今日，A股涨跌互现，全市场费率最低档的医疗器械ETF基金(159797)涨近1%，强势冲击5连阳。资金面上，医疗器械ETF基金 (159797)盘中获净申购1200万份，已连续第12天获净流入，累计"吸金"超1.3亿元！ | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重▼ | | --- | --- | --- | --- | --- | | 1 | 300760 | 迈瑞医疗 | 4.35% | 13.88% | | 2 | 688271 | 联影医疗 | 3.75% | 7.63% | | 3 | 688068 | 热景生物 | 6.00% | 5.22% | | ব | 300896 | 爱美客 | 0.65% | 4.42% | | 5 | 300003 | 乐普医疗 | 3.05% | 3.17% | | 6 | 002223 | 鱼跃医疗 | 1.33% | 2.97% | | 7 | 300832 | 新产业 | -1.01% | 2.83% | | 8 | 688016 | 心脉医疗 | 1.22% | 2.82% | | ਰੇ | 688301 | 奕瑞科技 | 1.94% | 2.5 ...

Group 1 - The medical device sector is experiencing a strong performance, with the CSI All Medical Device Index rising by 1.41% as of August 21, 2025, and notable stocks such as Meihua Medical increasing by 14.12% [1] - The Medical Device ETF (159797) has shown a consistent upward trend, achieving a 1.55% increase over the past week and a 1.17% rise on the day of reporting [1] - The Medical Device ETF has seen significant liquidity, with a turnover rate of 7.13% and nearly 20 million yuan in trading volume [1] Group 2 - The Medical Device ETF has reached a new high in scale at 255 million yuan and a new high in shares at 300 million, indicating strong investor interest [2] - Over the past 11 days, the ETF has experienced continuous net inflows, totaling 122 million yuan, with a peak single-day inflow of 31.28 million yuan [2] Group 3 - Recent government initiatives emphasize the importance of high-quality technological supply and policy support for the biopharmaceutical industry, aiming to enhance the quality and efficiency of medical products [5] - The total bid amount for medical devices in July reached 12.643 billion yuan, reflecting a year-on-year growth of 20%, with a total of 96.785 billion yuan for the first seven months, marking a 57% increase [5] - The Ministry of Industry and Information Technology has issued guidelines to promote the innovation of brain-computer interface technology, aiming for breakthroughs by 2027 [5] Group 4 - The brain-computer interface industry is expected to see significant growth driven by technological innovation, policy support, and capital investment, particularly in healthcare and consumer markets [6] - The Medical Device ETF encompasses a wide range of sectors, including high-value consumables and in-vitro diagnostics, with the top ten weighted stocks accounting for over 44% of the fund [6]

Group 1 - The core viewpoint highlights the strong performance of the "Double Innovation Leading ETF" (588330), which has seen a price increase of over 1.5% and a trading volume exceeding 29 million yuan, indicating active market engagement [1] - The ETF's latest scale is reported at 1.073 billion yuan, reflecting significant investor interest in hard technology sectors [1] - Key constituent stocks such as Lens Technology and Mindray Medical have shown notable gains, with Lens Technology rising over 9% [1] Group 2 - Data from the National Bureau of Statistics indicates that the high-tech manufacturing sector's added value grew by 9.3% year-on-year in July, with integrated circuit manufacturing increasing by 26.9%, suggesting a robust hard technology industry [3] - The technology sector is viewed as a key investment theme, particularly the domestic artificial intelligence industry chain, which is expected to benefit from advancements in AI applications and infrastructure [3] - The report emphasizes the importance of new production capabilities and the potential for excess returns in innovation-driven companies, with a focus on sectors like AI, innovative pharmaceuticals, and robotics [4] Group 3 - The "Double Innovation Leading ETF" is characterized by its cross-market diversification, focusing entirely on strategic emerging industries, including new energy and semiconductors [5] - The ETF is positioned as a high-elasticity tool for capturing technology market trends, with a low investment threshold allowing access to top-tier technology stocks [5] - The index underlying the ETF is designed to reflect the performance of the top 50 strategic emerging companies, enhancing its appeal as a "Chinese version of NASDAQ" [5]

CINNO Research 统计数据显示，2025 年上半年中国半导体产业总投资额达 4,550 亿，其中半导体设备 投资逆势增长53.4%，凸显了半导体产业链核心环节自主可控需求仍然迫切，国产化替代有望加速推 进，其中国产半导体制造、先进封测、半导体设备/材料等环节有望率先受益。 根据国家数据局，2024年初，我国日均Token的消耗量为1千亿；截至今年6月底，日均Token消耗量已经 突破30万亿，1年半时间增长了300多倍，这反映了我国人工智能应用规模的快速增长。德邦证券认为， 伴随大模型Token处理量爆发式增长，AI的商业模式或将逐步闭环，国产算力诉求有望进一步攀升。 行业消息方面，近期，海光信息发布2025年半年报，公司营收与净利润继续保持高速增长，其中第二季 度营收同比增长41.15%，归母净利润同比增长23.14%。公司DCU产品性能优势突出，已构建完善的软 件生态系统，全面支持深度学习训练、推理及大模型场景。同时，公司筹划吸收合并中科曙光，打造从 高端芯片设计到整机系统的完整国产算力产业生态，协同效应显著。中原证券指出，海光信息在国产算 力基础设施需求爆发背景下，有望持续受益于AI与高性能 ...

8月21日，医疗板块活跃，A股最大医疗ETF（512170）场内价格一度涨超1%，截至发稿成交额为3.22亿元，基金最新规模为273.60亿元，同 类ETF中排名首位。 成份股方面，美好医疗、开立医疗和华熙生物涨幅居前，其中美好医疗一度冲击20CM涨停%。权重股迈瑞医疗、联影医疗双双大涨超3%。 下跌方面，福瑞股份、三博脑科和中源协和调整居前。 | | 分时 多日 1分 5分 15分 30分 | | | ୧୦સ્ત્ર 11 | | | | F9 盘前盘后 帮加 九转 画线 丁具 谷 | | (?) | 医疗ETF 1 | | 512170 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 512170[医疗ETF] 10:23 价 0.384 涨跌 0.004(1.05%) 均价 0.383 成交量 14.69万 IOPV | | | | | | | | | 0.384 | | | | | | | | | | | 0.384 | | +0.004 +1.0 ...

8月21日，医疗板块活跃，A股最大医疗ETF（512170）场内价格一度涨超1%，截至发稿成交额为3.22 亿元，基金最新规模为273.60亿元，同类ETF中排名首位。 成份股方面，美好医疗、开立医疗和华熙生物涨幅居前，其中美好医疗一度冲击20CM涨停%。权重股 迈瑞医疗、联影医疗双双大涨超3%。下跌方面，福瑞股份、三博脑科和中源协和调整居前。 | | | 分时 多日 1分 5分 15分 30分 60分 · | | | | | | | F9 盘前盘后 图加 九射 图短 工具 @ (7) > | | | 医疗ETF 1 | | 512170 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 512170 医疗ETF] 10:23 价 0.384 涨跌 0.004(1.05%) 均价 0.383 成交量 14.69万 IOPV | | | | | | | | | | | | | | | | | | | | | LOSS | 0 384 | | +0. ...

内容概况：近年来，中国人工智能+医疗影像行业呈现出快速发展的态势，成为医疗科技领域的重要增 长点。2024年，中国人工智能+医疗影像行业市场规模为76亿元，同比增长109.94%。AI技术能够从海 量影像中快速发现微小病灶，实现多种疾病的精准早筛，为医生提供重要的辅助诊断支持。此外，AI 医学影像产品类型正向多元化方向发展，软硬件结合的模式逐渐成为医疗机构的优选方案。 相关上市企业：联影医疗（688271）、万东医疗（600055）、迈瑞医疗（300760）、鹰瞳科技 （02251）、东软集团（600718）、超研股份（301602）、云创数据（835305）、开立医疗（300633） 相关企业：中科寒武纪科技股份有限公司、华为技术有限公司、北京地平线机器人技术研发有限公司、 上海联影医疗科技股份有限公司、北京万东医疗科技股份有限公司、深圳迈瑞生物医疗电子股份有限公 司、浪潮电子信息产业股份有限公司、新华三集团有限公司、数坤科技股份有限公司、东软医疗系统股 份有限公司、阿里云计算有限公司、美年大健康产业控股股份有限公司 关键词：人工智能+医疗影像、人工智能+医疗影像市场规模、人工智能+医疗影像行业现状、人工智 ...

来源：环球网 自身实力方面，联影集团凭借着自主创新实力，已向市场推出超220款硬件和软件产品；具备产学研医 融合创新实力，通过科研合作助力当地医疗水平发展；提供全生命周期服务，7*24小时响应，完善的远 程技术支持系统等。这些优势，为联影拓展海外市场提供了强劲的内源动力，助力其在国际市场竞争中 稳步前行。 此外，在8月15日召开的China-Hospeq 2025全体会议上，中非医院联盟正式成立。联影医疗作为牵头单 位，联合北京协和医院、埃塞俄比亚华盛顿医院，发起中非医院联盟肿瘤防治联合工作组，联合复旦大 学附属中山医院、东南大学附属中大医院、四川省遂宁市中心医院、摩洛哥穆罕默德六世大学医院等共 同发起中非医院联盟数字化医学影像及介入联合工作组，计划通过中国自主研发的高端医学装备，以人 工智能辅助诊断、信息化技术平台为支撑，通过联合人才培养、学术技术交流、科研合作等多种方式， 提升非洲医学影像与介入治疗、肿瘤临床诊断及治疗水平。 在中非联盟-埃塞俄比亚援外班学员参观联影展台后，学员Dr. Fekadu Negash向环球网记者表示，对于 医生而言，拥有优质高效的诊断模式至关重要。另一个援外班学员Samuel ...

Core Viewpoint - The stock of United Imaging Healthcare (688271) has shown a slight increase, with a closing price of 130.03 yuan on August 20, 2025, reflecting a 0.37% rise, amidst mixed capital flows from different investor categories [1][2]. Group 1: Stock Performance and Capital Flow - On August 20, 2025, the stock recorded a trading volume of 47,400 hands and a transaction amount of 613 million yuan [1]. - The net inflow of main funds was 7.9952 million yuan, accounting for 1.3% of the total transaction amount, while retail investors saw a net inflow of 10.6946 million yuan, representing 1.74% [1][2]. - Over the past five days, the stock has experienced fluctuations in capital flow, with notable net outflows from speculative funds on several days [2]. Group 2: Financial Metrics and Industry Ranking - United Imaging Healthcare's total market capitalization is 107.165 billion yuan, significantly higher than the industry average of 12.109 billion yuan, ranking 2nd in the industry [3]. - The company reported a net profit of 370 million yuan for Q1 2025, reflecting a year-on-year increase of 1.87%, with a gross margin of 49.94% [3]. - The company's return on equity (ROE) stands at 1.84%, which is above the industry average of 1.28%, indicating a relatively strong performance compared to peers [3]. Group 3: Analyst Ratings - In the last 90 days, 18 institutions have provided ratings for the stock, with 12 recommending a buy and 6 suggesting an increase in holdings [4]. - The average target price set by institutions over the past 90 days is 149.48 yuan, indicating a potential upside from the current trading price [4].

截至2025年8月20日 14:23，上证科创板生物医药指数下跌0.91%。成分股方面涨跌互现，心脉医疗领涨3.13%，皓元医药上涨1.63%，ST诺泰上涨1.40%；苑 东生物领跌，荣昌生物、悦康药业跟跌。科创医药ETF嘉实(588700)下修调整。 截至8月19日，科创医药ETF嘉实近1年净值上涨56.59%。从收益能力看，截至2025年8月19日，科创医药ETF嘉实自成立以来，最高单月回报为23.29%，最 长连涨月数为6个月，最长连涨涨幅为41.76%，上涨月份平均收益率为8.17%。 东吴证券研报显示，2024年中国创新药BD（业务合作）总金额达519亿美元，2025年三生制药与辉瑞达成的12.5亿美元首付款交易再创纪录，印证了国内创 新药全球竞争力的提升。政策端，《全链条支持创新药发展实施方案》从支付、审批、融资等多维度护航行业，而研发端，截至2025Q1我国FIC（首创新 药）数量覆盖度已达40%，接近美国水平（美国为53%）。 东海证券指出，医药生物板块年初至今上涨25.02%，在申万31个行业中排名第4位，当前PE估值为31.31倍，处于历史中位水平。国家医保局近期印发《医疗 保障按病种付费 ...