1月5日上午，A股三大股指高开高走，沪指重返4000点，超4000只个股上涨，近百只个股涨停。截至午间收盘，沪指报4011.45点，涨1.07%，深证成指涨 1.87%，创业板指涨2.15%。 沪深两市半日成交额达1.64万亿元，较上个交易日放量3238亿元。个股涨多跌少，全市场共4064只个股上涨，99只个股涨停，有1236只个股下跌。 从板块看，保险、医疗器械、半导体、游戏等板块涨幅居前，脑机接口概念股大涨；石油天然气、旅游酒店等板块跌幅居前，海南自贸港概念股持续下 挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 脑机接口 | 医疗器械 | 保险 | CRO | 存储器 | 保险 | 医疗保健 | 生物科技 | 半导体 | 电脑硬件 | | 9.37% | 6.26% | 5.84% | 5.40% | 5.34% | 5.69% | 4.80% | 3.97% | 3.61% | 3.48% | | 医疗服务 | 创新药 | 基因检 ...

证券之星消息，12月30日医疗器械板块较上一交易日下跌0.9%，C健信领跌。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688805 | C健信 | 43.10 | -8.61% | 9.31万 | 4.16亿 | | 688656 | 浩欧博 | 167.23 | -7.66% | 1.44万 | 2.50亿 | | 688013 | 天臣医疗 | 48.91 | -6.86% | 3.08万 | 1.54亿 | | 600807 | 济高发展 | 3.16 | -5.67% | 1 70.54万 | 2.25亿 | | 688108 | 赛诺医疗 | 19.28 | -5.02% | 22.71万 | 4.43 Z | | 688607 | 康众医疗 | 43.50 | -5.02% | 3.69万 | 1.61亿 | | 301235 | 不康洁净 | 37. ...

Core Viewpoint - Sino Medical (688108) experienced a decline in stock price, closing at 20.3 yuan on December 29, 2025, down 2.82% with a trading volume of 327,400 shares and a total transaction value of 675 million yuan [1] Group 1: Financial Performance - For the first three quarters of 2025, Sino Medical reported a main revenue of 364 million yuan, an increase of 14.24% year-on-year [3] - The net profit attributable to shareholders reached 21.12 million yuan, showing a significant increase of 293.46% year-on-year [3] - The net profit excluding non-recurring items was 13.91 million yuan, up 148.63% year-on-year [3] - In Q3 2025, the company achieved a quarterly main revenue of 123 million yuan, a year-on-year increase of 17.73% [3] - The quarterly net profit attributable to shareholders was 7.28 million yuan, reflecting a year-on-year increase of 150.51% [3] - The quarterly net profit excluding non-recurring items was 5.93 million yuan, up 137.04% year-on-year [3] - The company's debt ratio stands at 30.4%, with financial expenses of 3.22 million yuan and a gross profit margin of 65.7% [3] Group 2: Market Activity - On December 29, 2025, the net inflow of main funds was 7.93 million yuan, accounting for 1.17% of the total transaction value [1] - Retail investors experienced a net outflow of 63.53 million yuan, representing 9.41% of the total transaction value [1] - Over the past five days, the financing buy amounted to 83.84 million yuan, while financing repayment was 49.41 million yuan, resulting in a net financing buy of 34.43 million yuan [2] - The total financing and securities balance is 750 million yuan [2] Group 3: Company Overview - Sino Medical focuses on the research, development, production, and sales of high-end interventional medical devices, with product lines covering cardiovascular, cerebrovascular, and structural heart disease treatment areas [3] - The company's core product is the BuMA biodegradable drug-coated coronary stent system, which is designed and developed in-house and holds international intellectual property rights [3]

证券之星消息，12月29日医疗器械板块较上一交易日下跌0.74%，华康洁净领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301363 美好医疗 | | -5430.43万 | 11.28% | -4672.75万 | -9.70% | -757.68万 | -1.57% | | 600807 | 济高发展 | 4474.65万 | 11.35% | 1654.29万 | 4.20% | -6128.94万 | -15.54% | | 688626 翔宇医疗 | | 4426.30万 | 11.88% | -4237.06万 | -11.37% | -189.24万 | -0.51% | | 688212 澳华内镜 | | 1931.49万 | 16.27% | 451.16万 | 3. ...

12月29日，赛诺医疗盘中下跌2.06%，截至10:25，报20.46元/股，成交3.46亿元，换手率3.99%，总市值 85.12亿元。 资金流向方面，主力资金净流出173.48万元，特大单买入1377.44万元，占比3.99%，卖出1894.38万元， 占比5.48%；大单买入8200.63万元，占比23.73%，卖出7857.17万元，占比22.73%。 资料显示，赛诺医疗科学技术股份有限公司位于天津开发区第四大街5号泰达生物医药研发大厦A区3 层，成立日期2007年9月21日，上市日期2019年10月30日，公司主营业务涉及高端介入医疗器械研发、 生产、销售,产品管线涵盖心血管、脑血管、结构性心脏病等介入治疗重点领域。主营业务收入构成 为：支架59.76%，球囊32.68%，其他7.56%。 赛诺医疗所属申万行业为：医药生物-医疗器械-医疗耗材。所属概念板块包括：医疗器械、小盘、QFII 持股、融资融券、专精特新等。 截至9月30日，赛诺医疗股东户数2.94万，较上期增加164.74%；人均流通股14170股，较上期减少 62.23%。2025年1月-9月，赛诺医疗实现营业收入3.64亿元，同比增长1 ...

本周关注点 公司公告汇总 赛诺医疗第三届董事会第九次会议审议通过两项议案：同意公司美国子公司eLum向关联方Well Sun Holdings Limited申请不超过100万美元的借款，年利率3.5%，借款期限至2026年12月31日前归还，用于 eLum的研发、临床及运营资金需求，关联董事孙箭华回避表决；同意公司使用最高余额不超过人民币3 亿元的部分闲置自有资金进行现金管理，购买安全性高、流动性好、期限不超过12个月的保本型理财产 品，资金可滚动使用，授权期限为董事会审议通过之日起12个月内。 赛诺医疗独立董事专门会议第五次会议审议通过两项议案：同意子公司eLum向关联方Well Sun Holdings Limited借款，年利率3.5%，用于满足其研发、临床及运营资金需求，交易遵循公平原则，不损害公司 及中小股东利益；同意公司使用部分闲置自有资金进行现金管理，购买保本型银行理财产品，提高资金 使用效率，增加收益，且不影响正常经营。 赛诺医疗关于美国子公司eLum向关联方借款暨关联交易的公告指出，eLum拟向实际控制人孙箭华控制 的Well Sun申请不超过100万美元的借款，年利率3.5%，借款期限至 ...

Core Viewpoint - Sino Medical (688108) has shown a positive stock performance with a closing price of 20.89 yuan, up 2.25% on December 26, 2025, indicating a potential upward trend in investor sentiment [1]. Financial Performance - For the first three quarters of 2025, Sino Medical reported a main revenue of 364 million yuan, a year-on-year increase of 14.24% [5]. - The net profit attributable to shareholders reached 21.12 million yuan, reflecting a significant year-on-year increase of 293.46% [5]. - The third quarter alone saw a main revenue of 123 million yuan, up 17.73% year-on-year, with a net profit of 7.28 million yuan, up 150.51% [5]. Market Activity - On December 26, 2025, the stock experienced a trading volume of 572,000 hands and a total transaction amount of 1.164 billion yuan [1]. - The net inflow of main funds was 6.06 million yuan, accounting for 0.52% of the total transaction amount, while retail investors saw a net outflow of 15.81 million yuan, representing 1.36% [1][2]. Financing and Margin Trading - On December 26, 2025, the financing buy-in was 160 million yuan, with a net buy of 64.89 million yuan, marking a cumulative net buy of 111 million yuan over three consecutive days [2][3]. - The margin trading balance stood at 716 million yuan, with a financing balance of 715 million yuan [3]. Industry Comparison - Sino Medical's total market capitalization is 8.691 billion yuan, which is below the industry average of 10.942 billion yuan, ranking 42 out of 125 in the medical device sector [5]. - The company has a price-to-earnings ratio of 308.67, significantly higher than the industry average of 79.4, ranking 90 out of 125 [5]. - The gross margin of Sino Medical is 65.7%, which is above the industry average of 51.02%, ranking 32 out of 125 [5].

Core Viewpoint - Sino Medical (688108) has shown significant stock performance with a closing price of 20.43 yuan, reflecting a 14.9% increase as of December 25, 2025, indicating strong market interest and potential growth in the medical device sector [1]. Financial Performance - For the first three quarters of 2025, Sino Medical reported a main revenue of 364 million yuan, a year-on-year increase of 14.24% [3]. - The net profit attributable to shareholders reached 21.12 million yuan, marking a substantial year-on-year increase of 293.46% [3]. - The company's net profit excluding non-recurring items was 13.91 million yuan, up 148.63% year-on-year [3]. - In Q3 2025 alone, the company achieved a quarterly main revenue of 123 million yuan, a 17.73% increase compared to the same quarter last year [3]. - The quarterly net profit attributable to shareholders was 7.28 million yuan, reflecting a 150.51% year-on-year growth [3]. - The company maintained a debt ratio of 30.4% and reported financial expenses of 3.22 million yuan, with a gross profit margin of 65.7% [3]. Market Activity - On December 25, 2025, the stock experienced a trading volume of 609,800 hands and a total transaction amount of 1.22 billion yuan [1]. - The net inflow of main funds was 117 million yuan, accounting for 9.54% of the total transaction amount, while retail investors saw a net outflow of 98.09 million yuan, representing 8.03% of the total [1]. - The financing data indicated a net purchase of 43.12 million yuan, with a total financing balance of 651 million yuan [2]. Company Overview - Sino Medical specializes in the research, development, production, and sales of high-end interventional medical devices, focusing on key areas such as cardiovascular, cerebrovascular, and structural heart disease treatments [3]. - The company's core product is the BuMA biodegradable drug-coated coronary stent system, which is designed and developed in-house and holds international intellectual property rights [3].

证券之星消息，12月25日医疗器械板块较上一交易日上涨1.35%，赛诺医疗领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688108 | 赛诺医疗 | 20.43 | 14.90% | 60.98万 | | 12.21亿 | | 920925 | 锦好医疗 | 33.03 | 12.81% | 3.84万 | | 1.23亿 | | 688273 | 麦澜德 | 40.38 | 12.07% | 5.48万 | | 2.16亿 | | 688013 | 天臣医疗 | 52.94 | 11.10% | - 3.12万 | | 1.57亿 | | 688626 | 翔宇医疗 | 57.47 | 6.80% | 5.34万 | | 3.05亿 | | 688399 | 硕世生物 | 72.00 | 6.49% | 3.48万 | | 2.47亿 | ...

东北证券指出，2026年有望成为中国医疗器械板块的价值重构年。政策压力并非行业的终点：外有投资 回收期缩短、医院现金流改善促进采购决策，叠加医保/DRG政策优化预期；内有倒逼厂商创新+出海双 线并行；有望开启创新技术加速兑现、全球影响力持续提升的新发展阶段。当前，板块基本面已现拐 点，但机构持仓却处于近年历史低位，或可关注预期差下的投资机遇。 12月25日午后，三大指数集体拉升，白酒、医疗器械等多个低位板块走强。医疗器械指数ETF （159898）盘中上涨1.29%，据iFind数据，盘中该ETF申购3600万份。成分股方面，赛诺医疗涨超 14%，麦澜德涨超11%，伟思医疗、硕世生物等涨超7%，迈瑞医疗、联影医疗、奕瑞科技等多个权重股 走强。 消息面上，第六批国家高价值耗材集采启动，引入多重机制防止恶意低价。据智通财经12月23日报道， 新一批国家组织高值医用耗材集采正式启动，将对药物涂层球囊类、泌尿介入类医用耗材进行集采，于 2026年1月13日开标。与前五轮高值医用耗材的集中采购不同，此轮集采有两个新亮点：一是引入了锚 点价格的概念，二是引入了多重复活机制。 此外，据中国证券报，12月25日，国家药监局《 ...