7月18日，广发基金旗下广发成长领航A披露二季报，该基金管理人吴远怡表示，美联储降息周期推动全球流动性改 善，高股息资产(如金融、保险)表现强劲。同时，中国在AI、高端制造、医药创新等领域的技术突破，将持续带来 投资机会。 业绩上，广发成长领航A二季度表现亮眼，基金利润2648.86万元，加权平均基金份额本期利润0.26元。报告期内， 基金净值增长率为20.66%，截至二季度末，基金规模为2.01亿元。上半年该基金收益率达67.72%，在全市场中排名 前列。 | 1 | 09992 | 泡泡玛特 | 97.000 | 23,583,209.39 | 8.45 | | --- | --- | --- | --- | --- | --- | | 2 | 06181 | 老铺黄金 | 19.900 | 18,292,987.44 | 6.55 | | 3 | 600418 | 江淮汽车 | 417.800 | 16,749,602.00 | 6.00 | | 4 | 002940 | 昂利康 | 427.000 | 15,845,970.00 | 5.68 | | 5 | 688084 | 晶品特装 | 149.0 ...

7月20日，省政府办公厅公布上半年我省重点民生实事进展情况。记者了解到，我省10件重点民生实事 整体进展顺利，实现"时间过半、任务过半"，不少超额完成阶段目标。 就业是民生之本、发展之基，我省从增强就业力、提高匹配率等方面发力，持续提升就业服务保障能 力。截至6月底，全省已完成职业技能培训169.9万人次，新增高技能人才（取证）52.3万人，分别完成 年度目标任务的85%、80.5%；已举办2545场专场招聘会，完成年度目标任务的50.7%；新建2个市级零 工市场、41个县级零工市场，累计新改建1438个零工驿站和344个"家门口"就业服务站，分别完成年度 目标任务的50%、82%、71.2%、86%。 在增加免费或低收费体育场馆供给方面，上半年已实现129个公共体育场馆向社会免费或低收费开放， 开展国民体质监测和科学健身指导服务13.3万人次，分别完成年度目标任务的100%、52.2%。 继续推进充电基础设施建设，积极响应广大新能源车主的诉求关切。上半年已新建公共充电桩15100 个，完成年度目标任务的75.5%。 作为实现医疗资源均衡普惠发展的重要一环，我省着力提升基层医疗卫生服务能力。截至6月底，已完 ...

"4∶46转入院，6∶17开始手术。"说起本月初的一场成功救治，西藏自治区那曲市人民医院妇产科主任刘丽丽仍历 历在目。当天凌晨，一名患有黑尔普综合征并伴有重度先兆子痫的产妇，从200多公里外的班戈县转院而来。 那曲市人民医院是中国海拔最高的三甲综合性医院。过去，受自然条件恶劣和医疗资源匮乏的限制，该院救治孕 产妇重症病例能力有限。部分危重症病例往往刚送到这里，就要迅速转院至拉萨，这一比例一度超10%。 正是靠着一股一棒接着一棒干、每棒都在冲刺跑的劲儿，越来越多的疑难杂症被攻克破解，那曲人民从"病有所 医"迈向"病有良医"。近十年来，辽宁省先后选派7批次131人次医疗援藏专家，培育了本土医疗骨干225人，打造 了一支"带不走的医疗队"，实现了293项新技术和多例疑难危重手术的突破。（本报记者 鲜敢 吕九海 安博文） "在对口援藏医疗队的专业支持下，我们针对胎头吸引、产钳助娩、臀位分娩等多种'症结'展开攻坚，相继建成包 括危重孕产妇救治中心在内的5个医疗救治中心，提高了区域医疗救治水平。"刘丽丽说，"今年上半年住院分娩 数量超950例，只有3例转出。" 孕妇糖耐量检查技术、泌尿系统疾病诊断技术……援藏医疗专家将一 ...

Group 1 - The Thai government has launched an artificial intelligence medical data platform, marking a significant step in the digitalization of healthcare in Thailand [1] - The platform, developed by multiple organizations, stores over 2.2 million anonymous medical images covering various diseases, aiding doctors in precise diagnoses, especially in resource-limited areas [1] - The Thai government plans to invest 90 million Thai Baht (approximately 19.95 million RMB) in the AI medical data platform project from 2023 to 2026 to promote data sharing and accelerate AI development in healthcare [1] Group 2 - The Thai Ministry of Public Health initiated a "Digital Health Strategy" in 2015 to enhance healthcare through digital transformation, including extending high-speed internet to hospitals and developing remote medical systems [2] - The Ministry has released the "2024 Remote Medical Service Standards," which set strict regulations on service provider qualifications, data storage security, and traceability of service records [2] Group 3 - The application of digital technology in Thailand's healthcare sector has improved accessibility and convenience, with the government implementing the "30 Baht Universal Healthcare" plan to share patient information across hospitals [3] - The introduction of health check kiosks allows patients to self-measure vital signs and consult with doctors remotely, with plans to expand these kiosks to over 900 hospitals [3] - Data shows a steady decline in outpatient visits due to the growth of remote medical services, with daily visits to regional hospitals dropping from over 23,000 to 13,000 between 2022 and 2024 [3]

随着"中医热"升温，"三伏贴"也被越来越多的人知晓。在北京市多家中医医院，近年来三伏贴贴敷的人次都呈现上升趋势。方寸之间的三伏贴， 连接着古老的中医智慧和当代的养生热潮。 7月20日，入伏首日，一年一度的"冬病夏治三伏贴"正式开贴。 中国中医科学院广安门医院的三伏贴挂号窗口前一早就排起了长龙。短短半天，线下挂号的患者已有约2000人，而此前已有约2万人在线上进行了 预约。 7月20日，在中国中医科学院广安门医院，医务人员正在贴敷三伏贴。新华社记者 徐鹏航 摄 将"消喘膏"药丸按压成饼状，贴敷于穴位上，再进行固定……广安门医院为三伏贴贴敷开辟了"专用场地"，医生们手法熟练，一两分钟就可以完 成一位患者的贴敷。 "冬病夏治三伏贴，是中医'治未病'理念的集中体现。"广安门医院呼吸科主任李光熙介绍，在一年中天地阳气最旺盛的三伏时期，将"消喘膏"贴敷 于肺俞穴、心俞穴、膈俞穴，能够温经通阳、祛除阴寒，从而预防冬季易发的呼吸道系统疾病。 三伏贴的应用范围，也在应对现代生活方式挑战中悄然拓展。"当代人夏季过度依赖空调、贪凉饮冷，容易诱发或加重关节问题。"广安门医院风 湿病科主任医师葛琳说，研究显示，在肝俞穴、脾俞穴和肾俞穴 ...

Core Viewpoint - The company is currently facing potential challenges due to new EU regulations limiting Chinese medical device companies' participation in public tenders valued over 5 million euros, but it has not yet impacted its business in the EU region [3][4]. Group 1: Stock Performance - As of July 18, 2025, the company's stock closed at 35.13 yuan, with an increase of 0.66%, a turnover rate of 0.78%, a trading volume of 73,500 shares, and a transaction value of 257 million yuan [1]. Group 2: Shareholder Information - As of July 10, 2025, the total number of shareholders for the company was over 40,000 [2][5]. Group 3: Business Operations and Market Presence - The company has established diversified sales channels in the European market, focusing on non-public medical channels through retail pharmacies and partnerships with medical device distributors, which constitute a significant portion of its European sales [3][4]. - The company's overseas business primarily targets Southeast Asia, South America, Western Europe, and the Commonwealth of Independent States, covering over 100 countries and regions globally [6]. Group 4: Capital Flow - On July 18, 2025, the capital flow data indicated a net outflow of 8.87 million yuan from institutional investors, while retail investors showed a net inflow of 10.35 million yuan [7][8].

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - A company has achieved a technological breakthrough in precision reducers, with end customers including Zhiyuan Robotics and Fourier [1] - Another company plans to acquire a core infrastructure supplier for AI computing centers, focusing on optical modules and data centers [1] - A company in the innovative drug sector has over 80 items in its pipeline, including weight loss drugs, medical aesthetics, and synthetic biology [1]

Investment Rating - The report maintains a "Positive" outlook on the cosmetics and medical beauty industry, highlighting innovative business models driving growth in the light medical beauty sector, particularly recommending attention to the company "Xinyang" [2][9]. Core Insights - The cosmetics and medical beauty sector has underperformed the market recently, with the Shenwan Beauty Care Index declining by 0.1% from July 11 to July 18, 2025, while the Shenwan Cosmetics Index fell by 0.9%, underperforming the Shenwan A Index by 2.3 percentage points [3][4]. - Innovative business models are driving growth in light medical beauty, contrasting with traditional medical beauty institutions facing stagnation due to high costs and weak consumer demand. Xinyang's high cost-performance ratio, chain operations, and app-based customer conversion model are seen as new growth drivers for the sector [9][10]. - The report emphasizes the importance of supply-side innovations in stimulating consumer demand and driving industry recovery, despite short-term macroeconomic challenges [9]. Summary by Sections Industry Performance - The cosmetics and medical beauty sector has shown weak performance compared to the market, with specific indices reflecting declines during the reporting period [3][4]. - The top-performing stocks in the sector included Zhongshun Jierou (+10.8%) and Juzibio (+6.1%), while the worst performers were Shangmei Shares (-11.1%) and Baiya Shares (-4.3%) [5]. Key Company Insights - Linqingxuan, a high-end domestic skincare brand, has seen revenue growth from 690 million yuan in 2022 to 1.21 billion yuan in 2024, with net profit turning from a loss of 6 million yuan to a profit of 187 million yuan [10][15]. - The company has established a strong product matrix and supply chain advantages, with production capacity reaching 40 million units annually [16][17]. - The report also highlights the growth of the "Plant Doctor" brand, which has achieved a net profit CAGR of 24% from 2022 to 2024, supported by a robust channel network and operational efficiencies [10][12]. Market Trends - The report notes a shift in the cosmetics market from quantity to quality, with a significant increase in e-commerce sales, which accounted for 47% of total cosmetics sales in 2024, up from 22% in 2016 [11]. - The domestic market is witnessing a rise in local brands, with a notable increase in market share for domestic products, reflecting changing consumer preferences and the impact of the "national tide" [11][28]. Financial Performance - The report indicates that the overall retail sales of cosmetics in China reached 229.1 billion yuan in the first half of 2025, with a year-on-year growth of 2.9%, although June saw a decline of 2.3% due to promotional timing [21][24]. - The performance of major companies like Meili Tianyuan is highlighted, with projected revenue of at least 1.45 billion yuan for the first half of 2025, representing a growth of at least 27% [24].

【导读】科创板"1+6"新政落地：破冰资本困局 浇灌"硬科技"未来 科创板"1+6"新政落地： 破冰资本困局 浇灌"硬科技"未来 中国基金报记者 方丽 陆慧婧 7月13日，上海证券交易所正式发布《科创板上市公司自律监管指引第5号——科创成长层》 （以下简称《科创成长层指引》）及六项配套业务规则（以下简称"1+6"新政），在科创板开 板六周年之际，在中国资本市场深化改革进程中落下关键一子。 多位业内人士表示，这套酝酿已久的政策"组合拳"精准支持技术有突破、前景广阔但未盈利 科技型企业的制度创新，直击未盈利"硬科技"企业融资痛点，通过设立科创成长层、优化上 市标准、强化投资者保护等系统性设计，为人工智能、商业航天、生物医药等新质生产力核 心领域开辟资本通道。 科创板成长层落地 制度包容性再升级 《科创成长层指引》等配套业务规则发布，市场期待已久的科创成长层正式落地。 科创板从上市到新"国九条"重新定义，持续强调"硬科技"定位。本轮改革更好地打通了高成 长"硬科技"企业的投融资两端，使得科创板定位更加明确，其中不少亮点受到公募投研人士 关注。 多位业内人士表示，科创板"1+6"新政的落地，不仅是对未盈利科技企业融资 ...

截至2025年6月24日，公司已建立分级医疗服务网络，包括12家自有线下医疗机构及一家互联网医院，以及10家线下管理医疗机 构。公司依托知名品牌"同仁堂"及优质的药品，已积累及整合大量线上线下医疗资源。 按2024年总门诊人次及住院人次计，公司是中国非公立中医院医疗服务行业中最大的中医院集团，市场份额为1.7%。按2024年 医疗服务总收入计，公司以0.2%的市场份额在非公立中医院医疗服务行业中排名第二，其市场规模占同年中国中医医疗服务行 业市场总规模的46.5%。 从财务角度来看，2022年至2024年，同仁堂医养实现收入分别约为9.11亿元（单位：人民币，下同）、11.53亿元、11.75亿元； 同期，年内利润分别为-923.3万元、4263.4万元、4619.7万元。 近年来，随着中国老龄化进程加速，医养结合产业迎来爆发式增长。在同仁堂、同仁堂科技、同仁堂国药上市后，同仁堂医养 本次若成功上市，将成为同仁堂集团旗下第四家上市公司。 近日，据港交所披露，北京同仁堂医养投资股份有限公司（同仁堂医养）第三次递表港股冲刺主板IPO，继续由中金公司独家保 荐。追溯时间线，这家由同仁堂集团孵化、聚焦"医养结合"的中 ...