数据新闻编辑 文利新媒体设计 苗奇卉校对 张彦君 你可能没想过，衣柜里那件再普通不过的棉T恤，在和你见面之前，居然"喝掉"了2700升水，相当于一 个人近三年的饮水量；那条牛仔裤的"水账单"更惊人，高达7500升，足够你洗一个月的澡。 这些看似微不足道的生活选择，其实牵动着地球最紧要的资源账本——那上面有我们每个人的消费痕 迹。如果把目光看向上游，就会发现：真正写下"关键大头"的，是那些为我们提供衣食住行的企业。如 果企业一边高喊"绿色环保"，一边却偷排污水、悄悄"漂绿"，那么我们每个人的努力，终将被稀释得毫 无意义。 从纺织厂到食品加工厂，从制造业到大型零售商，尤其是肩负更高责任的上市公司，在这份关于环境、 资源与未来的"总账"中，他们是必须交代清楚的主角。于是，监管层出手了。 近日，中国证监会发布了新版《上市公司信息披露管理办法》，首次从部门规章层面要求上市公司披露 可持续发展报告。新规将于2025年7月1日正式实施，意味着ESG信息披露进入了"必须交作业"的阶段。 什么是ESG？ 它为什么如此重要？ ━━━━━ ESG是环境（Environmental）、社会（Social）和公司治理（Governan ...

航空温控货运箱（航空温控集装箱）是飞机上用于航空运输生物医药、食品、原材料、电子元器件等温敏性物料的高端温控解决 方案。它采用高性能绝热材料，并配备能够在飞行过程中运行的自动温控系统，确保货物在整个运输过程中保持恒定的温度环 境。其温控效果直接关系到所载物料的质量、安全或疗效，尤其是在生物医药领域，温度波动可能导致药品失效或变质，因此航 空温控货运箱在冷链运输中扮演着至关重要的角色。 航空温控货运箱属于 ULD （航空集装器） 的范畴。 ULD 是航空运输中用于标准化装载货物的设备，主要分为两大类： Pallet （ P ）：即航空托盘，通常用于装载大型或不规则形状的货物。常见的 Pallet 类型包括 PAJ 、 PLA 、 PLF 等。集装箱（ A ）：即航 空集装箱，通常用于装载标准化尺寸的货物。常见的集装箱类型包括 AKE 、 AKH 、 AMF 等。在温控领域， ULD 进一步分为 冷藏（ R ） 类型，主要用于运输需要温度控制的货物。常见的有 RKN 、 RAP 和 RLP 。 据 QYResearch 调研团队最新报告 " 全球航空温控货运箱市场报告 2025-2031" 显示，预计 2031 ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [3][27] Core Insights - The trend of self-control in the research service and upstream sectors is deepening, presenting significant development opportunities for domestic manufacturers due to U.S. export controls and reciprocal tariffs [1][2] - The import dependence and trade deficit in scientific instruments are high, with a low domestic production rate. In 2023, China's scientific instrument imports were approximately 17 billion USD, while exports were about 4.3 billion USD, indicating a substantial trade deficit [7][14] - The recent U.S. export controls and tariff increases have heightened the importance of self-sufficiency in the domestic scientific instrument industry, with significant opportunities expected for domestic manufacturers in various segments [22][18] Summary by Sections 1. Scientific Instruments: Core Track Under Self-Control Trend - Current Situation: High import dependence, large trade deficit, and low domestic production rates. The market for high-end scientific instruments is dominated by imported brands [7][14] - Marginal Changes: U.S. export controls and reciprocal tariffs have increased the urgency for self-sufficiency in the domestic scientific instrument supply chain [18][22] - Outlook: The procurement difficulty and costs for imported scientific instruments are expected to rise, reshaping the market landscape and providing growth opportunities for domestic manufacturers such as Haier Biomedical and East China Pharmaceutical [22][9] 2. Research Reagents and Laboratory Consumables: Acceleration of Domestic Substitution - The impact of U.S. tariffs on imports may benefit domestic products, particularly in the research reagent and laboratory consumables sectors, where the domestic production rate is low [2][23] - The market for laboratory consumables in China was approximately 57.55 billion CNY in 2023, with a compound annual growth rate (CAGR) of about 20% from 2019 to 2023 [25] - Potential beneficiaries of the domestic substitution trend include companies like Nanwei Technology and Aolimai, which have a significant domestic revenue structure [24][9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688139 证券简称：海尔生物 公告编号：2025-032 青岛海尔生物医疗股份有限公司关于参加2024年度科创板医疗器械行业 集体业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025年4月25日(星期五)下午15:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年04月18日（星期五）至04月24日（星期四）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱haierbiomedical@haierbiomedical.com进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 青岛海尔生物医疗股份有限公司（以下简称"公司"）已于2025年3月29日发布公司2024年年度报告，为 便于广大投资者更全面深入地了解公司2024年度经营成果、财务状况， ...

附调研内容：问题一:请问公司美国收入情况,美国对等关税政策对公司有何影响? 答:公司海外业务广泛 布局于非洲、欧洲、亚太、美洲等区域,其中2024年海尔生物的美国市场收入占公司整体收入比例不足 2%。依托美国当地化体系,公司在本次加征关税前已对意向订单进行了提前备货,因此关税对公司业务的 影响有限。 面对复杂的国际形势,公司认为应对挑战的关键在于自身能力的构建。公司通过"一国一 策"策略,持续提升本地化能力以应对风险。在本土化产品布局方面,公司高度重视区域性的产品企划,例 如超能系列产品在美国能源之星排名中位居前两位,充分展现了产品优势。在产品认证方面,公司今年陆 续完善了血站、制药、医院以及实验室系列产品的认证工作,显著提升了公司在海外市场的区域竞争 力。此外,公司还在传统业务场景基础上不断拓展新用户场景,进一步拓展全球市场的布局。 问题二:公 司2024年海外市场的业务进展情况? 答:2024年,海外市场实现收入7.15亿元,同比下降8.73%,剔除太阳能 疫苗方案影响后实现双位数增长。自进入三季度以来太阳能疫苗方案订单交付速度加快,四季度实现同 比正增长,已经基本消化了订单执行周期延长对海外收入造成的扰 ...

星标 ★ IPO日报 精彩文章第一时间推送 血制品行业整合并购再提速。 近期，上海莱士血液制品股份有限公司（002252.SZ）（下称"上海莱士"、"上市公司"）发布公告，拟以支付现金的方式，收购湖南血制品企业南岳生物 制药有限公司（下称"南岳生物"、"标的公司"）100%股权。 资料显示，上海莱士是我国目前营收规模最大的血制品企业，而南岳生物系湖南省唯一一家血液制品生产厂家，对于"得浆站者得天下"的血制品赛道，上 海莱士再下一城。 值得一提的是，去年6月，海尔集团斥资125亿元拿下上海莱士20%股权，此次是海尔集团入主上海莱士后发起的第一笔并购动作。 制图： 佘诗婕 一路"买买买" 近年来，血制品企业间并购整合不断，行业格局加速成型。 由于血制品是生物安全性极高的行业，2001年5月起，国家对血制品行业实行总量控制，不再批准新的生产企业，血制品行业呈现存量竞争的局面。 并且单采血浆站只能由血制品企业设立，且在一个采浆区域内仅可设置一个单采血浆站，新建浆站的平均获批周期长达18至24个月。 对比新建浆站需要投入的人力物力，企业往往倾向于选择"买买买"的外延并购方式，以实现快速扩张。 2024年8月，天坛生物通 ...

作为盈康一生旗下企业，海尔生物通过"AI+大模型应用"战略，全面赋能生命科学与医疗创新场景，标 志着其从硬件制造商向数智化场景方案服务商转型的加速推进。 聚焦场景落地：AI技术重塑医疗效率与安全 依托AI大模型与垂直场景数据的深度融合，海尔生物在多个医疗场景实现突破。 文/杨燕 在第91届中国国际医疗器械博览会（CMEF）上，海尔生物以"AI在海尔 因AI盈康"为主题，重磅发布 《中国生物样本库行业创新发展白皮书》，并推出搭载AI技术的第四代生物样本库"生命方舟"、恒昀温 湿双控医用冷藏箱等创新成果，全面展示其在AI技术驱动下的医疗生态新图景。 公司还正式发布了新一代的"AI+大模型应用"全面战略，彰显其在生命科学领域的数智化领导力。 顾向炜强调，AI的应用并非单纯的功能叠加，而是通过智能体技术重构"产品-场景-服务"的价值链条， 推动方案从"功能型"向"数智型"代际跨越。 重塑生态共建：从技术领先到标准引领 自打破国外垄断、突破超低温核心技术以来，海尔生物一直致力于以高端技术推动行业高质量发展，并 以技术创新驱动行业标准体系建设。 自2006年至今，海尔生物已连续三次牵头制定或修订《低温保存箱》国家标准，并 ...

Group 1 - The core index of the China Securities Internet Medical Theme Index (CS Internet Medical, 930720) opened lower but rose, closing at 2514.46 points with a trading volume of 6.017 billion yuan [1] - Over the past month, the CS Internet Medical Theme Index has decreased by 12.73%, increased by 15.90% over the past three months, and has risen by 5.70% year-to-date [1] - The index reflects the overall performance of representative companies providing hardware, software, or services for medical informationization and intelligence [1] Group 2 - The top ten weighted companies in the CS Internet Medical Theme Index are: Yifeng Pharmacy (6.65%), Daclin (6.44%), Laobaixing (6.21%), Wandong Medical (5.53%), Haier Biomedical (5.48%), Jiuzhoutong (5.44%), Yixintang (5.37%), Aier Eye Hospital (5.33%), Yuyue Medical (5.28%), and Lepu Medical (5.17%) [1] - The market share of the CS Internet Medical Theme Index holdings is 51.03% from the Shenzhen Stock Exchange and 48.97% from the Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that 70.41% is in pharmaceuticals and healthcare, 25.78% in information technology, and 3.81% in communication services [1] Group 3 - The index samples are adjusted quarterly, with adjustments implemented on the next trading day after the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2] Group 4 - Public funds tracking the CS Internet Medical Index include: Huatai-PineBridge China Securities Internet Medical A and Huatai-PineBridge China Securities Internet Medical C [3]

Group 1 - TÜV Rheinland awarded Haier Biomedical the first EU MDR certificate for medical low-temperature storage devices, indicating compliance with international standards for safety and effectiveness [1] - The certification allows Haier Biomedical's products to enter the EU market and accelerates registration processes in Southeast Asia, the Middle East, and Africa [1] - The demand for medical low-temperature storage devices is increasing due to advancements in life sciences and biotechnology, driving market growth [1] Group 2 - The acquisition of the EU MDR certificate reflects Haier Biomedical's international innovation strategy and commitment to product quality and compliance [2] - As of the end of 2024, Haier Biomedical has obtained over 400 overseas certifications, including more than 200 EU CE certifications and 70 US FDA certifications [2] - The company emphasizes self-innovation and high standards to enhance its international market presence [2]

Core Insights - The integration of AI in healthcare is transforming the industry, with significant advancements showcased at the 91st China International Medical Equipment Fair (CMEF) [2][4][10] - The Chinese government is actively supporting the innovation and development of medical devices through policy reforms and financial incentives, including a special bond of 148 billion yuan [2][15] - Domestic companies are making strides in high-end medical equipment, with products that enhance precision and accessibility in healthcare [10][15][22] Group 1: AI and Medical Technology - The AI-driven medical models, such as Mindray's "Qiyuan" critical care model, can integrate patient data and provide treatment suggestions within five seconds, already implemented in several top-tier hospitals [4][10] - Haier Biomedical has launched an AI strategy with its "Kuidou" sample library model, focusing on intelligent management of biological samples [4][6] - The emergence of AI-powered solutions in blood sugar management, remote emergency care, and imaging diagnostics is pushing the medical field from "assistance" to "autonomy" [4][10] Group 2: Innovations in Medical Devices - The introduction of the "Newton 3D" intraoperative CT and surgical robot by GeRui Technology showcases advancements in precision surgery, offering real-time 3D imaging and navigation for complex procedures [13] - The ZAP-X radiation surgery robot, featuring a unique self-shielding design, is aimed at improving the safety and precision of radiation therapy for brain and head-neck tumors [15] - The launch of innovative non-invasive respiratory devices, such as the SyncFree algorithm-based respiratory machine by Yuyue Medical, highlights the shift towards home healthcare solutions [20] Group 3: Market Trends and Consumer Needs - The demand for home healthcare solutions is rising, particularly for chronic conditions like COPD and OSA, with projections indicating significant increases in patient numbers by 2025 [16][18] - The domestic hearing aid market is experiencing a transformation, with local products now competing with foreign brands due to advancements in technology and affordability [20] - The overall vitality of the domestic medical device industry is evident, as it continues to evolve towards high-quality development and innovation [22]