| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301293 | 三博脑科 | 2677.36万 | 8.16% | -808.29万 | -2.46% | -1869.07万 | -5.69% | | 301367 | 瑞迈特 | 1621.24万 | 7.68% | 1425.99万 | 6.75% | -3047.23万 | -14.43% | | 300358 | 楚天科技 | 1119.73万 | 6.71% | 796.43万 | 4.77% | -1916.16万 | -11.48% | | 000516 | 国际医学 | 1070.86万 | 10.65% | 55.14万 | 0.55% | -1126.00万 | -11.20% | | 300595 欧普康视 | | 663.49万 | 5.84% | -16.31万 | -0.14% | -647.18万 | -5.69% | | 002901 ...

证券之星消息，12月1日，医疗健康R（480016）指数报收于7423.77点，涨0.31%，成交184.43亿元，换 手率0.67%。当日该指数成份股中，上涨的有34家，惠泰医疗以3.13%的涨幅领涨，下跌的有16家，奕瑞 科技以2.87%的跌幅领跌。 医疗健康R（480016）指数十大成份股详情如下： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | sh603259 | 药明康德 | 13.66% | 92.30 | 1.22% | | 2754.01 | 医药生物 | | sh600276 | 恒瑞医药 | 11.00% | 61.94 | -0.23% | | 4111.08 | 医药生物 | | sz300760 | 迈瑞医疗 | 7.57% | 201.62 | -1.17% | | 2444.52 | 医药生物 | | sh688271 | 联影医疗 | 4.27% | 131.30 | -1.35% | | 1082.12 | 医药生物 ...

多年来，迈瑞医疗在持续创新、服务全球医疗卫生事业的同时，始终积极践行ESG理念，在国内外多次 重大公共卫生事件及自然灾害中主动响应捐赠设备与资金，以实际行动回馈社会。迈瑞医疗表示："我 们对火灾中的遇难者表示深切哀悼，对受伤人员及受灾家庭致以诚挚慰问。希望这笔捐款能为救援和重 建工作提供切实支持，帮助受灾同胞渡过眼前难关，早日重返正常生活。" 迈瑞医疗今日宣布，向香港特区"大埔宏福苑援助基金"捐赠1000万港元。这笔款项将主要用于救治伤员 和预防灾后疫情，确保受灾群众能够及时获得必要的医疗保障。此外，公司已初步与相关部门进行了联 络汇报，表达香港如有任何需要可随时通知迈瑞提供物资支持，保证相关医疗设备的充足供应。 ...

11月28日，2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海，共同探讨中国资本市场的 未来机遇。 同时，第七届新浪财经金麒麟菁英分析师评选结果隆重揭晓。第七届新浪财经金麒麟创新药行业"菁英 分析师"荣誉榜第一名被浙商证券研究团队（首席分析师：吴天昊；团队成员：王班、郭双喜、司清 蕊、丁健行、胡隽扬）斩获。 浙商证券王班 吴天昊、司清蕊医疗器械行业2026年策略指出，支付政策优化，看好高值耗材成长性。 专题：2025分析师大会：资本市场"奥斯卡"！机构称A股迎全球资本涌入的大牛市 医用设备：院内招标恢复、"一带一路"出海拉动，业绩恢复可期。2025年前三季度医用设备收入仍同比 有所增长，但利润同比下滑；2026年看好在院内招标恢复及"一带一路"持续布局下的业绩弹性。 家用医疗：成长性有望恢复。2025年前三季度收入利润同比增速恢复，看好出海等带来的成长性恢复； 低值耗材/IVD：看好新品拉动/技术壁垒较高企业。2025年前三季度量价影响下IVD板块收入利润增速 双降。 投资建议： ①集采风险基本出清、新 ...

公司还公告，未来6个月内，李西廷将继续增持公司股份，增持金额2亿元（含本次增持金额）。 截至目前，李西廷及其一致行动人合计控制公司51.48%的股权。 这是迈瑞医疗自2018年A股上市以来的李西廷首次增持。2021年2月18日，迈瑞医疗股价涨至巅峰503.51 元/股，目前的股价较巅峰时刻下跌接近60%。 董事长罕见出手增持，有投资者解读称，"股价到底部了！" 迈瑞医疗的经营业绩罕见下降。2025年前三季度，公司实现的营业收入、归母净利润分别为258.34亿 元、75.70亿元，同比下降12.38%、28.83%。主要原因是市场需求自然放缓，客观经济规律所致。 迈瑞医疗积极分红。2025年前三季度，公司每个季度都进行了分红，合计分红49.35亿元。李西廷及其 一致行动人将获得红利超过20亿元。 长江商报消息●长江商报记者 沈右荣 股价跌跌不休，实际控制人、董事长出手了。 11月27日晚，"国产医疗器械一哥"?迈瑞医疗（300760.SZ）发布公告 ，当日，公司董事长李西廷增持公 司股份15.23万股，增持金额接近3000万元。 净利超20%增长神话不再 迈瑞医疗股价跌幅较大，与经营业绩表现有一定关系。 董事长 ...

Vi e w p o i n t | 28 Nov 2025 11:00:36 ET │ 28 pages China Healthcare Proprietary Survey: Navigating a Post-DRG World; AI and Domestic Substitution Accelerate CITI'S TAKE We worked with the Citi Innovation Lab to conduct a proprietary survey of 166 surgeons and department heads at Class 3 hospitals in China during October 2025. The results reveal that China healthcare market is undergoing a profound transformation, driven by the maturing impact of DRG/VBP policies, a rapid acceleration in domestic substitu ...

医疗器械和医疗服务行业 2026 年展望：行业持续复苏， 长线布局机会显现 20251130 摘要 集采影响逐步出清，部分需求延迟至 2025 年释放，2026 年预计库存 出清、新品放量及海外市场增长将推动医疗器械行业稳健增长，但部分 龙头公司业绩指引谨慎。 骨科（春立医疗）、电商联系（新脉医疗）等细分赛道值得关注，RVD 板块新产业海外收入占比高，预计 2026 年增长良好。迈瑞、惠泰等龙 头及微电生理等低估值标的具底部配置机会。 电生理领域，惠泰估值具性价比，TFA 放量，微电生理明年有望在 PFA 驱动下增长。福建 27 省联盟集采续约或提升国产化率，利好惠泰和微 电。 澳华内镜库存拐点将至，新产品 A400 竞争力强。迈瑞等设备公司去库 存压力减轻，采购需求预计恢复正常增长。联影招标数据向好，将积极 影响 2026 年上半年业绩。 IVD 板块 2025 年量价齐跌，但预计四季度起逐步恢复。DRG 落地后需 求企稳，价格仍有压力。迈瑞 IVD 领域目标突破 2000 家重点医院，新 产业海外市场保持增长。 Q&A 近年来医疗器械行业面临哪些主要挑战，未来的趋势如何？ 医疗器械行业在过去四年中经历了多 ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical industry, indicating an "Overweight" rating, suggesting that the industry is expected to outperform the overall market [28]. Core Insights - The report highlights a 2.7% increase in the Shenwan Pharmaceutical and Biological Index, outperforming the Shanghai Composite Index, which rose by 1.4% [3][5]. - The report emphasizes the importance of monitoring changes in flu epidemics and their impact on the pharmaceutical sector, particularly regarding vaccine and treatment demand [2]. - Key domestic developments include the approval of new indications for innovative drugs and significant stock purchases by company executives, indicating confidence in the sector [12][13]. Market Performance - The Shenwan Pharmaceutical and Biological Index rose by 2.7% this week, ranking 17th among 31 Shenwan first-level sub-industries [3][5]. - The overall valuation of the pharmaceutical sector stands at 29.5 times earnings, placing it 10th among 31 Shenwan first-level industries [5][10]. Recent Key Events Domestic Developments - The State Council meeting discussed enhancing the basic medical insurance system, which is expected to improve the efficiency of fund management and healthcare resource allocation [11]. - Major companies like Mindray Medical and Huyuan Bio are making significant moves, such as stock buybacks and new product approvals, which are seen as positive indicators for the industry [12][13]. International Developments - The report notes the approval of groundbreaking drugs, including the first siRNA drug for treating familial chylomicronemia syndrome, and highlights the challenges faced by other drugs in clinical trials [15][16][17]. Investment Recommendations - The report suggests focusing on innovative drug sectors and companies with strong performance metrics, including Heng Rui Pharmaceutical, Changchun High-tech, and Mindray Medical, among others [2][12]. - It also recommends monitoring companies involved in flu vaccines and treatments as flu activity increases [2].

Investment Rating - The report maintains a positive outlook on the innovative drug sector, indicating a rebound and potential for further growth in the upcoming months [3][6]. Core Insights - The innovative drug sector is expected to see a rebound after previous adjustments, with significant catalysts anticipated in December and January. The results of the national medical insurance negotiations will be released in early December, which may impact the inclusion of domestic innovative drugs in the insurance catalog [3][14]. - The upcoming American Society of Hematology (ASH) conference from December 6-9 is highlighted as a key event, with multiple differentiated hematology products expected to present new data [3][4][42]. - The CXO sector shows a continuous upward trend, supported by the rapid growth of new orders and backlog, ensuring performance release in the next 1-2 years [4][53]. Summary by Sections Innovative Drugs - The report emphasizes the importance of focusing on dual/multi-target drugs for various cancers and chronic diseases, as well as opportunities in ADCs and small nucleic acid therapies [6][15]. - The report notes that the innovative drug financing data is showing marginal improvement, indicating a potential recovery in the sector [6][15]. Biologics - The report mentions positive preliminary results from the Phase II clinical trial of amycretin for Type 2 diabetes, suggesting continued monitoring of its clinical progress [4][46]. Medical Devices - The report highlights the emergence of innovative domestic medical devices, with expectations for profit margins to stabilize and improve as new products are approved [5]. Traditional Chinese Medicine & Pharmacies - The report suggests monitoring companies with strong brand power and good inventory management, such as China Resources Sanjiu and Jichuan Pharmaceutical, due to rising flu incidence [5]. Medical Services and Consumer Healthcare - The report discusses a collaboration between a traditional Chinese medicine group and a local health bureau to enhance the capabilities of grassroots medical services through technology [5]. Key Investment Targets - The report identifies key companies to watch, including Innovent Biologics, Kintor Pharmaceutical, and others in the innovative drug and medical device sectors [7].

张英 医疗反腐风暴渐渐平息，医疗设备经销商却未能放松，他们面临更大的考验——集采。 11月，多位医疗设备经销商找到张震，想聊聊转型的可能。几年前，当安徽、福建率先开展医疗设备省 级集采时，张震就决定陆续放弃医疗设备经销业务，现在已转型到投资行业。 医疗设备集采最初于2020年开始在安徽、福建施行，不过此后几年跟进的省份较少，直至近一年来情况 出现变化——据经济观察报统计，全国至少已有14个省份开展医疗设备集采。 医疗设备包括常见的超声、CT、数字X线（DR）、呼吸机，也包括一般人不太了解的磁共振（MR）、 血管造影系统、手术机器人、放疗设备等。 与药品和耗材直接用于治疗患者不同，医疗设备多是医生诊断的辅助工具，相当于医生的眼睛。 患者对医疗设备的价格感知较弱，它的价格直接影响到的是医疗机构的采购成本，进而常以间接的方式 影响患者的检查等费用。 在2023年开始的医疗反腐风暴中，医疗设备采购中存在的贪腐受到高度关注。多位受访者认为，这是近 一年来多省陆续开展医疗设备集采的重要背景，未来医疗设备集采会持续扩围。 这场集采浪潮正重塑医疗设备万亿市场，那些曾价值上百万元、千万元的大块头设备在这场集采中不断 刷新最低价 ...