12月18日，三大指数低开，大科技多板块回调，医疗器械、医药商业等方向逆势走强。相同标的ETF中年内涨幅居首的医疗器械指数ETF（159898）盘 中上涨1.11%，按照实时净值计算盘中约获2000万元净流入。 成份股方面，奕瑞科技大涨4.58%，福瑞医科涨6.44%，迪安诊断涨超5%，美好医疗、金域医学涨超3%，安必平、贝瑞基因、硕世生物等多股涨超 2%。 政策端，近1个月内，上海、北京等地接连发布创新医疗器械利好政策，如《上海市全面深化药品医疗器械监管改革促进医药产业高质量发展的若干措 施》、《北京市促进医疗器械产业高质量发展若干措施》等。 世纪证券指出，北京上海作为核心区域，快速跟进了医疗器械支持政策，从监管审批端改革提速、鼓励产业创新到打造有全球影响力的创新医疗器械 产业高地，全面支持创新医疗器械走出去。 | 医疗器械指数ETF 159898 | | | +1.30% 20日 -2.15% R | | --- | --- | --- | --- | | | | | -10.51% 120H +5.01% | | 0.545 +0.006 +1.113% | | 年初至今+4.61% 250日 | -1 ...

证券之星消息，12月22日，生物经济（970038）指数报收于2120.29点，跌0.12%，成交136.2亿元，换手 率1.11%。当日该指数成份股中，上涨的有16家，深科技以2.83%的涨幅领涨，下跌的有30家，迪安诊断 以2.96%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： | 生物经济指数 十大成份股 | | --- | | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 12.66% | 199.70 | 0.76% | | 2421.25 | 医药生物 | | sz002252 | 十株奥士 | 4.95% | 6.41 | 0.00% | | 425.49 | 医药生物 | | sz000661 | 长春高新 | 4.56% | 95.19 | -0.82% | | 388.32 | 医药生物 | | sz300759 | 康龙化成 | 4.17% | 29.01 | -1.46% | ...

Investment Rating - The report maintains an "Overweight" rating for the industry [5] Core Insights - The pharmaceutical sector is experiencing a phase of oscillation and differentiation, with a recommendation to seize thematic rotation and bottom adjustment opportunities, particularly in the innovative drug supply chain and AI+ sectors [6][13] - The long-term growth driver for the pharmaceutical sector is technological innovation, with key focuses on "continuation of policy benefits," "breakthroughs in frontier technologies," and "international BD transactions" [6][13] - The report highlights the potential of new generation CTLA-4 therapies that address toxicity issues, thereby unlocking market potential [7] Summary by Sections Industry Overview - The pharmaceutical industry comprises 499 listed companies with a total market value of 71,291.29 billion [2] - The industry is currently valued at 25.8 times PE based on 2025 earnings forecasts, with a premium of 10.2% over the overall A-share market [22] Market Dynamics - The report notes a 14.49% return for the pharmaceutical sector since the beginning of 2025, underperforming the CSI 300 index by 1.60 percentage points [19] - Recent market movements show a decline in the pharmaceutical sector, with specific segments like pharmaceutical commerce and medical devices showing positive growth [19][6] Key Recommendations - Focus on companies involved in innovative drug development and AI applications, such as 恒瑞医药 (Hengrui Medicine), 中国生物制药 (China National Pharmaceutical Group), and 康方生物 (Kangfang Biopharma) [6][13] - The report emphasizes the importance of addressing clinical pain points and enhancing safety in new generation immuno-oncology drugs [7] Notable Companies - The report recommends several companies for investment, including 康方生物 (Kangfang Biopharma), 药明合联 (WuXi AppTec), and 泰格医药 (Tigermed) [7][30] - It highlights the performance of specific stocks, noting that the average decline for 中泰医药 (Zhongtai Medicine) was 2.51% this month, while it outperformed the industry by 0.68% this week [29][30]

证券日报网讯12月18日，迪安诊断（300244）在互动平台回答投资者提问时表示，凯莱谱于2025年10月 3日取得"一种结直肠癌检测的生物标志物及其应用"专利授权。其核心技术在于提供一组用于结直肠癌 检测的新型生物标志物，并特别聚焦于通过尿液样本实现便捷、无创、高效的预测，满足临床所需。对 于该项专利的商业化进程，目前正处于系统性的转化前期论证与技术评估阶段。公司深知从专利授权到 形成成熟诊断产品，需要经过严谨的临床验证、产品开发及注册申报流程。公司将以积极而审慎的态 度，稳步推进其市场化应用。 ...

Core Viewpoint - The company emphasizes that the shareholding reform is a crucial step for enterprises to enter the capital market [1] Group 1: Company Developments - The company's subsidiary, Kailai Pu, completed its transformation from a limited liability company to a joint-stock company in November 2023 [1] - Kailai Pu is currently in the ongoing preparation for its listing process [1] - The company will fulfill its information disclosure obligations in accordance with relevant regulations as progress on related matters becomes clear [1]

证券之星消息，12月18日，生物经济（970038）指数报收于2106.64点，涨0.41%，成交136.89亿元，换 手率1.1%。当日该指数成份股中，上涨的有29家，迪安诊断以8.65%的涨幅领涨，下跌的有18家，英科 医疗以1.59%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： 近10日内生物经济（970038）指数成份股做了调整，新纳入了9只股票，剔除了9只股票。 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。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流入合计1.05亿元，游资资金净流出合 计2.59亿元，散户资金净流入合计1.55亿元。成份股资金流向详情见下表： ...

Core Viewpoint - The DRG/DIP concept sector experienced a significant increase of 3.87%, leading the market in terms of growth, with notable performances from stocks such as Jiahe Meikang and Saily Medical, which reached their daily limit up [1][2]. Group 1: Market Performance - The DRG/DIP concept sector had 19 stocks rising, with Jiahe Meikang hitting a 20% limit up, followed by Saily Medical at limit up, and other notable gainers including Weining Health, Dian Diagnostics, and Sichuang Medical, which rose by 11.11%, 8.65%, and 5.77% respectively [1]. - The sector saw a net inflow of 737 million yuan from main funds, with 17 stocks receiving net inflows, and 11 stocks exceeding 10 million yuan in net inflow [2]. - The top net inflow stock was Weining Health, attracting 347 million yuan, followed by Saily Medical, Rongke Technology, and Jiayuan Technology with net inflows of 166 million yuan, 83.78 million yuan, and 44.88 million yuan respectively [2]. Group 2: Fund Flow Ratios - Saily Medical, Digital Certification, and Weining Health had the highest net inflow ratios, with rates of 29.65%, 13.45%, and 12.89% respectively [3]. - The top stocks in the DRG/DIP concept based on net inflow include Weining Health with a daily increase of 11.11% and a turnover rate of 15.28%, and Saily Medical with a 9.99% increase and a turnover rate of 12.43% [3][4]. - Other notable stocks include Rongke Technology, Jiayuan Technology, and Jiahe Meikang, which also showed positive performance with increases of 0.90%, 3.27%, and 20.01% respectively [4].

（文章来源：证券日报） 证券日报网讯 12月17日，迪安诊断在互动平台回答投资者提问时表示，截至2025年9月30日，公司普通 股股东总数为45695户。 ...

| 688709 | 成都华 | 7.91 | 6.03 | 40.18 | 41.33 | 2.86 | | --- | --- | --- | --- | --- | --- | --- | | | 微 | | | | | | | 300244 | 迪安诊 | 8.26 | 7.46 | | | | | | 断 | | | 15.94 | 16.39 | 2.83 | | 300605 | 恒锋信 | 6.60 | 14.05 | 16.21 | 16.63 | 2.58 | | | 息 | | | | | | | 603172 | 万丰股 | 4.75 | 4.24 | 17.63 | 18.08 | 2.58 | | | 份 | | | | | | | 605567 | 春雪食 | 3.10 | 2.26 | 10.72 | 10.99 | 2.56 | | | 品 | | | | | | | 600599 | *ST熊猫 | 5.00 | 1.32 | 8.60 | 8.82 | 2.50 | | 300506 | *ST名家 | 2.91 | 2.20 | 4.15 | 4.25 | 2.50 | ...

12月18日，迪安诊断涨5.09%，截至发稿，报15.91元/股，成交1.67亿元，换手率2.14%，总市值99.43亿 元。 资料显示，迪安诊断技术集团股份有限公司位于浙江省杭州市西湖区金蓬街329号2幢5层，成立日期 2001年9月5日，上市日期2011年7月19日，公司主营业务涉及面向各种综合医院与专科医院、社区卫生 服务中心(站)、乡(镇)卫生院、体检中心、疾病预防控制中心等各级医疗卫生机构,以提供医学诊断服务 外包为核心业务的医学诊断服务整体解决方案。主营业务收入构成为：渠道产品65.34%，诊断服务 34.66%。 从迪安诊断十大流通股东角度 数据显示，永赢基金旗下1只基金位居迪安诊断十大流通股东。医疗器械ETF（159883）三季度新进十 大流通股东，持有股数308.75万股，占流通股的比例为0.62%。根据测算，今日浮盈赚取约237.74万 元。 医疗器械ETF（159883）成立日期2021年4月22日，最新规模47.3亿。今年以来收益1.98%，同类排名 3962/4197；近一年亏损1.18%，同类排名3993/4143；成立以来亏损50.55%。 医疗器械ETF（159883）基金经理 ...