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医疗器械持续冲高,美好医疗涨超14%,同类费率最低档的医疗器械ETF基金(159797)再涨超1%冲击五连阳,盘中再获净申购1200万份!
Xin Lang Cai Jing· 2025-08-21 06:02
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]
投资南京 追“球”共赢
Nan Jing Ri Bao· 2025-08-20 23:34
□ 南京日报/紫金山新闻记者 张甜甜 实习生 高冰洁 8月17日晚,"苏超"南京队主场对阵盐城队的比赛在南京奥体中心上演。"投资南京就是投资未来"横幅 下的观众席上,旗帜、应援服构成的蓝色海洋之中,每一次冲锋、扑救,都引来"山呼海啸",一浪高过 一浪。当终场哨声响起,菲特(中国)制药科技有限公司总经理、博士安睿史激动地从座位上一跃而 起,和周围的人们一起,边挥舞手中的充气棒边激动地呐喊。 不只有他,现场观众中还有不少"洋面孔"。他们从何处而来、为什么来观赛,记者进行了采访。 看台之上:为城而战,声浪如潮 绿茵场上,南京队从"0∶1"到"3∶2",最终反超比分赢下比赛。置身比赛现场,就会立即被扑面而来的热 烈气氛深深感染,瞬间被永不言弃的拼搏精神彻底打动。记者注意到,不少人都保持着身体前倾的姿 势,一动不动地注视着前方,唯恐错过主队任何一个精彩瞬间。 为什么这么投入?因为投资南京,身在异乡却不是"异客"。 目睹南京队在"苏超"赛场上的披荆斩棘,这些在宁奋斗的企业家们心中的发展蓝图也更加清晰炽热。"9 月17日,我们与南京合办的2025第五届Innovation Fair创新跨境交流会暨欧洲企业代表团走进南京的活 ...
2025健康产业品牌榜发布,鱼跃医疗连续11年荣膺西普金奖
Sou Hu Cai Jing· 2025-08-20 06:42
"健康中国品牌榜"评选从产品价值、市场价值、盈利预期、用户赞誉四大维度构建评价体系,鱼跃医疗蝉联该榜,正是其精准把握趋势、持续突破边界的缩 影。组委会指出:"鱼跃医疗通过持续创新与全球化布局,成功将专业医疗级产品带入家庭场景,推动中国医疗器械产业从'制造'向'智造'实现关键跨越。" 随着健康产业从"增量竞争"转向"价值重构",鱼跃医疗以科技为基石、以用户为中心的发展路径,为中国医疗器械行业树立了标杆,也为全球健康产业的创 新发展注入强劲动力。 (注:此文属于央广网登载的商业信息,文章内容不代表本网观点,仅供参考。) 本届西普会上,鱼跃医疗展出了呼吸治疗、糖尿病管理、感染控制、急救设备等领域的创新产品矩阵。随着AI技术与医疗硬件的深度融合,鱼跃医疗也在 展会现场带来了基于大模型技术的健康管理应用——鱼跃AI健康管家(AI agent)。 AI agent将鱼跃医疗旗下的产品矩阵与智能健康管理生态深度融合,可对用户上传的血糖、血压等健康数据进行智能分析,生成精准且个性化的健康状态分 析报告,并给出专业建议。与智能穿戴设备联动时,能实时监测健康状况,一旦出现异常便及时预警,让用户第一时间知晓。鱼跃医疗工作人员透露, ...
医疗健康品牌TOP15,工位养生消费成刚需|世研消费指数品牌榜Vol.60
3 6 Ke· 2025-08-19 03:52
Group 1 - The top three brands in the consumer index are Notland, Durex, and Yuwell, with scores of 1.72, 1.63, and 1.53 respectively, indicating a significant lead over other brands [1][2] - The consumer index report aims to objectively present trends in the consumption world, helping industries and brand owners track market trends and enhance competitive strength [5] Group 2 - Young professionals are increasingly seeking "fragmented health management" solutions in office settings, leading to a rise in demand for portable health products [3] - Notland has expanded its product offerings to include instant energy supplements for cyclists and complex vitamins for high-intensity mental workers, solidifying its position in the health and fitness sector [3] - Brands like Yuwell and Cofos are integrating traditional Chinese medicine concepts with micro-technology to create portable health devices, catering to the need for convenient wellness solutions [3] Group 3 - The eye care market is evolving into a "beauty and health dual-core" driven era, with brands focusing on material science breakthroughs and comprehensive health management services [3] - Fashion brands such as Moody and Kela are leveraging technological innovation and style to attract young consumers, with Moody launching a new silicone hydrogel series and Kela promoting seasonal designs [4] - Professional brands like CooperVision and Alcon are addressing vision correction and eye health with high-end daily care products, tapping into the premium market segment [4]
研判2025!中国微量注射泵行业政策汇总、市场规模、竞争格局及发展趋势分析:人口老龄化化加剧,推动行业规模增长至33.56亿元[图]
Chan Ye Xin Xi Wang· 2025-08-18 01:21
内容概要:微量注射泵作为现代医疗的关键设备,正以给药、智能控制为核心,推动着临床治疗的安全 性与效率升级。随着人口老龄化与慢性病管理需求激增,微量注射泵的市场规模持续扩张。数据显示, 2019年中国微量注射泵行业市场规模达到24.77亿元,到了2024年行业市场规模增长至33.56亿元,年复 合增长率为6.3%。预计未来随着医疗技术的不断进步以及对精准医疗需求的上升,微量注射泵的市场 渗透率持续提高,行业整体呈现出稳步增长的态势。 相关上市企业:迈瑞医疗(300760)、华阳智能(301502)、微创医疗(00853)、鱼跃医疗 (002223)、中红医疗(300981)等。 相关企业:深圳圣诺医疗设备股份有限公司、上海安洁电子设备有限公司、浙江史密斯医学仪器有限公 司、郑州瑞宇科技有限公司、大连万德电子有限公司、苏州泽德医疗器械有限公司、上海蓝德医疗器械 有限公司、广州欧浦瑞医疗科技有限公司、北京思路高高科技发展有限公司、深圳麦科田生物医疗技术 股份有限公司等。 关键词:微量注射泵行业相关政策、微量注射泵行业产业链、微量注射泵行业市场规模 一、微量注射泵行业相关概述 微量注射泵(简称微量泵)是一种新型泵力仪 ...
中证全指医疗保健设备与服务指数上涨1.49%,前十大权重包含新产业等
Sou Hu Cai Jing· 2025-08-15 15:25
Core Viewpoint - The China Securities Index for Healthcare Equipment and Services has shown significant growth, indicating a positive trend in the healthcare sector [1]. Group 1: Index Performance - The CSI Healthcare Equipment and Services Index increased by 1.49%, reaching 15,129.06 points, with a trading volume of 32.457 billion [1]. - Over the past month, the index has risen by 9.35%, by 9.86% over the last three months, and by 8.89% year-to-date [1]. Group 2: Index Composition - The index is composed of listed companies in the healthcare sector, reflecting the overall performance of these companies [1]. - The top ten weighted companies in the index include Mindray Medical (9.08%), United Imaging (7.41%), Aier Eye Hospital (7.13%), and others [1]. - The index's holdings are primarily from the Shenzhen Stock Exchange (59.69%) and the Shanghai Stock Exchange (40.31%) [1]. Group 3: Industry Representation - The index exclusively represents the pharmaceutical and healthcare industry, with a 100% allocation to this sector [1]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]. - Public funds tracking the healthcare index include various Southern and Tianhong funds, as well as ETFs from multiple asset management companies [2].
鱼跃医疗:胎心仪等产品可为用户提供多元化生育健康保障
Sou Hu Cai Jing· 2025-08-15 10:43
来源:金融界 公司回答表示:您好,感谢您对公司的关注和支持。公司产品品类丰富,例如公司的胎心仪、体温检测 类、血糖监测类、制氧机等产品,均可为用户提供多元化生育健康保障与支持。公司如有应审议披露事 项,会及时履行审议程序与信息披露义务,谢谢。 金融界8月15日消息,有投资者在互动平台向鱼跃医疗提问:请问公司有哪些生育支持、生育监控的医 疗产品?请问公司有境外上市计划和收购计划吗? ...
鱼跃医疗(002223)8月15日主力资金净流入2773.27万元
Sou Hu Cai Jing· 2025-08-15 08:33
天眼查商业履历信息显示,江苏鱼跃医疗设备股份有限公司,成立于1998年,位于镇江市,是一家以从 事专用设备制造业为主的企业。企业注册资本100247.6929万人民币,实缴资本100247.6929万人民币。 公司法定代表人为吴群。 通过天眼查大数据分析,江苏鱼跃医疗设备股份有限公司共对外投资了36家企业,参与招投标项目2139 次,知识产权方面有商标信息719条,专利信息1016条,此外企业还拥有行政许可2307个。 来源:金融界 金融界消息 截至2025年8月15日收盘,鱼跃医疗(002223)报收于35.68元,上涨0.03%,换手率 1.03%,成交量9.71万手,成交金额3.45亿元。 资金流向方面,今日主力资金净流入2773.27万元,占比成交额8.04%。其中,超大单净流入1315.26万 元、占成交额3.81%,大单净流入1458.01万元、占成交额4.23%,中单净流出流入907.46万元、占成交 额2.63%,小单净流出3680.73万元、占成交额10.67%。 鱼跃医疗最新一期业绩显示,截至2025一季报,公司营业总收入24.36亿元、同比增长9.17%,归属净利 润6.25亿元,同比减 ...
鱼跃医疗20250814
2025-08-14 14:48
Summary of Yuyue Medical Conference Call Company Overview - Yuyue Medical focuses on home medical devices, with core businesses in respiratory oxygen, blood glucose and POCT, home health monitoring, and clinical rehabilitation [4][7] - The company is actively incubating its emergency business, particularly in the AED (Automated External Defibrillator) sector, which shows strong growth potential [4][18] Core Business Performance Respiratory Oxygen - Revenue in 2024 is projected to be 2.6 billion RMB, with fluctuations due to changes in public demand [8] - The market for OSA (Obstructive Sleep Apnea) and COPD (Chronic Obstructive Pulmonary Disease) patients in China is underdiagnosed compared to the US, indicating significant market expansion potential [9] - Yuyue holds a market share of 23.4% in the oxygen machine sector, maintaining the leading position [9] Blood Glucose and POCT - Revenue in this sector is expected to reach 1 billion RMB in 2024, reflecting a 40% year-on-year growth [10] - The large diabetic population in China, estimated at 140 million as of 2021, provides a substantial market for CGM (Continuous Glucose Monitoring) systems [10][13] - Yuyue entered the CGM market after acquiring Zhejiang Kailite in 2021, with its latest product, ANYTY5, receiving approval in April 2025 [14][15] Home Health Monitoring - The electronic blood pressure monitor market is projected to reach 6 billion RMB by 2025, with Yuyue holding an 11% market share [16] - The company aims to capitalize on the low awareness and treatment rates of hypertension in China, where approximately 245 million people are affected [16] Clinical Instruments and Rehabilitation - This segment is expected to generate 2.09 billion RMB in revenue in 2024, showing stable growth [17] - The company is focusing on developing new products and expanding its customer base to enhance brand strength [17] Incubation Business - The AED business is rapidly growing, with total revenue of 240 million RMB in 2024, a 34% increase year-on-year, and a market share of 7.8% [19] - The total procurement scale for AEDs in China reached 600 million RMB in 2024, with a year-on-year growth of 85% [19] Sales Channels and Strategy - Yuyue has a comprehensive sales strategy, with online sales accounting for 38% of total revenue in Q1 2025 [6][20] - The company achieved 950 million RMB in overseas revenue in 2024, growing at 30% [6] - A strategic partnership with Innotek aims to enhance sales channels in Europe and the US [6][20] Future Outlook - Earnings per share (EPS) projections for 2025, 2026, and 2027 are 2.01 RMB, 2.36 RMB, and 2.78 RMB, respectively [21] - The company is rated as a "buy" based on a 24x PE valuation for 2025 [21]
医疗器械行业14日主力净流出17.4亿元,科华生物、宝莱特居前
Sou Hu Cai Jing· 2025-08-14 07:57
Industry Overview - On August 14, the medical device industry experienced a decline of 2.45% with a net outflow of 1.74 billion yuan in principal funds [1] - Among the component stocks, 13 increased while 87 decreased [1] Major Fund Outflows - The companies with the highest net outflows of principal funds included: - Kehua Bio (29.96 million yuan) - Baolait (29.32 million yuan) - Shangrong Medical (28.74 million yuan) - Weisi Medical (26.93 million yuan) - ST Kelly (26.25 million yuan) [1] Notable Stock Performance - Key stocks with significant movements included: - Sainuo Medical: Latest price 30.43, up 3.05%, with a net inflow of 164 million yuan (7.25% of total) [1] - Botao Bio: Latest price 45.13, up 19.99%, with a net inflow of 543.74 thousand yuan (12.47% of total) [1] - Yuyue Medical: Latest price 35.67, down 0.17%, with a net inflow of 49.30 thousand yuan (12.91% of total) [1] - Kefu Medical: Latest price 40.58, up 6.99%, with a net inflow of 470.40 thousand yuan (14.3% of total) [1] - Huatai Medical: Latest price 290.99, down 2.03%, with a net inflow of 297.47 thousand yuan (9.99% of total) [1] - Aohua Endoscopy: Latest price 49.14, down 7.79%, with a net inflow of 2363.53 thousand yuan (10.09% of total) [1] - Meihua Medical: Latest price 20.94, up 3.05%, with a net inflow of 2316.72 thousand yuan (4.81% of total) [1] - Wanfu Bio: Latest price 24.28, down 0.92%, with a net inflow of 184.26 thousand yuan (5.48% of total) [1] - Zhijiang Bio: Latest price 25.24, up 4.87%, with a net inflow of 1420.31 thousand yuan (5.07% of total) [1] - Mairande: Latest price 51.64, up 1.06%, with a net inflow of 1335.64 thousand yuan (2.42% of total) [1]