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重磅风口降临!脑机接口技术突破落地,医疗器械板块能否借势开启春季反攻大幕?
Xin Lang Cai Jing· 2026-01-05 10:44
Group 1 - Haitai Xinguang, based in Qingdao, specializes in the research, production, and sales of medical endoscope instruments and optical products, being a leading enterprise in the domestic medical endoscope optical field [1][30] - The company has established long-term collaborations with international medical giants such as Karl Storz and Olympus, and its high-definition optical imaging technology supports navigation equipment for neurosurgery [1][30] - By 2026, the market demand for its high-end optical components is expected to further release due to the recovery of the medical device sector and the advancement of brain-computer interface medical applications [1][30] Group 2 - Huqiang Technology, registered in Yichang, focuses on special protective equipment, pharmaceutical packaging, and medical devices, with a strong advantage in public health emergency material supply [2][31] - Its medical protective equipment is applicable in sterile operating environments for brain-computer interface implantation surgeries, enhancing product competitiveness in the medical device sector [2][31] Group 3 - Zhengde Medical, headquartered in Shaoxing, is a leading enterprise in the medical dressing industry, with a product matrix covering medical dressings, infection control, and rehabilitation care [3][32] - The company's surgical infection control products meet the sterile operation requirements for brain-computer interface implantation surgeries, and its rehabilitation products cater to post-operative patient management needs [3][32] - By 2026, the surgical infection control consumables business is expected to see market growth as brain-computer interface medical applications accelerate [3][32] Group 4 - Linuo Pharmaceutical Packaging, based in Jinan, specializes in the research, production, and sales of pharmaceutical packaging materials, including sterile medical device packaging suitable for brain-computer interface components [4][33] - The company is gradually expanding into the high-end medical device packaging market, seizing opportunities in the brain-computer interface industry [4][33] Group 5 - Rendu Biotech, located in Shanghai, focuses on RNA molecular diagnostic technology, with applications in infection detection post-brain-computer interface implantation surgeries [5][34] - The company’s post-operative infection detection reagents are expected to see new demand growth by 2026 as brain-computer interface clinical surgeries are promoted [5][34] Group 6 - Huangshan Capsule, based in Anhui, specializes in the research and production of pharmaceutical hollow capsules, gradually expanding into medical device auxiliary materials [6][36] - The company’s medical capsule carriers can adapt to the encapsulation needs of sustained-release bioelectrodes in brain-computer interface devices [6][36] Group 7 - ST Kelly, headquartered in Suzhou, focuses on medical device research and production, particularly in ultrasound equipment and rehabilitation devices [7][37] - The company’s ultrasound diagnostic equipment can be used for pre-operative brain tissue imaging assessments in brain-computer interface surgeries [7][37] Group 8 - Aotai Biotech, based in Hangzhou, specializes in rapid diagnostic reagents, with its rapid infection detection reagents applicable in brain-computer interface clinical settings [8][38] - The company is developing rapid detection products for post-operative neurological function assessment related to brain-computer interfaces [8][38] Group 9 - Dongfang Ocean, located in Yantai, focuses on marine biological medical materials, with collagen materials applicable as coatings for brain-computer interface electrodes [9][39] - The company is increasing its R&D investment in the medical device sector, particularly in the integration of biological medical materials with brain-computer interface devices by 2026 [9][39] Group 10 - Shuoshi Biotech, based in Taizhou, specializes in nucleic acid detection technology, with products applicable for precise diagnosis of post-operative brain infections in brain-computer interface surgeries [10][40] - The company is exploring detection technologies related to neurotransmitters in brain-computer interfaces, aiming for breakthroughs in neurological disease diagnostics [10][40] Group 11 - Guofa Co., located in Beihai, focuses on pharmaceutical manufacturing and medical device sales, with a distribution network covering Guangxi and surrounding areas [11][41] - The company plans to increase its agency layout for high-end medical devices related to brain-computer interfaces by 2026 [11][41] Group 12 - Nanwei Co., based in Nantong, specializes in medical dressings and hygiene products, with its adhesive dressings suitable for post-operative care in brain-computer interface surgeries [12][42] - The company is enhancing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [12][42] Group 13 - Mingde Biotech, located in Wuhan, is a leading enterprise in the field of rapid diagnostic reagents, with products applicable for monitoring vital signs during brain-computer interface surgeries [13][43] - The company is developing rapid assessment devices for post-operative neurological function related to brain-computer interfaces [13][43] Group 14 - Hualan Co., based in Wuxi, specializes in medical rubber products, with its rubber sealing components applicable in fluid control systems for brain-computer interface devices [14][44] - The company is collaborating with research institutions to develop rubber insulation components for brain-computer interface electrodes [14][44] Group 15 - Yuyue Medical, headquartered in Danyang, is a leading enterprise in home medical devices, with products applicable in brain-computer interface surgeries [15][45] - The company is increasing its R&D on medical-grade rehabilitation robots, aiming to integrate brain-computer interface technology with rehabilitation devices [15][45] Group 16 - Shengxiang Biotech, located in Changsha, focuses on nucleic acid detection technology, with products applicable for rapid diagnosis of central nervous system infections post-brain-computer interface surgeries [16][46] - The company is exploring gene detection technologies related to neurological genetic diseases, expanding the application boundaries of molecular diagnostics [16][46] Group 17 - Jiga Development, based in Jinan, focuses on high-end medical device incubation and industrialization, particularly in brain-computer interface-related medical device enterprises [17][47] - The company is responsible for industrial park construction and resource integration for brain-computer interface medical device companies [17][47] Group 18 - Anxu Biotech, located in Hangzhou, specializes in rapid diagnostic reagents, with products applicable for instant infection screening during brain-computer interface surgeries [18][48] - The company is developing rapid detection products for neurotransmitters related to brain-computer interfaces, aiming for breakthroughs in neurological function assessment [18][48] Group 19 - Wantai Biotech, based in Beijing, is a comprehensive enterprise in biopharmaceuticals and medical devices, with products applicable for biochemical index detection post-brain-computer interface surgeries [19][49] - The company is exploring biopharmaceutical development related to brain-computer interfaces, seeking new growth points in nerve repair [19][49] Group 20 - Jiuan Medical, located in Tianjin, focuses on home health devices, with products applicable for synchronized monitoring of brain signals and vital signs in brain-computer interface scenarios [20][50] - The company is increasing its R&D investment in brain-computer interface wearable devices, aiming to create an intelligent medical ecosystem [20][50] Group 21 - Jidan Biotech, based in Nanjing, specializes in POCT reagents and instruments, with products applicable for cardiovascular function assessment in brain-computer interface surgeries [21][51] - The company is developing rapid detection products for post-operative cerebrovascular diseases related to brain-computer interfaces [21][51] Group 22 - Wanfeng Biotech, located in Guangzhou, is a leading enterprise in the POCT field, with products applicable for instant infection screening during brain-computer interface surgeries [22][52] - The company is developing neurobiomarker detection reagents to assess post-operative neurological function recovery, providing comprehensive support for brain-computer interface surgeries [22][52] Group 23 - Haier Biotech, based in Qingdao, specializes in low-temperature storage devices for biological materials, with applications in brain-computer interface-related biological sample preservation [23][53] - The company is increasing its R&D on high-end medical storage devices tailored for brain-computer interface biological materials by 2026 [23][53] Group 24 - Haooubo, located in Suzhou, focuses on immune diagnostic reagents and instruments, with products applicable for immune function assessment in brain-computer interface surgeries [24][54] - The company is developing detection reagents for immune rejection post-brain-computer interface implantation, providing technical support for surgical complications [24][54] Group 25 - Shandong Pharmaceutical Glass, based in Zibo, is a leading enterprise in pharmaceutical glass, with products applicable for insulation packaging of brain-computer interface electrodes [25][55] - The company is expanding into the high-end medical device glass materials market, targeting the brain-computer interface industry [25][55] Group 26 - Innotech, located in Langfang, specializes in infectious disease diagnostic reagents, with products applicable for pre-operative lung infection screening in brain-computer interface surgeries [26][56] - The company is developing rapid detection products for post-operative lung infections related to brain-computer interfaces, aiming for breakthroughs in post-operative complication detection [26][56] Group 27 - Jianer Kang, based in Changzhou, focuses on medical dressings and rehabilitation care products, with its antibacterial medical dressings applicable for post-operative care in brain-computer interface surgeries [27][59] - The company is increasing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [27][59]
医药股深夜放大招:38巨头百亿回购血本,6家狂烧超5亿直接销户
Sou Hu Cai Jing· 2026-01-02 21:40
Core Viewpoint - In 2025, the pharmaceutical sector in the A-share market is actively engaging in stock buybacks, with many companies opting to destroy the repurchased shares, contrasting with the more subdued actions in the liquor sector [1][10]. Group 1: Buyback Activities - A total of 38 leading pharmaceutical companies participated in stock buybacks, with 6 companies spending over 500 million yuan, and the largest spending 1 billion yuan [1][3]. - WuXi AppTec, a major player in the pharmaceutical outsourcing industry, announced a buyback plan of 1 billion yuan, completing 497 million yuan by April 2025 [2][5]. - Hengrui Medicine, a leader in innovative drugs, announced a buyback plan of 2 billion yuan, having already repurchased 535 million yuan worth of shares by August 2025 [3][6]. - Other notable companies include Jingxin Pharmaceutical, which planned to spend 700 million yuan and has already spent 609 million yuan, and several others like New Harmony, Jiuzan Medical, and Nengte Technology, each spending over 500 million yuan [3][9]. Group 2: Purpose and Impact of Buybacks - The primary purpose of these buybacks is to cancel the repurchased shares, effectively reducing the total share capital and increasing the value of remaining shares for shareholders [4][10]. - This strategy is viewed as a strong signal of management's confidence in the company's future, especially during periods of low market sentiment [5][10]. - The buyback actions are seen as a more tangible commitment to shareholder value compared to merely announcing intentions to stabilize stock prices [4][10]. Group 3: Financial Health and Market Position - The companies engaging in these buybacks, such as WuXi AppTec and Hengrui Medicine, possess strong market positions and cash flows, allowing them to undertake such financial maneuvers [6][10]. - The buyback trend is not as prevalent in the liquor sector, indicating a potential difference in financial strategies and market confidence between the two industries [6][10]. - The buyback prices set by companies reflect a calculated approach, ensuring that they are responsible with shareholder funds [8][10].
九安医疗(002432) - 关于与专业投资机构共同投资的进展公告
2025-12-30 09:01
二、投资的进展情况 本公司及董事会全体成员保证信息披露的内容真实、准确和完整, 没有虚假记载、误导性陈述或重大遗漏。 一、投资的基本情况 天津九安医疗电子股份有限公司(以下简称"公司")以有限合伙人身份使用 自有资金人民币 4,000 万元参与投资由奇绩创坛(北京)投资管理有限责任公司 作为基金管理人,及由北京奇绩创坛行方二期企业管理合伙企业(有限合伙)作 为普通合伙人发起设立的北京奇绩创坛二期创业投资中心(有限合伙)。具体内 容详见公司于 2023 年 11 月 21 日在《证券时报》及巨潮资讯网(www.cninfo.co m.cn)上披露的《关于与专业投资机构共同投资的公告》(公告编号:2023-073)。 证券代码:002432 证券简称:九安医疗 公告编号:2025-103 天津九安医疗电子股份有限公司 关于与专业投资机构共同投资的进展公告 公司于近日收到普通合伙人北京奇绩创坛行方二期企业管理合伙企业(有限 合伙)的通知,北京奇绩创坛二期创业投资中心(有限合伙)已募集完成,截至 目前已收到全体合伙人实缴出资,募集资金总额为 90,579.80 万元。 公司仅作为有限合伙人进行财务性投资,将继续严格按 ...
沐曦股份成功上市 九安科创收获上市第一股
Group 1 - Muxi Integrated Circuit (Shanghai) Co., Ltd. officially listed on the Sci-Tech Innovation Board on December 17, with an opening price of 700 CNY per share, a 568.8% increase from the issue price of 104.66 CNY per share, and a closing price of 829.90 CNY, corresponding to a total market value of approximately 332 billion CNY [1] - Tian Kai Jiu An Hai He Hai Tang Sci-Tech Mother Fund completed a direct investment of 100 million CNY in Muxi within a 15-day window, marking a significant milestone in Jiu An's investment journey in the AI sector [1] - The Sci-Tech Mother Fund has a total scale of 5 billion CNY, with Jiu An Medical contributing 3.56 billion CNY, indirectly holding 1.2 million shares of Muxi [1] Group 2 - Jiu An Medical utilizes a mother fund to invest in sub-funds, achieving full coverage of the AI industry chain, including algorithms, computing power, applications, and data [2] - The successful listing of Muxi is expected to enhance Jiu An Medical's returns in sci-tech investments, with core projects including "The Dark Side of the Moon," Muxi, and "No Questions on Chip" [2] - Jiu An Medical anticipates that the results of its investments in various sci-tech sectors will gradually emerge as China's engineering talent and the global AI wave progress [2]
九安医疗:2025年第四次临时股东大会决议公告
Zheng Quan Ri Bao· 2025-12-15 14:16
Core Points - The company announced the approval of multiple resolutions at the fourth extraordinary general meeting of shareholders in 2025, including changes to registered capital and the addition of new business scopes [2] - The company also approved the election of non-independent directors and independent directors for the board of directors [2]
九安医疗:第七届董事会第一次会议决议公告
Group 1 - The company announced the approval of several key resolutions during the first meeting of its seventh board of directors, including the election of the chairman [1] - The company also approved the election of members for its specialized committees [1] - Additionally, the company made decisions regarding the appointment of senior management personnel [1]
九安医疗:12月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-15 13:03
Group 1 - The core point of the article is that Jiuan Medical (SZ 002432) held its first board meeting of the seventh session on December 15, 2025, where it reviewed the proposal for appointing the head of internal audit among other documents [1] - For the first half of 2025, Jiuan Medical's revenue composition was as follows: medical devices accounted for 87.74%, internet medical products and services accounted for 6.57%, retail business accounted for 5.03%, and other industries accounted for 0.66% [1] - As of the time of reporting, Jiuan Medical had a market capitalization of 19.2 billion yuan [1]
九安医疗(002432) - 关于董事会完成换届选举暨聘任高级管理人员等相关人员的公告
2025-12-15 12:46
证券代码:002432 证券简称:九安医疗 公告编号:2025-101 天津九安医疗电子股份有限公司 关于董事会完成换届选举 暨聘任高级管理人员等相关人员的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和 完整,没有虚假记载、误导性陈述或重大遗漏。 天津九安医疗电子股份有限公司(以下简称"公司"或"本公司")于2025年12月 15日召开2025年第四次临时股东大会,选举产生了第七届董事会2名非独立董事、 3名独立董事,并于同日召开职工代表大会选举产生职工代表董事1名,组成新一 届董事会。 2025年12月15日,公司召开了第七届董事会第一次会议,选举产生了董事长、 各专门委员会委员,并聘任新一届高级管理人员、内部审计负责人及证券事务代 表。现将相关情况公告如下: 一、董事会换届选举情况 (一)董事选举情况 2025年12月15日公司召开了2025年第四次临时股东大会,采用累积投票制的 方式选举刘毅先生、王湧先生担任公司第七届董事会非独立董事;选举毕晓方女 士、孙卫军先生、何曙光先生为公司第七届董事会独立董事;同日,公司召开职 工代表大会,选举丛明先生为第七届董事会职工代表董事。相关董事个人简历详 ...
九安医疗(002432) - 2025年第四次临时股东大会决议公告
2025-12-15 12:45
证券代码:002432 证券简称:九安医疗 公告编号:2025-099 天津九安医疗电子股份有限公司 2025年第四次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和 完整,没有虚假记载、误导性陈述或重大遗漏。 一、特别提示 1、本次股东大会未出现否决提案的情形。 5、主持人:董事长、总经理刘毅先生 6、会议的召集、召开符合《公司法》《证券法》《深圳证券交易所股票上 市规则》《上市公司股东会规则》等有关法律、法规和《公司章程》的规定,会 议的表决程序和表决结果合法有效。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 二、会议召开情况 1、会议召开的日期和时间 (1)现场会议时间:2025年12月15日下午14:00 (2)网络投票时间:2025年12月15日 通过深圳证券交易所交易系统进行网络投票的具体时间为2025年12月15日 上午9:15至9:25,9:30至11:30和下午13:00至15:00;通过深圳证券交易所互联网 投票的具体时间为:2025年12月15日上午9:15至下午15:00的任意时间。 2、现场召开地点:天津市南开区雅安道金平路三号天津九安医疗电子股份 ...
九安医疗(002432) - 第七届董事会第一次会议决议公告
2025-12-15 12:45
证券代码:002432 证券简称:九安医疗 公告编号:2025-100 天津九安医疗电子股份有限公司 第七届董事会第一次会议决议公告 二、会议以6票同意、0票反对、0票弃权的表决结果,审议通过了《关于选 举公司第七届董事会专门委员会委员的议案》 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第1号——主板上市公司规范运作》《公司章程》等相关规定,董事会下设 战略委员会、审计委员会、提名委员会、薪酬与考核委员会,董事会选举第七届 董事会专门委员会委员情况如下: 战略委员会:由董事刘毅、王湧和独立董事孙卫军组成,其中董事刘毅为主 任委员; 审计委员会:由独立董事毕晓方、孙卫军、何曙光组成,其中独立董事毕晓 方为主任委员; 提名委员会:由董事刘毅和独立董事孙卫军、何曙光组成,其中独立董事孙 卫军为主任委员; 薪酬与考核委员会:由董事丛明和独立董事何曙光、毕晓方组成,其中独立 董事何曙光为主任委员。 上述各专门委员会任期与公司第七届董事会任期一致,期间如有委员不再担 任公司董事职务,将自动失去委员资格。 本公司及董事会全体成员保证信息披露的内容真实、准确和 完整,没有虚假记载、误导性陈述或重 ...