Core Viewpoint - The ChiNext 50 Index ETF (588870) opened with a decline of 2.97%, indicating a bearish trend in the market for technology stocks [1] Group 1: ETF Performance - The ChiNext 50 Index ETF (588870) opened at 1.373 yuan, reflecting a significant drop [1] - The ETF's performance benchmark is the Shanghai Stock Exchange ChiNext 50 Index return rate [1] - Since its establishment on January 20, 2025, the ETF has achieved a return of 39.76%, with a one-month return of 29.12% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 4.38% - Haiguang Information (海光信息) down 2.58% - Cambricon (寒武纪) down 6.80% - Lattice Semiconductor (澜起科技) down 2.00% - Zhongwei Company (中微公司) down 2.44% - Kingsoft Office (金山办公) up 0.30% - United Imaging (联影医疗) unchanged - Transsion Holdings (传音控股) down 0.08% - Ninebot (九号公司) down 0.31% [1]

Group 1 - The Alzheimer's concept sector declined by 1.07%, ranking among the top declines in the concept sector, with companies like Jingxin Pharmaceutical, Kanghong Pharmaceutical, and Meinian Health showing significant drops [1][2] - Among the Alzheimer's concept stocks, five stocks experienced price increases, with Tonghua Golden Horse, Wangsu Technology, and United Imaging Healthcare rising by 2.02%, 1.48%, and 0.49% respectively [1][2] - The sector saw a net outflow of 1.073 billion yuan from major funds, with 32 stocks experiencing outflows, and 11 stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - The top net outflow stocks in the Alzheimer's concept included Wangsu Technology with a net outflow of 233.89 million yuan, Meinian Health with 164.59 million yuan, and United Imaging Healthcare with 94.36 million yuan [2][3] - The stocks with the highest net inflows included Daan Diagnostics and Baiyang Pharmaceutical, with net inflows of 2.80 million yuan and 1.30 million yuan respectively [2][3] - The trading volume for the Alzheimer's concept stocks showed significant turnover rates, with Wangsu Technology at 7.68% and Meinian Health at 4.58% [2][3]

Core Insights - A significant block trade occurred on August 28 for Haohan Deep, with a volume of 260,000 shares and a transaction value of 6.24 million yuan, at a price of 24.00 yuan, reflecting a discount of 0.70% compared to the closing price of the day [2] Trading Activity - The buyer of the block trade was Changjiang Securities Co., Ltd. Beijing Million Street Securities Business Department, while the seller was Changjiang Securities Co., Ltd. Wuhan Luoyu Road Securities Business Department [2] - Over the past three months, Haohan Deep has recorded a total of four block trades, with a cumulative transaction value of 21.83 million yuan [2] Stock Performance - On the same day, Haohan Deep closed at 24.17 yuan, up 0.42%, with a daily turnover rate of 5.28% and a total transaction amount of 128 million yuan [2] - Throughout the day, there was a net outflow of 13.15 million yuan in main capital, and over the past five days, the stock has increased by 1.17% with a total net outflow of 6.42 million yuan [2] Margin Financing - The latest margin financing balance for Haohan Deep is 77.61 million yuan, which has decreased by 1.23 million yuan over the past five days, representing a decline of 1.56% [2]

证券代码： 688271 证券简称： 联影医疗 公告编号： 2025-036 上海联影医疗科技股份有限公司 关于持股 5%以上股东承诺延长股份锁定期的公告 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、准确性和完整性承担法律责任。 上海联影医疗科技股份有限公司（以下简称"公司"或"联影医疗"）近日 收到公司股东上海联和投资有限公司（以下简称"联和投资"）发来的《关于延 长股份锁定期的承诺函》，现将相关情况公告如下： 基于对联影医疗未来发展前景的信心及长期投资价值的认可，联和投资承诺， 其所持在 IPO 前取得的 13,495.96 万股股份（占联影医疗发行后总股本的 16.38%），自 2025 年 8 月 21 日承诺期满之日起继续自愿延长锁定期 24 个月至 2027 年 8 月 21 日。 锁定期内，联和投资不转让或委托他人管理所持股份，亦不会要求联影医疗 回购所持股份。在上述延长承诺锁定期内，因联影医疗送红股、转增股本、配股 等原因而增加的股份亦将遵守相关承诺进行锁定。 特此公告。 上海联影医疗科技股份有限公司董事会 2025 年 8 月 29 ...

从iMRI市场发展进程看，中加健康切入的时机刚刚好。 现阶段欧美等发达国家的iMRI市场已经偏向成熟，包括中国在内的亚太地区则处于发展初期，增长动力强劲。 Fact.MR给出的调研数据显示：2025年术中核磁共振设备的全球市场规模预计为12.2亿美元，保持8.5%的CAGR，于2035年达到27.7亿美元。得益于 集采带来的MR价格优势、微创手术渗透率的提升与AI技术的迅猛发展，中国将以全球最快的8.6%CAGR持续增长，成为推动iMRI全局发展的最核 心动力。 不过，仅靠设备端的突破不足以握住这波机遇。要在国内规模化实现iMRI的落地与应用场景的扩大，国内的先行者们还需要链接上下游，建立一 套完整的系统。 从神外启程，iMRI有望重塑外科手术导航逻辑 不同于传统磁共振系统，iMRI将磁共振成像技术与手术操作流程深度结合，应用于手术进行过程中，于无菌手术环境内（如配备专用磁共振设备 的手术室）实时获取患者手术区域的高分辨率磁共振影像，为术者提供动态、精准的解剖结构信息，辅助完成手术操作与决策。 现阶段iMRI在神经外科手术中的应用最为成熟，适用于脑胶质瘤手术、巨大垂体瘤手术、脑血管搭桥手术、功能神经外科以及脑 ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP-财产线索数据整理，根据中国医学科学院北京协和医院月8日25发布的 《医疗设备维保服务（七）采购项目》内容显示，上海联影医疗科技股份有限公司中标，详情如下： 标题：医疗设备维保服务（七）采购项目 通过天眼查大数据分析，上海联影医疗科技股份有限公司共对外投资了21家企业，参与招投标项目7844 次；财产线索方面有商标信息860条，专利信息5436条，著作权信息94条；此外企业还拥有行政许可432 个。 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。 采购方：中国医学科学院北京协和医院 供应商：上海联影医疗科技股份有限公司 中标金额：9630000.0 地区：北京市 发布日期：2025-08-25 ...

首次授予限制性股票的公告 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。 重要内容提示： ? 限制性股票首次授予日：2025 年 8 月 25 日； 《上海联影医疗科技股份有限公司 2025 年限制性股票激励计划》 证券代码：688271 证券简称：联影医疗 公告编号：2025-035 上海联影医疗科技股份有限公司 关于向公司 2025 年限制性股票激励计划激励对象 （以下简称 "《激励计划》"或"本激励计划"）规定的限制性股票授予条件已经成就，根据 上海联影医疗科技股份有限公司（以下简称"公司"或"联影医疗"）2024 年年 度股东会的授权，公司于 2025 年 8 月 25 日召开第二届董事会第二十二次会议， 审议通过了《关于向公司 2025 年限制性股票激励计划激励对象首次授予限制性 股票的议案》，同意以 2025 年 8 月 25 日为首次授予日，并以 94.92 元/股的授予 价格向 1,368 名激励对象首次授予 447.13 万股限制性股票。现将有关事项说明 如下： 一、限制性股票授予情况 （一）本次限制性股 ...

Core Viewpoint - United Imaging Healthcare has been awarded the first prize in the 2024 Shanghai Science and Technology Progress Award for its project on the independent research and industrialization of multimodal molecular imaging equipment, highlighting its technological advancements in the field [1][2]. Group 1: Project Achievements - The project focuses on multimodal molecular imaging systems, including PET/CT and PET/MR, which can non-invasively and accurately detect metabolic information in human tissues, aiding in the early detection and precise diagnosis of major diseases such as tumors and cardiovascular diseases [1]. - The project has achieved 13 national Class III medical device registrations and 12 certifications from the US FDA and EU CE, with over 600 molecular imaging devices installed globally across nearly 30 countries, including China, the US, Japan, Italy, Germany, and France [2]. Group 2: Clinical and Research Collaboration - The company has conducted extensive clinical application validation over the past decade, establishing a clinical and research application system that includes tumor imaging expert consensus and pharmacokinetic studies [3]. - The project has collaborated with ten well-known large hospitals in China, collecting over 40,000 clinical imaging cases for tumors using the world's first Total-body PET/CT uEXPLORER device, which has led to the development of personalized imaging and diagnostic solutions [3].

Group 1 - The stock of United Imaging Healthcare (688271) closed at 135.6 yuan on August 27, 2025, down 0.66% with a turnover rate of 1.2% and a trading volume of 98,800 hands, resulting in a transaction amount of 1.365 billion yuan [1] - On August 27, the net outflow of main funds was 4.3754 million yuan, accounting for 0.32% of the total transaction amount, while the net inflow of retail funds was 20.1372 million yuan, accounting for 1.48% [1][2] - The company reported a total market value of 111.756 billion yuan, net assets of 20.283 billion yuan, and a net profit of 370 million yuan, ranking 2nd, 3rd, and 10th respectively in the medical device industry [3] Group 2 - The company's Q1 2025 report showed a main revenue of 2.478 billion yuan, a year-on-year increase of 5.42%, and a net profit attributable to shareholders of 370 million yuan, a year-on-year increase of 1.87% [3] - The average target price set by 17 institutions in the last 90 days is 149.48 yuan, with 12 buy ratings and 5 hold ratings [4] - The company's gross profit margin is 49.94%, while the industry average is 51.63%, indicating a competitive position within the sector [3]

Group 1: Artificial Intelligence Development - The State Council has issued opinions on the deep implementation of the "Artificial Intelligence +" initiative, aiming for AI to be widely integrated into six key areas by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [2] - By 2030, AI is expected to fully empower high-quality development, with application penetration exceeding 90%, making the intelligent economy a significant growth driver for China's economy [2] - By 2035, China aims to enter a new stage of intelligent economy and society development, providing strong support for the realization of socialist modernization [2] Group 2: Energy Sector Participation - In the first half of the year, 10 private enterprises participated in five nuclear power projects, each holding over 10% of the shares, with the highest at 20% [3] - Private enterprises account for over 85% of the power facility construction sector, with an annual growth rate exceeding 15% [3] - The involvement of private enterprises in the energy sector's major technology equipment development projects has been significant, with half of the first four batches including private participation [3] Group 3: Technology and Innovation - The Ministry of Industry and Information Technology is set to issue the second batch of millimeter-wave private network frequency licenses, with more companies expected to receive licenses covering various verticals [4] - The first commercial operating system with a 6.6 kernel, "Yinhe Qilin V11," has been launched, achieving compatibility with major domestic CPUs and GPUs [5] - The world's first successful transplantation of gene-edited pig lungs into a human body has been reported by a Chinese research team, marking a significant milestone in the field [5] Group 4: Market Developments - Shenzhen has opened its first city duty-free shop, developed by a collaboration of several groups [6] - Alibaba Cloud has announced a reduction in the pricing of context caching for certain models, adjusting the cost of cached tokens to 20% of the previous input token price [7] - China Evergrande has officially delisted from the Hong Kong Stock Exchange, effective from August 25 [8] Group 5: Automotive Industry Changes - Nissan has announced the cessation of production for the R35 GT-R model, with a total production of approximately 48,000 units over its 18-year lifecycle [13] - German automaker Opel has abandoned its previous electric vehicle strategy, extending the supply time for fuel models due to customer demand [14]