Core Viewpoint - The recent large transaction of New Industry on January 7 involved 200,000 shares with a transaction value of 11.92 million yuan, executed at a price of 59.60 yuan per share, indicating institutional trading activity [2] Trading Activity Summary - A total of 2 large transactions occurred in the last three months for New Industry, with a cumulative transaction value of 85.67 million yuan [2] - On January 7, the closing price for New Industry was 59.60 yuan, reflecting a slight increase of 0.17% for the day, with a turnover rate of 0.29% and a total trading volume of 119 million yuan [2] - The net inflow of main funds for the day was 6.14 million yuan, while the stock experienced a cumulative increase of 3.27% over the past five days, with a total net outflow of 39.60 million yuan during the same period [2] Margin Financing Data - The latest margin financing balance for New Industry stands at 803 million yuan, having increased by 5.95 million yuan, which represents a growth rate of 0.75% over the past five days [2]

Core Insights - The company is focusing on expanding its market presence in both domestic and international healthcare sectors, particularly targeting large hospitals while also developing cost-effective products for smaller healthcare facilities [1] Group 1: Domestic Market Strategy - The company recognizes that tertiary hospitals account for over half of the hospital diagnosis visits in China, making them key users of in vitro diagnostic products [1] - The company plans to enhance its penetration in large hospitals with its high-speed luminescence instruments, MAGLUMI X8, MAGLUMI X10, and SATLARS T8, which have gained recognition in the market [1] - To address the needs of secondary and lower-tier medical facilities, the company is developing more cost-effective products, such as MAGLUMI X3 and MAGLUMI X6, to meet the demand for high-quality and affordable diagnostic solutions [1] Group 2: International Market Strategy - The company is experiencing an increase in sales of large machines in overseas markets, with the proportion rising from 57% in 2023 to 67% in 2024, and further to 76% in the first three quarters of 2025 [1] - The company aims to focus on expanding its high-end terminal offerings globally, particularly for large sample volume clients, which are expected to drive sustained growth [1] - The company's market share in both domestic and international immunodiagnostic sectors remains relatively low, indicating significant growth potential in these markets [1]

Group 1 - The medical ETF (512170) opened high on January 6, rising over 1% and reaching a 20-day high, with real-time transaction volume exceeding 350 million yuan. The ETF recorded a daily increase of over 5%, marking five consecutive days of gains [1][5] - Brain-computer interface stocks, including Sanbo Brain Science and Meihua Medical, both hit the 20% daily limit up, achieving two consecutive boards. Conversely, the CXO sector saw a pullback, with Tigermed falling over 1% [1][5] Group 2 - On January 5, 2026, Elon Musk announced that Neuralink plans to start large-scale production of brain-computer interface devices, advancing the commercialization of the technology. Concurrently, the National Medical Products Administration held a meeting to expedite the review and approval of related medical devices [3][6] - According to CITIC Securities, China's brain-computer interface technology is relatively advanced globally, with potential to cultivate leading companies in the sector. This could enhance the valuations of related listed companies in the secondary market and stimulate financing in the primary market, creating a synergy between capital and industry development [7] - Zhongtai Securities noted that the pharmaceutical sector is expected to rebound in 2025 after four consecutive years of decline, driven by the realization of innovative drug export logic and industry recovery post-policy reform. Certain areas of the medical device sector may also see a reversal of difficulties [7]

Core Insights - The article highlights the transformation of Shibadong Village through grassroots governance led by the local party branch, focusing on agricultural development and community engagement [1][2] Group 1: Community Development - The village has 205 households and 771 residents, previously facing challenges such as weak collective economy and inadequate infrastructure [1] - The local party branch implemented a mechanism called "One Core, Three Links, Four Promotions," with 28 party members acting as liaisons to support local farmers [1] - The village has improved irrigation and road conditions, with quick responses to community needs, exemplified by the rapid repair of irrigation channels [1] Group 2: Economic Growth - The village's collective economic income is projected to reach an average of 122,000 yuan by 2025, driven by the development of specialty industries [2] - Initiatives include the establishment of cooperatives for broadening the scale of fava bean cultivation and livestock farming, creating a dual-driven model of "planting + breeding" [1][2] - The introduction of online training and practical agricultural skills has empowered villagers to enhance their marketing capabilities, leading to increased sales of local products [2] Group 3: Infrastructure Improvement - The village has successfully transformed muddy roads into cement paths, addressing previous transportation issues [1][2] - The local party branch has organized partnerships with six collective economic investment enterprises to tackle land transfer and labor challenges [2] - The overall development has led to a more interconnected village, facilitating better access to markets and resources [2]

证券代码：300832 证券简称：新产业 公告编号：2026-001 深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 可溶性 fms 样酪氨酸激酶-1（sFlt-1）是一种内源性抗血管生成蛋白，由胎盘 产生，通过中和血管生成蛋白血管内皮生长因子（VEGF）和胎盘生长因子（PlGF） 而起作用。中华医学会妇产科学分会妊娠期高血压疾病学组发布的《子痫前期预 测与预防指南（2025）》指出妊娠期 PlGF 水平降低、sFlt-1 水平升高或 sFlt‑ 1/PlGF 比值升高预示子痫前期的发生风险升高。在医疗资源充分的情况下，建议采用其 结合孕妇风险因素、平均动脉压和超声参数，综合评估孕妇子痫前期的发生风险。 (二)反三碘甲状腺原氨酸测定试剂盒（磁微粒化学发光法） 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了广东省药品监督管理局颁发的 2 项《医疗器械注册证》。具体情况如下： | 序 | 注册 | 注册证编号 | | | 注册证有效期 | | 产品名称 | | | | 适用 ...

Group 1: Market Performance - The medical device ETF fund (159797) surged over 5% after four consecutive days of decline, indicating a significant rebound in the market [1] - The fund saw a net subscription of 6 million shares during the trading session, with a total inflow of over 30 million yuan in the past 10 days, including 7 days of net inflow [1] - Most component stocks of the medical device ETF fund performed positively, with notable gains including Lepu Medical reaching a 20% limit up, and other companies like United Imaging and Huatai Medical rising over 4% [1] Group 2: Neuralink and Brain-Computer Interface Developments - Neuralink is expected to enter large-scale production by January 1, 2026, with nearly automated surgical operations, enhancing safety by allowing guide wires to pass through the dura mater without opening it [4] - The advancement of Neuralink's technology is anticipated to facilitate collaboration with Tesla's Optimus humanoid robot, aiming to create a "human brain + robot" ecosystem [5] - The technology is transitioning from clinical trials to commercial viability, marking a significant step in making brain-computer interfaces widely accessible [3] Group 3: Policy and Industry Trends - The National Medical Products Administration (NMPA) emphasized the strategic importance of brain-computer interfaces in a meeting held on December 18, 2025, focusing on safety, innovation in regulatory methods, and collaboration across sectors [6] - Recent clinical trials have shown promising results for brain-computer interface systems, with successful implantations and significant improvements in patients' hand functions [6] - The rapid iteration and upgrade of brain-computer interface technology are driven by advancements in signal acquisition, materials science, and multi-modal integration, paving the way for broader applications beyond medical use [7]

Group 1 - The core viewpoint of the articles highlights a significant surge in the Chinese innovative drug sector, with license-out transactions exceeding $130 billion, marking a year-on-year increase of over 150% and surpassing 50% of the global total for the first time [1] - The cash flow generated from business development (BD) and the IPO boom is providing ample funding for research and development, which is crucial for the industry's future growth [1] - Three main driving forces for the industry in 2026 are identified: commercialization realization, clinical data validation, and improvement of payment systems, which are expected to usher in a new era of "value realization" [1] Group 2 - The Hang Seng Medical ETF (159892) focuses on innovative drugs, CXO, and related industries, benefiting from the advantages of the Hong Kong Stock Exchange's 18A system, which covers numerous innovative targets [2] - The ETF is expected to continue its valuation recovery trend under the catalysts of innovative drug exports and commercial insurance directories [2]

Core Viewpoint - The provincial government has issued implementation opinions to support high-quality enterprises in increasing investment, expanding production, and enhancing quality and efficiency, focusing on smart, green, and integrated development [1][2] Group 1: Support for Enterprises - The implementation opinions consist of nine articles, with the first emphasizing "strengthening precise guidance for enterprise classification," proposing a mechanism for tracking and evaluating key enterprises [1] - Enterprises with high capacity utilization and revenue growth rates will be supported through mergers and acquisitions to expand production scale and consolidate competitive advantages [1] - Support will also be provided for relatively high-performing enterprises to undertake technological transformations, optimizing product performance, reducing production costs, and increasing product added value [1] Group 2: Innovation and Technology - The opinions encourage leading enterprises to form innovation consortia to collaboratively tackle key technology challenges, with annual projects aimed at achieving breakthroughs in critical areas [1] - There will be initiatives for developing industry-specific large models and specialized small models in artificial intelligence, along with the construction of high-quality industry data sets and corpora [1] Group 3: Green Transformation - Enterprises will be supported in implementing comprehensive green transformations to align with industry standards, upgrading production processes, key equipment, and auxiliary facilities [1] - The establishment of high-standard green factories and zero-carbon factories is also part of the support framework [1] Group 4: Financial Support - The implementation opinions specifically mention the establishment of a high-quality development fund for investment and expansion, which will support enterprises in setting up merger funds and integrating resources through industry chain mergers and private placements [2]

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected performance that exceeds the market by more than 5% over the next six months [29]. Core Insights - The report highlights that the national government will continue to support the renewal of medical equipment in 2026, which is expected to drive demand in the medical device sector. The focus is on high-end equipment and companies with significant performance improvements and international expansion, such as Mindray Medical, United Imaging, Aohua Endoscopy, and Kaili Medical [3]. - The report emphasizes the optimization of application conditions and review processes for equipment renewal projects, aiming to lower investment thresholds and enhance support for small and medium-sized enterprises [3]. - The ongoing policy for equipment renewal is anticipated to sustain a favorable bidding environment for medical devices, with a gradual improvement in performance as inventory clears [3]. Summary by Sections Industry Overview - The report discusses the government's announcement on December 30, 2025, regarding large-scale equipment renewal and the inclusion of various sectors, including healthcare, in the support framework for 2026 [3]. - It outlines the measures to improve the application process for equipment renewal, including stricter requirements for equipment depreciation and minimum usage periods [3]. Investment Opportunities - The report suggests focusing on companies that are expected to show significant performance improvements and have a leading international presence in the medical device sector [3]. - Specific companies recommended for investment include Mindray Medical, United Imaging, Aohua Endoscopy, and Kaili Medical, which are well-positioned to benefit from the anticipated demand for high-end medical equipment [3]. Market Performance - The medical sector has experienced a decline, with a reported drop of 2.06% in the last week, ranking 25th among 28 industries [8][18]. - The report notes that the medical device market is under pressure in the short term due to policy impacts, but improvements are expected as companies innovate and expand internationally [5].

Group 1: Event Overview - The investor relations activity involved 36 institutions with a total of 50 participants [2] - The event took place from December 2 to December 31, 2025 [2] - The location was at the New Industry Biomedical Building, No. 23, Jinxiu East Road, Kengzi Street, Pingshan District, Shenzhen [2] Group 2: Participants and Representatives - Key representatives from the company included Chairman and General Manager Rao Wei, Deputy General Manager and Board Secretary Zhang Lei, and Investor Relations Head Lv Yuning [2] - The list of participating institutions includes notable firms such as Fidelity International Ltd., HSBC Asset Management, and several others [3] Group 3: Activity Content - The main content of the investor relations activity did not introduce any new major interactive communication beyond previously disclosed information [2]