证券代码：300760 证券简称：迈瑞医疗 公告编号：2025-003 深圳迈瑞生物医疗电子股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳迈瑞生物医疗电子股份有限公司（以下简称"公司"）于近日接到公司控股股东 Magnifice（HK）Limited（以下简称"Magnifice（HK）"）的通知，获悉其对所持有的公司 部分股份办理了解除质押业务，现将具体内容公告如下： 一、 股东股份解除质押的基本情况 1、本次解除质押基本情况 | | 是否为控 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 股股东或 第一大股 | | 本次解除质 押股份数量 | | 占其所 持股份 | 占公司总 | 起始日 | | 解除日期 | | 质权人 | | | | | | | | 股本比例 | | | | | | | | 东及其一 | | （股） | | 比例 | | ...

以下文章来源于阿基米德Biotech ，作者阿基米德君 阿基米德Biotech . 生物医药第三方独立观察，客观中立，深入浅出，松弛愉悦，写作纯为兴趣，不接广告 一个伟大的开端。 作者 | 阿基米德君 来源 | 阿基米德Biotech （ID：ArchimedesBiotech） 这个冬天太长了。在遥远的2021年夏天，所有人都不会想到医药下行周期会超过3年半，以致于最有耐心的坚守者也濒临崩溃。 参考率先见底的CDMO，当所有负面因素都充分入价后，任何细微的边际改善都将带来巨大弹性。从底部挣扎起来，药明康德反弹约 60% 药明生物反弹约110%，药明合联一度逼近历史新高。 不要指望惊天大逆转，但细微的边际改善是可期待的，这已经足矣。 2024Q4，全部公募基金对医药板块的持仓比例为8.58%，环比下降1.08pct，已超过2022Q3全部基金持仓的低点位（9.37%）， 下降至历史最低位置，意味着任何细微的增量资金都将带来弹性。 寒冰融化。在支付端，单一支付体系即将破局，多元化支付体系将在年内初步建立，而且在用药群众对药效日益关切的推动下，集 采、医保谈判有望转向控费与质控的平衡；在融资端，未盈利生物科技企业 ...

一、 股东股份解除质押的基本情况 | 股东名称 | 是否为控 股股东或 第一大股 | | 本次解除质 押股份数量 | 占其所 持股份 | 占公司总 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | | （股） | 比例 | 股本比例 | | | | | | | | 致行动人 | | | | | | | | | | | Magnifice （HK） | | 是 | 3,200,000 | 1.08% | 0.26% | 2024 月 19 日 | 年 1 | 2025 年 1 | | 平安银行 股份有限 公司深圳 | | | | | | | | | | 月 24 | | | | | | | | | | | | | 日 | | | | | | | | | | | | | 分行 | 1、本次解除质押基本情况 证券代码：300760 证券简称：迈瑞医疗 公告编号：2025-002 深圳迈瑞生物医疗电子股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事 ...

Core Insights - The J.P. Morgan Healthcare Conference highlighted the future growth strategies of Mindray Medical, focusing on digital innovation, expanding consumables business, and accelerating globalization [1][6] Group 1: Growth Strategies - Mindray Medical identifies three long-term growth pillars: digital innovation, expanding consumables business, and accelerating globalization [1][6] - The company has developed a comprehensive medical ecosystem through a "device + consumables + IT + AI" integrated solution to address challenges in the healthcare sector [1][2] Group 2: Technological Innovations - Mindray Medical has created a rich product line in three key areas: life information and support, in vitro diagnostics, and medical imaging, with millions of devices sold globally [2] - The company utilizes IoT technology to enhance clinical decision-making efficiency and accuracy, enabling interoperability among devices [2] - The launch of the "Qiyuan" model in December 2024 aims to provide a 95% accuracy rate in critical care knowledge queries, significantly improving clinical decision-making [2] Group 3: Global Impact - Mindray's solutions have demonstrated significant efficiency improvements globally, such as a 30% reduction in work time and a 50% increase in testing efficiency in Brazil [3] - The company has achieved notable breakthroughs in various regions, including saving 648 nursing hours daily in China and automating laboratory processes in Jordan [3] Group 4: Product Innovations - Recent innovations include the A20 ultrasound series, which offers micron-level resolution and 60 times faster fetal brain screening compared to manual methods [4][5] - The company has developed a high-sensitivity cardiac marker with significantly improved interference resistance and reduced misdiagnosis rates [5] Group 5: Market Expansion - Mindray Medical is focused on localizing its supply chain in over 10 countries, starting with consumables and expanding into other areas, recognizing the vast market potential in consumables compared to devices [5][6] - The company is committed to its mission of making advanced technology accessible to improve global healthcare quality [6]

财联社1月4日电，据统计，近一周机构调研个股数量有150多只，迈瑞医疗成为调研机构数量最多的股 票。 迈瑞医疗机构关注度高居第一，合计353家机构调研了该公司，其中包括117家海外机构、69家基金公 司、27家证券公司、55家私募、25家险资等。 炬芯科技、万业企业、中矿资源、宇瞳光学等个股也出现在百家机构调研表中。 ...

Market Competition and Growth - The global medical device market competition is stable, with only a few companies entering the top 20 list by seizing new clinical solutions or regional market opportunities [4] - The company has grown into a global top-tier brand in the ultrasound field after 20 years of development, with the release of high-end ultrasound products like Resona A20 and Nuewa A20 [4] - The company is exploring AI models in ultrasound imaging to accelerate clinical application and promote high-quality, standardized diagnostic technology [4] - The global chemical发光 market exceeds $20 billion, and the company plans to double its project portfolio by 2028 through continuous R&D investment [10] Financial Performance and Market Share - In the 2024 interprovincial联盟集中采购, the company's意向采购量占比 for tumor markers and thyroid function tests reached 14.2% and 13.2%, respectively, significantly higher than its 2023 domestic market share of 8-9% [9] - The domestic chemical发光 market is valued at 30-40 billion yuan, with imported brands still holding over 60% market share [10] - The company expects to install over 150 sets of "full laboratory大型自动化流水线" domestically in 2024, mostly in三级 hospitals, with further growth anticipated in 2025 [10] - Internationally, the company shipped 3 sets of "full laboratory大型自动化流水线" in 2024, becoming the first domestic IVD company to achieve large-scale流水线 installations overseas [10] Technological Innovation - The company launched the "启元"重症医疗大模型 on December 14, 2024, the first clinically落地重症医疗大模型 globally [10] - The启元大模型 can integrate patient conditions within 5 seconds, predict trends, generate clinical思维导向病历文档 in 1 minute, and provide重症知识查询 with 95% accuracy [10] - The启元大模型 aims to improve诊疗精准度与质量, reduce operational costs, and enhance hospital management efficiency [10] - The company plans to replicate the success of the重症大模型 in ultrasound imaging,体外诊断, and other clinical fields, developing more modules and functions [18] Future Growth Prospects - The international market, particularly developing countries, is expected to continue rapid growth in 2025, with发展中国家市场市占率仅为高个位数,远低于国内市场 [18] - Domestic market growth is expected to recover in 2025 due to factors like医疗行业整顿常态化, increased地方政府专项债发行, and the推进 of DRG [18] - The company will continue to increase分红力度 to better回报股东 [18] Investor Relations - The investor relations活动 involved 353 institutions and 594 participants, with events held in Beijing and Shenzhen from October 31 to December 30, 2024 [9] - Key接待人员 included董事会秘书李文楣 and投资者关系团队钱宇浩、杨惠茹 [9]

以下文章来源于动脉网 ，作者赵泓维 作者 | 赵泓维 来源 | 动脉网 （ID：vcbeat） 医疗设备厂商的日子近来不太好过。 国信证券的一份调研报告显示：2024年上半年全国医疗设备中标总金额仅为520亿元， 同比降幅高达35%。 动脉网 . 动脉网（www.vbdata.cn）聚焦于技术驱动下生命健康领域产业创新和变革的报道与研究。 设备销量放缓。 其中，磁共振、CT、超声、内窥镜、监护设备的形势尤为严峻，以上品类中标金额分别 为65亿、65亿、60亿、45亿和10亿；对应降幅-40%、-40%、-40%、-50% 和-50%，每一类设备的销量都几近腰斩。 2023Q1-2024Q2医疗设备重要品类中标金额情况（单位：亿元；数据来源：国信证 券） 宏观下的萧条给予了每一家企业同等体验。无论国产龙头迈瑞联影，还是跨国巨擘 GPS，这半年间交出的答卷都不尽如人意。 如今凛冬已至，医学设备的转机还有多远？ 设备销量放缓，企业到底承了多少压？ 医疗设备市场急速缩紧背后，一个最为明显的原因是2023年年中开启的医药反腐风暴。 作为此次行动的重灾区，医疗器械相关的违法操作层出不穷。很多医院管理者通过虚报 费用、收受 ...

Core Viewpoints - The launch of the "Qiyuan Critical Care Model" by Mindray Medical marks a significant milestone in the application of AI in the medical field, particularly in critical care, demonstrating immense technical feasibility and clinical value [1][10] - The model addresses critical clinical pain points by integrating IoT, cloud computing, big data, and AI technologies to enhance diagnostic accuracy and efficiency in intensive care units (ICUs) [1][3][4] - Mindray Medical, in collaboration with Tencent, has developed a robust AI ecosystem, leveraging its extensive product line and global presence to advance medical AI applications [6][7] Clinical Applications and Features - The Qiyuan Critical Care Model offers four core functionalities: condition inquiry, suggestion generation, medical record writing, and critical care knowledge query, significantly reducing the workload of medical staff and improving treatment efficiency [4][5][6] - The model can integrate patient data within 5 seconds, generate clinical records in 1 minute, and provide critical care knowledge queries with 95% accuracy, enhancing the quality and precision of clinical care [1][4][6] - It automates medical documentation, increasing efficiency by over 30 times, and provides personalized treatment suggestions based on comprehensive patient data analysis [5][6] Technological Foundation and Collaboration - The model is built on Tencent's self-developed Hunyuan large model, which boasts trillions of parameters and over 7 trillion tokens, ensuring strong Chinese language understanding, logical reasoning, and task execution capabilities [7] - Mindray Medical and Tencent have collaborated for nearly a decade in AI, combining their expertise in critical care and AI tools to create a high-quality critical care database and refine the model's clinical logic [7][8] - The model incorporates multimodal data and clinical insights, ensuring accurate and clinically relevant decision-making support [7][8] Industry Impact and Future Prospects - The Qiyuan Critical Care Model represents a transformative step in medical AI, optimizing clinical workflows, improving resource allocation, and fostering a more efficient and compassionate healthcare environment [10][11] - The model's success in critical care is expected to be replicated in other clinical areas such as ultrasound imaging and in vitro diagnostics, further driving innovation in the medical industry [12] - Mindray Medical emphasizes the importance of collaboration in advancing AI in healthcare, calling for more hospitals and experts to join in building a new ecosystem for intelligent medical care [12] Regulatory and Industry Context - The launch aligns with China's national guidelines for AI applications in healthcare, as outlined in the "Reference Guidelines for Artificial Intelligence Application Scenarios in the Health Industry," which aim to promote AI innovation in medical services, public health, and medical research [11] - The integration of advanced technologies like the Qiyuan Critical Care Model is reshaping the medical system, improving service quality, reducing operational costs, and enhancing hospital management [11]

Key Points Industry or Company Involved - **Company**: Mary (assumed based on the context of the discussion) - **Industry**: Medical devices, IVD (In Vitro Diagnostics), and healthcare Core Views and Arguments - **Inventory Management**: Mary maintains a strict inventory management policy for mid-range channels, aiming to avoid stockouts and penalties. This is particularly crucial for high-demand orders with strict delivery requirements ([doc id='1']). - **Government Procurement**: There is a 20% subsidy for domestically produced medical equipment in government procurement. This policy benefits Mary as it allows them to compete on price with imported products ([doc id='2']). - **Product Performance**: Mary's products, particularly in the blood cell analysis and CRP testing categories, outperform competitors like Sysmex in terms of accuracy and speed ([doc id='12']). - **Sales Expectations**: Mary expects significant growth in sales for the A20 series, aiming to exceed 4 billion in 2023 and further increase in subsequent years ([doc id='6']). - **Market Share Goals**: Mary aims to surpass Roche in the IVD market, targeting a revenue level of 150 billion, similar to Roche's current market size ([doc id='8']). - **Competitive Advantage**: Mary believes its competitive advantage lies in product performance, cost-effectiveness, and the ability to provide greater value to clinical users ([doc id='9']). - **Impact of DRG**: The implementation of DRG has had a short-term impact on testing volumes, but the overall trend is expected to recover in the long term ([doc id='10']). - **Product Pricing**: Mary's product pricing is expected to remain stable due to its direct sales model and streamlined distribution channels ([doc id='16', '17', '18', '19']). - **International Market**: Mary has seen significant growth in the Middle East market, with a focus on local manufacturing projects. The company also aims to expand its presence in the US and European markets ([doc id='20', '22', '28', '33', '34']). - **Growth Targets**: Mary aims to achieve a global market share of approximately 10% in Europe, targeting annual growth rates of 10-15% ([doc id='30']). Other Important Points - **IVD Business**: Mary's IVD business is primarily concentrated in the Asian market, with plans to expand internationally and establish local production facilities ([doc id='33', '34']). - **Animal Health**: Mary's animal health team is optimistic about the company's future development ([doc id='38']). - **AI and Machine Learning**: Mary is developing an AI-based large language model, which is expected to enhance its product offerings and competitiveness ([doc id='29']). - **Strategic Acquisitions**: Mary has a history of acquiring companies in its existing business lines, focusing on established partnerships and ODM relationships ([doc id='14', '15', '13']). - **Market Trends**: Mary expects the IVD market to grow rapidly in the international market, with a focus on emerging markets and local production ([doc id='37']). Conclusion Mary is a leading player in the medical device and IVD industry, with a strong focus on product performance, cost-effectiveness, and market expansion. The company has a clear growth strategy, targeting significant market share gains in both domestic and international markets.

证券代码：300760 证券简称：迈瑞医疗 公告编号：2024-051 深圳迈瑞生物医疗电子股份有限公司（以下简称"公司"）于近日接到公司控股股东 Magnifice（HK）Limited（以下简称"Magnifice（HK）"）的通知，获悉其对所持有的公 司部分股份办理了质押和解除质押业务，现将具体内容公告如下： 注：本次质押股份不存在负担重大资产重组等业绩补偿义务。 二、股东股份解除质押的基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所持股 | 占公司总股 本比例 | 起始日 | | | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | （股） | 份比例 | | | | | | | | | 一致行动人 | | | | | | | | | | Magnifice | | 6,800,000 | 2.29% | 0.56% | 2023 月 14 | 年 11 日 | 2024 月 | 年 11 26 日 | 招商永隆银 行有限公司 | | （ ...