本报记者 吴晓璐 受关注 今年以来，中国资产吸引了全球投资者的目光。截至7月2日，年内A股共有883家公司接待外资调研，其中，电子、医药生 物、机械设备行业公司较多，分别有142家、114家和104家。其中，深圳市汇川技术股份有限公司成为今年以来外资关注度最 高的上市公司，年内共迎来67轮调研，合计接待了485家次外资机构。深圳迈瑞生物医疗电子股份有限公司、澜起科技股份有 限公司分别获299家次、173家次外资调研。 中国经济较强的韧性，持续吸引外资关注，这从外资机构对A股上市公司的调研情况中可见一斑。据Wind资讯数据统计， 截至7月2日，今年以来，643家外资机构调研A股公司4835家次，其中，全球头部对冲基金Point72 Asset Management、高盛 （亚洲）证券有限公司调研均超百次。 电子、医药生物、机械设备行业是外资关注度较高的行业。从关注问题来看，今年以来，AI应用、人形机器人布局、创新 药研发、分红和并购计划等成为外资关注的热点话题。 电子、医药生物等领域 多方面因素叠加 中国资产吸引力提升 近日，多家国际投行上调中国经济增长预期。花旗将中国2025年GDP增长预期从4.7%上调至5 ...

长江商报记者发现，2020年至2023年，Ever Union已经完成了三轮减持，累计套现约50.55亿元。 公司称，减持是因股东自身资金需求。Ever Union已经套现超过50亿元，还缺钱吗？ 长江商报消息 ●长江商报记者 沈右荣实习生 赖海军 国内医疗器械巨头迈瑞医疗（300760.SZ）的股东又计划减持。 6月29日晚间，迈瑞医疗披露，公司特定股东Ever Union（H.K.）Limited（以下简称"Ever Union"）计划 在未来三个月内减持所持公司不超过500万股股份，即不超过公司总股本的0.41%。 迈瑞医疗是依靠并购等途径成长起来的医疗器械巨头，2024年，公司出资66.52亿元完成了惠泰医疗控 制权收购。 历经多年快速增长后，2024年，迈瑞医疗的业绩增速大幅放缓，今年一季度，公司营业收入、归母净利 润双降。 二级市场上，近年来，迈瑞医疗的股价震荡下行。7月1日，其收盘价226.50元/股，较2021年7月1日高 点跌超50%，股价跌回至2020年4月初的水平。 股东拟再减持套现11亿 迈瑞医疗的特定股东计划再次减持。 根据最新公告，迈瑞医疗收到了特定股东Ever Union减持计划 ...

"国产医械一哥"迈瑞医疗撞上了业绩增长的天花板。2024年，公司营业收入367.3亿元，增速断崖式下 跌至5.14%；归母净利润116.7亿元，仅微增0.74%——两项数据均创下2018年A股上市以来最低水平。 这份远低于预期的成绩单，直接导致了一场"解锁失败"。2022年推出的员工持股计划中，第三期解锁条 件要求2024年归母净利润较2021年增长73%，而实际增速显著低于考核值。根据计划规则，该批次股份 不得解锁，将由管理委员会收回，员工仅能取回原始出资加存款利息或实际售出收益的较低者。 高增长戛然而止，核心业务格局生变 迈瑞医疗过去数年引以为傲的双位数增长在2024年画上休止符。2018至2023年间，公司营收与净利润增 幅持续保持在两位数水平，2024年却骤然跌落。 拆解业务结构，一个历史性变化浮出水面：体外诊断业务收入首次超越生命信息与支持业务，以约 137.65亿元、同比增长10.82%的表现跃居公司第一大收入来源。医学影像业务营收74.98亿元，增长 6.6%。而曾经的核心支柱——生命信息与支持业务遭遇滑铁卢，营收135.57亿元，同比下滑11.11%，成 为唯一负增长板块。 国内业务拖累，国际 ...

今年上半年，光谷再起"总部潮"，落地一系列总部项目——紫东太初全国运营总部、金山集团武汉总部、迈瑞医疗全球第二总部基 地、声通科技总部…… 其中，外资投资颇为亮眼，多家世界500强企业和全球领军企业"安家"光谷、"追投"光谷——瑞士著名国际工程集团安伯格亚太区总部 落户，沃尔玛全球电商武汉办公室设立，全球最大涡轮增压器制造商盖瑞特第3次投资光谷。 从"总部潮"到世界级企业接续投资，光谷迎来全球投资热潮。2025武汉投资促进大会现场，10个重大项目签约光谷，总金额达167.4亿 元。今年以来，光谷签约亿元以上项目超60个，可谓"周周有签约"。 落一子活一片，汇聚全球创新资源 早在2017年，随着小米武汉总部的落地，"第二总部"现象在光谷集中爆发。到2020年，已有小米、科大讯飞、小红书、猿辅导等80多 家互联网领军企业，以及华星光电、天马微电子、华为、华大基因、联影医疗、迈瑞医疗等数十家龙头企业在光谷设立"第二总部"。 "招总部、引外资并不是一味求大。"正如东湖高新区投促局相关负责人所言，光谷招商不是"贪大求全"，而是聚焦区域战略、服务产 业升级，"契合产业生态，落一个子，活一片棋"。 近年来，光谷又一轮"总部 ...

1.1 50指数涨跌对比 2025年上半年创业板50指数下跌0.43%，强于深证50指数。 1.2 总市值变动 2025年上半年末，创业板总市值为13.85万亿元，较2025年一季度末增长6.10%，增幅高于科创板和沪深证主板。 // 市场板块篇 // 1.3 成交额对比 2025年上半年创业板总成交额达45.09万亿元，单只个股平均成交额326.25亿元，高于上证主板、科创板和北交所。 | | | 各板块平均成交额对比 | | | --- | --- | --- | --- | | 板块 | 个股数量 | 期间总成交额 (万亿元) | 平均成交额 (亿元) | | 深证主板 | 1486 | 50.36 | 338.89 | | 创业板 | 1382 | 45.09 | 326.25 | | 上证主板 | 1696 | 51.06 | 301.05 | | 科创板 | 588 | 12.57 | 213.85 | | 北交所 | 268 | 3.46 | 129.27 | | 数据来源: Wind | | | | 1.4 日均换手率对比 2025年上半年创业板日均换手率为5.45%，资金交易活跃，高于沪深主 ...

Group 1 - In the first half of 2025, over 4,000 listed companies were investigated by institutional investors, with nearly half of these companies being surveyed only once [1][2] - More than 190 companies were favored by institutions, receiving 10 or more surveys, with the top three being Anpeilong, Huichuan Technology, and Dazhu Laser, surveyed 96, 67, and 62 times respectively [2][4] - Huichuan Technology led with 1,170 institutional surveys, followed by Zhongkong Technology, Crystal Optoelectronics, and Mindray Medical, each receiving over 600 surveys [4][5] Group 2 - Huichuan Technology's revenue from 2022 to 2024 was 230.08 billion, 304.20 billion, and 370.41 billion respectively, while Dazhu Laser's revenue was 149.61 billion, 140.91 billion, and 147.71 billion [3][5] - Zhongkong Technology's revenue for the same period was 66.24 billion, 86.20 billion, and 91.39 billion, with a net profit of 7.98 billion, 11.02 billion, and 11.17 billion [5] - Mindray Medical reported revenues of 303.66 billion, 349.32 billion, and 367.26 billion, with net profits of 96.07 billion, 115.82 billion, and 116.68 billion [5] Group 3 - Institutional investors consider factors such as a company's fundamentals, industry trends, technological innovation, and market demand when selecting survey targets [7] - The focus on certain industries by institutions reflects overall market trends, particularly in sectors related to technological innovation and industrial upgrades [7] - Institutions are particularly interested in the future growth potential and capabilities of surveyed companies, as seen in inquiries about Huichuan Technology's automation business and Zhongkong Technology's industrial AI development plans [6][8]

金十图示：2025年07月01日（周二）富时中国A50指数成分股午盘收盘行情一览：银行板块大幅反弹，半导体板块跌势明显，白 酒、汽车板块小幅走低 +0.06(+1.10%) +0.11(+1.29%) +0.06(+1.45%) 保险 中国太保 中国平安 中国人保 08 3869.60亿市值 3610.51亿市值 10099.40亿市值 3.01亿成交额 9.40亿成交额 3.65亿成交额 37.53 55.46 8.75 +0.02(+0.05%) -0.02(-0.04%) +0.04(+0.46%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17669.43亿市值 2123.23亿市值 4607.86亿市值 16.84亿成交额 6.31亿成交额 8.57亿成交额 1406.58 118.71 174.04 -2.94(-0.21%) -2.35(-1.33%) -0.19(-0.16%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2375.73亿市值 2368.07亿市值 3184.34亿市值 7.50亿成交额 44.35亿成交额 17.99亿成交额 137.00 444.46 566.05 +2 ...

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].