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]

Core Insights - The project "Independent R&D and Industrialization of Multimodal Molecular Imaging Equipment" by United Imaging Healthcare won the first prize in the 2024 Shanghai Science and Technology Progress Award, highlighting the recognition of the company's achievements in this field [1] - The company aims to enhance product performance and application coverage to improve accessibility to medical services, driven by clinical and research needs [1] Group 1: Project Achievements - The project has led to the development of several world-first and China-first products, filling a significant gap in China's high-end molecular imaging sector [2] - It has elevated China's PET technology to an internationally leading position and fostered the collaborative development of upstream and downstream enterprises in crystal materials [2] - The project has overcome all core technologies in multimodal molecular imaging, achieving breakthroughs in key technologies such as large-size LYSO crystal growth and high-performance digital PET detectors [2] Group 2: Technical Innovations - The molecular imaging team introduced a modular, multi-unit architecture to enable seamless system expansion, supporting large-scale data collection from 560,000 detectors [3] - The sensitivity of the uEXPLORER system was enhanced by 40 times through cross-unit composite technology, and a distributed parallel signal processing architecture based on GPU clusters was implemented to address massive data processing challenges [3] - Image reconstruction time was significantly reduced from one day to 23 minutes, providing substantial technical support for clinical applications [3] Group 3: Market Impact - The project has achieved 13 national Class III medical device registrations and 12 FDA and CE certifications, with over 600 molecular imaging devices installed globally across nearly 30 countries [3] - The PET/CT products have maintained the number one market share in China's molecular imaging market for nine consecutive years, while PET/MR products reached a domestic market share of over 60% in 2022 [3] - The project has successfully reversed the historical reliance on imported nuclear medicine molecular imaging equipment, increasing the domestic production rate of such devices to over 50% [3]

中新网上海8月27日电 (记者 陈静)记者27日在此间获悉，中国在医疗科技领域实现重大突破，企业与医 院等携手自主研发的中国首款光子计数能谱CT ——uCT Ultima获得国家药品监督管理局(NMPA)批准上 市。这也是中国"十四五"国家重点研发计划重点专项"光子计数能谱CT研发"项目取得的重大进展。 据悉，光子计数能谱CT一直是备受行业关注的下一代CT技术的革命方向。相比于传统CT，光子计数能 谱CT搭载了半导体探测器，具有更高空间分辨率成像、直接多能谱成像以及更低辐射剂量成像的优 势，极大程度推进了精准诊疗。然而囿于高筑的技术壁垒，此前全球范围内仅有两家外资企业实现了光 子计数能谱CT的商业化。 据介绍，相比传统CT，中国自主研发的光子计数能谱CT在实现超高分辨率成像时，探测器的像素面积 减小到原来的1/9，可以呈现更细微病变结构。同时，创新的校正算法和重建算法，解决了像素面积减 小导致的信号强度降低的问题，抑制噪声并保证了图像质量。针对光子计数能谱CT大数据量处理这一 痛点，研发单位也进行了全面的技术创新，实现全准直覆盖的超高分辨率成像，在心脏等需要大范围覆 盖的检查中可做更深一步的探索。除此外，光子 ...

Group 1 - The core viewpoint indicates that China's innovative pharmaceutical industry is potentially at a historic turning point, transitioning from "generic following" to "original innovation" [1] - The National Medical Products Administration reported that since the 14th Five-Year Plan, 204 innovative drugs and 265 innovative medical devices have been approved, with 50 innovative drugs and 49 innovative medical devices approved in the first seven months of this year [1] - The number of innovative drugs under research in China accounts for approximately 30% of the global total, highlighting the country's significant role in the global pharmaceutical landscape [1] Group 2 - The Sci-Tech Innovation Pharmaceutical ETF (588860) has shown active trading, with a turnover rate of 21.95% and a total transaction volume of 46.9145 million yuan as of August 26, 2025 [1] - The ETF has seen a substantial increase in shares, with a growth of 14 million shares in the past week, and has experienced continuous net inflows totaling 22.8123 million yuan over four days [1] - The management and custody fee rate for the Sci-Tech Innovation Pharmaceutical ETF is 0.52%, the lowest among similar ETFs tracking the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index [2]

Group 1 - China's first photon counting spectral CT, uCT Ultima, developed by United Imaging Healthcare, has been approved for market launch, marking a significant breakthrough in medical technology and making United Imaging the first Chinese company to commercialize this technology globally [2] - Two ultra-large dredging vessels, designed and built independently by China, are set to launch in Jiangsu after over three years of development, which are used for port dredging, channel excavation, and land reclamation [2] - China successfully launched a group of 10 low-orbit satellites for satellite internet using the Long March 8 rocket, with the mission achieving its objectives [2] Group 2 - Hyundai Motor Group announced an increase in its investment in the U.S. from $21 billion to $26 billion, planning to build an advanced robotics factory with an annual capacity of 30,000 units between 2025 and 2028 [2] - SK Hynix has begun mass production of its new 321-layer QLC NAND flash memory products, which double the capacity of existing solutions, enhancing its competitiveness in the memory market, with the product expected to launch in the first half of next year [2]