Core Viewpoint - The article highlights the increasing trend of mid-term dividends among companies listed on the Shenzhen Stock Exchange, with a total dividend amount exceeding 10.25 billion yuan for the first half of 2025, indicating a shift towards more frequent shareholder returns [1][4][2]. Group 1: Mid-term Dividend Trends - As of July 30, 2025, 14 companies in the Shenzhen market have announced mid-term profit distribution plans, with a total dividend amount of 10.251 billion yuan [4]. - The trend of multiple dividends per year is emerging, driven by companies' confidence in their annual performance and industry outlook, as well as regulatory encouragement for companies to establish long-term dividend plans [4][6]. - Eight companies are implementing mid-term dividends for the first time, including Haida Group, which plans to distribute 0.2 yuan per share, totaling 333 million yuan [4]. Group 2: Regulatory and Investor Influence - The Shenzhen Stock Exchange has been actively promoting the establishment of annual dividend plans among listed companies, encouraging them to adopt a more frequent dividend distribution approach [4][6]. - There is a growing emphasis on stable returns for investors, with 216 companies in 2024 and an additional 165 in 2025 announcing long-term shareholder dividend return plans [6][7]. Group 3: Leading Companies and Their Impact - Major companies with strong financial health, such as Ningde Times and Mindray Medical, are leading the way in mid-term dividends, with Ningde Times announcing a dividend of 4.573 billion yuan [11]. - The "leading goose effect" is evident as large-cap companies set an example for others, enhancing overall investor confidence in the market [9][11].

Core Viewpoint - The deep market companies are increasingly adopting a multi-dividend distribution strategy, with a total dividend amount exceeding 10.25 billion yuan for the first half of 2025, indicating a shift towards more frequent shareholder returns [2][3][6]. Group 1: Dividend Distribution Trends - As of July 30, 2025, 14 deep market companies have announced mid-term profit distribution plans, with a total dividend amount of 10.251 billion yuan [2][3]. - The trend of multiple dividends per year is emerging, driven by companies' confidence in their annual performance and industry outlook, as well as regulatory encouragement from the Shenzhen Stock Exchange [2][3]. - Among the companies, 8 are implementing mid-term dividends for the first time, showcasing a growing trend in shareholder returns [3]. Group 2: Long-term Dividend Planning - In 2024, 216 deep market companies released long-term shareholder dividend return plans, with an additional 165 companies doing so in 2025, indicating a commitment to stable returns for investors [4]. - Companies like Yuyin Co. have formalized their profit distribution systems, enhancing the predictability and regularity of dividends [5]. Group 3: Leading Companies and Their Impact - Major companies in the deep market are setting an example with significant dividend payouts, such as Ningde Times announcing a mid-term dividend of 4.573 billion yuan [6]. - Other notable companies include Mindray Medical, which announced a mid-term dividend of 1.71 billion yuan, and several others that have declared substantial mid-term dividends [6].

金十图示：2025年07月31日（周四）富时中国A50指数成分股午盘收盘行情一览：多数板块下跌，银行股涨跌互现 2433.44亿市值 1886.09亿市值 6831.53亿市值 43.93亿成交额 5.84亿成交额 8.99亿成交额 15.71 27.92 9.17 -0.78(-2.72%) -0.27(-1.69%) -0.09(-0.97%) 证券 电池 宁德时代 中信证券 国泰海通 CATL 4366.13亿市值 3607.04亿市值 12306.03亿市值 71.39亿成交额 18.54亿成交额 15.98亿成交额 269.91 29.46 20.46 -0.40(-1.92%) -7.18(-2.59%) -0.32(-1.07%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 7042.17亿市值 2715.88亿市值 3732.91亿市值 17.55亿成交额 47.18亿成交额 69.90亿成交额 35.46 37.45 23.62 -0.19(-0.80%) +2.82(+8.64%) -0.29(-0.77%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电音 2255. ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平 分行业来看，统计数据显示，A股共有494家上市医药生物公司，CFO聘任总体情况如下（部分统计口径剔除无效数据）。 从CFO的年龄分布来看，介于40-50岁的CFO是市场的中坚力量，占比达到51%；50岁以上的CFO占比为33%；30-40岁的CFO群体占比为15%；年龄小于或等于30岁的CFO数量最少，仅3人，分 从CFO的学历分布看，拥有高中、中职、专科、本科、硕士、博士的CFO数量分别为1人、2人、37人、271人、178人和8人。其中，本科、硕士学历CFO占比最高，合计占比超90%。三名学历最 从薪酬分布看，A股生物医药上市公司CFO年薪处于50万以下、50万-100万、100万-200万、200万-300万、300万以上各区间的人数分别为162人、213人、108人、19人、4人，占比分别为 其中，4位年薪超300万的CFO ...

从CFO的年龄分布来看，介于40-50岁的CFO是市场的中坚力量，占比达到51%；50岁以上的CFO占比 为33%；30-40岁的CFO群体占比为15%；年龄小于或等于30岁的CFO数量最少，仅3人，分别为博迅生 物的金曼（29岁）、天益医疗的邵科杰（30岁）、*ST四环（维权）的赵洁（30岁）。其中，赵洁于 2024年4月担任*ST四环CFO，后于今年6月离职。数据显示，赵洁2024年年薪仅23.1万元，显著低于行 业平均水平。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，统计数据显示，A股共有494家上市医药生物公司，CFO聘任总体情况如下（部分统计口 径剔除无效数据）。 从薪酬分布看，A股生物医药上市公司CFO年薪处于50万以下、50万-100万、100万-200万、200万-300 万、300万以上各区间的人数分别为162人、2 ...

港股医疗健康板块也逐渐开始回暖，更多企业涌向港交所申请IPO，其中不乏独角兽级别的企业——去 年12月，微医时隔三年重启IPO；今年5月，英矽智能三度递表；今年6月，镁信健康也赴港申请IPO。 过去十年间，中国医疗投资市场经历了巨大的起伏，从2015年行业融资额暴增，开启医疗投资的"元 年"，到2021年达到3800余亿元的融资峰值，而后行业又进入沉寂。 在这一波波投资热潮里，医疗健康行业里产生了数百家估值超十亿美元的医疗独角兽，分布在数字医 疗、AI制药、手术机器人、互联网医院、慢病管理平台等各个领域。大家都一度风华正茂，头顶着技 术创新、政策蓝海或美好的商业预期等各种光环，在不断加注的融资中走到独角兽的体量。幸运几乎是 这一批医疗独角兽的共同特征，巨大的外部机遇让它们以极低的时间成本将成就最大化。 但也正是在这一轮又一轮的资本热潮中，行业的"堰塞湖"悄然形成：高估值、大投入、慢转化。在漫漫 创业长路里，许多项目因为不确定的商业回报兑现、冗长的客户转化周期与故事的一再切换，让公司处 于持续亏损，通过上市来兑现"估值"变得遥遥无期，甚至要面临生存危机。医疗行业的一级市场漂悬着 众多的"梦"，太多创始人、高管团 ...

7月31日，创业50ETF（159682）开盘涨0.29%，报1.043元。创业50ETF（159682）重仓股方面，宁德时 代开盘涨1.34%，东方财富跌0.59%，汇川技术跌0.09%，中际旭创涨4.94%，迈瑞医疗涨0.00%，新易盛 涨4.54%，阳光电源跌0.79%，胜宏科技涨3.00%，亿纬锂能跌0.20%，同花顺跌0.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 创业50ETF（159682）业绩比较基准为创业板50指数收益率，管理人为景顺长城基金管理有限公司，基 金经理为汪洋、张晓南，成立（2022-12-23）以来回报为3.99%，近一个月回报为11.03%。 来源：新浪基金∞工作室 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector is experiencing a strong performance compared to the overall market, driven by policies aimed at reducing price competition and supporting innovative drugs and medical devices [2][11] - The recent policy changes in centralized procurement are expected to alleviate the low-price competition dilemma in the industry, allowing for a shift towards quality and value-based competition [2][11] - There is a growing support for innovative drugs and medical devices from regulatory and payment policies, which is likely to accelerate the development of high-end domestic medical devices [18] Summary by Sections Market Performance - The overall A-share market increased by 1.70%, with the biotechnology sector rising by 1.90%, outperforming the market [23] - The medical services sector led the gains with a 6.73% increase, while chemical pharmaceuticals saw a decline of 1.23% [23] Centralized Procurement Policy - The 11th batch of centralized procurement emphasizes a "reverse involution" approach, moving away from simple lowest price considerations [17] - The average bidding amount for selected products has decreased significantly, indicating a trend towards smaller-scale submissions [11] - The average price drop for the 10th batch reached a historical high of 72.5% [11] Support for Innovation - The National Medical Products Administration has announced measures to enhance the regulatory framework for high-end medical devices, aiming to accelerate their development [18] - The average annual growth rate of spending on innovative drugs by medical insurance is projected to be 40% from 2020 to 2024 [18] Company Recommendations - **Mindray Medical (300760.SZ)**: Strong growth potential due to its leading position in the medical device sector and international expansion [33] - **WuXi AppTec (603259.SH)**: Positioned to benefit from the rapid growth of the global new drug development outsourcing market [33] - **Aier Eye Hospital (300015.SZ)**: Dominates the domestic eye care service market with a robust expansion strategy [33] - **New Industries (300832.SZ)**: A leader in the field of chemiluminescence immunoassay, with strong growth prospects [33] Valuation Metrics - The current price-to-earnings (P/E) ratio for the pharmaceutical sector is 37.98x, compared to the overall A-share market P/E of 20.19x [28]

简历显示：赵蓓女士:硕士,曾在中再资产管理股份有限公司担任投资经理助理。2010年加入工银瑞信,现 任研究部副总监、医疗保健研究团队负责人,2014年11月18日至今,担任工银医疗保健行业股票型基金基 金经理;2015年4月28日至今,担任工银瑞信养老产业股票型基金基金经理;2016年2月3日至今,担任工银瑞 信前沿医疗股票型基金基金经理。2018年7月30日至2019年12月23日起担任工银瑞信医药健康行业股票 型证券投资基金基金经理。2020年05月20日至2022年6月14日担任工银瑞信科技创新6个月定期开放混合 型证券投资基金基金经理。2025年4月9日起担任工银瑞信新经济灵活配置混合型证券投资基金(QDII)基 金经理。丁洋先生:中国国籍,博士研究生。曾任加州大学圣地亚哥分校博士后研究员;2017年12月1日加 入工银瑞信基金管理有限公司,现担任研究部基金经理助理、基金经理。2023年5月5日至今,担任工银瑞 信医疗保健行业股票型证券投资基金基金经理。 来源：金融界 金融界2025年7月30日消息，工银医疗保健股票(000831) 最新净值2.9710元，下跌0.74%。该基金近1个 月收益率13. ...

Group 1 - The core viewpoint of the articles highlights that Mindray Medical's stock price closed at 237.96 yuan, with a PE ratio of 25.91, marking a new low in 84 days, and a total market capitalization of 288.51 billion yuan [1] - The average PE ratio for the medical device industry is 55.15, with a median of 37.48, positioning Mindray Medical at the 51st rank within the industry [1] - As of March 31, 2025, the number of shareholders for Mindray Medical increased to 92,191, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Mindray Medical's main business includes the research, manufacturing, marketing, and service of medical devices, with key products in life information and support, in vitro diagnostics, medical imaging, electrophysiology, and vascular intervention [1] - The latest quarterly report for Q1 2025 shows that the company achieved a revenue of 8.237 billion yuan, a year-on-year decrease of 12.12%, and a net profit of 2.629 billion yuan, down 16.81%, with a gross profit margin of 62.53% [1] - The PE ratios of other companies in the medical device industry range from 11.07 to 20.21, with Mindray Medical's PE ratio being significantly lower than the industry average [2]