内容概况：在"千县工程"与"设备更新行动"的政策推动下，以县级医院为代表的基层医疗机构正在加速 填补其精准诊疗能力的短板。例如，围绕"消化道肿瘤早筛"和"胰腺等复杂疾病诊断"的需求，正在转化 为实实在在的设备采购订单。作为融合光学内镜与高频超声成像的高端医疗设备，中国超声胃镜行业正 处于市场规模稳健增长阶段。2024年，中国超声胃镜行业市场规模约为1.45亿元，同比增长8.21%。 相关上市企业：开立医疗（300633） 相关企业：广东奥迪威传感科技股份有限公司、浙江嘉康电子股份有限公司、江苏江佳电子股份有限公 司、上海韦尔半导体股份有限公司、歌尔微电子股份有限公司、长飞光纤光缆股份有限公司、亨通光电 股份有限公司、烽火通信科技股份有限公司、通鼎互联信息股份有限公司、中天科技股份有限公司、海 光信息技术股份有限公司、龙芯中科技术股份有限公司、中微半导体设备（上海）股份有限公司、京东 方科技集团股份有限公司、深南电路股份有限公司 关键词：超声胃镜、超声胃镜市场规模、超声胃镜行业现状、超声胃镜发展趋势 一、行业概述 超声胃镜是内镜技术与超声技术融合的先进医疗设备，通过在内镜前端或活检通道内置微型高频超声探 头，在 ...

该股主要指标及行业内排名如下： 证券之星消息，截至2026年2月25日收盘，开立医疗(300633)报收于26.98元，上涨1.35%，换手率 0.7%，成交量3.03万手，成交额8182.98万元。 2月25日的资金流向数据方面，主力资金净流出247.16万元，占总成交额3.02%，游资资金净流入592.66 万元，占总成交额7.24%，散户资金净流出345.5万元，占总成交额4.22%。 近5日资金流向一览见下表： 开立医疗2025年三季报显示，前三季度公司主营收入14.59亿元，同比上升4.37%；归母净利润3351.11 万元，同比下降69.25%；扣非净利润2399.1万元，同比下降72.14%；其中2025年第三季度，公司单季度 主营收入4.95亿元，同比上升28.42%；单季度归母净利润-1351.92万元，同比上升78.05%；单季度扣非 净利润-1588.57万元，同比上升76.92%；负债率24.22%，投资收益207.82万元，财务费用-3830.36万 元，毛利率60.36%。开立医疗（300633）主营业务：医疗诊断及治疗设备的自主研发、生产与销售。 该股最近90天内共有4家机构给出 ...

深圳开立生物医疗科技公司业务经理表示："依托班列的稳定服务和定制化方案，我们的精密医疗设备 才能安全、准时送达欧洲客户手中。" 平湖南综合物流枢纽营业部经理罗练林表示："我们将构建更高效、便捷的国际物流平台，进一步降低 企业跨境贸易的综合成本。" 本报深圳2月24日电(记者李刚)2026年农历正月初一早上8时许，一声汽笛在深圳平湖南站鸣响，满载家 电、电子产品及跨境电商包裹的X8426次中欧班列，迎着新春朝阳启程，奔赴满洲里口岸，预计14天后 抵达俄罗斯、波兰等国家。 这趟新春首发的中欧班列是粤港澳大湾区外贸物流"开年第一单"。自2020年8月18日首趟"湾区号"中欧 班列从深圳开往德国杜伊斯堡以来，截至目前已累计开行975列，运送货物超9万标箱，货值突破31亿美 元，线路从1条增至27条常态化线路，覆盖德国、俄罗斯等47个国家和地区，服务大湾区企业超7000 家。 ...

证券之星消息，截至2026年2月24日收盘，开立医疗(300633)报收于26.62元，上涨0.08%，换手率 0.62%，成交量2.7万手，成交额7246.33万元。 开立医疗2025年三季报显示，前三季度公司主营收入14.59亿元，同比上升4.37%；归母净利润3351.11 万元，同比下降69.25%；扣非净利润2399.1万元，同比下降72.14%；其中2025年第三季度，公司单季度 主营收入4.95亿元，同比上升28.42%；单季度归母净利润-1351.92万元，同比上升78.05%；单季度扣非 净利润-1588.57万元，同比上升76.92%；负债率24.22%，投资收益207.82万元，财务费用-3830.36万 元，毛利率60.36%。开立医疗（300633）主营业务：医疗诊断及治疗设备的自主研发、生产与销售。 该股最近90天内共有4家机构给出评级，买入评级3家，增持评级1家。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额 ...

Core Viewpoint - The stock of Kaili Medical (300633) has shown a decline in price and mixed capital flow, indicating potential volatility in investor sentiment and market performance [1][2]. Group 1: Stock Performance - As of February 13, 2026, Kaili Medical's stock closed at 26.6 yuan, down 1.04% with a turnover rate of 0.48% and a trading volume of 20,900 lots, amounting to a transaction value of 56.07 million yuan [1]. - Over the past five days, the stock has experienced fluctuations, with a notable drop on February 13, where the main capital saw a net outflow of 224.51 million yuan, accounting for 4.0% of the total transaction value [2]. Group 2: Financial Metrics - Kaili Medical's total market capitalization is 11.51 billion yuan, slightly above the industry average of 10.91 billion yuan, ranking 30th out of 129 companies in the medical device sector [3]. - The company reported a net profit of 33.51 million yuan, which is significantly lower than the industry average net profit of 208 million yuan, placing it 79th in the industry ranking [3]. - The company's gross margin stands at 60.36%, which is higher than the industry average of 51.01%, indicating a strong pricing power in its products [3]. Group 3: Recent Financial Performance - For the first three quarters of 2025, Kaili Medical's main revenue reached 1.459 billion yuan, reflecting a year-on-year increase of 4.37%, while the net profit decreased by 69.25% to 33.51 million yuan [3]. - In the third quarter of 2025, the company achieved a quarterly revenue of 495 million yuan, up 28.42% year-on-year, but reported a negative net profit of -13.52 million yuan, despite a year-on-year increase of 78.05% [3]. Group 4: Analyst Ratings - In the last 90 days, four institutions have provided ratings for Kaili Medical, with three giving a "buy" rating and one an "accumulate" rating, indicating a generally positive outlook from analysts [4].

近5日资金流向一览见下表： 证券之星消息，截至2026年2月12日收盘，开立医疗(300633)报收于26.88元，上涨0.3%，换手率0.6%， 成交量2.6万手，成交额6960.7万元。 开立医疗2025年三季报显示，前三季度公司主营收入14.59亿元，同比上升4.37%；归母净利润3351.11 万元，同比下降69.25%；扣非净利润2399.1万元，同比下降72.14%；其中2025年第三季度，公司单季度 主营收入4.95亿元，同比上升28.42%；单季度归母净利润-1351.92万元，同比上升78.05%；单季度扣非 净利润-1588.57万元，同比上升76.92%；负债率24.22%，投资收益207.82万元，财务费用-3830.36万 元，毛利率60.36%。开立医疗（300633）主营业务：医疗诊断及治疗设备的自主研发、生产与销售。 2月12日的资金流向数据方面，主力资金净流入183.14万元，占总成交额2.63%，游资资金净流出571.2 万元，占总成交额8.21%，散户资金净流入388.07万元，占总成交额5.58%。 该股主要指标及行业内排名如下： 资金流向名词解释：指通过价格变化反推资 ...

证券之星消息，截至2026年2月11日收盘，开立医疗(300633)报收于26.8元，下跌1.29%，换手率 0.75%，成交量3.23万手，成交额8727.49万元。 2月11日的资金流向数据方面，主力资金净流入109.89万元，占总成交额1.26%，游资资金净流入826.22 万元，占总成交额9.47%，散户资金净流出936.11万元，占总成交额10.73%。 注：主力资金为特大单成交，游资为大单成交，散户为中小单成交 近5日资金流向一览见下表： 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。 该股主要指标及行业内排名如下： 该股最近90天内共有4家机构给出评级，买入评级3家，增持评级1家。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、 ...

截至2026年2月10日，开立医疗股价收于27.15元，近5日累计下跌1.09%，表现弱于医药生物板块(同期 上涨0.60%)和医疗器械子板块(上涨0.22%)。技术面显示股价处于空头行情，20日移动平均线为28.02 元，当前价格低于均线；主力资金当日净流出373.81万元，散户资金占主导。区间振幅2.27%，波动相 对平缓。 近期事件 经济观察网东莞证券于2026年2月6日发布的行业双周报中，将开立医疗（300633）列为医疗设备板块的 重点关注标的之一，指出脑机接口作为"十五五"规划明确布局的未来产业，政策持续加码，建议关注相 关投资机会。中邮证券2月9日报告也提及政策推动医药生物行业结构优化，医疗器械子板块或间接受 益。 股票近期走势 2月5日，工业和信息化部等八部门联合印发《中药工业高质量发展实施方案(2026—2030年)》，虽聚焦 中药产业链，但政策对医药生物行业整体有提振作用，医疗器械企业可能间接受益于行业升级趋势。此 外，第十一批国家药品集采结果于2月加速落地，多地已启动执行工作，或对医疗设备采购需求产生潜 在影响。 以上内容基于公开资料整理，不构成投资建议。 ...

Investment Rating - The report maintains an "Overweight" rating for the medical device industry [2][6]. Core Insights - The medical device procurement scale is experiencing a partial decline due to high base effects, but there are opportunities in the surgical robot market [2]. - The report emphasizes that the ongoing implementation of equipment upgrade policies is expected to drive long-term procurement levels in the medical device sector, recommending companies that are likely to benefit from these policies [4]. - The report highlights that the four ministries jointly issued a notice in 2024 aiming for a more than 25% increase in medical equipment investment by 2027 compared to 2023, which is expected to enhance the configuration of high-end equipment to levels comparable to middle-income countries [6]. Summary by Sections Investment Recommendations - The report suggests maintaining an "Overweight" rating and recommends companies likely to benefit from the equipment upgrade policies, including Mindray Medical, United Imaging, Kaili Medical, Aohua Endoscopy, and Jingfeng Medical-B. It also suggests paying attention to MicroPort Scientific-B [6]. Monthly Procurement Data - In January 2026, the procurement scale for new devices showed a year-on-year decline: MR down 22.6%, CT down 25.6%, DR down 18.2%, ultrasound down 10.1%, while endoscopy grew by 1.1%, and surgical robots declined by 20.1%. Company-specific performance showed United Imaging MR down 36.5%, United Imaging CT up 8.5%, Mindray ultrasound up 10.9%, Kaili ultrasound down 14.8%, Kaili endoscopy up 55.4%, and Aohua endoscopy down 11.7% [6]. Policy Impact - The report discusses the release of a guideline by the National Healthcare Security Administration on January 20, 2026, which establishes a unified pricing project for surgical robots, expected to accelerate the penetration and application of robotic surgery technology [6].

Core Viewpoint - The stock of Kaili Medical (300633) has shown a slight increase in price, with recent trading data indicating mixed capital flows among different investor categories [1][2]. Group 1: Stock Performance and Trading Data - As of February 9, 2026, Kaili Medical's stock closed at 27.39 yuan, up by 0.88%, with a turnover rate of 0.52% and a trading volume of 22,400 lots, amounting to 61.21 million yuan [1]. - On February 9, the net inflow of main funds was 2.21 million yuan, accounting for 3.61% of the total trading volume, while retail investors experienced a net outflow of 4.74 million yuan, representing 7.74% of the total [1]. - Over the past five days, the stock has seen fluctuations in capital flows, with notable net inflows and outflows from different investor categories [1]. Group 2: Company Financial Metrics and Industry Comparison - Kaili Medical's total market capitalization is 11.85 billion yuan, which is above the industry average of 11.08 billion yuan, ranking 30th out of 129 companies in the medical device sector [2]. - The company reported a net profit of 33.51 million yuan, significantly lower than the industry average of 207 million yuan, ranking 77th in the industry [2]. - The company's price-to-earnings ratio stands at 265.26, which is considerably higher than the industry average of 89.2, ranking 91st [2]. - Kaili Medical's gross margin is 60.36%, which exceeds the industry average of 50.16%, ranking 51st [2]. - The company reported a debt ratio of 24.22% and a return on equity (ROE) of 1.07%, which is higher than the industry average of 0.41%, ranking 87th [2]. Group 3: Analyst Ratings - In the last 90 days, five institutions have provided ratings for Kaili Medical, with four giving a "buy" rating and one an "accumulate" rating [3].