点击免费限量礼盒 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 2025年9月，彭博社等媒体报道称"GE医疗正评估出售中国业务股份的可能性"，引发市场关 注。但GE医疗中国区及全球总部均迅速回应："我们不对市场传闻发表评论，但公司始终致力 于为中国病患和客户提供高品质的医疗服务。"，"中国作为全球最大的医疗保健市场之一，对 GE医疗具有重要的战略意义，我们不会放弃中国市场。" 日前，GE医疗通过 实际行动 印证了"不出售"的立场：2025年12月15日，GE医疗在天津启 用 磁共振东半球总部创新中心 （美国以外唯一的系统级磁共振研发基地），并宣布"未来5年 将在天津基地增加投入5亿元"，用于 高端磁共振设备的本土化研发与生产 。这一举措被视为 GE医疗"深耕中国市场"的关键信号。 尽管未出售业务，但GE医疗已根据中国市场变化，调整了在华战略重心，核心是 "精耕细作" ，具体举措包括： 裁员与组织优化：聚焦核心业务 研发投入：聚焦AI与数字化 GE医疗将 研发 作为在华战略的核心，2025年以来持续加大投入： 天津磁共振创新中心 ：202 ...

Core Insights - GE HealthCare will supply over 300 CT scanners to Indonesia as part of the Strengthening Indonesia's Health Referral Network (SIHREN) program, aimed at providing equitable, high-quality healthcare to more than 280 million Indonesians [1] Group 1 - The contract is a multi-year agreement that was awarded competitively [1] - The advanced CT scanners will be distributed to public hospitals across all 38 provinces, including both urban and remote areas [1]

Key Takeaways SYK is expanding its Mako SmartRobotics platform, driving recurring revenues from services and new uses. TEM is scaling its multimodal data platform with FDA-cleared tools and a pathology buy. GEHC is partnering with NVIDIA to boost imaging, cut scan times and improve AI-powered workflows. Per Porsche Consulting’s analysis, artificial intelligence (AI), especially generative AI, is rapidly transforming MedTech from promise to practice. AI is already accelerating product development, optimizing ...

Core Viewpoint - GE HealthCare is positioned for growth in the healthcare technology sector, with a new price target set by Jefferies indicating a potential increase in stock value [1][6] Company Overview - GE HealthCare specializes in medical imaging, monitoring, biomanufacturing, and cell and gene therapy technologies, competing with major players like Siemens Healthineers and Philips Healthcare [1] - The company's current stock price is $85.55, reflecting a slight increase of 1.28% [2] - Over the past year, the stock has experienced significant volatility, with a high of $94.80 and a low of $57.65, and a market capitalization of approximately $39.08 billion [2][6] Strategic Partnerships - GE HealthCare has expanded its collaboration with Imaging Biometrics Ltd, enhancing its neuroimaging capabilities with advanced tools like FTB Express maps and QSMetric [3][5] - The FTB Express tool integrates with existing workflows, providing faster access to critical data for clinicians [4] - This partnership underscores GE HealthCare's commitment to innovation and improving patient outcomes, potentially strengthening its market position [5]

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -0.04% in the third quarter, compared to a 6.42% return for the MSCI AC World Index Net Divs in Australian Dollars. However, the fund returned a rolling 12-month return of 18.0% post fees. Since the portfolio structure is primarily not correlated with the index, its returns should not move in line ...

智通财经APP注意到，企业正在趁着当前有利的条件，在交易甚至远未完成之前，就匆忙涌入债券市场 寻求廉价的并购融资。 数据显示，这使得本季度全球的并购融资规模达到1130亿美元，成为四年来规模最大的一个季度，也是 有记录以来最高的数字之一。仅上周的一天内，默沙东和通用电气医疗集团就合计筹集了92.5亿美元， 这两笔资金都是用于两周前才宣布的收购。 这些发售表明，在即将到来的2025年底，信贷情绪有多么强劲，企业利差接近历史最低水平，且资金持 续涌入。随着并购活动的复苏，以及对明年AI融资的巨额债务可能冲击市场的担忧，企业正在欧洲和 美洲争分夺秒地执行其融资计划。 Magnum冰淇淋公司的一位发言人称："信贷市场目前提供了极为有利的发债条件。因此公司决定加以 利用。"该公司在从联合利华分拆上市前筹集了30亿欧元。 裕信银行投资级企业银团主管克里斯蒂安.施内伯格表示："根据教科书，对于带有特殊并购赎回条款的 交易，你应该支付更多，如果你试图定价过紧，会遭到投资者的抵制。但当近期这些交易的需求水平像 现在这样高时，这一切都被抛诸脑后了。" Magnum在其债券中包含了一项条款，允许如果其分拆未能在明年年中最终确定，则 ...

December 2, 2025 11:00 AM GMT US Healthcare Research | North America 2026 Hospital Outlook Survey Our AlphaWise survey of 100 US-based hospital executives supports a steady environment for medical devices into '26. The survey provides increased confidence in the continuation of capex spending momentum with some prioritization shifts, improving utilization and stable medical acuity. M We conducted an AlphaWise survey of 100 hospital executives in November 2025, representing a total of ~39,500 hospital beds ( ...

Key Takeaways GEHC and URMC formed a 7-year Care Alliance to expand advanced imaging and monitoring.The alliance targets MRI, CT, PET/CT, SPECT/CT and ultrasound upgrades along with workflow standardization.The partnership boosts GEHC's enterprise reach with unified monitoring and long-term service ties.GE HealthCare (GEHC) and the University of Rochester Medical Center (URMC) entered into a seven-year Care Alliance aimed at expanding advanced imaging, strengthening precision medicine and standardizing pati ...

Key Takeaways GEHC and Mayo Clinic launched GEMINI-RT to modernize personalized radiation therapy across the cancer pathway.The initiative targets automation, predictive oncology, multi-modal therapies and connected patient care.GEHC expects the collaboration to enhance workflows and deepen its oncology technology pipeline.GE HealthCare (GEHC) and Mayo Clinic have recently launched GEMINI-RT, a new research initiative aimed at reshaping personalized radiation therapy by combining advanced imaging, AI and pa ...

Core Insights - GE HealthCare and Mayo Clinic have launched the GEMINI-RT initiative to innovate personalized radiation therapy and cancer care, combining clinical expertise with technical innovation [1] - The initiative aims to enhance patient care through automation, predictive oncology, multi-modal therapies, and connected care, addressing the rising global cancer incidence [1] Company Collaboration - GEMINI-RT builds on a long-standing collaboration between GE HealthCare and Mayo Clinic, focusing on integrating imaging, advanced therapies, dosimetry, and patient monitoring throughout the patient journey [1] - The collaboration will leverage Mayo Clinic's clinical expertise and GE HealthCare's engineering capabilities to deliver personalized radiation therapy [1] Industry Context - Radiation therapy is utilized in over 50% of cancer cases globally, with more than 2 million patients in the U.S. receiving this treatment annually [1] - The global cancer incidence reached 19.3 million new cases in 2022, driving demand for innovative radiation therapy solutions [1] Strategic Areas of Focus - **Automation**: Development of AI-powered solutions to streamline treatment planning and reduce repetitive tasks [1] - **Predictive Oncology**: Utilizing clinical insights to tailor cancer treatment decisions and enhance patient outcomes [1] - **Multi-modal Therapies**: Investigating the combination of radiation with emerging treatments for improved efficacy [1] - **Connected Care**: Implementing AI and monitoring technologies to support patient care beyond clinical settings [1]