2026年，美敦力既要加速全球创新本土化，让国际前沿技术更快惠及中国患者，更要推动源自中国的创 新更多走向全球。美敦力致力于成为先进医疗技术的提供方，也希望成为合作模式的探索者、产业标准 的贡献者，通过技术积累和全球影响力，连接更多创新力量。 （文章来源：经济日报） 对跨国企业而言，把握中国市场机遇的关键不仅在于"进入"，更在于"融入"，要成为中国创新的参与 者、发起者。当前，中国创新展现出显著的快速、高效、智能特质，在供应链效率方面更是全球"优等 生"，推动中国医疗科技行业从"快速跟随"稳步迈向"突破性创新"的新阶段。"十五五"规划建议提 出，"扩大高水平对外开放，开创合作共赢新局面"，让我们备受鼓舞。医疗科技创新与开放合作，与美 敦力在华发展的战略重点高度契合。在美敦力全球布局中，中国是唯一同时设有两家创新中心、两期风 险投资基金的市场，战略地位独一无二。中国不仅是美敦力全球业务的重要增长引擎，更是我们面向未 来的核心创新策源地。 2025年，中国人工智能浪潮加速奔涌，美敦力聚焦数智医疗创新，不断升级本土价值链布局，致力于扩 大优质医疗服务可及性，取得了一系列标志性进展。2025年10月，美敦力在华首个数 ...

GALWAY, Ireland, Jan. 7, 2026 /PRNewswire/ -- A new real-world retrospective analysis published in Diabetes Care showed that users of the MiniMedâ"¢ 780G system achieved American Diabetes Association (ADA) recommended goals for time-in-range (TIR)— even on days when mealtime boluses were missed. CareLinkâ"¢ data showed that the studied user population achieved 76.3% TIR on missed bolus days when using SmartGuardâ"¢ technology with recommended optimal settings (100 mg/dL glucose target; two- hour active insu ...

On Tuesday, William Blair upgraded Medtronic Plc (NYSE:MDT) , citing several new and ramping launches.William Blair upgraded from Market Perform to Outperform. Analyst Brandon Vazquez wrote that the Market Perform rating hinged on a business that was too large and not differentiated enough to durably hit its goals of delivering consistent high-single-digit EPS growth.Medtronic is ramping up several new products, with many more in the pipeline.Medtronic's Transformation: A Turning Point AheadIf Medtronic is ...

Core Insights - The medical sector is increasingly adopting artificial intelligence (AI), enhancing drug synthesis, device creation, and diagnostic accuracy [2][3] Group 1: Eli Lilly and Co. (LLY) - Eli Lilly focuses on cardiometabolic health, neuroscience, oncology, and immunology, which are high-growth areas with significant commercial potential [5] - Demand for LLY's GLP-1 drugs, Mounjaro and Zepbound, remains strong, contributing to robust sales in 2025 [6] - LLY is advancing its pipeline with an oral GLP-1 obesity pill, orforglipron, expected to launch next year [7] - Eli Lilly is collaborating with OpenAI for novel medicine discovery and invested $409 million in Genetic Leap for AI-driven drug discovery [7] - The company is building a supercomputer with NVIDIA to enhance its AI capabilities, with expected revenue and earnings growth rates of 22.3% and 41.3% respectively for the current year [8] - LLY has a return on equity (ROE) of 109.5%, significantly higher than the industry average of 37% [9] Group 2: Medtronic plc (MDT) - Medtronic is integrating AI into its solutions to improve patient care and operational efficiency, including an AI-powered surgical video management platform [10] - The GI Genius project enhances colorectal cancer detection, increasing survival rates by identifying polyps that may be missed [11] - Medtronic's partnerships leverage AI to optimize cardiac procedures and improve diagnostic precision, driving growth in the medtech sector [12] - The company has an expected revenue and earnings growth rate of 7.5% and 2.7% respectively for the current year [14] - MDT has a ROE of 14.9%, outperforming the industry average of -2.5% [14] Group 3: Intuitive Surgical Inc. (ISRG) - Intuitive Surgical is embedding AI into its robotic systems, providing objective performance indicators for surgeons [15] - The company is piloting telecollaboration for remote surgical support, enhancing training and decision-making [16] - ISRG's revenue and earnings growth rates are expected to be 14.3% and 11.1% respectively for the current year [19] - ISRG has a ROE of 15.1%, compared to the industry's ROE of -18.7% [19] Group 4: Regeneron Pharmaceuticals Inc. (REGN) - Regeneron utilizes AI and machine learning for drug target identification, clinical trial optimization, and precision medicine [20] - The company has seen revenue growth driven by strong performance from Dupixent and Libtayo, despite declining sales of Eylea [21] - REGN's expected revenue and earnings growth rates are 4.9% and -0.4% respectively for the current year [23] - REGN has a ROE of 13.8%, significantly higher than the industry's ROE of -65.41% [23] Group 5: Johnson & Johnson (JNJ) - Johnson & Johnson's MedTech division is focused on AI technologies for surgical robotics and digital surgery analytics [24] - The company has developed the Ottava robotic surgery platform and the Caresurgical/VELYS digital surgery systems, enhancing procedure planning [25] - JNJ has an expected revenue and earnings growth rate of 5% and 5.7% respectively for the current year [26] - JNJ has a ROE of 32.7%, compared to the industry's ROE of 37% [26]

Core Insights - The medical sector is rapidly adopting artificial intelligence (AI), significantly transforming diagnostics, treatment, and operational efficiency in 2024 [1] - AI-powered diagnostics have become central to enhancing accuracy and speed in medical practices [1] Group 1: AI Adoption in Healthcare - The healthcare sector is typically defensive, characterized by low-beta and dividend-paying stocks, but AI has turned several stocks into potential high-growth providers [2] - Key stocks benefiting from AI integration include Eli Lilly and Co. (LLY), Medtronic plc (MDT), Intuitive Surgical Inc. (ISRG), Regeneron Pharmaceuticals Inc. (REGN), and Johnson & Johnson (JNJ) [2] Group 2: Eli Lilly and Co. (LLY) - Eli Lilly focuses on cardiometabolic health, neuroscience, oncology, and immunology, which are high-growth areas with significant commercial potential [5] - Strong demand for LLY's GLP-1 drugs, Mounjaro and Zepbound, is driving top-line growth, supported by international market launches and increased production [6] - LLY is advancing its pipeline in obesity and diabetes, with an oral GLP-1 obesity pill expected to launch next year [7] - The company is collaborating with OpenAI and investing in AI-driven biotech initiatives, including a $409 million investment in Genetic Leap [9] - LLY has an expected revenue growth rate of 22.3% and earnings growth rate of 41.3% for the current year, with a beta of 0.35 and a dividend yield of 0.6% [9][10] Group 3: Medtronic plc (MDT) - Medtronic is integrating AI into its surgical systems and endoscopy to enhance patient care and operational efficiency [11] - The GI Genius project uses AI algorithms to detect colorectal polyps during colonoscopies, improving cancer survival rates [12] - MDT's partnerships leverage AI to optimize cardiac procedures and improve diagnostic precision, positioning the company for growth in medtech innovation [13] - Medtronic has an expected revenue growth rate of 7.5% and earnings growth rate of 2.7% for the current year, with a beta of 0.71 and a dividend yield of 3% [15] Group 4: Intuitive Surgical Inc. (ISRG) - Intuitive Surgical is embedding AI and digital tools into its robotic ecosystem, enhancing surgical performance metrics [16] - The company is piloting telecollaboration through Intuitive Telepresence, allowing remote surgical support [17] - ISRG has an expected revenue growth rate of 14.3% and earnings growth rate of 11.1% for the current year, with a beta of 0.39 and an ROE of 15.1% [20] Group 5: Regeneron Pharmaceuticals Inc. (REGN) - Regeneron utilizes AI and machine learning for drug target identification, clinical trial optimization, and precision medicine [21] - The company has seen revenue growth driven by strong performance from drugs like Eylea HD and Dupixent, despite declining sales of its lead drug [22] - REGN has an expected revenue growth rate of 4.9% and earnings growth rate of -0.4% for the current year, with a beta of 0.39 and a dividend yield of 0.5% [24] Group 6: Johnson & Johnson (JNJ) - Johnson & Johnson's MedTech division applies AI technologies for surgical robotics and digital surgery analytics [25] - The company has developed the Ottava robotic surgery platform and the Caresurgical/VELYS digital surgery systems, enhancing procedure planning and real-time data sharing [26] - JNJ has an expected revenue growth rate of 5% and earnings growth rate of 5.7% for the current year, with a beta of 0.34 and a dividend yield of 2.5% [27]

与进博会相伴多年，让美敦力全球高级副总裁及大中华区总裁顾宇韶印象最深刻的是——患者在展会上 发现科技前沿的医疗产品，了解到最新治疗方案，从而更早使用创新产品，由此改变生活。 "心脏起搏器Micra的故事很具有代表性。借助进博会展台的展览展示，这款产品被业内人士关注了解， 从而得以更快速地推进至临床推广环节。受益人群覆盖年龄段极其广泛，既有四五岁的孩童，也有九十 多岁的老人，产品甚至还在西藏日喀则3800米的高海拔地区完成植入。" 令顾宇韶印象深刻的是，一位年轻患者通过进博会近距离接触心脏起搏器Micra后主动与医生沟通植 入。手术成功后，他过上了正常的生活，甚至挑战跳伞一类的极限运动。"看到他追逐梦想，让生命充 满意义的样子，我真切感受到进博会不是简单的展会，而是连接创新与生命的'最短路径'。" 最佳首展地 在进博会上美敦力展示了约500款全球领先的疗法，其中超过70款是全球、亚太或中国"首秀"，目前已 有30余款进博溢出明星产品。"对医疗行业而言，临床是最重要的。"顾宇韶深刻感受到进博会强大的溢 出效应。自2019年心脏起搏器Micra上市以来，至今已在中国900多家医院投入临床使用，真正实现 从"进博展厅 ...

We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. Medtronic plc stands fifth among the most promising stocks.  TheFly reported on December 18 that Truist Securities maintained its Hold recommendation on MDT but lowered its price objective to $107.00 from $110.00. This revision followed an update to the firm’s valuation models for the medical device sector. Analyst Richard Newitter noted that while MDT’s long-term growth prospects remain intact, the near ...

Key Points Bristol Myers Squibb is a pharmaceutical giant with a solid dividend history. Medtronic is a high-yield medical device maker that's nearing Dividend King status. J&J makes drugs and medical devices and boasts of over 50 annual dividend increases. 10 stocks we like better than Bristol Myers Squibb › Most dividend investors are looking not just for a high yield, but also for a company that can reliably support that yield over the long term. It is harder to find than you may think, but n ...

Core Insights - Medtronic's mission is to alleviate pain, restore health, and extend life, benefiting over two patients every second globally through its medical technologies and therapies [1] - The company was recognized as the "Annual Medical Health Excellence Value Listed Company" by Caijing in 2025, highlighting its achievements and commitment to "value co-creation" in China [1] Group 1: Local Integration and Value Chain - Medtronic has established a comprehensive value chain in China, evolving from a technology exporter to a local ecosystem builder, with approximately 6,000 employees and 12 regional offices [2] - The company has developed a strategic layout that includes 1 research center, 2 innovation centers, 5 manufacturing bases, and nearly 7,000 supply chain partners, with local procurement expected to reach 5 billion RMB in FY2025 [2][3] - Medtronic's deep localization strategy is driven by a belief in China's innovation potential, having developed nearly 70 products since the establishment of its R&D center in 2012, with over 60 successfully launched [3] Group 2: Innovation and Digital Transformation - Medtronic is leveraging AI in various fields such as assisted diagnosis, digital therapy, and telemedicine, with multiple innovation hubs in China focusing on smart healthcare and new production capabilities [4] - The Shanghai factory is recognized as Medtronic's global "Best Factory," supplying products to 95 countries, while the Chengdu base is the largest insulin pump production facility outside the U.S. [4] - The establishment of a digital healthcare innovation base in Beijing in October 2025 aims to connect global innovations with the Chinese ecosystem, focusing on AI and big data solutions for disease management [3][4] Group 3: Long-term Commitment and Value Creation - Medtronic's 36-year presence in China reflects its deep integration into the local healthcare landscape, transitioning from initial technology introduction to global innovation feedback [5] - The company's approach emphasizes collaboration among engineers, clinical training, supply chain partnerships, and the intersection of innovations in smart healthcare [5] - Medtronic's commitment to "value co-creation" is seen as essential for addressing future challenges in the healthcare industry, establishing a robust foundation for sustainable growth [5]

Core Insights - Medtronic is being evaluated as a potential significant opportunity within the medical device sector, highlighting its strengths, challenges, and future potential [1] Group 1: Company Overview - Medtronic is featured in a discussion that aims to provide insights into its market trends and investment opportunities [1] Group 2: Analyst Perspectives - The analysis includes contributions from expert analysts who break down the company's performance and outlook [1]