证券之星消息，根据市场公开信息整理，7月17日万达信息（300168）新增【DeepSeek概念股】概念。 新增概念原因：全资子公司金唐软件携手DeepSeek，以富有前瞻性的"AI+医疗"战略布局率先构建智慧 医疗新生态，打造全新AI智能体——金小唐，其依托生成式大语言模型技术与AI赋能底座深度融合， 可形成覆盖"数据查询-智能分析-决策支持"全链路的智能化服务体系，为医疗应用场景提供智慧化解决 方案。 该公司关联的其它概念板块还包括：医疗信息化、华为产业链、国产软件、健康中国、人工智能、互联 网医疗、小程序、网络安全、云计算数据中心、养老产业、大数据、教育、智慧城市、智慧安防、数字 经济、信创、DRGs概念、数据要素、教育信息化、数字人民币、智慧政务、人工智能大模型、华为盘 古、AI医疗、区块链。 万达信息（300168）主营业务：软件开发、运营维护、系统集成三部分。 万达信息2025年一季报显示，公司主营收入4.64亿元，同比上升32.61%；归母净利润-1.52亿元，同比上 升28.27%；扣非净利润-1.6亿元，同比上升24.89%；负债率75.52%，投资收益-682.44万元，财务费用 1307 ...

上海市科学技术委员会等七部门印发《上海市促进医疗卫生机构科技成果转化操作细则》。其中提出， 医疗卫生机构应当在优先保障诊疗服务的前提下，鼓励科技人员从事临床研究和成果转化，建立以转化 为导向的成果披露、知识产权保护、成果处置、收益分配等制度，开展科技成果转化过程中的伦理审 查、合规审查、风险管控，提高科技成果质量和转化效率。医疗卫生机构对其持有的科技成果，可以自 主决定转让、许可或者作价投资，除涉及国家秘密、国家安全外，不需报主管部门和市财政局审批或者 备案。涉及国家秘密、国家安全的科技成果，按有关规定执行。(上海市人民政府) ...

Core Viewpoint - The third China International Supply Chain Promotion Expo (Chain Expo) was held from July 16 to 20 in Beijing, focusing on the theme "Linking the World, Creating the Future" and showcasing various sectors including advanced manufacturing, clean energy, smart vehicles, digital technology, health living, and green agriculture, attracting 651 companies and organizations from 75 countries and regions [1][10] Company Overview - Yiling Health participated in the Chain Expo, showcasing innovative health products in the "Health Living Chain" exhibition area, demonstrating its development cluster from medicine to health [1][3] Health Industry Focus - The "Health Living Chain" exhibition area emphasizes key products and technologies in the health sector, promoting a green and healthy lifestyle while supporting consumption and domestic demand [3] - Yiling Health's strategy aligns with this focus, integrating traditional medicine and health practices to create a comprehensive health management solution covering all life stages [3][4] Product Innovation - Yiling Health has developed a diverse range of health products to address common health issues such as high blood sugar, abnormal blood lipids, and sleep disorders, reflecting a shift from treatment-centered to health management-centered approaches [4][6] - Key products showcased include: - **Yimeng Beverage**: Targets blood lipid levels and sleep quality using a blend of five medicinal ingredients [4] - **Jinliwang Beverage**: A sugar-free drink designed for blood sugar management, utilizing six medicinal ingredients [6] - **Wanbi'an Soft Capsules**: Aimed at improving sleep quality, featuring the traditional calming herb sour jujube seed [6] Comprehensive Health Solutions - Yiling Health's product matrix extends beyond blood sugar and lipid management to include hypertension, weight loss, anti-aging, immune enhancement, fatigue resistance, and bone health, promoting proactive health management [7] - The company emphasizes the importance of managing health risks early to prevent chronic diseases, advocating for a philosophy of "health needs management" [7] Quality Assurance in Production - Yiling Health ensures product quality through strict control of traditional Chinese medicine materials, establishing a collaborative model with local farmers to guarantee the authenticity and quality of raw materials [8] - The company has built over 60 high-standard medicinal herb cultivation bases across major regions in China, covering more than 40 varieties of traditional Chinese medicine [8][9] Future Outlook - Yiling Health aims to leverage the Chain Expo to deepen exchanges and share its experiences in building a full lifecycle service industry chain in traditional Chinese medicine, exploring new paths and models for health industry development [10]

Entrance of the EAACI Congress 2025, SEC in Glasgow Entrance of the EAACI Congress in the SEC located in Glasgow 苏黎世, July 17, 2025 (GLOBE NEWSWIRE) -- 2025 年 EAACI 大会吸引了超 7600 名代表参会，其不仅因规模成为焦点，更因领导层传递的有力信息备受关注。 如今，在格拉斯哥大会闭幕一个月之际，EAACI 高层正分享他们对此次大会的回顾，称其为该领域的一个转折点。 大会于 6 月 13 日至 16 日在苏格兰活动园区 (Scottish Event Campus) 举行，主题是“打破过敏、哮喘和临床免疫学的界限：整合地球健康，共创可持续未来”。 “今年的大会是一个转折点，” EAACI 主席 Maria Torres 教授表示。 “我们正迈入一个科学创新、医疗公平与环境健康必须协同推进的时代。” 大会日程包含超过 250 小时的讲座、研讨会和专题讨论会，涵盖药物过敏、T2 型炎症、儿童哮喘及遗传性血管性水肿等领域的突破性进展。 主席专题讨论 ...

"随着参保人数下降，可能导致医院就诊量增速放缓和坏账增加，"分析师写道，但同时指出相较于同 业，HCA医疗受不利因素影响较小，其规模优势将帮助其更好地缓解冲击。 "我们认为该法案大大提高了交易所强化补贴也将到期的可能性，这将在2026年形成额外阻力，"分析师 补充道。 Gajuk表示，"鉴于风险池的重大变化，我们预计2026年交易所定价风险的下行空间将大于上行空 间，"她补充道："随着和解法案中工作要求的实施等改革措施落地，医疗补助计划参保人数的不利因素 将从2027年开始显现。" Gajuk同时将美国最大营利性医院运营商HCA医疗评级从"买入"下调至"中性"，目标价从每股410美元微 调至394美元，指出ACA交易所和医疗补助计划的资金削减将带来逆风。 智通财经APP获悉，美国银行下调了医疗管理公司Centene(CNC.US)和医院运营商HCA医疗(HCA.US)评 级，理由是对特朗普总统近期签署生效的《大漂亮法案》相关影响的担忧。 美银分析师Joanna Gajuk将医疗补助计划(Medicaid)市场龙头企业Centene评级从"中性"下调至"跑输大 盘"，目标价从每股52美元大幅调降至30美元。分析 ...

7月15日，首届超声医学前沿应用及人工智能创新大赛决赛在成都东部新区未来医学城落幕。决赛上， 来自复旦大学、北京航空航天大学、上海科技大学、深圳市人民医院、四川大学华西医院、北京京东方 健康科技有限公司等知名高校及龙头医疗企业的9支团队携项目展开激烈角逐，路演现场智慧激荡、亮 点纷呈，共同勾勒出超声医学与人工智能融合发展的前沿图景。 答辩环节，国内超声领域专家评委针对各团队产品特点提出的问题专业犀利、直指核心，对参赛者的临 场反应和综合能力十分具有挑战性。同时参与评审的还有来自北极光、元生创投的相关负责人，对参赛 团队进行创业辅导及投资咨询。最终专家评委从项目创新性、可行性、市场前景等多维度评估，评选出 大赛的一等奖1名，二等奖3名，三等奖5名。现场为获奖团队及此前评选出的研究突破奖、基层医疗模 范奖、人工智能融合创新奖及17个优秀奖颁奖。 据了解，对于将高性能医疗器械、高端医疗消费、前沿生物技术作为主赛道的成都未来医学城来说，本 次大赛与园区发展方向密切相关，是继第八届"创客中国"医疗器械中小企业创新创业大赛后，落地园区 的第二个全国性赛事，也是园区推动产业要素加速集聚，深化"立园满园"攻坚行动的重要表现。 ...

Core Insights - The establishment of Meituan's Aesthetic Medicine Upstream Brand Advisory Committee marks a significant step in enhancing collaboration with upstream brands in the aesthetic medicine industry [1][2] - The Chinese aesthetic medicine market is projected to grow from 3,093 billion yuan last year to 7,102 billion yuan by 2031, indicating substantial growth potential [1] - The industry faces serious challenges, including a low authenticity rate of aesthetic medicine injectables at only 35%, leading to significant consumer complaints regarding product quality [1] Group 1 - The newly formed advisory committee will serve to strengthen the partnership between Meituan and upstream brands, aiming for strategic collaboration and innovation in the industry [2] - Meituan has deepened its cooperation with over 100 brands this year, with a goal of covering more than 200 brands, thereby enhancing the balance among platforms, brands, institutions, and users [2] - During the recent "618" shopping festival, the number of upstream cooperative brands on Meituan's platform increased by over 110%, with transaction volume growing nearly 150% [2] Group 2 - The advisory committee is expected to set a benchmark for upstream brands, driving innovation and sustainable development within the industry [2] - Meituan's initiative to launch a "Find Brand" channel aims to connect consumers directly with authorized brand institutions and professional doctors, addressing issues related to counterfeit products [1]

国元证券指出，《支持创新药高质量发展的若干措施》提出增加商保创新药目录，标志着商保在多层次 医疗保障体系中作用增强，为高价创新药和创新医疗器械提供支付支持，预计商业保险将在完善医疗保 障体系中发挥更大作用。随着创新药产业持续快速发展，上游产业链如科研试剂和CXO行业逐步回 暖，2025年中报起业绩有望向好。政策推动下，创新药进入成果兑现阶段，研发进展催化较多，将成为 医药板块投资主线；同时看好出海领域及集采出清板块，如胰岛素、骨科等细分赛道。此外，医药市场 集中度提升加速，并购重组有望增多。医疗器械方面，支持高端医疗器械创新发展的举措有望出台，行 业将受益于政策支持与支付能力提升。 没有股票账户的投资者可关注国泰中证医疗ETF联接A（012634），国泰中证医疗ETF联接C （012635）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经 ...

Core Viewpoint - The 2025 Global MedTech Conference showcased advancements in medical technology innovation and clinical application, highlighting the achievements of Chinese medical technology companies and teams in key areas such as equipment, service systems, and research transformation [2][23]. Summary by Categories 2025 Global Medical Technology Innovation Awards - The awards included three categories: Technology Innovation Award, Innovation Service Award, and Innovation Transformation Award, recognizing significant contributions from Chinese medical technology enterprises [2][23]. Technology Innovation Award Winners - **Kaili Medical**: Recognized for breakthroughs in ultrasound endoscopy, including the EG-UR5 ultrasound endoscope, which received EU CE certification in 2019 and NMPA approval in 2021, making China the second country with independent intellectual property rights in this technology [8]. - **SinoVision**: Awarded for the OmegaCT One, the world's first ultra-large aperture whole-body spiral CT system, which provides new 3D spatial anatomical information for various medical disciplines [10]. - **Karl Storz**: Lauded for the IMAGE1 S Rubina imaging system, which integrates 4K/3D/NIR fluorescence imaging technology, enhancing surgical precision and anatomical recognition [11]. - **Zhongke Ruiyi**: Acknowledged for developing an intelligent platform for brain health diagnosis and intervention, with over 10 products and 7 NMPA registrations [12]. - **Hua Rui Bo Shi**: Recognized for the Infivision 1900, the world's first commercial 3D electrical impedance imaging device for non-invasive lung monitoring [14]. Innovation Service Award Winners - **Tonghe Litai**: Provided comprehensive preclinical research services, assisting in the successful market registration of innovative medical products [16]. - **Xiyi Medical**: Offered one-stop services for medical device internationalization, helping over 80 projects achieve successful overseas market entry [18]. - **Tsinghua Innovation Star**: Supported medical technology enterprises through a full-process ecosystem service, fostering innovation and commercialization [19]. Innovation Transformation Award Winners - **Lu Hongzhou**: Recognized for developing non-contact health monitoring technologies, including the P20i device for multi-parameter monitoring [20]. - **Wang Yu**: Awarded for creating the world's first intelligent fracture reduction robot, enhancing surgical precision and efficiency [21]. - **Xu Boling**: Acknowledged for leading the development of the MoyoAssist® artificial heart, the first of its kind approved in China, addressing critical care needs [22]. Conclusion - The awarded companies and individuals demonstrated significant advancements in medical technology, showcasing China's progress towards a more systematic, pragmatic, and globally aware development phase in the industry [23].

今年以来，得益于盈利增长恢复及估值修复逻辑，港股创新药械板块增长喜人，由此带动恒生医疗保健指数走出一段"大阳线"行情，年初至今指数涨幅超过 50%。 近期，国家药监局发布《关于发布优化全生命周期监管支持高端医疗器械创新发展有关举措的公告》，宣布十大举措支持高端医疗器械创新发展，则进一步 推高了市场对于创新械企的中长期投资预期。 正是在如今投资环境趋暖的背景下，作为国内创新医疗器械龙头企业的沛嘉医疗-B(09996)走出了一段独立于昔日港股"TAVR三剑客"的持续拉升的高涨行 情。智通财经APP观察到，截至今年7月17日，沛嘉医疗在年初至今的股价累计涨幅超过95%，大幅跑赢指数的同时也带动公司市值来到50亿港元区间。 究其原因，在于当前政策红利叠加港股药械板块投资趋暖，带动企业创新价值验证在估值评判中的权重持续提高。相较此前的保守态度，当下投资者更注重 创新械企的新技术放量能否得到业绩验证，以及企业创新管线品种在后续商业化中是否存在可观的预期差收益。而上述股价增幅数据反映的便是市场对公司 价值的高度认可。 凭借近年迅猛的商业化进程、稳定快速的收入增长以及布局完善且极具竞争力的产品管线，沛嘉医疗已稳居中国瓣膜介入 ...