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！ 12月3日消息，指数早盘宽幅震荡，创指盘中涨逾1%。截至10：20，创业板50ETF（159949）上涨 0.48%，报1.467元，换手率1.66%，成交额4.22亿元。 | | 1.467 +0.007 +0.48% | | | 创业板50ETF | 家 | | --- | --- | --- | --- | --- | --- | | | | | | | 159949 | | SZSE CNY 10:20:39 交易中 | | | | | 通 股 / ● + | | 净值走势 | | 华安创业板50ETF | 交生 | 52.65% 120日 | 63.36% | | 愛比 | 23.71% 委差 | 186453 | 5日 | 1.38% 250日 | 50.62% | | 死 | 1.472 | 18614 | 20日 | -2.52% 52周高 | 1.60 | | 英四 | 1.471 | 14208 | 60日 | 9.81% 52周低 | 0.76 | | ਹੈ। | 1.470 | 82790 | 实时申购廈回信息 ...

新华财经北京12月3日电新华财经和面包财经研究员根据上市公司的信披数据统计，2025年11月，沪深两市上市公司董监高及其关联人减持金额合计约82.66 亿元，涉及277家公司；增持金额合计约3.68亿元，涉及67家公司。增、减持金额相抵之后，净减持金额78.99亿元。 11月份，各行业中，轻工制造行业减持金额居首位，食品饮料行业增持金额最多。 从月度变化趋势来看，2025年11月，董监高及其关联人减持金额同比上升310.72%，环比上升30.49%；增持金额同比下降18.77%，环比上升148.19%。 图1：2024年11月至2025年11月沪深两市上市公司董监高及关联人月度增减持金额变化 公牛集团、圣邦股份、安车检测减持金额居前 | | | 新金财经 | 面前12 | | | --- | --- | --- | --- | --- | | 排名 | 证券简称 | 证券代码 | 减持金额(万元) | 所属申万行业 | | 1 | 公牛集团 | 603195.SH | 125226.46 | 轻工制造 | | 2 | 圣邦股份 | 300661.SZ | 33285.94 | 电子 | | 3 | 安车检测 ...

证券之星消息，12月2日，深港通医疗(港币)（983036）指数报收于4433.77点，跌0.69%，成交67.16亿 元，换手率0.73%。当日该指数成份股中，上涨的有18家，环球医疗以3.66%的涨幅领涨，下跌的有39 家，健康之路以6.35%的跌幅领跌。 深港通医疗(港币)（983036）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 | | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 14.56% | 200.62 | -0.50% | 2432.40 | 医药生物 | | sz300015 | 爰尔眼科 | 11.62% | 11.50 | -0.60% | 1072.42 | 医药生物 | | sz300003 | 乐晋医疗 | 4.85% | 15.74 | -1.62% | 290.15 | 医药生物 | | sz300896 | 爱美客 | 4.80% | 145.06 | -0.64% | 438.94 | 美容护理 | | sz0022 ...

证券之星消息，12月2日，医疗健康R（480016）指数报收于7315.52点，跌1.46%，成交161.03亿元，换 手率0.53%。当日该指数成份股中，上涨的有4家，济川药业以1.0%的涨幅领涨，下跌的有46家，泰格医 药以3.88%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% | 89.42 | -3.12% | 2668.08 | 医药生物 | | sh600276 | 恒瑞医药 | 11.00% | 61.12 | -1.32% | 4056.66 | 医药生物 | | sz300760 | 迈瑞医疗 | 7.57% | 200.62 | -0.50% | 2432.40 | 医药生物 | | sh688271 | 联影医疗 | 4.27% | 128.71 | -1.97% | 1060.77 | 医药生物 | | sh600436 | 片 ...

(投资者发帖内容) 近日，医疗器械龙头企业迈瑞医疗(300760.SZ)发布的一则增持公告引发资本市场高度关注。公司实际控制人之 一、董事长李西廷于11月27日首次增持，并披露后续6个月内合计2亿元的增持计划。此次增持行为，被市场解读为传 递信心的重要信号，相关动态已成为股民热议的焦点。 增持获积极反响，提振投资者信心 (公开资料内容) 值得注意的是，11月28日，迈瑞医疗高级副总经理李在文便同步跟进增持公司股份，以203.52元/股的成交均价通 过竞价交易买入1.47万股。高管接连出手形成信心接力，既印证了核心管理团队对公司内在价值的高度认同，也向市 场传递出对未来发展前景的坚定信心，进一步点燃了投资者的关注热情。 彰显长期信心，公布2亿增持计划细节 根据迈瑞医疗发布的公告，11月27日李西廷通过深圳证券交易所集中竞价交易方式，以196.862元/股的均价增持 公司股份152340股，合计增持金额约2999万元。值得注意的是，此次增持前，李西廷未直接持有公司股份，仅通过控 股股东SmartcoDevelopmentLimited间接控制公司26.98%的股份，其一致行动人徐航则通过另一家控股股东间接控制 2 ...

Core Viewpoint - The recent share buyback announcement by Mindray Medical (300760.SZ) has attracted significant attention in the capital market, reflecting the confidence of the management team in the company's intrinsic value and future growth prospects [1][5]. Group 1: Buyback Details - On November 27, Chairman Li Xiting initiated a share buyback by purchasing 152,340 shares at an average price of 196.862 CNY per share, totaling approximately 29.99 million CNY [2]. - Li Xiting plans to continue buying back shares over the next six months, with a total investment of 200 million CNY, funded by personal resources, without a fixed price range [2]. - Following the buyback, Li Xiting's direct shareholding increased, and together with his concerted party, they control 51.48% of the company's shares [2]. Group 2: Management Confidence - The buyback activity is part of a broader trend, with multiple senior executives, including Senior Vice President Li Zaiwen and Secretary Li Wenmei, also increasing their holdings, indicating strong internal confidence in the company's future [3][4]. - Li Zaiwen bought 14,700 shares at an average price of 203.52 CNY per share on November 28, while Li Wenmei had previously purchased 5,000 shares at 207.08 CNY per share on November 6 [4]. Group 3: Market Reaction - The announcement of the buyback plan received a positive response from investors, with a notable increase in the stock price by 3.93% to 204.01 CNY per share on November 28, alongside a trading volume of 2.378 billion CNY [5]. - Investors view the buyback as a strong signal of confidence from the management, potentially stabilizing the stock price and providing reassurance to long-term investors [5]. Group 4: Company Performance - Mindray Medical is recognized as a leading domestic medical device company, ranking among the top 30 global medical device firms, with a projected revenue of 36.7 billion CNY in 2024 [5]. - The company has demonstrated robust growth, with a compound annual growth rate (CAGR) of over 18% in revenue and over 24% in net profit from 2017 to 2024, maintaining a return on equity (ROE) and net profit margin above 20% [5].

Core Points - The Shenzhen-Hong Kong Medical Index (983035) closed at 4554.17 points, up 0.2%, with a trading volume of 7.409 billion yuan and a turnover rate of 0.81% [1] - Among the index constituents, 38 stocks rose while 17 fell, with Yidu Technology leading the gainers at 3.5% and Mylab leading the decliners at 4.98% [1] Index Constituents Summary - The top ten constituents of the Shenzhen-Hong Kong Medical Index include: - Mindray Medical (sz300760) with a weight of 14.56% and a latest price of 201.62, down 1.17% [1] - Aier Eye Hospital (sz300015) with a weight of 11.62% and a latest price of 11.57, up 0.61% [1] - Lepu Medical (sz300003) with a weight of 4.85% and a latest price of 16.00, up 0.38% [1] - Aimeike (sz300896) with a weight of 4.80% and a latest price of 146.00, up 0.43% [1] - Yuyue Medical (sz002223) with a weight of 4.66% and a latest price of 36.25, up 1.54% [1] - Yingke Medical (sz300677) with a weight of 3.64% and a latest price of 43.48, up 0.95% [1] - Furuide (sz300049) with a weight of 3.59% and a latest price of 69.38, up 2.53% [1] - Meinian Health (sz002044) with a weight of 3.58% and a latest price of 5.27, down 1.50% [1] - Sinopharm (hk01099) with a weight of 3.35% and a latest price of 18.58, up 2.00% [1] - Ping An Good Doctor (hk01833) with a weight of 2.63% and a latest price of 13.53, up 1.22% [1] Capital Flow Analysis - The net outflow of main funds from the index constituents totaled 172 million yuan, while retail funds saw a net inflow of approximately 84.92 million yuan [3] - Notable capital flows include: - Sanbo Brain Science (301293) with a main fund net inflow of 26.77 million yuan [3] - Ruimait (301367) with a main fund net inflow of 16.21 million yuan [3] - Chutian Technology (300358) with a main fund net inflow of 11.20 million yuan [3] - The index constituents underwent an adjustment with one new stock added in the last ten days [3]

Core Insights - The Medical Health R Index (480016) closed at 7423.77 points, up 0.31%, with a trading volume of 18.443 billion yuan and a turnover rate of 0.67% [1] - Among the index constituents, 34 stocks rose while 16 fell, with Huatai Medical leading the gainers at 3.13% and Yirui Technology leading the decliners at 2.87% [1] Index Constituents Performance - The top ten constituents of the Medical Health R Index include: - WuXi AppTec (13.66% weight) at 92.30 yuan, up 1.22%, market cap of 275.401 billion yuan [1] - Hengrui Medicine (11.00% weight) at 61.94 yuan, down 0.23%, market cap of 411.108 billion yuan [1] - Mindray Medical (7.57% weight) at 201.62 yuan, down 1.17%, market cap of 244.452 billion yuan [1] - United Imaging Healthcare (4.27% weight) at 131.30 yuan, down 1.35%, market cap of 108.212 billion yuan [1] - Other notable constituents include Pianzai Shou, Aier Eye Hospital, Kelun Pharmaceutical, and Fosun Pharma, with varying performance [1] Capital Flow Analysis - The Medical Health R Index constituents experienced a net outflow of 261 million yuan from institutional investors, while retail investors saw a net inflow of 272 million yuan [1] - Detailed capital flow for specific stocks shows: - WuXi AppTec had a net inflow of 1.15 million yuan from institutional investors, but outflows from retail and speculative investors [2] - Other stocks like Jichuan Pharmaceutical and Lijun Group also showed mixed capital flows, with some experiencing significant outflows from retail investors [2] Recent Index Adjustments - In the last 10 days, the Medical Health R Index underwent adjustments, adding four new stocks and removing one [3] - New additions include: - Sanofi Guojian, Dize Pharmaceutical, Changshan Pharmaceutical, and Kanghong Pharmaceutical, all from the biopharmaceutical sector [3]

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 ...