他强调，国家自然科学基金委员会将立足新时代职能定位与职责使命，充分发挥联合基金导向作用，广 泛吸引调动全社会高水平科技力量参与医药领域基础研究，共同推动该领域自主创新能力提升，为国家 医药安全和转型发展提供有力支撑。 4家签约民营企业分别表示，将依托联合基金平台，聚焦肿瘤免疫、新型递送系统等前沿领域，推动 从"靶点发现"到"临床转化"的全链条创新；将联合高校攻关医学影像设备核心部件，加速高端医疗器械 国产化；将重点支持生物医用材料的基础研究，突破可吸收材料、高精敏检测等关键技术；将围绕生物 药、小分子创新药等领域，构建"产学研用"协同创新网络，推动创新成果快速落地。 据了解，国家自然科学基金委员会试点与民营企业共同设立民企联合基金，旨在发挥国家自然科学基金 的导向作用，引导和鼓励科技创新型民营企业加大基础研究投入，吸引和集聚全国优势科研力量，紧扣 国家经济社会发展的紧迫需求，聚焦关键技术领域中的核心科学问题开展基础研究和应用基础研究，促 进科技创新和产业创新深度融合，激发民营企业创新活力，为实施创新驱动发展战略注入新动能。(完) 国家自然 科学基金民企联合基金协议在北京签署，图为签约后合影。国家自然科学基金委 ...

Group 1 - The article discusses the results of the quality management system inspections for medical device registrations conducted in May 2025 by the Guangdong Provincial Drug Administration [2][6] - Various companies and their respective products were evaluated, with some passing the inspection while others required corrective actions [3][4] - The inspections included a range of medical devices such as disposable catheters, X-ray systems, and diagnostic kits, indicating a broad scope of the medical device industry in Guangdong [5][6] Group 2 - Companies like Shenzhen Mindray Biomedical Electronics and Siemens (Shenzhen) Magnetic Resonance Co., Ltd. were mentioned, highlighting their involvement in the medical device sector [4][6] - The inspection results show a mix of compliance and non-compliance, with several companies needing to implement corrective measures before receiving approval [3][5] - The article emphasizes the importance of quality management systems in ensuring the safety and efficacy of medical devices in the market [2][6]

Core Viewpoint - Mindray Medical aims to become one of the top ten or even top five medical device companies globally, leveraging its strong competitive position in the Chinese market, particularly in the monitoring equipment sector [4]. Group 1: Investor Relations Activities - Mindray Medical conducted a series of investor relations activities from May 19 to June 27, 2025, attracting 382 institutions and 713 investors [3]. Group 2: Competitive Advantages - The company's success is attributed to its meticulous attention to detail and solid execution across R&D, management, and sales, alongside a strong focus on employee training and welfare [5]. Group 3: Addressing Performance Challenges - Mindray identified reasons for slowing growth, including post-pandemic demand decline and trade friction, and is focusing on high-end market needs and overseas expansion to regain rapid growth [6]. Group 4: Domestic Policy Adaptation - The company views centralized procurement policies as a necessary step towards market maturity in China, which ultimately presents opportunities for leading domestic firms [7]. Group 5: International Strategy - Mindray aims for international revenue to account for 70% of its total, with over 60 overseas subsidiaries and a focus on local production and compliance with international regulations [8]. Group 6: Business Transformation - The company is preparing for a transformation in its business model by acquiring Huatai to enhance its core technology and expand into high-value consumables [9]. Group 7: Product Development and Market Position - Mindray is narrowing the gap with Roche in the chemiluminescence sector through strategic acquisitions and local production, with confidence in competing with imported brands [10]. Group 8: Data Integration and Device Advantage - The "Ruizhi Lian" data platform integrates with most mainstream devices, providing comprehensive and accurate patient data, which is a significant competitive edge [12]. Group 9: R&D Resource Allocation - The company balances R&D resources to support both core and emerging businesses, ensuring stability in main operations while fostering new growth areas [13]. Group 10: Personalized Product Development - Mindray conducts market research in target countries during product development, ensuring that products meet local clinical needs before full market launch [14]. Group 11: IVD Product Line Improvements - Mindray's MT8000 product line addresses inefficiencies found in imported brands, with ongoing efforts to enhance functionality and adapt to European market needs [15]. Group 12: MPI System Adaptation - The company is refining its MPI system to better suit the needs of its IT and consumable businesses, ensuring rapid iteration and effective project execution [16]. Group 13: Growth Challenges and Strategies - Mindray recognizes its limitations in marketing and local delivery for high-value consumables and is considering both internal development and acquisitions to address these gaps [18]. Group 14: "Sanrui" Ecosystem Strategy - The "Sanrui" ecosystem model is designed to integrate clinical data and enhance automation and intelligence in medical devices, with plans for local deployment and information security [19]. Group 15: Innovation in Product Development - Mindray emphasizes technical innovation, focusing on user needs and product performance, as demonstrated by the successful launch of its ultrasound knife [20]. Group 16: Company Overview - Founded in 1991, Mindray Medical is China's largest medical device manufacturer, with a global presence and a strong R&D team [21]. Group 17: Financial Performance - In 2024, Mindray reported a revenue of 36.73 billion, a 5.1% increase year-on-year, with a net profit of 11.67 billion, reflecting a 0.7% growth [22].

Core Viewpoint - The company is expected to see a turning point in the second half of the year driven by innovation, mergers and acquisitions, and international expansion, with a stable growth rate of around 20% in recent years and high profitability levels [1] Group 1: Financial Performance - The company's revenue and net profit attributable to shareholders are projected to grow at a CAGR of 16.7% and 23.98% respectively from 2014 to 2024 [1] - The anticipated decline in growth rate for 2024 is primarily due to tight local government finances and delays in regular bidding processes [1] - The company is expected to achieve a sequential performance increase in the second half of the year, supported by the rapid growth of medical special bonds and improvements in bidding data [1] Group 2: Business Expansion and Market Presence - By the end of 2024, the company will have covered nearly 110,000 medical institutions in China and over 190 countries and regions globally [2] - The life information and support segment, including products like monitors and anesthesia machines, remains the market leader domestically and ranks among the top three globally, with international business expected to achieve double-digit growth in 2024 [2] - The IVD segment has seen significant growth in international business, with over 30% year-on-year growth driven by deep integration and localization strategies [2] Group 3: Strategic Initiatives - The company is accelerating its AI business layout, integrating and innovating existing products, and developing the "Sanrui" digital solution to enhance product volume and penetrate high-end domestic and international markets [1][3] - The company has established 63 overseas subsidiaries and continues to pursue domestic and international acquisitions to enrich its product matrix and enhance global channel layout [3] - The company is focusing on high-end product upgrades and breakthroughs in high-end customer acquisition, with overseas market share currently at only 3% [3] Group 4: Profit Forecast - The company is projected to achieve revenues of 400.25 billion, 450.05 billion, and 512.66 billion yuan in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 8.98%, 12.44%, and 13.91% [4] - The net profit attributable to shareholders is expected to reach 125.92 billion, 143.72 billion, and 165.40 billion yuan for the same years, with growth rates of 7.91%, 14.13%, and 15.09% respectively [4]

Investment Rating - The report maintains an "Increase" rating for the pharmaceutical and biotechnology sector [6]. Core Viewpoints - The approval of domestic weight loss drugs marks a significant opportunity in the GLP-1 industry chain, with companies like Innovent Biologics (H), Heng Rui Medicine, and others being highlighted for their competitive advantages in sales and R&D capabilities [3][21]. - The report emphasizes the importance of sales capabilities in the commercialization of weight loss drugs, suggesting that companies with strong sales execution will dominate the market [21]. - The overall pharmaceutical industry is expected to experience a positive trend due to expanding terminal demand, particularly in the GLP-1 sector [3]. Summary by Sections Market Review - Last week, the A-share pharmaceutical and biotechnology index rose by 1.60%, underperforming the CSI 300 index by 0.35 percentage points and the ChiNext index by 4.11 percentage points, ranking 23rd among 31 sub-industries [1][15]. - The Hong Kong Hang Seng Healthcare Index increased by 2.85%, slightly outperforming the Hang Seng Index [1]. Company Updates - Recent developments include IND applications for HSK47388 by Haishi Ke and GR2303 injection by Zhixiang Jintai, among others [2][30]. - Heng Rui Medicine is conducting Phase III clinical trials for HRS-8080 and HRS9531, while other companies are in various stages of clinical trials [30]. Investment Strategy - The report suggests a structural selection of investment opportunities based on payment willingness and ability, focusing on three payment channels: in-hospital payments, out-of-pocket payments, and overseas payments [4][27]. - Key recommendations include Heng Rui Medicine, Mindray Medical, and Yuyue Medical, among others [4][27]. Key Company Earnings Forecast and Valuation - Heng Rui Medicine is forecasted to have an EPS of 1.07 in 2025, with a PE ratio of 49, rated as "Increase" [5]. - Yuyue Medical and Mindray Medical are also highlighted with "Buy" ratings based on their projected earnings and valuations [5]. R&D Progress - The report tracks the R&D progress of various companies, noting significant advancements in clinical trials and IND applications [30][31]. Important Database Updates - The total number of hospital visits showed a year-on-year increase of 13.29%, indicating a recovery in healthcare demand [32]. - Basic medical insurance income reached 1,030.2 billion yuan in the first four months of 2025, with a notable decrease in monthly income [41].

截至2025年6月30日 13:52，中证医疗指数(399989)强势上涨1.17%，成分股昭衍新药(603127)10cm涨 停，凯莱英(002821)上涨5.71%，泰格医药(300347)上涨5.56%，九洲药业(603456)，药明康德(603259)等 个股跟涨。医疗ETF龙头(560260)上涨1.60%。 流动性方面，医疗ETF龙头盘中换手1.06%，成交1688.73万元。拉长时间看，截至6月27日，医疗ETF龙 头近1年日均成交1428.68万元。规模方面，医疗ETF龙头最新规模达15.81亿元。 截至6月27日，医疗ETF龙头近1年净值上涨9.14%。从收益能力看，截至2025年6月27日，医疗ETF龙头 自成立以来，最高单月回报为29.94%，最长连涨月数为2个月，最长连涨涨幅为4.56%，上涨月份平均 收益率为8.25%。 值得注意的是，该基金跟踪的中证医疗指数估值处于历史低位，最新市净率PB为3.28倍，低于指数近3 年82.21%以上的时间，估值性价比突出。 数据显示，截至2025年5月30日，中证医疗指数(399989)前十大权重股分别为药明康德(603259)、迈瑞医 疗(30 ...

中新网深圳6月30日电题：搭台服务助企行海外深企迎来"娘家人" "企有所呼，我有速应。"当地时间6月26日，深圳市侨务经贸代表团组织中兴通讯、迈瑞医疗、传音控 股、海能达等10家深圳在南非企业代表登门拜访南非豪登省有关经贸部门，经过近2小时的交流，困扰 企业多年的难题得到顺利推进或解决。深圳海外联谊会会长王强出席活动。 此次活动作为"同·行"——深圳侨务助企行动计划的举措之一，得到南非豪登省增长与发展署的鼎力支 持。该署经理Mpho Jonas表示，将提供"一站式"服务，助力更多深圳企业在当地更好发展。 搭平台解难题企业"烦心事"件件有回应 近年来，深圳与南非的城市、企业等各方面积极开展交流合作。截至2024年底，深圳企业在南非共设立 了14家机构。豪登省是南非的商业、金融和工业中心，教育产业发达，更是成为深圳企业投资南非 的"风水宝地"。 此次座谈会由深圳市侨务经贸代表团"搭台"，深圳海外企业"唱戏"。 迈瑞医疗表示，可提供较全方案帮助南非打造智慧医院，建议指定一家医院作为试点，以点带面实现医 院信息、数据互联。 中集车辆提出，希望南非加快商务签证和内部调动工作签证审批速度，让企业员工能更高效地参与南非 工 ...

峰岹科技：H股发行价不超120.5港元/股 6月30日，峰岹科技（688279）发布公告称，公司正在进行H股股票的发行并在香港联合交易所主板上 市的相关工作。根据公告，全球发售H股的基础发行股数为1630万股，其中香港公开发售163万股，约 占全球发售总数的10%；国际发售1467万股，约占90%。在发售量调整权及超额配售权悉数行使的情况 下，最大发行股数可达到2156万股。公司本次H股发行的价格最高不超过120.50港元/股，公开发售于 2025年6月30日开始，预计于2025年7月4日结束，并预计于2025年7月7日前(含当日)公布发行价格。 资料显示，峰岹科技成立于2010年5月，主营业务是电机驱动控制专用芯片的研发、设计与销售业务。 所属行业：电子–半导体–数字芯片设计 紫金矿业：拟12亿美元收购哈萨克斯坦Raygorodok金矿项目 6月30日，紫金矿业（601899）发布公告称，公司全资子公司紫金黄金国际有限公司及其在新加坡的全 资子公司金哈（新加坡）矿业有限公司于2025年6月29日与Cantech S.à.r.l签署协议，拟以12亿美元收购 Cantech持有的RG Gold LLP和RG P ...

电力行业 互联网服务 长江电力 东方财富 88 中国核电 1914.88亿市值 a home 7389.40亿市值 3631.77亿市值 13.21亿成交额 3.44亿成交额 62.37亿成交额 9.31 22.98 30.20 -0.02(-0.07%) -0.03(-0.32%) -0.06(-0.26%) 食品饮料 证券 中信证券 国泰海通 海天味业 4068.24亿市值 3365.51亿市值 2265.78亿市值 15.63亿成交额 11.48亿成交额 2.10亿成交额 27.45 19.09 38.80 -0.13(-0.47%) -0.13(-0.68%) +0.04(+0.10%) 消费电子 化学制药 工业富联 立讯精密 恒瑞医药 4251.78亿市值 2515.36亿市值 3404.88亿市值 29.17亿成交额 9.23亿成交额 12.03亿成交额 34.70 51.30 21.41 -0.65(-1.25%) +0.06(+0.28%) +0.83(+2.45%) 家电行业 农牧饲渔 格力电器 海尔智家 牧原股份 145.55% 2515.03亿市值 2327.90亿市值 2277.43亿 ...

近日，迈瑞医疗成功举办2025年投资者开放日活动。此次活动吸引了众多投资者与行业人士的目光。迈 瑞高级副总裁集团研发负责人李新胜，以及公司三大产线的总经理——瑞智生态产品线总经理代巍巍、 瑞检生态产品线总经理肖国华、瑞影生态产品线总经理张丽萍，向与会者介绍了公司在研发领域的战略 布局。在活动结束时，公司董事长李西廷先生还作为惊喜嘉宾回答了投资者的提问。 李新胜用一句话概括了迈瑞医疗接下来的业务布局规划，即持续打造传统业务的数智化转型，同时拓展 高潜力的流水型业务，打造"设备+IT+AI+耗材"的整体解决方案。李新胜指出，过去十年中，流水型业 务的平均增长率几乎是设备型业务的2.5倍，而且流水型业务的经营净利率也明显优于设备型的业务。 因此，公司在持续扩大现有产品在高端市场份额的同时，正在大力拓展体外诊断、微创外科、心血管等 流水型业务。 鉴于公司在医疗设备研发方面的优势，李新胜认为迈瑞可以借此为客户提供包括设备与耗材在内的整体 解决方案。就医疗设备而言，公司正不断添加更多IT和AI功能，以提升产品对客户的吸引力。 代巍巍着重分享了迈瑞的数智化转型，她表示："AI帮我们开启了医疗行业的新纪元，形成在医疗领 域' ...