炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：宋雅芳 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，中邮证券发布研究报告，维持对"AI+医疗"行业"强于大市"的评级，认为该行业在政策与产业共 振下正迎来加速发展。华大智造、华大基因、晶泰控股、英矽智能、联影智能、鹰瞳科技等多家行业内 企业获关注。 近日，中邮证券发布研究报告，维持对"AI+医疗"行业"强于大市"的评级，认为该行业在政策与产业共 振下正迎来加速发展。华大智造、华大基因、晶泰控股、英矽智能、联影智能、鹰瞳科技等多家行业内 企业获关注。 研报指出，全球AI医疗市场预计将从2022年的137亿美元迅猛增长至2030年的1553亿美元。政策层面， 国家多部门联合推动"人工智能+制造"，重点鼓励AI在高端医疗装备等场景的应用，为行业注入强心 剂。同时，海外领先企业如TempusAI业绩高增、英伟达与礼来巨额投资共建AI实验室等动向，也强化 了全球产业高景气度的预期。 报告分析，AI技术已在制药、辅助诊断、影像手术及医疗服务等多个医疗细分领域步入成熟。在辅助 诊断方向，具备高质量数据与技 ...

深圳商报·读创客户端首席记者 刘琼 实习生杨与萌 尹烨从生命健康产业出发，阐述了科技赋能民生的理念。他强调，生命健康是全民福祉的基础，企业应聚焦核心技术 攻关，让基因科技、生物制造等前沿技术走进大众生活。 在践行企业社会责任方面，招商银行原行长、中国企业家俱乐部执行理事长马蔚华表示，ESG理念已成为企业高质量 发展的重要指引，建议企业应将环境、社会、治理要求深度融入发展战略；通过金融创新推动绿色投资、支持社会责 任项目落地，引导资源流向可持续发展领域，实现商业价值与社会价值、环境价值的共生共赢。 （主办方供图） 李东生表示，过去二十年，中国企业从全球产业链的追赶者，成长为在新型战略产业领域开疆拓土的先锋，也成为中 国经济全球化的探路者。中国企业的出海之路已从最初的产品出口，升级为商业模式、工业能力、供应链的系统化出 海。当前全球科技竞争日趋激烈，人工智能正从概念走向深度产业化，成为未来经济增长的关键力量。 刘庆峰分享科大讯飞在人工智能领域的最新探索。他提出，通用人工智能时代正在加速到来，重塑着产业形态与商业 逻辑。面对这样的变革，核心技术自主可控是企业立足长远的根本。 何小鹏聚焦新能源与智能网联汽车产业，分享 ...

Group 1 - WuXi AppTec (药明康德) is a leading global pharmaceutical R&D outsourcing company with a comprehensive layout in AI healthcare, integrating AI technology throughout the drug development process [1] - The AI drug discovery platform developed by WuXi AppTec utilizes machine learning to analyze vast compound data, significantly shortening the early development cycle of small molecules and biologics [1] - The platform has been applied in new drug development projects for oncology and neurodegenerative diseases [1] Group 2 - Aier Eye Hospital (爱尔眼科) is a leading domestic eye care chain focusing on the intelligent upgrade of the entire eye diagnosis and treatment process through AI [2] - The AI fundus screening system developed by Aier can accurately identify common eye diseases with an accuracy rate exceeding 95%, implemented in over a thousand grassroots eye clinics and health check centers nationwide [2] - The company also utilizes AI technology to create personalized correction plans for myopia patients and enhance the precision and safety of surgeries [2] Group 3 - Kanglong Chemical (康龙化成) is a core player in the domestic pharmaceutical R&D outsourcing sector, leveraging AI technology to enhance R&D service efficiency [3] - The AI drug development platform integrates molecular simulation and machine learning, reducing compound screening cycles from months to weeks [3] - AI is also used to construct disease models and simulate drug metabolism processes, improving data accuracy and reducing animal usage [3] Group 4 - Tigermed (泰格医药) is a leading clinical trial CRO in China, focusing on the intelligent transformation of the entire clinical trial process through AI [4] - The AI clinical trial management system enables intelligent project initiation, patient recruitment, and data management, improving recruitment efficiency by over 30% [4] - AI algorithms are employed for real-time monitoring of clinical trial data, providing precise risk warnings and decision-making support for pharmaceutical companies [4] Group 5 - Kelaiying (凯莱英) is a global leader in the pharmaceutical CDMO sector, applying AI technology to enhance drug production and R&D [5] - AI algorithms are used to design optimal chemical synthesis pathways, reducing production costs and enhancing safety and yield [5] - The company has developed an AI drug R&D platform to predict the physicochemical properties and biological activity of compounds, aiding in the rapid selection of candidate drug molecules [5] Group 6 - Meinian Health (美年健康) is a leading health checkup company in China, with AI healthcare as a core driver for upgrading its services [6] - The AI intelligent health check system covers the entire process from appointment scheduling to health report interpretation, with AI imaging diagnosis achieving accuracy close to that of professional doctors [6] - The company integrates national health check big data to conduct chronic disease trend research, supporting public health decision-making [6] Group 7 - Zhaoyan New Drug (昭衍新药) is a leader in non-clinical safety evaluation of drugs, focusing on the intelligent upgrade of drug safety evaluation through AI [7] - The AI drug safety prediction platform integrates vast toxicology data and machine learning algorithms to predict potential toxicity of new drugs early [7] - AI technology is also used for intelligent monitoring of experimental animals, enhancing data accuracy and reliability [7] Group 8 - BGI Genomics (华大基因) is a leading global player in the field of gene sequencing, deeply integrating AI technology with gene sequencing [8] - AI algorithms are applied to analyze gene sequencing data, significantly improving the efficiency and accuracy of genetic disease diagnosis [8] - The company has developed a big data platform to support precision medicine and drug development through AI analysis of vast genetic data [8] Group 9 - Tongce Medical (通策医疗) is a leading domestic dental care chain focusing on the intelligent upgrade of dental diagnosis and treatment through AI [9] - The AI dental imaging diagnosis system can automatically analyze dental CT and panoramic images, assisting dentists in making accurate diagnoses [9] - The company also utilizes AI technology to optimize patient appointment and triage systems, enhancing patient flow and reducing wait times [9] Group 10 - Haoyuan Pharmaceutical (皓元医药) is a core player in the domestic pharmaceutical reagents and raw materials sector, focusing on intelligent upgrades in drug and reagent development through AI [10] - The AI molecular design platform significantly shortens the discovery cycle of lead compounds in drug development [10] - AI technology is also used to optimize inventory management, reducing costs and improving supply chain efficiency [10] Group 11 - Jiuzhou Pharmaceutical (九洲药业) is an important player in the domestic CDMO sector, focusing on the intelligent upgrade of drug production and R&D through AI [11] - AI algorithms are utilized to design optimal chemical synthesis pathways, enhancing yield and reducing production costs [11] - The company has developed an AI drug R&D platform to predict the biological activity and pharmacokinetic properties of compounds [11] Group 12 - KingMed Diagnostics (金域医学) is a leading third-party medical testing company in China, with AI healthcare applications throughout the testing process [12] - The AI data analysis system can automatically analyze vast testing data, quickly identifying abnormal indicators and generating reports [12] - The company also integrates national testing big data to conduct epidemiological research, supporting public health prevention efforts [12] Group 13 - Dian Diagnostics (迪安诊断) is a leading third-party medical diagnostic service provider, with AI healthcare as a core driver for enhancing diagnostic capabilities [13] - The AI diagnostic platform covers multiple fields, achieving over 90% accuracy in identifying tumor cells and infectious lesions [13] - AI technology is also used to optimize testing processes, improving laboratory throughput and efficiency [13] Group 14 - Chengdu XianDao (成都先导) is a leading new drug development company, deeply integrating AI technology with its core DNA-encoded compound library business [14] - AI algorithms are used to design DNA-encoded compound libraries, significantly improving screening efficiency and hit rates [14] - The company has developed a cloud computing platform for AI drug R&D, providing intelligent services to global pharmaceutical companies [14] Group 15 - Sanbo Brain Science (三博脑科) is a specialized medical service institution in the field of neurosurgery, with AI applications in both healthcare and brain-computer interface technology [15] - The AI neuroimaging diagnosis system can automatically analyze brain CT and MRI images, assisting in diagnosing neurological diseases [15] - The company collaborates with research institutions to conduct clinical studies on brain-computer interfaces, helping patients regain motor function [15] Group 16 - Innovation Medical (创新医疗) is a comprehensive medical service enterprise focusing on intelligent upgrades in rehabilitation and orthopedic diagnosis through AI [16] - The AI rehabilitation assessment system collects patient movement data to automatically evaluate rehabilitation effectiveness and adjust training plans [16] - AI technology is also used to analyze X-ray and CT images for orthopedic diagnosis, enhancing the precision of surgical planning [16]

医疗器械行业发展方兴未艾，或可借道医疗器械ETF（562600）一键把握成长机遇，该ETF所跟踪的中 证全指医疗器械指数脑机接口占比达23.8%，在已上市ETF中含量最高，精准覆盖脑机接口核心标的； 其医疗器械行业占比高达89.2%，集中度突出，能有效捕捉细分赛道增长机遇。场外用户亦可选择华夏 中证全指医疗器械ETF发起式联接A（021250）和华夏中证全指医疗器械ETF发起式联接C（021251）， 进行便捷布局。 相关ETF：医疗器械ETF（562600）。 每日经济新闻 1月13日，A股科技板块高开后有所回调，医疗器械ETF（562600）早盘大涨2.32%。盘面上，医疗设备 板块逆势走高，AI应用方向延续强势，迪安诊断涨停，华大基因上涨14.41%，华兰股份上涨8.01%，艾 德生物上涨5.41%。资金上，医疗器械ETF（562600）近期持续受到资金青睐，近五日资金净流入1.40 亿，近十日资金净流入1.62亿。截至发文，医疗器械ETF（562600）成交额达3068万元。 消息面上，日前上海公布《上海市脑机接口未来产业培育行动方案（2025-2030年）》，方案明确2027 年前半侵入式产品率先临 ...

每经AI快讯，1月13日，AI医疗、制药概念持续拉升，华人健康（301408）、思创医惠（300078）20cm 涨停，此前新赣江、博济医药（300404）、诺思格（301333）、普蕊斯（301257）、迪安诊断 （300244）等多股涨停，欧康医药、荣昌生物、卫宁健康（300253）、华大基因（300676）等多股涨超 10%。 ...

Group 1 - The core viewpoint of the news is that BGI Genomics has seen a stock price increase of 5.09%, reaching 54.32 CNY per share, with a trading volume of 595 million CNY and a turnover rate of 2.72%, resulting in a total market capitalization of 22.723 billion CNY [1] - BGI Genomics, established on July 9, 2010, and listed on July 14, 2017, is located in Shenzhen, Guangdong Province. The company specializes in providing research services and precision medical testing solutions through multi-omics big data technologies, including gene testing and mass spectrometry [1] - The revenue composition of BGI Genomics includes: 42.67% from precision medical testing solutions, 26.12% from reproductive health research and clinical application services, 17.08% from multi-omics big data services and synthesis, 11.00% from tumor and chronic disease prevention and translational medicine services, 2.36% from infection prevention research and clinical application services, and 0.78% from other services [1] Group 2 - From the perspective of the top ten circulating shareholders of BGI Genomics, E Fund's ETF (159915) reduced its holdings by 816,600 shares in the third quarter, now holding 5.2957 million shares, which accounts for 1.27% of the circulating shares. The estimated floating profit today is approximately 13.9278 million CNY [2] - E Fund's ETF (159915) was established on September 20, 2011, with a latest scale of 110.2 billion CNY. Year-to-date return is 3.92%, ranking 2883 out of 5579 in its category; the one-year return is 68.04%, ranking 566 out of 4202; and the return since inception is 279.68% [2]

转自：中国科学报 免疫细胞是人体免疫系统不可或缺的重要组成部分，在发育、器官形成、疾病发生发展等方面发挥着关 键作用。然而，由于技术和成本的限制，长期以来科学家们虽然知道免疫细胞种类繁多，却难以看清每 个细胞的具体特征和它们之间的调控关系。 北京时间1月9日，由中国科学家组成的研究团队，在《科学》杂志上发布首个了千万级高分辨率免疫细 胞图谱。他们对428位中国自然人群队列中超过1000万个外周血免疫细胞进行了系统性多组学深度解 析，绘制了高分辨率人群免疫多组学图谱（CIMA）。 该研究由华大生命科学研究院牵头建设的基因组多维解析技术全国重点实验室联合上海交通大学医学院 附属瑞金医院、山西医科大学等多家机构合作完成。不仅展示了千万个细胞的身份信息，及其调控开关 信息，还系统性地回答了"哪个开关在哪种细胞里控制哪个基因"的问题，为理解疾病机制提供了更精细 的视角，是生命数字化研究新范式的重要实践。 看清免疫细胞有一张"高清导航图" 以往，国际上高质量的免疫细胞数据大多来自欧洲人群，而东亚人群的系统性多组学数据则相对缺乏， 这使得基于欧洲数据得出的结论和机制能否直接应用于东亚，尤其是中国人群成为一个根本性问题。 建 ...

Core Viewpoint - The medical device sector is experiencing significant growth, with key stocks showing strong performance and substantial capital inflow into related ETFs, indicating a bullish market sentiment in this industry [1][4]. Group 1: Market Performance - The CSI All-Medical Device Index (H30217) rose by 1.59%, with notable stocks such as Di'an Diagnostics (300244) hitting a 20% limit up, and Kingmed Diagnostics (603882) reaching a 10% limit up [1]. - The largest medical device ETF (159883) saw a 1.53% increase, with over 260 million yuan in capital inflow during the afternoon session [1]. - Over the past four days, the medical device ETF has experienced continuous net inflows, totaling 1.232 billion yuan, with an average daily net inflow of 308 million yuan [1]. Group 2: Key Stock Movements - Di'an Diagnostics (300244) closed at 21.72 yuan, with a 20% increase and a transaction volume of 2.198 billion yuan [2]. - Anbiping (688393) rose by 15.33% to 31.83 yuan, with a transaction volume of 308 million yuan [2]. - Kingmed Diagnostics (603882) increased by 10% to 33.66 yuan, with a transaction volume of 1.086 billion yuan [2]. Group 3: Technological and Policy Developments - Shenzhen Hanyu Pharmaceutical and Huawei Cloud launched a "Peptide AI Process Optimization Assistant," reducing R&D cycles by 45% and improving decision-making efficiency by 90% [3]. - Guangzhou's new plan emphasizes biomedicine and health as a key emerging industry, aiming to build high-level innovation platforms around cell and gene technology [3]. - The Beijing action plan for 2026-2027 aims for widespread application of AI products in healthcare institutions by 2027 [3]. Group 4: ETF Characteristics - The medical device ETF (159883) has the highest brain-computer interface content in the market, accounting for over 23%, and is the largest ETF focused on the medical device sector [4]. - The ETF includes a strong representation of innovative domestic companies, with over 80% of its components from the Sci-Tech Innovation Board and the Growth Enterprise Market [4]. - The Hong Kong medical ETF (159366) tracks the CSI Hong Kong Stock Connect Medical Theme Index, providing exposure to high-quality assets in the medical sector [4].

Group 1 - The core viewpoint of the news is that BGI Genomics has seen a stock price increase of 5.43%, reaching 50.65 CNY per share, with a trading volume of 364 million CNY and a turnover rate of 1.76%, resulting in a total market capitalization of 21.188 billion CNY [1] - BGI Genomics, established on July 9, 2010, and listed on July 14, 2017, is located in Shenzhen, Guangdong Province. The company specializes in providing research services and precision medical testing solutions through multi-omics big data technologies, including gene testing and mass spectrometry [1] - The revenue composition of BGI Genomics includes: 42.67% from precision medical testing solutions, 26.12% from reproductive health research and clinical application services, 17.08% from multi-omics big data services and synthesis, 11.00% from cancer and chronic disease prevention and translational medicine services, 2.36% from infection prevention research and clinical application services, and 0.78% from other services [1] Group 2 - BGI Genomics' major circulating shareholder is the Huabao Fund, which holds shares in the Huabao CSI Medical ETF (512170). In the third quarter, the fund reduced its holdings by 1.2088 million shares, maintaining a total of 7.1098 million shares, which accounts for 1.71% of the circulating shares [2] - The Huabao CSI Medical ETF (512170) was established on May 20, 2019, with a current scale of 26.404 billion CNY. The fund has achieved a year-to-date return of 7.81%, ranking 536 out of 5509 in its category, and an annual return of 18.34%, ranking 3411 out of 4198 [2]

Group 1 - The core viewpoint of the news is that BGI Genomics has seen a stock price increase of 5.43%, reaching 50.65 CNY per share, with a total market capitalization of 21.188 billion CNY [1] - BGI Genomics, established on July 9, 2010, and listed on July 14, 2017, specializes in providing research services and precision medical testing solutions through multi-omics big data technologies [1] - The company's revenue composition includes: 42.67% from precision medical testing solutions, 26.12% from reproductive health research and clinical application services, 17.08% from multi-omics big data services, 11.00% from cancer and chronic disease prevention services, 2.36% from infection prevention research and clinical application services, and 0.78% from other services [1] Group 2 - The Qianhai Open Source Fund holds a significant position in BGI Genomics, with the Qianhai Open Source Hong Kong-Shenzhen Leading Selection Mixed A Fund (002443) maintaining 47,300 shares, representing 4.17% of the fund's net value [2] - The fund has a total scale of 53.3509 million CNY and has achieved a year-to-date return of 1.03%, ranking 6701 out of 8827 in its category [2] - The fund has experienced a one-year loss of 4.41%, ranking 8055 out of 8084 in its category, while achieving a cumulative return of 61.26% since inception [2]