炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月21日，迈瑞医疗收涨0.04%，收盘价为223.57元，发生1笔大宗交易，合计成交量2.9万股，成交金 额551.52万元。 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为2亿元。该股近5个交易日累计下 跌3.08%，主力资金合计净流出8764.94万元。 责任编辑：小浪快报 第1笔成交价格为190.18元，成交2.90万股，成交金额551.52万元，溢价率为-14.93%，买方营业部为兴 业证券股份有限公司福州五四路证券营业部，卖方营业部为国信证券股份有限公司深圳互联网分公司。 ...

从业绩来看，近日获海外机构关注个股中，有7只公布了前三季业绩（含快报），净利润增幅居前的有 藏格矿业、海大集团。 公布前三季业绩预告的个股有4只，业绩预告类型来看，预增3只，预降1只。以业绩预告净利润增幅中 值统计，净利润增幅最高的是震裕科技，前三季净利润同比增长幅度为137.80%。（数据宝） 近10日海外机构调研股 | 证券代码 | 证券简称 | 海外机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 300179 | 四方达 | 1 | 15.61 | 52.89 | 机械设备 | | 601126 | 四方股份 | 1 | 26.51 | 38.72 | 电力设备 | | 301468 | 博盈特焊 | 1 | 34.70 | 33.62 | 机械设备 | | 002270 | 华明装备 | 2 | 24.39 | 24.44 | 电力设备 | | 000681 | 视觉中国 | 1 | 22.35 | 13.28 | 传媒 | | 300012 | 华测检测 | 39 | 14.53 | 13.23 | ...

深圳迈瑞生物医疗电子股份有限公司 证券代码：300760 证券简称：迈瑞医疗 公告编号：2025-044 关于控股股东部分股份质押和解除质押的公告 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。 五、上述质押的股份是否出现平仓风险 二、股东股份解除质押基本情况 | 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 股份比例 | 占公司总股 本比例 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | （股） | | | | | | | | | | 致行动人 | | | | | | | | ...

Core Insights - As of October 20, a total of 79 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] Group 1: Stocks with Longest Continuous Net Inflows - The stocks with the longest continuous net inflows are Yongmaotai, Kede CNC, and Fanwei Network, each having recorded net inflows for nine consecutive trading days [1] - Other notable stocks with significant net inflows include Mindray Medical, BOE Technology Group, Xingqi Eye Medicine, Maixinlin, Dongfang Electronics, Cangzhou Mingzhu, Zhongke Software, and Yingke Medical [1]

Core Points - The Bioeconomy Index (970038) closed at 2262.82 points, up 0.08%, with a trading volume of 19.253 billion yuan and a turnover rate of 1.3% [1] - Among the index constituents, 27 stocks rose, with Iwubio leading at a 10.07% increase, while 22 stocks fell, with Yifan Pharmaceutical leading the decline at 4.45% [1] Index Constituents Summary - The top ten constituents of the Bioeconomy Index include: - Mindray Medical (sz300760) with a weight of 13.81%, latest price at 223.47, down 0.90%, and a market cap of 270.944 billion yuan [1] - Changchun High-tech (sz000661) with a weight of 5.41%, latest price at 121.12, down 0.12%, and a market cap of 49.409 billion yuan [1] - Kanglong Chemical (sz300759) with a weight of 4.66%, latest price at 30.56, up 1.76%, and a market cap of 54.342 billion yuan [1] - Shizhu Aoshi (sz002252) with a weight of 4.52%, latest price at 6.67, up 0.15%, and a market cap of 44.275 billion yuan [1] - Biao Ge Shi Medicine (sz300347) with a weight of 4.23%, latest price at 54.08, up 0.95%, and a market cap of 46.564 billion yuan [1] - Shenzhen Technology (sz000021) with a weight of 4.08%, latest price at 27.24, down 0.58%, and a market cap of 42.693 billion yuan [1] - Muyuan Foods (sz002714) with a weight of 3.66%, latest price at 49.48, down 2.25%, and a market cap of 270.298 billion yuan [1] - Aimeike (sz300896) with a weight of 3.44%, latest price at 167.03, down 1.49%, and a market cap of 50.542 billion yuan [1] - Kailai Ying (sz002821) with a weight of 3.23%, latest price at 105.80, up 2.72%, and a market cap of 38.151 billion yuan [1] - Color Egg Therapy (sz002223) with a weight of 3.19%, latest price at 36.65, down 1.24%, and a market cap of 36.741 billion yuan [1] Capital Flow Summary - The Bioeconomy Index constituents experienced a net outflow of 599 million yuan from institutional investors and 215 million yuan from retail investors, while retail investors saw a net inflow of 814 million yuan [3] - Notable capital flows include: - Kanglong Chemical saw a net inflow of 74.766 million yuan from institutional investors, while retail investors experienced a net outflow of 49.703 million yuan [3] - Hualan Biological had a net inflow of 42.164 million yuan from institutional investors, with retail investors seeing a net outflow of 33.5328 million yuan [3] - Lepu Medical had a net inflow of 40.927 million yuan from institutional investors, while retail investors had a net outflow of 32.1814 million yuan [3] - Kailai Ying had a net inflow of 38.867 million yuan from institutional investors, with retail investors experiencing a net outflow of 16.4533 million yuan [3] - Iwubio had a net inflow of 23.192 million yuan from institutional investors, while retail investors saw a net outflow of 5.9208 million yuan [3]

Core Points - The three major indices collectively rose, with the ChiNext Index increasing by nearly 2% on October 20, 2025, driven by market sentiment [1] - The ChiNext 50 ETF (159949) closed at 1.413 yuan, up 2.32%, with a turnover rate of 9.36% and a trading volume of 2.437 billion yuan, making it the top performer among similar ETFs [1][2] Fund Performance - The ChiNext 50 ETF (159949) has shown a mixed performance in terms of fund flows: a net outflow of 1.03 billion yuan over the last 5 trading days, a net inflow of 480 million yuan over the last 10 days, and a net inflow of 1.69 billion yuan over the last 20 days, while experiencing a net outflow of 6.93 billion yuan over the last 60 days [3] - The fund has consistently outperformed its benchmark over various time frames, with a 5-year return of 25.32%, a 3-year return of 29.82%, and a 1-year return of 52.38% [3] Top Holdings - The top ten holdings of the ChiNext 50 ETF include companies like CATL, Dongfang Fortune, and Mindray, with significant weightings in the fund [4][5] Market Outlook - According to Shenwan Hongyuan, the overall profitability of A-shares has returned to a medium-low level, indicating that adjustments are nearing an end, with expectations for the technology sector to lead the market upward in the fourth quarter [6] - Investment strategies suggest focusing on sectors with offensive attributes, particularly in advanced manufacturing areas like overseas computing power chains and new energy [7]

期间，迈瑞通过一系列高质量并购，将Datascope、Zonare、海肽生物、DiaSys等海外知名企业收入麾 下，围绕产业链上下游进行深度布局，完善全球渠道搭建，补强业务短板，全球竞争力显著升级，完成 了从技术追随者到全球竞争者的关键蜕变。近年来，迈瑞的监护仪、麻醉机、呼吸机、除颤仪、血球、 超声产品等在全球的市场占有率继续维持市场前三的地位，全球化业务布局已形成坚实基础。 随着迈瑞医疗对海外高端客户群的持续突破、本地化平台能力建设的逐步完善及全球化市场均衡布局， 公司上市以来海外营收连续七年增长，今年上半年海外业务营收占比已提至50%，标志着迈瑞进入全球 化战略的纵深阶段。 公司表示，本次申请港股上市将深度推动"业务全球化"与"资本全球化"的战略协同：一方面，助力公司 更高效对接海外市场资源，进一步提升全球影响力，为公司在全球市场与国际巨头进行竞争提供有力的 资本保障；另一方面，依托香港市场的国际影响力，向全球投资者清晰传递公司"全球领先、创新驱动 的世界级医疗器械企业及数智化医疗引领者"的定位与投资价值，显著提升公司在国际资本市场及全球 医疗器械行业的品牌知名度与影响力。 迈瑞医疗发布公告正式宣布拟赴港 ...

Core Viewpoint - The article highlights the performance increase of overseas institution-researched stocks, with a focus on companies that have shown promising earnings forecasts and market activity in various sectors, particularly in optical modules and storage chips [1][4]. Group 1: Market Activity - The A-share market saw a strong performance in the entrepreneurial board, with significant gains in computing hardware stocks and brain-computer interface concepts [1]. - The optical module sector experienced a surge, with companies like New Ease and Zhongji Xuchuang seeing intraday increases of over 9% and 12% respectively, driven by positive demand forecasts from Citibank [1]. - The storage chip sector also became active, with Sanfu Co. hitting the limit up and achieving a four-day consecutive rise, following news of Micron Technology's plans to halt server chip supplies to Chinese data centers [1][2]. Group 2: Overseas Institutional Research - A total of 321 companies were researched by institutions in the past 10 days, with 66 of them being visited by overseas institutions [4]. - Mindray Medical was the most researched company, with 124 overseas institutions participating, indicating strong interest in its international capital operations [4]. - Inovation Technology was also highlighted, with 51 overseas institutions involved in its research, showcasing its new energy management platform that aims to optimize electricity costs and enhance operational efficiency [4]. Group 3: Earnings Forecasts - Seven companies that received attention from overseas institutions released their earnings forecasts, with six expecting positive results [7]. - Orbi Medtech is projected to turn a profit with an estimated net profit of approximately 108 million yuan, benefiting from the growth in the 3D vision perception industry [7]. - Gigabit's net profit forecast ranges from 1.032 billion to 1.223 billion yuan, reflecting a year-on-year increase of 57% to 86% [7][8].

Core Insights - The overseas institutional research stocks have shown significant interest, with 321 companies being investigated in the past 10 days, indicating a robust market engagement [3] - The storage chip sector is experiencing a supply shortage, which is viewed as a positive signal for the industry, especially following Micron Technology's announcement to cease supplying server chips to Chinese data centers [2][6] - Several companies have reported positive earnings forecasts for the third quarter, with six out of seven companies expecting improved performance [6] Group 1: Market Trends - The A-share market has seen a rise in sectors such as computing hardware and quantum technology, while precious metals and certain food sectors have declined [1] - The optical module industry is anticipated to experience increased demand, with potential growth in industry requirements from 8 million units to over 20 million units by 2026 [1] - Citibank has highlighted that the optical module sector may present buying opportunities due to recent price adjustments [1] Group 2: Company Performance - Mindray Medical has attracted the most attention from overseas institutions, with 124 firms participating in its research, and it expects positive revenue growth by Q3 2025 [3] - Inovance Technology has introduced a new energy management platform, which aims to optimize electricity usage and reduce costs significantly [4] - Seven overseas-researched stocks have released earnings forecasts, with notable predictions from GigaDevice Semiconductor, expecting a net profit increase of approximately 57% to 86% compared to the previous year [6]

Core Viewpoint - Mindray Medical is planning to list on the Hong Kong Stock Exchange to create an international capital operation platform, led by its founder Li Xiting, following the departure of co-founder Cheng Minghe from the vice-chairman position [1][2][13]. Group 1: Company Background - Li Xiting, along with Cheng Minghe and Xu Hang, founded Mindray Medical in 1991, aiming to bridge the gap in medical technology between China and the West [3][6]. - Mindray Medical started as an importer of medical devices and quickly transitioned to developing its own products, launching China's first self-developed multi-parameter monitor in 1993 [7]. - The company has expanded its product lines significantly, covering three main business areas: in vitro diagnostics, life information and support, and medical imaging, with plans to invest 4 billion yuan in R&D in 2024 [7][8]. Group 2: Financial Performance - As of 2025, Mindray Medical's total assets are 58.775 billion yuan, with a market capitalization of 273.4 billion yuan [12]. - The company reported revenue and net profit for 2024 of 36.726 billion yuan and 11.668 billion yuan, respectively, showing a significant slowdown compared to previous years [19]. - By mid-2025, the company’s revenue from overseas markets is approaching 50%, indicating a shift towards international markets [19]. Group 3: Strategic Moves - Mindray Medical has a history of strategic acquisitions to expand its market presence, including the purchase of Datascope for $202 million in 2008 and several other companies in the medical device sector [11]. - The decision to list in Hong Kong is not primarily for capital but to enhance internationalization, as the company aims to enter the top 20 global medical device companies by 2025 and the top 10 by 2030 [19][20].