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2025年中国神经血管疾病介入治疗医用耗材行业发展全景研判:市场增长快,市场规模有望达到197.22亿元,本土企业市场竞争力持续提升,国产化加速[图]
Chan Ye Xin Xi Wang· 2025-11-26 02:49
内容概要:神经血管疾病介入治疗医用耗材是神经介入医生手中的"利器",直接决定了手术的成败,是 医疗器械领域中技术壁垒最高、创新最活跃的板块之一,也是心脑血管高值耗材中增长最快的领域之 一。2024年我国神经血管疾病介入治疗医用耗材市场规模增长至132.56亿元,其中,出血类介入治疗医 用耗材规模71.36亿元,占53.83%;缺血类介入治疗医用耗材规模35.04亿元,占26.43%;通路类介入治 疗医用耗材规模26.16亿元,占19.73%。预计2025年我国神经血管疾病介入治疗医用耗材市场规模有望 达到197.22亿元。其中,出血类介入治疗医用耗材规模109.95亿元,占55.75%;缺血类介入治疗医用耗 材规模48.79亿元,占24.74%;通路类介入治疗医用耗材规模38.48亿元,占19.51%。 上市企业:波士顿科学[BSX]、强生[JNJ]、微创脑科学[02172.HK]、归创通桥[02190]、沛嘉医疗- B[09996]、心玮医疗-B[06609] 相关企业:上海建发致新医疗科技集团股份有限公司、北京华脉泰科医疗器械股份有限公司 关键词:神经血管疾病介入治疗医用耗材市场规模、神经血管疾病介入治疗 ...
趋势研判!2025年中国脑梗死血管内神经介入治疗行业壁垒、产业链、手术量、竞争格局及行业发展趋势分析:市场需求激增,手术量有望达到26.66万台 [图]
Chan Ye Xin Xi Wang· 2025-11-25 01:38
内容概要:脑梗死血管内神经介入治疗作为脑血管病治疗的核心手段,近年来在中国呈现爆发式增长。 其中,机械血栓切除术、支架取栓、抽吸取栓等技术,越来越受到介入治疗医生的青睐。随着老龄化加 速叠加生活方式改变,脑梗死发病人数持续攀升;以及脑卒中防治工程推广与卒中中心建设,使神经介 入手术渗透率快速提升,推动了脑梗死血管内神经介入治疗需求激增。2024年我国脑梗死血管内神经介 入治疗手术量增长至18.25万台,其中,颅内取栓支架手术为8.44万台,占46.25%;颅内血栓抽吸导管 手术为6.65万台,占36.44%;颅内支架、球囊、保护伞等手术为3.16万台,占17.32%。预计2025年我国 脑梗死血管内神经介入治疗手术量有望达到26.66万台,其中,颅内取栓支架手术为11.07万台,占 41.52%;颅内血栓抽吸导管手术为10.32万台,占38.71%;颅内支架、球囊、保护伞等手术为5.27万 台,占19.77%。 上市企业:归创通桥[02190.HK]、心玮医疗-B[06609]、赛诺医疗[688108]、蓝帆医疗[002382]、微创脑 科学(2172.HK)、沛嘉医疗-B[09996] 相关企业:微创神通医 ...
国内首个脑机接口进入审批绿通,商业化应用落地有望加速(附概念股)
Zhi Tong Cai Jing· 2025-11-11 23:49
Core Insights - The brain-computer interface (BCI) sector in China is experiencing significant advancements, with the first invasive BCI product entering the special review process by the National Medical Products Administration, marking a critical step towards market approval [1] - The Chinese government is actively promoting the BCI industry through various policies and standards, including the release of the first technical standard for BCI medical devices [1][2] - Clinical practices for BCIs in China are accelerating, with several hospitals initiating clinical applications and trials, positioning China as the second country globally to enter the clinical trial phase for invasive BCIs [3] Industry Developments - The BCI industry is expected to achieve key technological breakthroughs by 2027, establishing an advanced technical, industrial, and standard system, with a goal of nurturing globally influential companies by 2030 [2] - The BCI market is projected to grow significantly, with estimates indicating a market size of approximately $2.62 billion in 2024, reaching $2.94 billion by 2025, and potentially growing to $12.4 billion by 2034 [4] Clinical and Commercial Progress - Major hospitals in China are launching BCI clinical applications, with initiatives such as the first BCI outpatient clinic in Central China and the establishment of specialized clinical wards for BCI technology [3] - The development of BCI technology is seen as a beacon of hope for over 3 billion people suffering from neurological disorders globally [3] Investment Opportunities - Companies like MicroPort NeuroScience and Heartway Medical are actively involved in BCI projects, with MicroPort achieving a significant market share in neuro-interventional medical devices in China [5] - Nanjing Panda Electronics is also engaged in BCI technology development, focusing on multimodal human-computer interaction systems [5]
港股概念追踪 | 国内首个脑机接口进入审批绿通 商业化应用落地有望加速(附概念股)
智通财经网· 2025-11-11 23:21
Core Insights - The brain-computer interface (BCI) sector in China is experiencing significant advancements, with the first invasive wireless BCI system entering the special review process by the National Medical Products Administration, marking a critical step towards market approval [1] - The Chinese government is actively promoting the BCI industry through various policies and standards, including the release of the first technical standard for BCI medical devices, which provides a unified framework for development and regulation [1][2] - By 2027, breakthroughs in key BCI technologies are expected to establish an advanced technical, industrial, and standard system, with the goal of nurturing globally influential companies by 2030 [2] Industry Developments - Clinical practices for invasive BCIs in China are accelerating, with the country becoming the second globally to enter clinical trial phases after the United States [3] - Major hospitals are launching BCI clinical applications, indicating a shift from research-driven to clinically-driven development in the BCI field [3] - The global BCI market is projected to grow from approximately $2.62 billion in 2024 to $2.94 billion in 2025, with expectations to reach $12.4 billion by 2034 [4] Investment Opportunities - Companies like MicroPort NeuroScience and Heartway Medical are actively involved in BCI projects, with MicroPort achieving a significant market share in neuro-interventional medical devices in China [5] - Heartway Medical is set to begin formal clinical trials for its invasive BCI project by the end of 2026, following successful animal testing [5] - Nanjing Panda Electronics is developing a multimodal human-computer interaction system based on BCI technology, indicating ongoing innovation in the sector [5]
心玮医疗(06609) - 截至二零二五年十月三十一日止月份之股份发行人的证券变动月报表
2025-11-04 04:12
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 上海心瑋醫療科技股份有限公司 (於中華人民共和國註冊成立的有限責任公司) 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06609 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31,565,804 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 31,565,804 | RMB | | 1 | RMB | | 31 ...
智通港股回购统计|10月21日
Zhi Tong Cai Jing· 2025-10-21 01:51
Core Viewpoint - Multiple companies in China conducted share buybacks on October 20, 2025, with notable activity from Mengniu Dairy, which had the largest buyback amount of 10.14 million yuan for 700,000 shares [1][2] Summary by Company - **Mengniu Dairy (02319)**: - Buyback of 700,000 shares - Total buyback amount of 10.14 million yuan - Year-to-date cumulative buyback of 1.92 million shares, representing 0.491% of total share capital [2] - **YunGongChang (N23027)**: - Buyback of 1.87 million shares - Total buyback amount of 7.53 million yuan - Year-to-date cumulative buyback of 2.45 million shares, representing 5.33% of total share capital [2] - **Lianyi Rong Technology (09959)**: - Buyback of 2.45 million shares - Total buyback amount of 7.44 million yuan - Year-to-date cumulative buyback of 6.54 million shares, representing 3.06% of total share capital [2] - **Guoshengtang (02273)**: - Buyback of 232,000 shares - Total buyback amount of 6.83 million yuan - Year-to-date cumulative buyback of 467,810 shares, representing 1.97% of total share capital [2] - **Antong Oilfield Services (03337)**: - Buyback of 4.42 million shares - Total buyback amount of 4.94 million yuan - Year-to-date cumulative buyback of 3.37 million shares, representing 1.14% of total share capital [2] - **Weishi Jiajie (00856)**: - Buyback of 500,000 shares - Total buyback amount of 4.53 million yuan - Year-to-date cumulative buyback of 663,800 shares, representing 0.462% of total share capital [2] - **Beisen Holdings (09669)**: - Buyback of 400,600 shares - Total buyback amount of 3.24 million yuan - Year-to-date cumulative buyback of 143,260 shares, representing 0.204% of total share capital [2] - **Zhongxu Future (09890)**: - Buyback of 228,200 shares - Total buyback amount of 3.13 million yuan - Year-to-date cumulative buyback of 598,580 shares, representing 1.12% of total share capital [2] - **Shoujia Technology (00103)**: - Buyback of 2.8 million shares - Total buyback amount of 2.21 million yuan - Year-to-date cumulative buyback of 5.75 million shares, representing 2.45% of total share capital [2] - **Meili Tianyuan Medical Health (02373)**: - Buyback of 70,000 shares - Total buyback amount of 2.21 million yuan - Year-to-date cumulative buyback of 30,050 shares, representing 0.127% of total share capital [2] - **Kangchen Pharmaceutical (01681)**: - Buyback of 100,000 shares - Total buyback amount of 1.54 million yuan - Year-to-date cumulative buyback of 623,200 shares, representing 7.32% of total share capital [2]
心玮医疗-B(06609)10月20日斥资16.61万港元回购3000股
Zhi Tong Cai Jing· 2025-10-20 11:32
Core Viewpoint - The company, 心玮医疗-B (06609), has announced a share buyback of 3,000 shares at a total cost of HKD 166,100, with a buyback price of HKD 55.35 per share [1] Summary by Category - **Company Actions** - 心玮医疗-B has executed a buyback of 3,000 shares [1] - The total expenditure for the buyback amounts to HKD 166,100 [1] - The price per share for the buyback is set at HKD 55.35 [1]
心玮医疗-B10月20日斥资16.61万港元回购3000股
Zhi Tong Cai Jing· 2025-10-20 11:10
Group 1 - The company, 心玮医疗-B (06609), announced a share buyback on October 20, 2025, spending HKD 166,100 to repurchase 3,000 shares at a price of HKD 55.35 per share [1]
心玮医疗-B(06609.HK)10月20日耗资16.6万港元回购3000股
Ge Long Hui· 2025-10-20 11:08
Core Viewpoint - 心玮医疗-B (06609.HK) announced a share buyback of 3,000 shares at a cost of HKD 166,000 on October 20 [1] Group 1 - The company executed a buyback program, indicating a commitment to returning value to shareholders [1] - The total expenditure for the buyback was HKD 166,000, reflecting the company's strategy to manage its capital structure [1] - The number of shares repurchased was 3,000, which may suggest a targeted approach to enhancing shareholder value [1]
心玮医疗(06609) - 翌日披露报表
2025-10-20 11:02
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: 上海心瑋醫療科技股份有限公司 (於中華人民共和國註冊成立的有限責任公司) FF305 呈交日期: 2025年10月20日 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 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06609 | 說明 | H股 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | 事件 | ...