上海联影医疗科技股份有限公司监事会 关于公司 2025 年限制性股票激励计划（草案）的核查意见 上海联影医疗科技股份有限公司（以下简称"公司"）监事会依据《中华人民共和 国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《上海证券交易所 科创板股票上市规则》（以下简称"《上市规则》"）、《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等相关法律、法规及规范性文件和《上海联影医疗科技股 份有限公司章程》（以下简称"《公司章程》"）的有关规定，对公司《2025 年限制性股 票激励计划（草案）》（以下简称"《激励计划（草案）》"）进行了核查，发表核查意见 如下： 1、公司不存在《管理办法》等法律、法规规定的禁止实施股权激励计划的情形， 包括： （1）最近一个会计年度财务会计报告被注册会计师出具否定意见或者无法表示意 见的审计报告； （2）最近一个会计年度财务报告内部控制被注册会计师出具否定意见或无法表示 意见的审计报告； （3）上市后最近 36 个月内出现过未按法律法规、公司章程、公开承诺进行利润 分配的 ...

6月13日联影医疗大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 23.77 | 3078.44 | 129.50 | 0.00 | 机构专 | 瑞银证券有限责任公司上海花园石 | | | | | | 用 | 桥路证券营业部 | | 15.70 | 2033.15 | 129.50 | 0.00 | 机构专 | 中信证券股份有限公司深圳滨海大 | | | | | | 用 | 道证券营业部 | | 11.31 | 1464.65 | 129.50 | 0.00 | 机构专 | 中信证券股份有限公司深圳滨海大 | | | | | | 用 | 道证券营业部 | | 3.25 | 420.88 | 129.50 | 0.00 | 机构专 | 中信证券股份有限公司深圳滨海大 | | | | | | 用 | 道证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry, expecting the industry index to outperform the market index by over 10% in the next six months [29]. Core Insights - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, rising by 5.06% from May 30, 2025, to June 12, 2025, exceeding the CSI 300 index by approximately 4.19 percentage points [10][24]. - Most sub-sectors within the industry recorded positive returns during the same period, with other biological products and raw materials leading with increases of 6.57% and 4.92%, respectively [11][24]. - Approximately 83% of stocks in the industry achieved positive returns, with notable performers such as Yiming Pharmaceutical rising by 94.83% [12][15]. - The overall industry valuation has increased, with the SW pharmaceutical and biotechnology industry index's PE (TTM) at approximately 50.45 times, which is relatively low compared to historical levels [16][24]. Summary by Sections 1. Market Review - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, with a rise of 5.06% from May 30, 2025, to June 12, 2025 [10]. - Most sub-sectors recorded positive returns, with significant gains in other biological products and raw materials [11]. - About 83% of stocks in the industry posted positive returns, with Yiming Pharmaceutical showing the highest increase [12][15]. 2. Industry News - The National Medical Insurance Administration announced that Hunan Province completed its annual medical insurance fund settlement ahead of schedule, distributing 9.22 billion yuan to 31,000 medical institutions [22]. - The report highlights the ongoing positive developments in the innovative drug sector, including a significant collaboration between Sanofi and Pfizer worth 6 billion USD [26]. 3. Company Announcements - Chengdu Kanghong Pharmaceutical Group's subsidiary received approval for a clinical trial of a new drug, which is expected to enhance its market competitiveness [23]. 4. Industry Outlook - The report suggests continued focus on investment opportunities within the innovative drug supply chain and related sectors, including medical devices and traditional Chinese medicine [26].

金融界6月12日消息，A股三大指数收盘涨跌不一，上证科创板医疗指数 (科创医疗，950255)报734.93 点。 数据统计显示，上证科创板医疗指数近一个月上涨1.89%，近三个月下跌3.03%，年至今上涨1.35%。 据了解，上证科创板医疗指数从科创板中选取不超过30家医疗领域的上市公司证券作为指数样本，以反 映科创板中医疗上市公司证券的整体表现。该指数以2022年12月30日为基日，以1000.0点为基点。 从指数持仓来看，上证科创板医疗指数十大权重分别为：惠泰医疗（11.48%）、联影医疗 （10.13%）、爱博医疗（6.9%）、奕瑞科技（6.49%）、南微医学（5.37%）、圣湘生物（4.91%）、心 脉医疗（4.69%）、海尔生物（4.16%）、亚辉龙（3.62%）、澳华内镜（3.59%）。 从上证科创板医疗指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证科创板医疗指数持仓样本的行业来看，医疗耗材占比45.40%、医疗设备占比33.27%、体外诊断 占比21.34%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。 ...

Group 1 - The core viewpoint highlights a strong performance in the Chinese innovative pharmaceutical sector, with the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index rising by 2.72% as of June 12, 2025, driven by significant gains in constituent stocks such as Rongchang Bio (+17.55%) and BeiGene (+8.00%) [1] - A total of 53 new drugs were approved in China from the beginning of 2025 to the end of May, including 30 domestic innovative drugs and 23 imported ones, covering various therapeutic areas such as oncology and rare diseases [1] - The Chinese innovative drug market is projected to reach nearly 550 billion RMB in 2024, with an expected explosive growth driven by business development (BD) revenues from 2025 to 2027, and is anticipated to exceed 2 trillion RMB by 2030 [1] Group 2 - The Sci-Tech Innovation Board Biopharmaceutical Index consists of 50 large-cap companies from various sectors, including biopharmaceuticals and biomedical engineering, reflecting the overall performance of representative companies in the industry [2] - As of May 30, 2025, the top ten weighted stocks in the index accounted for 51.6% of the total index weight, with companies like United Imaging Healthcare and BeiGene among the leading constituents [2]

Core Viewpoint - The performance of the Sci-Tech Innovation Pharmaceutical Index ETF has shown significant growth in both trading volume and scale, indicating strong investor interest and confidence in the sector [3][5][6]. Liquidity - The Sci-Tech Innovation Pharmaceutical Index ETF had an intraday turnover of 9.12%, with a transaction volume of 20.17 million yuan. Over the past week, the average daily transaction volume reached 50.98 million yuan, ranking first among comparable funds [3]. Scale - In the past year, the Sci-Tech Innovation Pharmaceutical Index ETF's scale increased by 143 million yuan, achieving notable growth and ranking first among comparable funds [3]. Shares - The ETF's shares grew by 120 million in the past year, also ranking first among comparable funds [3]. Top Holdings - As of May 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 51.6% of the total weight. The leading stocks include: - United Imaging Healthcare (8.97%) - BeiGene (7.05%) - Huaitai Medical (5.85%) - Aierx (4.91%) - Baillie Tianheng (4.77%) - Zai Lab (4.75%) - BGI Genomics (4.17%) - Junshi Biosciences (4.15%) - Aibo Medical (3.33%) - Teva Biopharma (3.25%) [5]. Market Response - Following the American Society of Clinical Oncology (ASCO) annual meeting, there has been a positive market response, highlighting the competitiveness and innovation of Chinese pharmaceutical companies in new drug development [5][6]. Innovation Pipeline - The proportion of domestic companies' innovative drug data presented at ASCO has been increasing, with 73 studies selected for oral presentations in 2025, indicating a strong focus on innovation within the industry [6]. Investment Opportunities - Investors without stock accounts can access opportunities in the Sci-Tech Innovation Board biopharmaceutical sector through the Sci-Tech Biopharmaceutical ETF linked fund (021061) [6].

导读： 本文深度聚焦国内50家上市仪器公司，通过解析2024年度研发投入金额、占比、人员规模等关键数据，绘制出一份全景式创新图谱。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 科学仪器，被誉为现代工业的"隐形基石"和科技创新的"眼睛与双手"。从基础研究到产业升级，从实验室探索到高端制造，仪器的精度与可靠 性直接决定着科研的高度与产业的质量。然而，这一关键领域曾长期被国际巨头垄断，国产仪器的"卡脖子"之痛，不仅关乎企业生存，更牵系 国家科技自主的战略安全。 近年来，政策东风频吹——从"十四五"规划的顶层设计，到财政专项的精准滴灌；从进口替代的硬性指标，到产学研协同的技术攻坚，国产科 学仪器行业正迎来前所未有的历史性机遇。在这场必须打赢的"逆袭战"中，研发投入成为企业竞争力的核心标尺：唯有真金白银砸向创新，才 能突破技术壁垒；唯有顶尖人才汇聚，方能锻造出与进口品牌抗衡的"中国精度"。 基于此，仪器信息网深度聚焦国内50家上市仪器企业，通过解析2024年度研发投入金额、占比、人员规模等关键数据，绘制出一份全景式创 新图谱。我们试图回答：谁在引 ...

Group 1: Liquidity and Performance of Sci-Tech Pharmaceutical Index ETF - The Sci-Tech Pharmaceutical Index ETF had a turnover rate of 16.48% during the trading session, with a transaction volume of 37.98 million yuan, indicating active market trading [2] - Over the past week, the average daily transaction volume of the ETF reached 48.92 million yuan, ranking first among comparable funds [2] - In the past year, the ETF's scale increased by 154 million yuan, achieving significant growth and ranking first in new scale among comparable funds [2] - The ETF's shares grew by 130 million units in the past year, also ranking first in new shares among comparable funds [2] - As of June 10, the net value of the ETF increased by 25.51% over the past year [2] - The highest monthly return since inception was 23.29%, with the longest consecutive monthly gains being 4 months and a maximum increase of 21.76% [2] - The average monthly return during the rising months was 8.18%, with a historical one-year profit probability of 69.81% [2] Group 2: Market Trends and Investment Opportunities - The Central Committee of the Communist Party of China and the State Council issued opinions to improve the basic medical insurance drug catalog adjustment mechanism and to develop a commercial health insurance innovative drug catalog [3] - A report from Dongwu Securities indicated that there were 73 oral presentations from China at the 2025 ASCO, marking a historical high, with 89 out of 184 ADC pipeline studies coming from China, accounting for approximately 48.4% of the total [3] - The agency believes that the competitiveness of domestic innovative drugs in the global market is continuously improving, and international investors' confidence in Chinese innovative drug companies is increasing [3] - Domestic innovative drugs are transitioning from "catching up" to "leading," presenting significant investment opportunities [3] - Investors without stock accounts can access the Sci-Tech Biopharmaceutical ETF linked fund (021061) to capitalize on opportunities in the Sci-Tech Board biopharmaceutical sector [3]

Group 1 - Medical device sector shows strong performance with ETF fund (159797) experiencing significant trading volume and net inflow of funds [1] - Recent policy document issued on June 9 aims to improve healthcare resources and insurance mechanisms, which is seen as a major driver for pharmaceutical companies [3] - Citic Securities predicts a trend of low-to-high earnings growth in the medical device sector, with significant improvements expected in the second half of the year [4] Group 2 - Structural investment opportunities exist within the medical device sector, with certain companies expected to achieve high growth in Q2 and Q3 [5] - The easing of US-China tariffs is beneficial for medical device companies, potentially lowering production costs and expanding overseas market share [6] - The medical device ETF fund (159797) covers core areas such as medical equipment and in vitro diagnostics, with top ten weighted stocks accounting for 46.78% [6][7]

Group 1 - The core viewpoint of the news is the performance and holdings of the Industrial and Commercial Bank of China Medical Healthcare Stock Fund, which has shown positive returns in various time frames [1] - The latest net value of the fund is 2.7270 yuan, with a growth of 1.79% [1] - The fund's performance over the past month has yielded a return of 8.91%, ranking 96 out of 1025 in its category [1] - Over the last six months, the fund has achieved a return of 13.01%, ranking 146 out of 989 [1] - Year-to-date, the fund has returned 19.66%, ranking 96 out of 999 [1] Group 2 - The top ten holdings of the fund account for a total of 39.79%, with significant positions in companies such as Heng Rui Pharmaceutical (8.90%) and WuXi AppTec (5.12%) [1] - The fund was established on November 18, 2014, and as of March 31, 2025, it has a total scale of 2.724 billion yuan [1] - The fund is managed by Zhao Bei and Ding Yang, both of whom have extensive experience in the healthcare sector [2]