driven innovation and domestic substitution, with domestic companies breaking through technical barriers in high-end equipment [3] - AI technology is being integrated into various aspects of the medical device sector, enhancing design innovation, quality control, supply chain efficiency, and clinical applications [2] Company Insights - MicroPort Scientific Corporation (02252) is expected to see a significant increase in sales contribution from its robotic division, projected to rise from approximately 3% in 2024 to about 40% by 2033 [4] - One Medical (02522) is advancing in the field of medical imaging, having launched the world's first full-modal, full-process medical imaging AI model, marking a transition to the 2.0 era of medical imaging AI [4] - Yongsheng Medical (01612) focuses on rehabilitation robotics, with its gait correction robot winning a silver award at a competition, showcasing its innovation in the field [5] - Kangji Medical (09997) is preparing to launch its surgical robot business, with its subsidiary having completed clinical trials for a four-arm surgical robot system and submitted a registration application [5]

Group 1 - The core viewpoint of the news is the performance and structure of the FuGuo Medical Industry Mixed Initiation A fund, which has seen a decline in its net value and cumulative returns since its establishment [1][3] - As of June 19, 2024, the fund's net value is 0.97 yuan, with a drop of 1.68% on that day and a total decline of 6.51% over the past five trading days [1] - The fund was established in May 2024 with a total size of 0.11 billion yuan and has recorded a cumulative return of -3.13% since inception [1] Group 2 - The holder structure of the FuGuo Medical Industry Mixed Initiation A fund shows that institutional investors hold 0.10 billion shares, accounting for 94.23% of the total shares, while individual investors hold 0.01 billion shares, making up 5.77% [1] - As of March 31, 2025, the top ten holdings of the fund account for a total of 57.43%, with significant positions in companies such as Aier Eye Hospital (8.57%), Aibo Medical (8.19%), and DR Huatai Medical (7.20%) [2]

智通财经APP讯，微创机器人-B(02252)发布公告，根据公司内部初步统计数据，截至本公告日期，集团 旗下腔镜、骨科、血管介入核心产品的综合订单量累计超130台。其中，图迈腔镜手术机器人(图迈)于 全球范围内累计商业化订单超70台(2025年全球新签商业化订单近20台)，累计商业化装机突破50台。同 时，图迈不断加速推进大规模、常态化临床应用的开展，截至目前，图迈全球范围内人体临床手术量累 计已突破万例。 继2025年4月图迈远程手术全科室应用获得全球首个注册批准后，公司持续在远程手术临床应用领域不 断探索。图迈近期辅助比利时的外科专家连续完成两例远程手术，也是欧洲首次机器人辅助远程人体手 术。本次手术采用医院常规网络(V-LAN)传输通路，双向延时仅20毫秒，充分保证了远程机器人手术所 需操作精确达毫秒级水平的技术要求，进一步证明图迈采用的图像低时延超压缩技术、数据多维加密技 术、动态通讯网络优化策略、复杂网络环境下手术安全保障机制等远程手术技术体系的先进性。 产品注册方面，2025年截至本公告日，图迈于超过10个国家或地区获得注册认证，全球累计获证国家或 地区超过30个。图迈的临床有效性、稳定性和安全性 ...

Group 1 - The core point of the news is the performance and holdings of the China Europe Medical Innovation Stock A fund, which has shown significant returns over various time frames [1] - As of June 11, 2025, the latest net value of the fund is 1.4281 yuan, reflecting a decrease of 1.50% [1] - The fund's one-month return is 17.63%, ranking 14 out of 447 in its category; the six-month return is 27.45%, ranking 15 out of 441; and the year-to-date return is 37.34%, ranking 16 out of 444 [1] Group 2 - The top ten stock holdings of the fund account for a total of 75.62%, with the largest positions being WuXi AppTec (10.35%), Kelun-Biotech (10.15%), WuXi Biologics (9.82%), and WuXi PharmaTech (9.60%) [1] - The fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 4.675 billion yuan [1] - The fund manager is Ms. Ge Lan, who has extensive experience in the investment management field [2]

Core Insights - The top three companies with the highest short positions are WuXi AppTec (02359), Ganfeng Lithium (01772), and Vanke Enterprises (02202), with short ratios of 17.60%, 12.88%, and 12.77% respectively [1][2] - The companies with the largest increase in short positions are Bilibili-W (09626), Alibaba Health (00241), and Weimob Group (02013), with increases of 4.22%, 1.34%, and 1.22% respectively [1][2] - The companies with the largest decrease in short positions are FIH Mobile (02038), Kingsoft (03888), and MicroPort Scientific (02252), with decreases of -3.27%, -1.40%, and -1.11% respectively [1][3] Short Position Overview - The top ten companies with the highest short ratios include: - WuXi AppTec (02359): 6814.42 million shares, 17.60% - Ganfeng Lithium (01772): 5196.85 million shares, 12.88% - Vanke Enterprises (02202): 282 million shares, 12.77% - Shandong Gold (01787): 103 million shares, 11.94% - COSCO Shipping Holdings (01919): 337 million shares, 11.33% [2] Increase in Short Positions - The companies with the most significant increases in short ratios are: - Bilibili-W (09626): from 4.38% to 8.61%, an increase of 4.22% - Alibaba Health (00241): from 6.53% to 7.87%, an increase of 1.34% - Weimob Group (02013): from 8.50% to 9.72%, an increase of 1.22% [2] Decrease in Short Positions - The companies with the most significant decreases in short ratios are: - FIH Mobile (02038): from 4.85% to 1.58%, a decrease of -3.27% - Kingsoft (03888): from 3.90% to 2.50%, a decrease of -1.40% - MicroPort Scientific (02252): from 2.59% to 1.48%, a decrease of -1.11% [3][4]

内容概要：腔镜手术机器人是一种基于微创手术理念，通过机械臂、三维成像系统和主控台协同操作， 辅助外科医生完成复杂腔镜手术的智能化医疗设备。我国腔镜手术机器人近年来发展迅速，在"设备更 新"等相关利好政策带动下，我国腔镜手术机器人销量快速增长，2024年，我国腔镜手术机器人销量突 破100台，较2023年增长108.51%；预计2025年国内腔镜手术机器人销量有望突破200台。目前，国产腔 镜手术机器正在逐步打破进口垄断，但整体国产化率仍然较低。2024年，我国腔镜手术机器人市场国产 化率从2023年的32.61%提升至48.89%，与进口品牌接近持平。预计未来3-5年，我国腔镜手术机器人国 产替代将加速，行业有望从"高端奢侈品"转向"临床普惠工具"。 随着配置证管理的逐步放宽，在"设备更新"等相关利好政策带动下，我国腔镜手术机器人销量快速增 长。2024年，我国腔镜手术机器人销量突破100台，较2023年增长108.51%；预计2025年国内腔镜手术 机器人销量有望突破200台。 上市企业：微创机器人-B(hk02252)、微创医疗（00853.HK） 相关企业：山东威高手术机器人有限公司、哈尔滨思哲睿智能医 ...

本报记者 金婉霞 近年来，依托智能算法、5G等新兴技术，一场类似于"智能驾驶"式的行业变革，正在手术室内发生。 有的机器人在手术时仅需1厘米至2厘米的切口，而传统开腹手术则需切开10厘米以上；通过融合CT、PET等影像信息，有 的手术机器人可规划亚毫米级手术路径，误差控制在零点几毫米以内，尤其适用于脑深部电极植入、肿瘤切除等高精度手 术…… 从概念模型走向临床应用，手术机器人商业化的"步频"持续加快。智能信息产业咨询研究智库及管理平台IIM的行业报告 显示，我国手术机器人渗透率已从2020年的3.7%上升至2025年的11.2%，微创手术领域应用占比达68%。 "2021年以来，国产手术机器人产品加速获批，全面覆盖各细分赛道，国产化率超80%，供给端呈爆发式增长。"某券商分 析师表示，当前，行业已进入全面市场化发展阶段，2025年至2026年将是许多公司的重要盈利时点。 机器"导航"： 市场有望破百亿元大关 手术机器人到底怎么用？在位于上海张江的直观复星医疗器械技术（上海）有限公司内，《证券日报》记者在一间教研室 中"模拟"医生尝试性操作了全球第一台腹腔镜手术机器人达芬奇的样机。记者在教研室中看到，手术机器人 ...

6. 宝尊电商(09991.HK)：一季度总净营收20.64亿元，同比增加4.27%；净损失6308万元，同比收窄 5.34%。 7. 力鸿检验(01586.HK)：附属拟以5000万元收购陕西华夏力鸿商品检验45%股权。 8. 微创机器人(02252.HK)：于2025年5月21日完成配售2513.65万股，每股H股15.5港元。净筹约3.82亿港 元，70%用于集团核心业务的发展，30%用于补充营运资金及一般公司用途。 9. 荣昌生物(09995.HK)：拟折让约9.51%配售1900万股，净筹约7.96亿港元。 10. 哔哩哔哩(09626.HK)：发售6亿美元可换股优先票据、同时进行对冲发售及同步购回的定价。 个股新闻 1. 百度(09888.HK)：Q1总营收324.52亿元，净利润77.17亿元，上年同期54.48亿元，同比增42%。 2. 小鹏汽车(09868.HK)一季度营收为158.1亿元，同比增长141.5%，毛利率录得15.6%，同比增长近3个 百分点。 3. 恒瑞医药：H股发行价格确定为每股44.05港元，预计于2025年5月23日在港交所上市交易。 4. 微博(09898.HK)Q1 ...