（文章来源：证券时报网） 9月11日大宗交易成交额居前股票 | 证券代 | 证券简称 | 涨幅 | 收盘价 | 成交量（万 | 成交额（万 | 笔 | 成交价 | 折溢价 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 码 | | （%） | （元） | 股） | 元） | 数 | （元） | （%） | | 601179 | 中国西电 | 0.78 | 6.47 | 10251.76 | 59255.20 | 1 | 5.78 | -10.66 | | 688617 | 惠泰医疗 | 1.21 | 309.53 | 216.47 | 53728.82 | 1 | 248.20 | -19.81 | | 002625 | 光启技术 | 3.21 | 47.24 | 500.00 | 23030.00 | 3 | 46.06 | -2.50 | | 300124 | 汇川技术 | 1.48 | 80.70 | 160.00 | 12912.00 | 1 | 80.70 | 0.00 | | 603650 | 彤程新材 | 3.29 | 34 ...

（原标题：迈瑞医疗大宗交易成交4874.80万元） 迈瑞医疗9月11日大宗交易平台出现一笔成交，成交量20.00万股，成交金额4874.80万元，大宗交易成交 价为243.74元。该笔交易的买方营业部为华泰证券股份有限公司广州珠江西路证券营业部，卖方营业部 为华泰证券股份有限公司广州珠江西路证券营业部。 进一步统计，近3个月内该股累计发生36笔大宗交易，合计成交金额为12.18亿元。 9月11日迈瑞医疗大宗交易一览 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | | | | | | | （万 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | （万 股） | 元） | （元） | 溢价 | | | | | | | （%） | | | | 20.00 | 4874.80 | 243.74 | 0.00 | 华泰证券股份有限公司广州珠江西 | 华泰证券股份有限公司广州珠江西 | | | | | | 路证券营业部 | 路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证 ...

东方证券研报指出，迈瑞医疗2025H1实现归母净利润50.7亿元（同比-33.0%）。分地区来看，25H1国 内业务实现营收84.1亿元（同比-33.4%），系国内公开招标到收入确认的周期显著拉长所致，而2025H1 医疗设备招标活动已逐渐复苏，国内市场第三季度将明显改善，迎来拐点；25H1国际业务实现营收83.3 亿元（同比+5.4%），虽海外环境存在诸多挑战，但得益于公司海外高端客户群的持续突破、本地化平 台逐步完善等措施，海外业务表现良好。公司超高端超声系列在海外陆续上市，国际收入占比提升至 62%；在国内市场，高端及超高端型号超声的收入占比超6成，高端化带动市占率提升。在生命信息与 支持和医学影像领域，公司推出等离子电切专科方案、中端便携彩超MX/ME精英版等多款新品，稳固 市场地位。根据可比公司估值，给予公司2025年32倍PE，对应目标价为308.48元，维持"买入"评级。 ...

水晶光电 三花智控 迈瑞医疗 联影医疗 德赛西威 三花智控 分时图 日K线 周K线 月K线 26.48 0.71 2.76% 2.79% 1.86% 0.93% 0.00% 0.93% 1.86% 2.79% 25.05 25.29 25.53 25.77 26.01 26.25 26.49 09:30 10:30 11:30/13:00 14:00 15:00 5万 48万 91万 134万 华夏时报记者 谢碧鹭 北京报道 值得关注的是，在此轮调研热潮中，8月以来有4家公司接待机构数量突破300家，成为市场焦点。具体 来看，迈瑞医疗（300760）、德赛西威（002920）、水晶光电（002273）、联影医疗分别接待397家、 351家、330家、306家机构调研，其高关注度不仅体现企业自身吸引力，也折射出机构对相关赛道投资 价值的重点审视。 在具体业务方面，迈瑞医疗主要从事医疗器械的研发、制造、营销及服务，致力于为全球医疗机构提供 优质产品和服务，2022年至2024年，其营业收入分别为303.66亿元、349.32亿元和367.26亿元。德赛西 威是国际领先的移动出行科技公司之一，致力于实现智慧出行的全 ...

Group 1 - The Ministry of Industry and Information Technology has officially released the "2025 5G Factory Directory," which includes 560 projects across 48 industries, with Guangdong province contributing 49 projects [1] - Shenzhen has 10 factories listed in the 5G Factory Directory, including notable companies such as Haiprui, Mindray, and BYD, showcasing a diverse range of applications from pharmaceuticals to logistics and transportation [1] - The development of 5G factories is a key task for the large-scale growth of "5G + Industrial Internet," aimed at enhancing efficiency and driving technological innovation in manufacturing [2] Group 2 - Shenzhen has been at the forefront of 5G development, achieving full coverage of 5G infrastructure by 2020 and being selected as one of the first pilot cities for "5G + Industrial Internet" applications in 2024 [3] - The establishment of 5G factories is expected to enhance operational efficiency and reduce costs in the short term, while building competitive advantages and industry influence in the medium term, and providing a gateway to global digital economy participation in the long term [3] - The concentration of 5G factories in Shenzhen reflects its dual commitment to becoming an industrial city and a leader in the digital economy, serving as a core engine for high-quality economic development [3]

迈瑞医疗 20250910 摘要 迈瑞医疗全球销售网络覆盖 190 多国家和地区，2024 年总销售额达 367 亿元人民币，海外占比近 45%，预计 2025 年海外营收有望超过国 内市场，国际化进程显著。 公司围绕生命信息支持、体外诊断、医学影像三大核心业务，2024 年 研发投入达 40 亿元，占营收近 11%，已布局业务对应的国际市场空间 超 5,700 亿元，但市占率仅为个位数，增长空间巨大。 通过系列并购，如 DataScope、Zonar、HiTest、Daxus 及惠泰医疗， 迈瑞医疗不断夯实核心领域实力，尤其在高端监护、超声影像、IVD 原 材料及心血管介入等领域。 公司积极进行数字化转型，推出睿智联、瑞影云及迈瑞质检等解决方案， 并开发 AI 解决方案，增强综合实力，形成新的业务增长点。 国内市场，2024 年收入 203 亿元，市占率约 16%，新兴业务如体外诊 断和微创外科仍有较大提升空间，设备更新政策亦推动国内销售。 国际市场营收 164 亿元，市占率低，发展中国家市场潜力巨大，预计约 为 1,300 亿元，通过品牌建设和市场发展，市占率有望对标中国市场。 IVD 业务成为第一大业务 ...

Group 1 - The core transaction of Mindray Medical on September 10 involved a block trade of 100,000 shares, amounting to 23.871 million yuan, with a transaction price of 238.71 yuan per share [2][3] - In the last three months, Mindray Medical has recorded a total of 35 block trades, with a cumulative transaction amount of 1.169 billion yuan [2] - The closing price of Mindray Medical on the same day was 238.71 yuan, reflecting a decrease of 0.95%, with a daily turnover rate of 0.53% and a total trading volume of 1.553 billion yuan [2] Group 2 - The latest margin financing balance for Mindray Medical is 3.016 billion yuan, which has increased by 87.3467 million yuan over the past five days, representing a growth of 2.98% [3] - In the past five days, four institutions have provided ratings for the stock, with the highest target price set by Dongfang Securities at 308.48 yuan as of September 10 [3]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][41]. Core Views - The pharmaceutical sector has shown resilience, outperforming the overall market with a 1.40% increase, while the total A-share market declined by 1.17% [1][32]. - The ANGPTL3 target has gained significant interest from multinational pharmaceutical companies (MNCs) due to its unique mechanism of action, which is non-LDLR dependent, making it effective in patients with LDLR deficiencies [3][30]. - The report highlights the potential for ANGPTL3 therapies to significantly lower LDL-C levels, especially in high-risk populations such as HoFH patients, and suggests a diversified drug development landscape with various forms of ANGPTL3 inhibitors [3][16]. Market Performance - The overall A-share market saw a decline of 1.17%, with the Shanghai Composite Index down 0.81% and the ChiNext Index up 2.35%. The biotechnology sector's performance was notably strong, with chemical pharmaceuticals rising by 3.92% [1][32]. - The TTM price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology sector stands at 40.75x, compared to the overall A-share market's 19.80x [37][41]. Key Companies and Investment Recommendations - **Mindray Medical (300760.SZ)**: Rated "Outperform" with a projected net profit of 116.7 billion CNY for 2024 [4]. - **WuXi AppTec (603259.SH)**: Rated "Outperform" with a projected net profit of 93.5 billion CNY for 2024 [4]. - **Aier Eye Hospital (300015.SZ)**: Rated "Outperform" with a projected net profit of 35.6 billion CNY for 2024 [4]. - **New Industries (300832.SZ)**: Rated "Outperform" with a projected net profit of 18.3 billion CNY for 2024 [4]. - **Huitai Medical (688617.SH)**: Rated "Outperform" with a projected net profit of 6.7 billion CNY for 2024 [4]. - **Kaili Medical (300633.SZ)**: Rated "Outperform" with a projected net profit of 1.4 billion CNY for 2024 [4]. - **Aohua Endoscopy (688212.SH)**: Rated "Outperform" with a projected net profit of 0.2 billion CNY for 2024 [4]. - **Edding Biological (300685.SZ)**: Rated "Outperform" with a projected net profit of 2.5 billion CNY for 2024 [4]. - **Aibo Medical (688050.SH)**: Rated "Outperform" with a projected net profit of 3.9 billion CNY for 2024 [4]. - **Kingdom Medical (603882.SH)**: Rated "Outperform" with a projected net profit of -3.8 billion CNY for 2024 [4]. ANGPTL3 Development Landscape - The report emphasizes the growing interest in ANGPTL3 as a therapeutic target, with MNCs like Novartis, Lilly, Amgen, and AstraZeneca actively pursuing drug development in this area [3][16]. - ANGPTL3 therapies are expected to provide significant benefits in managing lipid levels, particularly in patients with mixed dyslipidemia and high triglycerides [30][31].

以最新收盘价计算，A股平均股价为13.29元，其中股价超过100元的有136只，相比上一个交易日增加3 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至9月10日 收盘，沪指报收3812.22点，上涨0.13%，A股平均股价为13.29元，个股股价分布看，股价超过100元的 有136只，股价在50元至100元的有444只，股价在30元至50元的有777只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1522.01元，上涨1.13%，其次是寒武纪、吉比 特等，最新收盘价分别为1273.00元、478.30元。 市场表现方面，收盘股价超百元股中，今日平均上涨0.91%，跑赢沪指0.78个百分点。今日上涨的有79 只，涨停的有思泉新材、淳中科技等，下跌的有56只，跌幅居前的有海博思创、安博通等。 追溯发现，最新百元股近一个月平均上涨21.88%，其间沪指上涨4.87%，涨幅居前的有开普云、海博思 创、浙海德曼等，涨幅分别为102.42%、88.03%、86.96%，今年以来平均涨幅为81.39%，强于沪指 67.66%，累计涨幅居前的有胜宏科技、思泉新材、浙海德曼等 ...

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