金十数据7月22日讯，据国家医保局消息，目前，职工医保个人账户共济可以通过即时调用被绑定人个 人账户、医保钱包转账等方式实现。2025年1-6月职工医保个人账户共济人次2.00亿，金额261.77亿元。 1-6月职工医保个人账户共济2亿人次，共济金额261.77亿元 ...

【导读】*ST苏吴控股孙公司独家经销权将被撤销，拟撤销方被爱美客接手不久 中国基金报记者 闻言 中国基金报7月21日电,*ST苏吴 (600200.S H) 控股孙公司达透医疗收到Regen解约函,拟 终止其AestheFill产品独家代理权。2024年该产 品贡献营收3.26亿元，占公司总营收20.42%; 2 025年一季度营收1.13亿元，占比达35.55%。 公司否认违约,拟采取法律手段维权。若代理 权最终解除,将严重影响医美板块业绩。 7月22日上午开盘，*ST苏吴迎来第七个跌停，爱美客则一度涨超6%。 | 428.20 | | | | | | | --- | --- | --- | --- | --- | --- | | 20250703 | 20250529 | 20250616 | 20250722 | | | | 爱美客 | | | | | | | 8 7 0 | | | | | | | 东方 | 财富 | | | | | | 300896 融 深股通 注 L1 ▼ | | | | | | | 188 46 今开 181.56 最高 189.99 最低 181.04 | | | | | | ...

截至2025年7月22日 10:52，上证科创板生物医药指数上涨0.95%，成分股苑东生物上涨8.00%，百奥泰上涨6.99%，博瑞医药上涨5.60%，君实生物上涨 3.63%，百利天恒上涨2.81%。科创医药ETF嘉实(588700)上涨1.14%。拉长时间看，截至2025年7月21日，科创医药ETF嘉实近1周累计上涨5.83%。 数据显示，截至2025年6月30日，上证科创板生物医药指数前十大权重股分别为联影医疗、百济神州、惠泰医疗、百利天恒、艾力斯、泽璟制药、君实生 物、博瑞医药、华大智造、益方生物，前十大权重股合计占比50.3%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 688271 | 联影医疗 | 2.18% | 9.73% | | 688235 | 百济神州 | 1.08% | 6.04% | | 688617 | 惠泰医疗 | -0.06% | 5.69% | | 688506 | 百利天恒 | 2.81% | 5.35% | | 688578 | 艾力斯 | 0.48% | 4.76% | | 688266 | 泽璟制药 ...

【导读】 *ST 苏吴控股孙公司独家经销权将被撤销，拟撤销方被爱美客接手不久 中国基金报记者 闻言 7 月 22 日上午开盘， *ST 苏吴迎来第七个跌停，爱美客则一度涨超 6% 。 2.01 1.70 主力意愿 ▼ 解锁查看完整K线数据 < 197.75 s 击解题 > 28.20 20250703 20250722 20250616 20250529 7 月 21 日晚间，爱美客公告称，公司控股子公司 REGEN Biotech, Inc. （以下简称 REGEN ）已于 7 月 18 日向达透医疗器械（上海）有限公司（以下简称达透医疗）送达 《解约函》，要求解除达透医疗的独家经销协议，并撤销达透医疗作为 AestheFill 产品在中 国大陆地区独家经销商的所有相关授权。 中国基金报问讯 更快 更准 更有料 2025-07-21 20:46:43 星期一 【爱美客:控股子公司解除达透 公司独家经销权】 中国基金报7月21日电, 爱美客 (300896.SZ) 控股子公司韩国REGEN公司已于7月18日解除 达透公司AestheFill产品在中国大陆地区的独家 经销权、因其存在违约行为。此举有助于维护 产 ...

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has launched a new policy called "Tech Company Special Line," which provides a confidential listing channel and lowers the threshold for specialized technology and biotechnology companies, attracting more tech firms to consider listing in Hong Kong [1][2]. Group 1: Applicable Entities - The policy is aimed at specialized technology companies (e.g., AI, chips, new energy) and biotechnology companies (e.g., innovative drugs, medical devices), particularly those in early stages or with non-commercialized products [3][4]. - Core thresholds include being classified under HKEX's definitions of "specialized technology" (Chapter 18C) or "biotechnology" (Chapter 18A) [4][5]. Group 2: Self-Assessment and Application Process - Companies must assess their eligibility by checking if they meet the criteria outlined in the self-assessment form available on the HKEX website [8]. - If uncertain, companies can fill out the inquiry form and send it to HKEX for preliminary feedback within one week [9]. Group 3: Confidential Submission Process - The first step involves signing a Non-Disclosure Agreement (NDA) with HKEX to ensure confidentiality of submitted materials [11]. - Companies must submit a "confidential version" of their materials, including a PDF encrypted file uploaded through HKEX's designated system [13]. - The review phase lasts 30 days, focusing on technical feasibility and compliance [14]. Group 4: Exclusive Services of "Tech Company Special Line" - Companies can receive one-on-one guidance from HKEX experts, including interpretations of listing rules and fundraising strategies [16]. - Eligible companies can benefit from a fast-track review process, reducing the review period to 30 days [17]. - Flexible equity design allows founders to retain control without additional proof of "innovation" [18]. Group 5: Common Pitfalls to Avoid - Companies should provide clear descriptions of their technology and avoid vague claims without supporting evidence [21]. - Transparency in related party transactions is crucial to avoid issues during the review process [22]. - Establishing a diverse investor base is important to strengthen investor relations [24]. Group 6: Post-Listing Compliance - Continuous information disclosure is required, including updates on technological commercialization and significant collaborations [27]. - Companies are encouraged to maintain market value by releasing quarterly research updates and engaging with analysts [28]. - A green channel for refinancing allows specialized companies to issue new shares through a simplified process [29]. Group 7: Comparison with Other Markets - The HKEX's "Tech Company Special Line" offers no profitability requirement, a shorter review period, and lower information disclosure pressure compared to A-shares and U.S. markets [30][31].

以下文章来源于健闻咨询 ，作者健闻咨询 健闻咨询 . 医疗行业跨界洞察 2025.07. 22 本文字数：4387，阅读时长大约7分钟 来源 | 健闻咨询 市场红火，但保费规模还是几个亿 苦寻新增量的商业健康险行业，带病体保险成了2025年被给予厚望的条线。 换句话说，过去保险不卖给病人，但现在卖给病人的保险接连问世了。 今年，疾病复发险就出现了不少新尝试。 5月底，泰康在线发布了"好效保"系列产品，将疾病复发险从乳腺癌扩展到了淋巴瘤、肺癌等新病 种。再往前，众安保险在3月推出了"众民保·复发险"，可覆盖30种常见恶性肿瘤，是开发多癌种复发 险的一次试探。 上一次带病体保险飞速崛起，还在2022年。那一年，众安保险推出了带病体可保的百万医疗险，上 线短短十天保费过亿；多家主流保司上线了乳腺癌复发险，如今乳腺癌复发险已经达到亿级规模。 到今年，商业健康险经过2024年增速的回暖，健康险保费收入 9774 亿元，增长 8.2%之后，行业 却再度陷入增长乏力的叙事——健康人群产品逐渐饱和，保司需要扩大客群范围，给2025年再找到 新增量。 如此背景下，带病人群逐渐走入视野，保险产品的设计转向非标体、带病体人群。 然 ...

美元兑离岸人民币：上周初人民币中间价连续多日下调，其后离岸人民币围绕7.18中枢位置窄幅波动。 7月14日中国央行副行长邹澜强调"不寻求通过汇率贬值获取国际竞争优势，保持汇率弹性"。7月重要会 议窗口临近，离岸人民币料保持7.15-7.18区间震荡，短期维持7.18政策顶的判断。后续方向核心锚定中 美贸易谈判进展，若美国对华关税升级或贸易摩擦激化，可能触发人民币短线破位。 风险提示：国际形势复杂多变；政策效果不及预期；地缘政治风险加剧。 【财华社讯】7月22日，中泰国际发布策略周报，港股方面：中国二季度经济增长超预期，或侧面反映 短期强刺激政策的必要性有所下降，但细看6月经济结构仍分化，生产和出口坚挺，消费和投资走弱， 地产仍在磨底，政策重心更可能聚焦结构性托举，料后续港股整体盈利增长修复或相对温和。尽管金管 局再回收港元，但1个月HIBOR已跌至1%以下，资金面仍比较充裕，港股通持续净流入迭加外资流入积 极性较高，资金市有望助力港股高位盘整。港股大盘延续板块轮动迹象，市场在内外政策交织的窗口维 持结构博弈，但避险情绪与政策观望情绪仍一定程度制约指数大幅上行的空间。短期关注内部政策预 期、谈判反转预期的催化， ...

在杭州城东智造大走廊的核心区域，杭州生物科技谷红枫北区、红枫南区及潮阳产业园三大园区同 步开园，标志着红山农场强势回归聚光灯下，成为临空经济版图上一颗耀眼明珠。 赓续"红山精神"，如今的红山再次展现"红力"：红山农场小微企业产业园仅10个月完成建成验收， 较原计划提前5个月。该项目总投资约1.5亿元，是红山壮大集体经济的重大手笔，同时也是未来引育新 质生产力的重要载体，可为区域发展注入新动能。 "红山速度"：腾挪空间的效率革命 "红力"，首先体现在令人瞩目的"速度"上。 红山农场小微企业产业园的效率并非孤例。前期，红山围绕"腾""建"核心，高效推进空间再造：完 成294户农户征迁、37家主体企业签约，实现1032亩土地征收与清苗交地，出让工业用地712.6亩。 "腾"出的是土地，"建"起的是未来，红山用效率丈量着发展的新空间。 在清晰的"智能制造园区、生物医药园区、生活小镇"三大区域蓝图下，红山已落地项目22个，包括 产业项目12个、标准厂房项目8个、小微园区类2个。其中，智能制造园（红山片区）一期成效斐然：13 个投资额超亿元的高端制造项目抢滩落地、全面开工，均聚焦装备制造、新材料等新兴赛道，加速推动 落后 ...

AI基金富国医疗保健行业混合A/B（000220）披露2025年二季报，第二季度基金利润1.23亿元，加权平均基金份额本期利润0.4137元。报告期内，基金净值 增长率为13.44%，截至二季度末，基金规模为9.72亿元。 该基金属于偏股混合型基金，长期投资于医药医疗股票。截至7月21日，单位净值为4.035元。基金经理是孙笑悦，目前管理3只基金近一年均为正收益。其 中，截至7月21日，富国医药成长30股票近一年复权单位净值增长率最高，达81.88%；富国医疗产业混合发起式A最低，为8.42%。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中的分位数。 截至6月30日，基金近三年夏普比率为0.0561，位于同类可比基金50/105。 截至7月18日，基金近三年最大回撤为37.73%，同类可比基金排名61/106。单季度最大回撤出现在2021年一季度，为28.29%。 基金管理人在二季报中表示，二季度我们继续配置了A股创新药、并均衡配置了部分医疗器械标的。我们判断国内创新药企业在2024年下半年开始已经出现 了量变到质变的跳跃，此后会 ...

Core Insights - The Chinese AI healthcare industry has undergone significant changes from 2015 to 2025, evolving from initial exploration to differentiated tracks, driven by technological breakthroughs and capital investment [1][2][4] Group 1: Capital Trends - The AI healthcare sector in China experienced a rapid increase in investment from 2015 to 2021, with a peak in financing events and amounts, particularly around 2021 [2][4] - Post-2021, there has been a notable decline in both the number of financing projects and total financing amounts, indicating a cooling off in the capital market's enthusiasm for AI healthcare [4][6] - The financing rounds before 2021 showed high activity across all stages, while from 2022 onwards, early and late-stage financing became more prominent, with a significant drop in mid-stage financing events [6][7] Group 2: Sector Focus - AI-enabled medical diagnostics led the sector with 383 financing events, followed by AI-enabled drug development with 270 events, indicating a strong capital preference for these areas [8][12] - Other categories such as AI-enabled treatment and operations, medical devices and hardware, and health management received significantly less investment, highlighting a concentration of resources in diagnostics and drug development [8][12] Group 3: Investment Institutions - Top investment institutions in the AI healthcare sector include Sequoia China, Wuyuan Capital, and Qiming Venture Partners, with Sequoia leading with 37 investment events [20][22] - The investment focus of these institutions is heavily skewed towards AI-enabled drug development (60.5%) and medical diagnostics (25%), reflecting a preference for clear business models and strong commercialization potential [22][24] - The majority of investments occurred in the A and B rounds, indicating a trend towards supporting companies that have demonstrated early technological validation and initial commercialization [24][28] Group 4: Government and Policy Support - Government support for the AI healthcare industry has been robust, with over 20 policies aimed at promoting innovation, expediting approval processes, and encouraging data sharing [52] - The concentration of financing events in regions like Beijing, Shanghai, and Guangdong indicates the emergence of innovation hubs and capital aggregation effects in the AI healthcare sector [52] Group 5: Star Projects and Market Growth - Notable star projects in the AI healthcare sector include companies like Jingtaikeji and Yingshi Intelligent, which have achieved significant technological and commercial success [44][47] - The AI pharmaceutical market is projected to grow significantly, with a compound annual growth rate (CAGR) of 30.45% globally and 53.01% in China from 2019 to 2024 [49] - AI healthcare companies are experiencing revenue growth rates that significantly outpace traditional healthcare, with some companies achieving annual growth rates exceeding 50% [50]