绵阳核医疗健康产业园签约28个项目，总投资高达223亿元。 作 者丨 杨婧雪 编辑丨 刘恒涛 图源 丨 midjourney 近期，核医疗赛道的资本动作不断。 5 月 26 日，主攻脑神经、心血管、肿瘤领域方向的核药 CRO/CDMO 服务企业国通新药完成 A+ 轮融资，投资方中不乏国寿股权这样的头部机构。 6 月 9 日，核药企业先通医药向港交所递表； 6 月 10 日，中广核技宣布向全资子公司中广核医疗科技（绵阳）有限公司增资 5 亿元，投向质子医疗 研发。 这三家企业有一个共同之处 ——它们都是四川绵阳的企业，均已入驻绵阳核医疗健康产业园。 在绵阳，核医疗产业集群正在悄然成形。绵阳核医疗产业链已引入一家国家链主企业， 16 家链上重 点企业。绵阳核医疗健康产业园已签约 28 个项目，总投资将高达 223 亿元。 为什么核医疗产业资本和企业如此看好绵阳？ 先进放疗技术聚集 绵阳领跑核医疗产业 坐落于绵阳游仙区的 核医疗健康产业园 ，聚集了一批放疗黑科技的设备。 今年 5 月，来自园区企业中玖闪光的两台放疗设备—— X-Flash 与 e-Flash ，亮相西博会 ， 引发 轰动。 图源： 绵阳市经济合作局 ...

Core Viewpoint - Guangdong Province has issued an action plan to accelerate the high-quality development of the nuclear medicine industry from 2025 to 2030, focusing on innovation and collaboration in the sector [1]. Group 1: Development Goals - By 2030, Guangdong aims to significantly enhance its independent innovation capabilities in the nuclear medicine industry, break through key technologies, and establish several innovation platforms [1]. - The plan includes ensuring stable supply of commonly used medical isotopes and advancing a number of radiopharmaceuticals and high-end nuclear medical equipment to clinical trial stages [1]. - The goal is to achieve full coverage of nuclear medicine departments in tertiary general hospitals and cultivate 3-5 leading nuclear medicine enterprises with national influence, along with a number of specialized and innovative companies [1]. Group 2: Collaboration and Innovation - The plan encourages establishing cooperative mechanisms with major medical isotope-producing countries and promotes joint research in radiopharmaceutical development with international research institutions [1]. - There is a strong emphasis on supporting the innovation and research of radiopharmaceuticals, encouraging investments from enterprises, healthcare institutions, universities, and research institutes [1]. Group 3: Talent Development - The plan supports the optimization of academic programs in key universities such as Sun Yat-sen University and Jinan University to develop nuclear medicine specialties, including radiology, nuclear medicine, radiochemistry, and radiation protection [2].

Core Viewpoint - The Guangdong Provincial Development and Reform Commission has issued an action plan to accelerate the high-quality development of the nuclear medicine industry from 2025 to 2030, aiming for significant improvements in innovation capabilities, key technology breakthroughs, and the establishment of a competitive nuclear medicine industry cluster by 2030 [1][3]. Industry Development - The nuclear medicine industry is experiencing unprecedented growth opportunities due to global aging populations, rising chronic disease rates, and continuous technological innovations [2]. - Recent favorable policies at both national and local levels are propelling the rapid development of the nuclear medicine industry in China, with a focus on enhancing innovation capabilities and expanding application fields [3]. Market Size - According to a report by Zhongyan Puhua Industry Research Institute, the global nuclear medicine market is expected to exceed $100 billion by 2025, with a compound annual growth rate of over 10%, potentially reaching over $200 billion by 2030 [4]. Company Developments - Companies in the nuclear medicine sector are actively advancing their positions, with Shanghai United Imaging Healthcare Co., Ltd. recently obtaining a patent for a scanning method for nuclear medicine devices [5]. - Qingdao Baiyang Pharmaceutical Co., Ltd. announced that its radiopharmaceutical, a first-class new drug in China, has successfully met key clinical trial endpoints, addressing significant challenges in tumor imaging diagnostics [5]. Challenges - The nuclear medicine field faces challenges due to high technical barriers and strict regulatory policies, requiring substantial investment in research and development to overcome technological bottlenecks [6]. - Market awareness of nuclear medicine products is relatively low, and the high costs associated with these technologies pose additional challenges for widespread adoption [6].

Economic Performance - In May, the national economy showed stable growth with industrial production increasing by 5.8% year-on-year, and equipment manufacturing and high-tech manufacturing growing by 9% and 8.6% respectively, outpacing the overall industrial growth by 3.2 and 2.8 percentage points [1] - The service sector's production index rose by 6.2% year-on-year in May, with significant contributions from information transmission, software, and IT services (11.2%), leasing and business services (8.9%), and wholesale and retail (8.4%) [1] - Retail sales saw a notable recovery, with total retail sales of consumer goods reaching 41,326 billion yuan, a year-on-year increase of 6.4%, accelerating by 1.3 percentage points from the previous month [1] Employment and Prices - The urban survey unemployment rate in May was 5%, a decrease of 0.1 percentage points from the previous month, indicating overall employment stability [2] - The Consumer Price Index (CPI) fell by 0.1% year-on-year and 0.2% month-on-month, while the core CPI, excluding food and energy, increased by 0.6% year-on-year, reflecting a slight acceleration in inflation [2] Investment and Trade - Fixed asset investment (excluding rural households) from January to May totaled 191,947 billion yuan, growing by 3.7% year-on-year, with a notable 7.7% growth when excluding real estate development investment [1] - The total value of goods imports and exports in May reached 38,098 billion yuan, with exports increasing by 6.3% and imports decreasing by 2.1% [1] Corporate Developments - GAC Aion faced employee stock valuation issues, with employees potentially recovering only 42% of their investments due to significant devaluation [5] - Tencent launched an algorithm competition with substantial rewards to attract global talent, supporting its recruitment efforts and enhancing its machine learning capabilities [5] - Xiaomi's automotive factory achieved a production capacity of 20,000 to 30,000 vehicles per month, showcasing high levels of automation [6] - Gree Titanium New Energy announced a court-ordered freeze on its 100% stake in Zhuhai Guangtong Automobile, stemming from past management issues, but stated that operations remain unaffected [6] International Developments - The U.S. Department of Justice is reviewing Alphabet's proposed $32 billion acquisition of cybersecurity startup Wiz for potential antitrust concerns [8] - Santos received a non-binding acquisition offer from a consortium led by Abu Dhabi National Oil Company, valuing the company at $18.7 billion [8] - MicroStrategy announced the purchase of 10,100 bitcoins for approximately $1.05 billion, bringing its total holdings to 592,100 bitcoins [9]

Group 1 - The Hunan China Nuclear Tumor Hospital (Phase I) project has officially topped out on June 14, 2023, with an expected completion and opening in 2026 [1] - The project covers a total construction area of approximately 330,000 square meters, with a planned capacity of 1,800 beds (917 beds for Phase I) and a total investment exceeding 3 billion yuan [3] - The hospital is positioned as a nuclear medical center and flagship oncology specialty hospital in Central and Southern China, equipped with advanced medical technologies such as proton heavy ion therapy systems and BNCT systems [3] Group 2 - The project is a result of a strategic cooperation agreement signed in 2017 between China National Nuclear Corporation (CNNC) and the Hunan Provincial Government, aimed at establishing the CNNC Hunan Proton Medical Center [4] - CNNC Health, as a professional platform for nuclear medical industry investment and management, is collaborating with local government to implement the "Healthy China" strategy and ensure the project is included as a key provincial and municipal engineering project [4] - The hospital aims to integrate various resources in the Yuhua District to activate a "nuclear medical innovation ecosystem," focusing on tumor diagnosis and driving the development of nuclear drug research, nuclear medical equipment manufacturing, and talent cultivation [6]