截至2025年8月29日收盘，赛诺医疗（688108）报收于33.19元，较上周的32.7元上涨1.5%。本周，赛诺 医疗8月25日盘中最高价报35.0元。8月28日盘中最低价报29.56元。赛诺医疗当前最新总市值138.09亿 元，在医疗器械板块市值排名23/126，在两市A股市值排名1375/5152。 本周关注点 赛诺医疗科学技术股份有限公司5%以上股东郭彦超持有公司20,840,854股，占总股本的5.01%。因个人 资金需求，郭彦超拟于2025年9月22日至2025年12月21日通过大宗交易方式减持不超过168,000股，占公 司总股本不超过0.04%。股份来源为二级市场集中竞价买入。过去12个月内已减持1,930,000股，占总股 本0.46%。本次减持不影响公司控制权，亦不存在不得减持情形。减持实施情况受市场及股价等因素影 响，存在不确定性。公司将督促股东合规减持并履行信息披露义务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 股本股东变化：股东郭彦超减持193.0万股，占总股本0.4639% 股本股东变化：减持期 ...

Market Performance - In August 2025, major A-share indices experienced significant gains, with the Shanghai Composite Index reaching a peak of 3888.6 points, marking a nearly ten-year high and a monthly increase of 7.97%, closing at 3857.93 points [1] - The Shenzhen Component Index surged by 15.32%, while the ChiNext Index rose by 24.13%, and the Sci-Tech 50 Index saw the highest increase of 28% [1] Index Performance Overview - Year-to-date performance for major indices shows the Sci-Tech 50 Index leading with a 35.63% increase, followed by the ChiNext Index at 34.95%, and the Shenzhen Component Index at 21.91% [2] - The Shanghai Composite Index has a year-to-date increase of 15.10% [2] Sector Performance - Among the Shenwan first-level industry indices, the telecommunications, electronics, and comprehensive indices had the highest increases at 34.41%, 24.79%, and 21.9% respectively [3] - Other sectors such as non-ferrous metals, computers, power equipment, machinery, automobiles, and media also saw gains exceeding 10%, while the banking index experienced a slight decline of 1.62% [3] Banking Sector Insights - The banking sector continues to attract new capital inflows due to high dividends in a low-interest-rate environment, with state-owned banks providing stable dividends as a safety margin [5] - The net interest margin for major banks is stabilizing, and regional banks are benefiting from consumer loan interest subsidies [5] - Despite pressure on interest margins due to regulatory impacts, the overall liability side of the banking sector is improving, with a strong focus on corporate lending over retail [6] Stock Performance Highlights - In August, 115 stocks recorded cumulative gains of over 50%, with the top three performers being Geberit (155.37%), Kaipu Cloud (147.9%), and Sino Medical (141.73%) [11] - The stock *ST Aowei led the increase in trading halts with 11 occurrences, while *ST Gaohong topped the decline list with 15 halts and a drop of 51.64% [7][9] Notable Corporate Actions - Wan Tong Development announced plans to acquire Beijing Shudu Information Technology Co., which specializes in PCIe 5.0 switching chips for GPU networking, although the company is currently operating at a loss [10] - Kaipu Cloud disclosed intentions to purchase 100% equity of Nanning Taike Semiconductor, with the transaction's approval status remaining uncertain [12]

Market Performance - The Sci-Tech Innovation Board's 50 Index rose by 28% in August, reaching a three-year high of 1341.31 points [1] - A number of "bull stocks" emerged in the market, with the top twenty stocks on the Sci-Tech Innovation Board showing significant gains [2] Top Performing Stocks - The stock with the highest increase was Kaipu Cloud, which surged by 147.9% [4] - Other notable performers included Sainuo Medical with a 141.73% increase and Zhejiang Haideman with a 133.7% increase [4][6] Sector Analysis - The semiconductor and optical communication sectors had a strong presence in the top-performing stocks, with several AI hardware companies making the list [6] - Companies like Cold Computing and Dongxin Co. also performed well, reflecting the growing demand for AI infrastructure [6] AI Industry Insights - The release of DeepSeek-V3.1 on August 21 was noted, indicating advancements in AI capabilities [7] - Cold Computing's stock rose by 110.36%, surpassing Kweichow Moutai to become the new "stock king" with a market cap of 624.3 billion yuan [7] Financial Performance - Cold Computing reported a projected revenue of 5 billion to 7 billion yuan for the year, driven by increasing demand for AI computing power [7] - Sainuo Medical achieved a net profit of 13.84 million yuan in the first half of 2025, marking a 296.54% year-on-year increase [9] Industry Trends - The medical device sector is expected to see significant growth, with supportive policies likely to drive advancements in high-end imaging equipment and AI in healthcare [9] - The overall performance of the Sci-Tech Innovation Board reflects a favorable environment for AI and innovative pharmaceuticals, indicating a phase of profitability improvement [10]

证券代码：688108 证券简称：赛诺医疗 公告编号：2025-042 赛诺医疗科学技术股份有限公司关于公司 棘突球囊产品获得国外医疗器械注册证的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 近日，赛诺医疗科学技术股份有限公司（以下简称"赛诺医疗"或"公司"） TRADENTTM冠状动脉棘突 球囊扩张导管获得泰国公共卫生部下属的国家级监管机构泰国食品药品监督管理局（Thailand Food and Drug Administration，简称 Thai FDA 或 TFDA）的批准，在泰国获得《医疗器械注册证》。现将相关情 况公告如下： 一、《医疗器械注册证》内容 注册证编号：68-2-1-2-0007694 产品名称：冠状动脉棘突球囊扩张导管(TRADENTTM海神戟TM)） 二、医疗器械基本情况 本次获得泰国医疗器械注册证的TRADENTTM冠状动脉棘突球囊扩张导管是公司自主研发并在国内棘 突球囊品类中最先获批的一款产品，主要用于PTCA中对于血管狭窄病变进行扩张治疗。 该产品在设计上兼顾了通过性、 ...

Summary of Key Points Core Viewpoint - The announcement details the shareholding status and a planned share reduction by a major shareholder of Sino Medical Science Technology Co., Ltd. due to personal funding needs [1][2]. Shareholding Status - As of the announcement date, the major shareholder, Mr. Guo Yanchao, holds 20,840,854 shares, representing 5.01% of the total shares of the company [2]. - Mr. Guo acquired 340,854 shares through secondary market trading, which accounts for 0.08% of the total shares [1]. Reduction Plan Details - Mr. Guo plans to reduce his holdings by up to 168,000 shares, which is not more than 0.04% of the total share capital, through block trading within three months from September 22, 2025, to December 21, 2025 [2]. - The shares to be reduced are sourced from shares acquired through competitive bidding in the secondary market [2]. Previous Reduction Activity - In the past 12 months, Mr. Guo has reduced his holdings by 1,930,000 shares, which is 0.46% of the total shares, at a price range of 12.80 to 12.90 yuan per share [2]. Compliance and Regulations - The reduction plan complies with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [3]. - The major shareholder has no other arrangements regarding the reduction and has not made any commitments regarding shareholding changes [2][3].

证券代码：688108 证券简称：赛诺医疗 公告编号：2025-042 赛诺医疗科学技术股份有限公司关于公司 棘突球囊产品获得国外医疗器械注册证的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 近日，赛诺医疗科学技术股份有限公司（以下简称"赛诺医疗"或"公司"） TRADENT TM 冠状动脉棘突球囊扩张导管获得泰国公共卫生部下属的国家级监管机构泰 国食品药品监督管理局（Thailand Food and Drug Administration，简称 Thai FDA 或 TFDA）的批准，在泰国获得《医疗器械注册证》。现将相关情况公告如下： 一、《医疗器械注册证》内容 注册证编号：68-2-1-2-0007694 该产品在设计上兼顾了通过性、切割效果及安全性三大核心需求，采用棘突丝"螺旋 式"布局在球囊表面，使球囊具有强大嵌入能力的同时还具有较好的通过性。球囊充压后， 能够有效锁定钙化斑块并进行 360°全方位的斑块剥离，从而实现可控且高效的预处理。 由于镍钛合金具有形状记忆的优点，该产品在球囊卸压后，棘 ...

Group 1 - The company announced that its TRADENTTM coronary balloon dilation catheter has received approval from the Thai FDA, a national regulatory body under the Ministry of Public Health in Thailand [1] - The medical device registration certificate number is 68-2-1-2-0007694, valid until December 31, 2029 [1] - This product is the first of its kind in the domestic market for balloon catheters, primarily used for the expansion treatment of vascular stenosis lesions during PTCA [1]

Core Viewpoint - Sino Medical (688108.SH) has received approval from the Thai Food and Drug Administration for its self-developed TRADENTTM coronary artery balloon dilation catheter, marking the first overseas registration certificate for this product, which will enhance the company's overseas product offerings [1] Group 1 - The TRADENTTM catheter is primarily used for the expansion treatment of vascular stenosis lesions during PTCA (Percutaneous Transluminal Coronary Angioplasty) [1] - This approval represents a significant milestone for Sino Medical as it expands its international market presence [1] - The product's registration in Thailand will effectively increase the variety of products available for sale in the company's overseas business [1]

证券之星消息，8月29日医疗器械板块较上一交易日上涨0.11%，透景生命领涨。当日上证指数报收于 3857.93，上涨0.37%。深证成指报收于12696.15，上涨0.99%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600807 | 济高发展 | 3.11 | -4.89% | 33.54万 | | 1.06亿 | | 301363 | 美好医疗 | 24.09 | -4.25% | 22.96万 | | 5.56 Z | | 6668889 | 硕世生物 | 61.71 | -3.46% | 1.59万 | | 9923.51万 | | 688217 | 睿昂基因 | 29.22 | -3.18% | 1.58万 | | 4647.36万 | | 300289 | 利德曼 | 8.23 | -3.18% | 20.74万 | | 1.72亿 | | 688050 | 爰博医疗 | 77.81 | -2.96% | 6.24万 | | 4. ...

Group 1 - The core viewpoint of the news highlights the strong performance of the medical device sector, with the medical device ETF fund (159797) seeing significant net subscriptions and capital inflow [1] - The medical device ETF fund (159797) has accumulated over 160 million yuan in net subscriptions in the past 20 days, indicating strong investor interest [1] - Major stocks within the medical device ETF fund have shown positive performance, with notable gains from companies like Tsinghua Tongfang and Jimin Health [1][2] Group 2 - According to Everbright Securities, there is an expectation for supportive policies from the drug regulatory authority to drive growth in high-end imaging equipment, surgical robots, and AI+medical sectors, benefiting leading companies in these niches [3] - The medical device industry, particularly in equipment, has seen a significant recovery in demand since the second half of 2024, with expectations for continued growth in company financials [3] - The investment strategy for 2025 emphasizes structural selection of investment opportunities based on payment willingness and ability, focusing on three main payment channels: hospital payments, out-of-pocket payments, and overseas payments [3] Group 3 - Guotai Junan Securities notes that the global brain-computer interface market is at a critical turning point, with projections for the medical application market to reach $40 billion by 2030 and $145 billion by 2040 [4] - The brain-computer interface industry is expected to accelerate due to supportive policies, with key technology breakthroughs anticipated by 2027 [4][5] - The establishment of clear pricing standards for brain-computer interface services by the National Medical Insurance Bureau is expected to enhance hospital procurement confidence and facilitate the application of this technology in healthcare [5] Group 4 - The medical device ETF fund (159797) covers a wide range of sectors including medical equipment, in vitro diagnostics, and high-value consumables, with the top ten weighted stocks accounting for nearly 44% of the fund [6] - The top weighted stocks in the medical device ETF include Mindray Medical, United Imaging, and Aimeike, indicating a diverse portfolio within the medical device sector [6]