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 ...

Core Viewpoint - Several A-share companies, including YK International, Tianyu Digital Science, Kesi Technology, and Xiling Information, announced that their directors are under investigation or have been detained for suspected illegal activities, but these matters are not expected to significantly impact their daily operations [3][4]. Group 1: Company Announcements - Dameng Data announced that its director and general manager, Pi Yu, is under investigation and has been detained, but the company expects no significant impact on its operations [5]. - Kesi Technology reported that its actual controller and director, Liu Jiande, has been detained and is under investigation, with daily operations managed by senior management and no significant impact on business [7]. - YK International disclosed that its chairman, Guo Baichun, has been arrested for suspected embezzlement and abuse of power, but this matter is personal and unrelated to the company, which continues to operate normally [9]. - Tianyu Digital Science stated that its director, Guo Baichun, is under arrest for personal matters during his public office tenure, with no impact on the company's operations [11]. - Xiling Information reported that its actual controller and director, Yue Yamei, is under investigation and has been detained, with the chairman temporarily assuming the general manager's responsibilities, ensuring normal operations [14].

8月19日，沪深两融数据显示，联影医疗获融资买入额0.73亿元，居两市第408位，当日融资偿还额0.56 亿元，净买入1792.44万元。 来源：金融界 融券方面，当日融券卖出0.39万股，净买入0.27万股。 最近三个交易日，15日-19日，联影医疗分别获融资买入0.48亿元、0.58亿元、0.73亿元。 ...

Core Viewpoint - The medical device sector has started a rebound since June 20, 2023, with the medical device index rising over 18% amid a bullish market trend, as the Shanghai Composite Index reaches a ten-year high [1] Group 1: Market Performance - The medical device index ETF (159898) has seen strong capital inflow, with an increase of 12.01 million yuan in the latest session and a total net subscription of 140 million yuan over the past 20 days, reaching a new high of 355 million yuan in total assets [1] - The medical device index has outperformed its benchmark by 9.8% since its inception, indicating strong relative performance [2][9] Group 2: Institutional Holdings - As of Q2 2025, the institutional holding value of the medical device sector is approximately 1.73%, a decrease of 0.20% from the previous quarter, suggesting potential for future increases as the sector's fundamentals improve [11] - The core sub-sectors of medical devices and consumables are currently at historically low levels of institutional holdings, with medical devices at 1.66% and consumables at 0.07% [11] Group 3: Future Outlook - The medical device sector is expected to improve in the second half of 2025, driven by factors such as the end of excessive procurement competition and advancements in AI technology [1][15] - Companies with independent innovation capabilities and international expansion potential are favored, particularly those benefiting from domestic substitution and procurement policies [15] - The sector is anticipated to transition from scale expansion to higher-level development, with a focus on high-quality growth and long-term investment opportunities [15]

8月18日，沪深两融数据显示，联影医疗获融资买入额0.58亿元，居两市第574位，当日融资偿还额0.63 亿元，净卖出554.20万元。 融券方面，当日融券卖出0.52万股，净卖出0.35万股。 来源：金融界 最近三个交易日，14日-18日，联影医疗分别获融资买入0.62亿元、0.48亿元、0.58亿元。 ...

Summary of the Conference Call for 联影医疗 Company Overview - 联影医疗 specializes in a wide range of medical imaging equipment including MRI, CT, X-ray, PET-CT, PET-MRI, and radiation therapy devices, with a growing market share and active expansion into overseas markets such as Japan, Europe, and the United States [2][3] Core Insights and Arguments - **R&D Investment**: The company places a high emphasis on R&D, focusing on the self-development of core components like MRI magnets and CT tubes to reduce costs and enhance product competitiveness, achieving full-process coverage from core parts to complete machines [2][4][5] - **Market Growth**: Since 2018, the company has maintained rapid growth, with a significant boost in 2020 due to increased demand for CT during the pandemic. Although there was a decline in 2022 and 2023, profitability is expected to rise again by 2025 [2][6] - **Chinese Medical Equipment Market**: The market size reached 53.7 billion yuan in 2020, growing at approximately 10% annually. Factors such as aging population and equipment renewal policies are expected to drive market expansion [2][7] - **Domestic Market Performance**: The company holds about 11.8% market share in China, benefiting from increasing localization rates and supportive equipment renewal policies [10] Industry Trends - **Localization Rate**: The localization rate in China's medical equipment sector is currently low but on the rise. For instance, the localization rate in X-ray is relatively high, while high-end CT components are nearing commercialization. The market share of domestic brands in MRI has reached 20% [8] - **Funding Sources**: Most funding for medical equipment procurement comes from government bonds, alleviating financial pressure on hospitals and promoting short-term purchasing demand [7] International Expansion Strategy - **Global Presence**: The company has entered over 70 countries and established multiple subsidiaries and R&D centers, employing a "one core, multiple wings" strategy to tailor product lines for different markets [11][12] - **North America and Europe**: In North America, the company has achieved coverage in over 50% of state-level administrative regions since its entry in 2013. In Europe, it aims for significant growth from 2025 to 2026, following the establishment of a subsidiary in Poland [12][15] Challenges and Innovations - **Emerging Markets**: The company collaborates with local distributors in emerging markets to enhance its presence, achieving notable success in India with a leading market share in PET CT [13] - **Industry-Academia Collaboration**: The company emphasizes collaboration with universities for scientific research, which helps in product innovation and understanding clinical needs [14] Future Outlook - **Growth Prospects**: In the short to medium term, the company is expected to continue benefiting from domestic equipment renewal demands while enhancing localization. The international strategy will focus on local market adaptation, particularly in Europe, where significant growth is anticipated [15]

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。 从资金流向上来看，当日医疗器械板块主力资金净流出6.22亿元，游资资金净流入8454.45万元，散户资 金净流入5.38亿元。医疗器械板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300049 | 福瑞股份 | 1.46 Z | 11.88% | -1.05 Z | -8.52% | -4138.97万 | -3.36% | | 300003 | 乐普医疗 | 1.21 Z | 7.97% | -5108.00万 | -3.37% | -6962.47万 | -4.59% | | 600645 | 中源协和 | 9348.49万 | 9.75% | -3949.64万 | -4.12% | -5398.85万 | -5.63% | | 688271 | 联影医疗 | ...

国金证券对浩瀚深度控股股东、实际控制人一致行动协议到期不再续签暨权益变动事项核查。2013年12 月张跃和雷振明签署《一致行动人协议》及《补充协议》，2025年8月18日到期后不再续签，一致行动 关系19日起解除。 ...