格隆汇8月27日丨盈康生命(300143.SZ)在投资者互动平台表示，公司始终密切关注全球医疗科技领域的 前沿动态与发展趋势，包括脑机接口等技术在医疗健康场景的应用可能性。公司旗下运城医院完成23例 脑起搏器植入术（DBS），为帕金森患者提供创新治疗方案。同时，率先引进"方向电极"技术（精准 DBS），解决传统高频刺激的副作用问题，并开展"asleep DBS"（全麻下DBS）创新术式，降低患者术 中应激反应，拓展高龄患者适应症，医院手术量居山西省前列，区域辐射效应凸显。未来，公司将积极 论证和探索深层次脑机接口技术落地的可行性，从神经康复、疑难脑病诊疗切入，推进阿尔茨海默病、 卒中后遗症、帕金森等神经系统疾病诊疗技术提升。 ...

Core Viewpoint - The company is actively monitoring advancements in global medical technology, particularly the application of brain-computer interface technologies in healthcare settings [1] Group 1: Company Developments - The company’s hospital has successfully completed 23 deep brain stimulation (DBS) surgeries, providing innovative treatment options for Parkinson's patients [1] - The introduction of "directional electrodes" technology addresses the side effects associated with traditional high-frequency stimulation [1] - The company has pioneered the "asleep DBS" technique, which reduces intraoperative stress responses and expands the eligibility for elderly patients [1] Group 2: Market Position and Future Plans - The hospital ranks among the top in surgical volume in Shanxi Province, indicating a significant regional impact [1] - The company plans to explore the feasibility of advanced brain-computer interface technologies, focusing on neurological rehabilitation and treatment of complex brain diseases [1] - Future initiatives will aim to enhance diagnostic and treatment technologies for Alzheimer's disease, post-stroke sequelae, and Parkinson's disease [1]

Core Viewpoint - AI-related stocks showed strong performance on August 27, with notable gains in several companies, indicating a positive market sentiment towards the AI sector [1]. Company Performance - Nengke Technology (能科科技) reached a limit-up, marking its second consecutive trading day of gains, with a rise of 10% [2]. - Kute Intelligent (酷特智能) increased by over 8%, reflecting strong investor interest [1]. - Yinkang Life (盈康生命) and Wanxing Technology (万兴科技) also experienced upward movement, contributing to the overall positive trend in AI stocks [1]. - Other companies such as Doushen Education (豆神教育) and Huichan Technology (慧辰股份) also reported gains, with the latter showing a rise of 6.14% [2]. Percentage Changes - Nengke Technology (能科科技) recorded a significant increase of 53.02% in its stock price [2]. - Kute Intelligent (酷特智能) saw a rise of 25.90% [2]. - Yinkang Life (盈康生命) and Wanxing Technology (万兴科技) had increases of 11.27% and 89.88%, respectively [2]. - Doushen Education (豆神教育) experienced a gain of 10.10% [2].

Group 1: Yingkang Life - The company has invested in establishing the Tianjin Tiankai Youda Haihe Baiying Equity Investment Fund Partnership [1] - Yingkang Life's AI platform, Yingkang Brain, integrates with the DeepSeek-R1 large language model for enhanced medical services [1] - The company is upgrading its high-end 3D digital mammography imaging technology through AI image analysis [1] Group 2: Haitong Development - In the first half of 2025, Haitong Development achieved revenue of 1.8 billion, a year-on-year increase of 6.74%, but net profit attributable to shareholders dropped 64% to 87 million due to declining market rates and ship repair impacts [2] - The company plans to expand its fleet to 100 vessels by 2028-2029, adding approximately 15 vessels annually, with a focus on various ship types [2] - Haitong Development maintains an optimistic outlook for the dry bulk market, supported by favorable supply and demand factors, and plans to reinvest retained earnings into fleet expansion while increasing cash dividend ratios in the future [2] Group 3: Minmetals New Energy - The company's second-quarter profitability was driven by improved market conditions and increased production capacity utilization [3] - Minmetals New Energy is collaborating with a professor team from the University of Science and Technology of China on solid-state battery research, focusing on high-nickel materials and halide batteries [3] - The company is primarily applying lithium iron phosphate products in the power battery sector while also developing technology in the energy storage field [3]

Group 1: Rare Earth Industry - The implementation of the "Rare Earth Management Regulations" starting from October 1, 2024, marks the beginning of supply-side reforms in the rare earth sector, with increasingly stringent regulations observed [5] - Continuous price increases for light rare earth elements since July this year, along with the re-evaluation of rare earths as strategic key mineral resources, indicate ongoing upward momentum in the rare earth sector [5] Group 2: China Hongqiao (1378.HK) - In the first half of 2025, China Hongqiao reported a 35% year-on-year increase in net profit attributable to shareholders, supported by declining costs and rising product prices and volumes [5] - The downward trend of the US dollar and sustained industry demand contribute to the resilience of electrolytic aluminum prices [5] - The company's significant share buybacks reflect long-term confidence, while high dividends continue to enhance shareholder returns [5] Group 3: Honglu Steel Structure (002541.SZ) - In the first half of 2025, Honglu Steel Structure achieved revenues of 1.06 billion yuan, a 2% year-on-year increase, but experienced a 33% decline in net profit attributable to shareholders [5] - The second quarter of 2025 saw revenues of 570 million yuan, a 3% year-on-year decrease, with net profit also down by 33% [5] Group 4: Hangcha Group (603298.SH) - Hangcha Group reported a revenue of 9.3 billion yuan in the first half of 2025, an 8.7% year-on-year growth, with a net profit of 1.12 billion yuan, up 11.4% [7] - The gross margin increased by 0.6 percentage points to 22.0%, while the net margin rose by 0.1 percentage points to 12.6% [7] Group 5: Wuxi Zhenhua (605319.SH) - In the first half of 2025, Wuxi Zhenhua's total revenue increased by 15.2% to 1.29 billion yuan, with a net profit growth of 27.2% to 200 million yuan [8] - The second quarter of 2025 saw a revenue increase of 9.5% year-on-year and a net profit increase of 31.9% [8] Group 6: Semir Apparel (002563.SZ) - Semir Apparel's revenue for the first half of 2025 was 6.15 billion yuan, reflecting a 3.3% year-on-year growth, while net profit decreased by 41.2% to 330 million yuan [8] - The company proposed a cash dividend of 0.15 yuan per share, resulting in a payout ratio of 124% for the first half of the year [8] Group 7: YK Life (300143.SZ) - YK Life reported a revenue of 843 million yuan in the first half of 2025, a 2.4% year-on-year increase, with a net profit of 62 million yuan, up 12.82% [8] - The non-recurring net profit attributable to shareholders grew by 19.22% to 61 million yuan, meeting expectations [8]

Group 1 - The core viewpoint is that Yingkang Life emphasizes the steady improvement in the core competitiveness and brand influence of Maxip Medical Technology Development (Shenzhen) Co., Ltd, which is a significant growth driver for the listed company [2] - The company highlights the importance of market value management and investor returns, acknowledging that various factors influence corporate market value [2]

证券日报网讯 盈康生命8月26日在互动平台回答投资者提问时表示，长沙珂信肿瘤医院有限公司于2025 年5月30日完成股权过户的工商登记手续，并纳入公司合并报表范围，其营业收入及净利润已按规定在 半年报中合并反映。 （编辑 袁冠琳） ...

（编辑 王雪儿） 证券日报网讯 盈康生命8月26日发布公告，在公司回答调研者提问时表示，公司目前重要子公司主要为 圣诺医疗和优尼器械，圣诺医疗2025年上半年实现收入9723.16万元，同比提升11.21%，实现净利润 1670.68万元，同比提升28.70%。其主要产品在激烈的市场竞争中稳住市场份额，上半年公司输注泵国 内市占率超10%，排名提升至第3位；乳腺钼靶设备国内市占率约10%，排名第3位；高压输注设备及耗 材出货量持续引领。优尼器械上半年实现收入5076.65万元，同比提升12.59%，实现净利润1558.47万 元，同比提升37.75%。圣诺和优尼的渠道协同下，公司进一步突破三甲医院高端市场720多家，三甲医 院覆盖率已超40%。 ...

证券日报网讯 盈康生命8月26日发布公告，在公司回答调研者提问时表示，公司目前托管运城医院、上 海永慈康复医院、盈康和徐泾护理院等医疗机构。其中，运城医院2024年3月获评三甲医院，是山西省 新标准下的首批社会办医三甲医院。其积极发挥区域医疗中心作用，学科建设方面，市级重点专科新增 5个通过评审（包括泌尿外科、呼吸与危重症医学科、肾病学科、药剂科、超声医学科）。其聚焦运城 患者就医难就医远的痛点，打造疑难重症诊疗目的地，集成国内领先医疗资源，提供一站式医疗服务， 实现疑难重症的会诊、手术等。上半年手术量同比提升18%，其中三四级手术占比达82%。 （编辑 王雪儿） ...

8月26日，盈康生命大宗交易成交150万股，成交额1549.5万元，占当日总成交额的14.09%，成交价10.33元，较市场收盘价 10.55元折价2.09%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交全额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-26 | 300143 | 盈康生命 | 10.33 | 150.00 | | 1,549.50华福证券有限责任 | 华福证券有限责任 | | | | | | | 公司东莞东莞大道 | | 公司东莞东莞大道 | | | | | | | 证券营业部 | | 证券营业部 | ...