Core Viewpoint - The successful clinical implantation of the Minos abdominal aortic stent and delivery system in Libya marks a significant milestone for the company, indicating its entry into the clinical application phase in the country and a notable expansion in the African market [1] Company Developments - The Minos abdominal aortic stent and delivery system has achieved its first clinical implantation in Libya, showcasing the company's commitment to expanding its product offerings in new markets [1] - This event represents an important breakthrough for the company's business development efforts in Africa, highlighting its strategic focus on international market expansion [1]

8月14日，心脉医疗今日收盘115.7元，下跌4.40%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到31.87倍，总市值142.61亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均55.76倍，行业中值39.14倍，心脉医疗排 名第64位。 截至2025年一季报，共有5家机构持仓心脉医疗，其中基金4家、券商1家，合计持股数32.49万股，持股 市值0.29亿元。 上海微创心脉医疗科技(集团)股份有限公司的主营业务是主动脉及外周血管介入医疗器械的研发、生产 和销售。公司的主要产品是胸主动脉覆膜支架系统、腹主动脉覆膜支架系统、术中支架类、球囊类、支 架类。公司获评上海市政府质量金奖、科创板公司价值30强、首届"未来20·中国A股上市公司成长力年 度企业"；子公司鸿脉、蓝脉、拓脉获评"科技型中小企业"，蓝脉首次通过高新技术企业认定并获评"张 江年度新锐"企业；Castor分支型胸主动脉覆膜支架进入国家知识产权局《第二十五届中国专利金奖预 获奖项目》公示名录;静脉支架等入选《上海市"新优药械"产品目录》和《浦东新区创新药械产品推荐 目录》，另有5个项目获评浦东职工科技创新项目。总裁朱清 ...

人民财讯8月14日电，据心脉医疗消息，近日，公司的Minos®（定海塔™）腹主动脉覆膜支架及输送系 统（简称"Minos®腹主动脉支架"）在利比亚成功完成首例临床植入，标志着这款产品正式在该国进入 临床应用，公司在非洲市场的业务拓展取得又一重要突破。 转自：证券时报 ...

8月13日，沪深两融数据显示，心脉医疗获融资买入额0.49亿元，居两市第503位，当日融资偿还额0.69 亿元，净卖出1991.44万元。 最近三个交易日，11日-13日，心脉医疗分别获融资买入1.18亿元、0.91亿元、0.49亿元。 融券方面，当日融券卖出0.00万股，净买入0.02万股。 来源：金融界 ...

Core Insights - The recent centralized procurement of medical consumables in China marks a significant shift from fragmented pricing to collaborative purchasing, impacting market dynamics and competition among companies [1][5][11] Group 1: Low-Value Consumables Procurement - On August 11, a procurement alliance involving 24 provinces initiated centralized purchasing for low-value medical consumables, including sutures and syringes, with an estimated procurement scale exceeding 100 billion yuan [2][4] - The procurement volume for syringes alone is projected to exceed 6.5 billion yuan, while vacuum blood collection tubes and related needles are expected to reach around 3 billion yuan [2] - This procurement strategy aims to enhance cost control among companies, potentially increasing industry concentration from 30% to over 60% [5][6] Group 2: High-Value Consumables Procurement - Concurrently, a procurement initiative for high-value consumables, focusing on vena cava filters and ablation electrodes, was launched by 22 provinces, covering over 1 billion people [7][10] - The market for microwave ablation is projected to grow from 3.87 billion yuan in 2023 to 5.07 billion yuan in 2024, indicating significant opportunities for domestic brands to capture market share [9][10] - The procurement rules emphasize quality over price, requiring companies to justify pricing and avoid below-cost bids, which could benefit domestic manufacturers in the vena cava filter market [11] Group 3: Market Dynamics and Implications - The centralized procurement is expected to accelerate the consolidation of the low-value consumables market, pushing out less competitive small and medium-sized enterprises [5][6] - The procurement process is designed to balance competition among leading firms while providing opportunities for smaller companies, ensuring a more equitable market landscape [4][11] - Overall, the shift towards centralized procurement signifies a transition from cost reduction to quality enhancement in the medical consumables sector, benefiting both the industry and patients [11]

Core Insights - The coronary artery stent market in China is projected to reach approximately $7.0 billion by 2024, with a year-on-year growth of 6.4% [5][6]. Market Overview - In 2023, 8.368 million patients were hospitalized for coronary heart disease, with 1.901 million undergoing PCI (Percutaneous Coronary Intervention), where stent placement accounted for 81.2% of these procedures [3][6]. Product Structure - Drug-eluting stents (DES) dominate the market, expected to account for 69% of market revenue in 2024. The increasing prevalence of hypertension and diabetes due to aging populations and lifestyle changes is driving demand for DES [7][6]. Development Trends - **Material Innovation**: New alloy materials such as platinum-chromium and nickel-titanium are increasingly used due to their superior mechanical properties and biocompatibility. Biodegradable materials like polylactic acid and polycaprolactone are also being adopted to mitigate long-term foreign body reaction risks [11]. - **Functional Innovation**: Improvements in drug carriers for drug-eluting stents enhance drug release efficiency, reducing the risk of late thrombosis. Smart stents integrating sensors can monitor physiological parameters in real-time and adjust drug release accordingly [11].

金融界消息 截至2025年8月11日收盘，心脉医疗（688016）报收于118.17元，上涨6.47%，换手率 3.99%，成交量4.92万手，成交金额5.81亿元。 资金流向方面，今日主力资金净流出2201.47万元，占比成交额3.79%。其中，超大单净流出1060.45万 元、占成交额1.83%，大单净流出1141.02万元、占成交额1.96%，中单净流出流入847.72万元、占成交 额1.46%，小单净流入1353.75万元、占成交额2.33%。 心脉医疗最新一期业绩显示，截至2025一季报，公司营业总收入3.32亿元、同比减少7.23%，归属净利 润1.30亿元，同比减少29.66%，扣非净利润1.22亿元，同比减少31.27%，流动比率6.284、速动比率 5.773、资产负债率13.00%。 通过天眼查大数据分析，上海微创心脉医疗科技(集团)股份有限公司共对外投资了5家企业，参与招投 标项目355次，知识产权方面有商标信息41条，专利信息202条，此外企业还拥有行政许可162个。 来源：金融界 天眼查商业履历信息显示，上海微创心脉医疗科技(集团)股份有限公司，成立于2012年，位于上海市， 是一家 ...

证券之星消息，截至2025年8月12日收盘，心脉医疗(688016)报收于120.0元，上涨1.55%，换手率 3.4%，成交量4.19万手，成交额5.07亿元。 8月12日的资金流向数据方面，主力资金净流出3803.64万元，占总成交额7.51%，游资资金净流出 168.02万元，占总成交额0.33%，散户资金净流入3971.65万元，占总成交额7.84%。 近5日资金流向一览见下表： | 指标 | 心脉医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 147.91亿元 | 120.28亿元 | 23 123 | | 净资产 | 38.85亿元 | 38.99亿元 | 39 123 | | 净利润 | 1.3亿元 | 7927.36万元 | 18 123 | | 市盈率(动) | 28.52 | 69.5 | 27 123 | | 市净率 | 3.89 | 3.99 | 84 123 | | 毛利率 | 69.61% | 51.34% | 22 123 | | 净利率 | 38.53% | 10.86% | 5 123 | | ROE | 3. ...

上海微创心脉医疗科技(集团)股份有限公司的主营业务是主动脉及外周血管介入医疗器械的研发、生产 和销售。公司的主要产品是胸主动脉覆膜支架系统、腹主动脉覆膜支架系统、术中支架类、球囊类、支 架类。公司获评上海市政府质量金奖、科创板公司价值30强、首届"未来20·中国A股上市公司成长力年 度企业"；子公司鸿脉、蓝脉、拓脉获评"科技型中小企业"，蓝脉首次通过高新技术企业认定并获评"张 江年度新锐"企业；Castor分支型胸主动脉覆膜支架进入国家知识产权局《第二十五届中国专利金奖预 获奖项目》公示名录;静脉支架等入选《上海市"新优药械"产品目录》和《浦东新区创新药械产品推荐 目录》，另有5个项目获评浦东职工科技创新项目。总裁朱清入选"明珠领军人才"，刘梦钦、王金耀、 屠春霖、樊亚明入选"明珠工程师"。 最新一期业绩显示，2025年一季报，公司实现营业收入3.32亿元，同比-7.23%；净利润1.30亿元，同 比-29.66%，销售毛利率69.61%。 8月12日，心脉医疗今日收盘120.0元，上涨1.55%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到33.06倍，创162天以来新低，总市值147.91 ...

上周政策端进一步体现出对创新医疗药械的支持力度，工业和信息化部、国家发展改革委、教育部、国 家卫生健康委、国务院国资委、中国科学院、国家药监局七部门发布《关于推动脑机接口产业创新发展 的实施意见》。国内将加强基础软硬件攻关，打造高性能产品，将在2027年和2030年分阶段展现出成 果。 永赢基金表示，脑机接口赛道应用场景多元化、产品及研发路径丰富，未来潜在空间巨大，在国内政策 加持下有望加速实现商业化普及。全球产品研发布局企业众多， 国内部分头部企业已经集中在非侵入 式领域产品取得多项技术突破，产品将迎来巨大的商业化潜力。 中证网讯 在创新医疗器械政策支持下，国产医疗器械企业出海持续加速。Wind数据显示，8月12日盘 中，全市场同类产品规模最大的医疗器械ETF（159883）涨超2%，资金申购超2亿份，近一周，该ETF 份额增长14.8亿份，连续5个交易日实现净申购。 消息面上，近日心脉医疗的Hercules®-LP直管型覆膜支架及输送系统在马来西亚成功完成首例临床植 入，标志着这款产品正式在该国进入临床应用，进一步丰富了心脉医疗在该市场的产品线布局。此前， 赛诺医疗发布子公司产品获美国FDA突破性医疗器械 ...